Oweesta 2019 Training Schedule (For Rest of Year)

November 4-7, 2019 ~ Hollywood, FL ~ Native CDFI Practitioner Certification Training (Fundamentals Week) ~ Open To Public

Training: Native CDFI Practitioner Certification Training (Fundamentals Week)

Date: November 4-7, 2019

Location: Hollywood, Florida (In Partnership with Native Learning Center)

Trainers: Florence Ludka, CFO, First Nations Oweesta Corporation; Lanalle Smith, Programs Manager, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: https://www.oweesta.org/event/native-cdfi-fundamentals-week/

Contact: Heather Rademacher Taylor, Heather@oweesta.org

Description: Oweesta is excited to partner with Native Learning Center to offer this Native CDFI Practitioner Certification Program – Fundamentals Week again. This four-day, Fundamentals Week training will orient Native Community Development Financial Institution (CDFI) practitioners to the Native CDFI field and help them understand more about different aspects of Native CDFI operations. This Fundamentals Week will help participants become certified Native CDFI practitioners and strengthen your work in your organizations and Native communities. Oweesta is partnering with the Seminole Tribe of Florida’s Native Learning Center. Lanalle Smith and Florence Ludka from Oweesta will lead this training. We will be covering a range of CDFI topics, including: history of the industry, CDFI products & services, basic financial management, capitalization, measuring impact, outreach, policies and procedures, lending, client management, and other relevant topics.

November 13-15, 2019 ~ Denver, CO ~ Building Native Communities: Financial Empowerment for Teens & Young Adults Train-the-Trainer ~ Open to Public

Training: Building Native Communities: Financial Empowerment for Teens & Young Adults Train-the-Trainer

Date: November 13-15, 2019

Location: Denver, Colorado (Sponsored by Freddie Mac & Hosted by the Federal Reserve Bank of Kansas City, Denver Branch)

Trainers: Krystal Langholz, COO, First Nations Oweesta Corporation; Tawny Wilson, Programs Officer, First Nations Oweesta Corporation; Stephanie Cote, Programs Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: https://www.oweesta.org/event/national-training-building-native-communities-financial-empowerment-for-teens-young-adults/

Contact: Tawny Wilson, Tawny@oweesta.org

Description: Financial literacy is an essential skill on the path to a healthy financial well-being and vital to building an empowered financial foundation for all Native communities and strong Tribal economies. Our youth need these skill sets to help bridge the gap between being a novice or an expert in financial literacy knowledge, which is the difference between simply understanding how money works and how to spend it, to important life skills like budgeting, developing a spending plan, savings, paying bills, building a nest egg, paying for an education, buying a home, investing, etc. Join us for a two and a half-day, state-of-the-art, interactive instructor training to help Native CDFIs, Tribal communities, and other Native organizations establish and sustain financial education programs tailored for youth in our communities.

This two and a half-day training will cover:

  • Effective financial education training techniques, activities, and resources tailored for youth
  • An in-depth look at the Building Native Communities: Financial Empowerment for Teens & Young Adults curriculum.

Upon completion of the training, participants will be prepared to take the financial education curriculum and teachings back to their Tribal communities to engage and empower their youth. The most important financial health lesson with the greatest ROI (return on investment) is educating our children on how to become financially fit and that is exactly the goal of the Building Native Communities: Financial Empowerment for Teens & Young Adults curriculum.

Oweesta 2020 Training Schedule

January 14-16, 2020 ~ Hollywood, FL ~ 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: January 14-16, 2020

Location: Hollywood, Florida (In Partnership with Native Learning Center & Supported by Wells Fargo)

Trainers: Florence Ludka, CFO, First Nations Oweesta Corporation; Lanalle Smith, Programs Manager, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: https://www.eventbrite.com/e/building-native-communities-financial-skills-for-families-jan-14-16-tickets-77547603971

Contact: Stephanie Cote, Stephanie@oweesta.org

Description: The Building Native Communities: Financial Skills for Families Train-the-Trainer will offer a three 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 three 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.

