Native CDFI Practitioner Certification Program

Strengthening Native CDFIs

Oweesta Corporation offers a Native CDFI Practitioner Certification Program uniquely adapted to the cultural context of Native CDFIs. This training provides an overview of all areas of Native CDFI operations, including basic financial management, lending, development services, impact tracking, marketing, capitalization, and more. The Certification Program offers four tracks (with additional options for Native CDFI Board members) to specialize in Lending, Executive Management, Development Services, and/or Financial Management; each of which include a series of trainings.

This training program is unmatched. It was developed following extensive key information interviews with Native CDFI practitioners, consultants, and Oweesta partners and teaches on activities specific to Native CDFI practitioners, such as performing collateral perfection on Indian trust land or leveraging resources available only to Tribal nations.

To learn more about the Certification Program, contact Director of Programs Heather Rademacher Taylor at heather@oweesta.org.

Certification Program Brochure

Download a one-page overview of the Certification Program.

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Fundamentals Week – Option to Test Out

Fundamentals Week is a required foundational training for each track. For seasoned professionals who already have the fundamentals down, we have an option to test out of this training. Requirements are:

  • 3 years of experience in the industry, assessed via the registration survey
  • Pass a 30-minute, proctored test with at least 70%
  • $50 exam registration fee

Tracks

Executive Specialization Track

Training ProgramTentative DatesLocation
Fundamentals WeekTBDTBD
Effective Fundraising and CapitalizationTBDTBD
Financial Management II –
Asset/Liability Management, Financial Statement Analysis & Reporting, Budgeting
TBDTBD
Executive TrainingTBDTBD

Financial Management Specialization Track

Training ProgramDates
Fundamentals WeekTBD
Financial Management I –
Accounting Principles, Nonprofit Financial Statements, Fund Accounting
TBD
Financial Management II –
Asset/Liability Management, Financial Statement Analysis & Reporting, Budgeting
TBD
Financial Management III –
Payroll, Policies, Internal Controls, Cash Management, Grant Management, Use of Federal Funds, Auditing
TBD

Lending Specialization Track

Training ProgramDatesLocation
Fundamentals WeekTBDTBD
Underwriting – Consumer and BusinessTBDTBD
Loan Portfolio ManagementTBDTBD
Underwriting – Housing*

*This course is optional and not required for Lending Certification.

TBDTBD

Development Services Specialization Track

Training ProgramDatesTBD
Fundamentals WeekTBDTBD
Two of the following Building Native Communities (BNC) trainingsDatesLocation
BNC CoachingTBDTBD
BNC YouthTBDTBD
BNC Financial SkillsTBDTBD
BNC Financial SkillsTBDTBD