Oweesta 2021 Training Schedule
April 12-16, 2021 ~ Virtual ~ Building Native Communities: Financial Skills for Families Train-the-Trainer ~ Open to Public
Training: Building Native Communities: Financial Skills for Families Train-the-Trainer (National Training)
Date: April 12-16, 2021
Location: Virtual (Supported by Native Learning Center)
Trainers: Lanalle Smith, Programs Manager, Oweesta Corporation; Stephanie Cote, Programs Officer, Oweesta Corporation
Eligibility: Open to Public
Cost: Free to Attend
Registration: Link HERE
Contact: Stephanie Cote, Stephanie@oweesta.org
Description: The Building Native Communities: Financial Skills for Families Train-the-Trainer will offer a five-day, state-of-the-art instructor training and certification program to help Native CDFIs, tribes, and other Native organizations establish and sustain financial education programs in their communities.
This five-day training covers:
- Effective financial education training techniques and resources
- An in depth look at the Building Native Communities: Financial Skills for Families 5th Edition curriculum
Upon completion of the training, participants will be prepared to successfully pass the Building Native Communities: Financial Skills for Families 5th Edition certification exam, becoming certified financial education trainers. Participants must attend and complete all days of training, participate in an oral presentation, and pass the exam to be certified as an instructor.
May 17-21, 2021 ~ Virtual ~ Building Native Communities: Financial Coaching for Families ~ Open to Public
Training: Virtual Building Native Communities: Financial Coaching for Families
Date: May 17-21, 2021
Location: Virtual (Sponsored by Native Learning Center)
Trainers: Stephanie Cote, Programs Officer, Oweesta Corporation; Lanalle Smith, Programs Office, Oweesta Corporation
Eligibility: Open to Public
Cost: Free to Attend
Registration: TBD
Contact: Stephanie Cote, Stephanie@oweesta.org; Lanalle Smith, Lanalle@oweesta.org
Description: Please join us for Oweesta Corporation’s national training, Building Native Communities: Financial Coaching for Families! This training will draw on fundamental Native values, returning us to the grounded belief that our clients must be the agents of change in their own lives. Participants will learn how to do the following:
- Support your clients to focus on strengthening their financial mindset and behavior so that they are better able to reach their financial goals;
- Improve clients’ ability to absorb financial shock;
- and Expand clients’ ability to find and evaluate the information needed to make financial decisions.
This hands-on, interactive training will provide tools, resources, and an approach that will empower financial educators to engage in one-on-one coaching relationships with their clients. The training, funded in part through the generosity of Rose Foundation, is designed to build on the skills and knowledge of the Building Native Communities: Financial Skills for Families curriculum and assumes practitioners have an understanding of personal financial concepts.
Oweesta 2021 Webinar Schedule
April 21, 2021 ~ Strategies for Portfolio Delinquencies: A Native CDFI Roundtable
Webinar: Strategies for Portfolio Delinquencies: A Native CDFI Roundtable
Date: April 21, 2021
Time: 1 pm MT
Eligibility: Open to Public
Cost: Free to Attend
Registration: Link HERE
Description:
While some of our portfolios remain unscathed, if your Native CDFI has experienced increased delinquency in the face of COVID-19, you are not alone. Please join us for this roundtable to connect with other Native CDFI practitioners and discuss strategies for responding to portfolio delinquency. Come ready to share what is working at your organization and brainstorm additional strategies with your Native CDFI peers. As this peer-to-peer learning and networking opportunity will rely on sharing experiences, this roundtable will be limited in size. Registration will be offered on a first-come, first-serve basis.
April 22, 2021 ~ Underwriting 101 ~ Open to Public
Webinar: Underwriting 101
Date: April 22, 2021
Time: 11 pm MT
Eligibility: Open to Public
Cost: Free to Attend
Registration: Link HERE
Description: This three hour webinar will cover basic underwriting and evaluating a loan client’s application and their eligibility to receive a loan and their creditworthiness. This webinar is designed to teach fundamental principles of underwriting, credit culture and philosophy.
Objectives:
1. Explanation of due diligence best practices in the CDFI industry
2. In depth explanation of loan policies and the role of policies in underwriting
3. Explanation and tolls for financial review of personal financial statements
Sponsor: Native Learning Center
May 13, 2021 ~ Loan Policy Development ~ Open to Public
Webinar: Loan Policy Development
Date: May 13, 2021
Time: 11 pm MT
Eligibility: Open to Public
Cost: Free to Attend
Registration: Link HERE
Description:
This three-hour webinar is designed to teach fundamental principles of loan policy development. The Oweesta team will cover the process for developing loan policies and clarify the role policies plan in any lending department.
Objectives:
- Explanation of loan policy development and crucial elements
- In-depth explanation of loan policies and the role of policies in underwriting
- Explanation of the differences of loan policies and loan procedures
- In-depth explanation of risk rating development for inclusion in loan policies and underwriting criteria
Sponsor: Native Learning Center