February 3-7, 2020 ~ Boulder, CO ~ HUD Housing Counseling Training with NeighborWorks America ~ Program Participants Only

Training: HO250 Homeownership Counseling Certification: Principles, Practices and Techniques, Part I

Date: February 3-7, 2020

Location: Boulder, Colorado (Sponsored by Fannie Mae & Wells Fargo)

Trainers: NeighborWorks America

Eligibility: Closed to Program Participants

Cost: Free to Attend

Registration: TBD

Contact: Heather Rademacher Taylor, Heather@oweesta.org

Description: This course is for pre-purchase homeownership counselors with a minimum of one year one-on-one counseling delivery experience. Through hands-on applications, this intermediate level course teaches counselors the skills, procedures and subject matter expertise needed to create successful new homeowners. Participants will learn how to provide one-on-one counseling sessions to address savings, credit and debt barriers to homeownership, and use the latest industry tools, techniques and resources. Additionally, participants practice mortgage readiness assessment, prequalification, standardized income calculations, credit report review, action plan development, and other key counseling activities. This course includes requirements for file management, code of conduct, and operations guidelines for both HUD and the National Industry Standards for Homeownership Education and Counseling. Full certification in pre-purchase homeownership counseling is achieved by completing both this course and the Foreclosure Basics course ( HO109 Foreclosure Basics or HO109el ) and passing the exam(s).

This course counts toward initial NCHEC certification.

March 24-26, 2020 ~ Hollywood, FL~ Native CDFI Certification Program: Financial Management Specialization (Accounting Principles/Intermediate Accounting) ~ Open to Public

Training: Native CDFI Certification Program: Financial Management Specialization (Accounting Principles/Intermediate Accounting)

Date: March 24-26, 2020

Location: Hollywood, Florida (In Partnership with Native Learning Center)

Trainers: Florence Ludka, CFO, First Nations Oweesta Corporation; Tawny Wilson, Programs Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Heather Rademacher Taylor, Heather@oweesta.org; Florence Ludka, Florence@oweesta.org

April 21-24, 2020 ~ St. Paul, MN ~ Native CDFI Practitioner Certification Training (Fundamentals Week) ~ Open To Public

Training: Native CDFI Practitioner Certification Training (Fundamentals Week)

Date: April 21-24, 2020

Location: Northwest Area Foundation – 60 Plato Blvd # 400, St Paul, MN 55107 (In Partnership with Northwest Area Foundation)

Trainers: Florence Ludka, CFO, First Nations Oweesta Corporation; Lanalle Smith, Programs Manager, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: Coming

Contact: Heather Rademacher Taylor, Heather@oweesta.org; Florence Ludka, Florence@oweesta.org

Description: This four-day, Fundamentals Week training will orient Native Community Development Financial Institution (CDFI) practitioners to the Native CDFI field and help them understand more about different aspects of Native CDFI operations. This Fundamentals Week will help participants become certified Native CDFI practitioners and strengthen your work in your organizations and Native communities. We will be covering a range of CDFI topics, including: history of the industry, CDFI products & services, basic financial management, capitalization, measuring impact, outreach, policies and procedures, lending, client management, and other relevant topics.

May 5-7, 2020 ~ Hollywood, FL~ Native CDFI Certification Program: Financial Management Specialization (Financial Statement Analysis & Fraud Management) ~ Open to Public

Training: Native CDFI Certification Program: Financial Management Specialization (Financial Statement Analysis & Fraud Management)

Date: May 5-7, 2020

Location: Hollywood, Florida (In Partnership with Native Learning Center)

Trainers: Florence Ludka, CFO, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Heather Rademacher Taylor, Heather@oweesta.org; Florence Ludka, Florence@oweesta.org

May 12-14, 2020 (tentative) ~ LOCATION TBD ~ Native Agriculture Underwriting School ~ Open to Public

Event: Native Agriculture Underwriting School

Date: May 12-14, 2020 (tentative)

Location: TBD (In Partnership with Native American Agriculture Fund, Intertribal Agriculture Council, and University of Minnesota Center for Farm Financial Management)

Trainers: University of Minnesota Center for Farm Financial Management; First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: Coming

Contact: Tawny Wilson, Tawny@oweeta.org; Krystal Langholz, Krystal@oweesta.org;

June 23-25, 2020 ~ Portland, OR ~ 5th Annual Native CDFI Capital Access Convening ~ Open to Public

Event: 5th Annual Native CDFI Capital Access Convening

Date: June 23-25, 2020

Location: Portland, Oregon (Lewis & Clark College)

Eligibility: Open to Public

Cost: There is a registration fee – TBD

Registration: Coming (event site with registration)

Contact: Heather Rademacher Taylor, Heather@oweeta.org; Stephanie Cote, Stephanie@oweesta.org; Florence Ludka, Florence@oweesta.org

Description: First Nations Oweesta Corporation invites you to join us in Portland, Oregon (Lewis & Clark College) at the 5th Annual Native CDFI Capital Access Convening (#OCAC20), June 23-25, 2020, where we will provide practitioner-tailored training on topics focused on building capacity to access capital and networking opportunities. In addition, we will host a Native Awards Celebration, a Bus Tour, and a Native Marketplace! We hope to see you at this national event along with Native CDFIs and Native American Financial Institutions from across the country! Overall, we will be working with Native CDFIs and NAFIs to build organizational capacity to access capital and markets. We plan to hold a special, closed door sessions for potential funders, investors, and key partners for strategic discussions around targeting capital to Native communities. If you are a staff member or board member of a Native CDFI or Native American Financial Institution, we welcome you to join us all three days of the conference (June 23-25). And if you are a Board member, you will see recommended sessions highlighted throughout the agenda. If you are a funder, investor, or key partner interested in working more closely with, funding, or investing in Native communities, we encourage you to join us as well, especially for the closed door funder/investor session. There are many opportunities to connect and invest in growing economies in Indian Country. You will also see recommended sessions highlighted throughout the agenda.

July 14-16, 2020 ~ Boulder, CO ~ Building Native Communities: Financial Empowerment for Teens & Young Adults Train-the-Trainer ~ Open to Public

Training: Building Native Communities: Financial Empowerment for Teens & Young Adults Train-the-Trainer

Date: July 14-16, 2020

Location: Boulder, Colorado (Supported by Wells Fargo)

Trainers: Tawny Wilson, Programs Officer, First Nations Oweesta Corporation; Stephanie Cote, Programs Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: Coming

Contact: Stephanie Cote, Stephanie@oweesta.org

Description: Financial literacy is an essential skill on the path to a healthy financial well-being and vital to building an empowered financial foundation for all Native communities and strong Tribal economies. Our youth need these skill sets to help bridge the gap between being a novice or an expert in financial literacy knowledge, which is the difference between simply understanding how money works and how to spend it, to important life skills like budgeting, developing a spending plan, savings, paying bills, building a nest egg, paying for an education, buying a home, investing, etc. Join us for a two and a half-day, state-of-the-art, interactive instructor training to help Native CDFIs, Tribal communities, and other Native organizations establish and sustain financial education programs tailored for youth in our communities.

This two and a half-day training will cover:

  • Effective financial education training techniques, activities, and resources tailored for youth
  • An in-depth look at the Building Native Communities: Financial Empowerment for Teens & Young Adults curriculum.

Upon completion of the training, participants will be prepared to take the financial education curriculum and teachings back to their Tribal communities to engage and empower their youth. The most important financial health lesson with the greatest ROI (return on investment) is educating our children on how to become financially fit and that is exactly the goal of the Building Native Communities: Financial Empowerment for Teens & Young Adults curriculum.

August 4-6, 2020 ~ Boulder, CO ~ Building Native Communities: Financial Coaching for Families ~ Open to Public

Training: Building Native Communities: Financial Coaching for Families

Date: August 4-6, 2020

Location: Boulder, Colorado (Sponsored by Rose Foundation & Wells Fargo)

Trainers: Stephanie Cote, Programs Officer, First Nations Oweesta Corporation; Lanalle Smith, Programs Office, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: Coming

Contact: Stephanie Cote, Stephanie@oweesta.org; Lanalle Smith, Lanalle@oweesta.org

Description: Please join us for First Nations 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.

September 1-3, 2020 ~ Minneapolis, MN ~ 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: September 1-3, 2020

Location: Minneapolis, Minnesota (Supported by Wells Fargo)

Trainers: Lanalle Smith, Programs Manager, First Nations Oweesta Corporation; Tawny Wilson, Programs Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: Coming

Contact: Stephanie Cote, Stephanie@oweesta.org

Description: The Building Native Communities: Financial Skills for Families Train-the-Trainer will offer a three 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 three 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.

September 15-17, 2020 ~ Portland, OR ~ HUD Housing Compliance Training ~ Program Participants Only

Training: HUD Housing Compliance Training

Date: September 15-17, 2020

Location: Portland, Oregon

Trainers: Florence Ludka, CFO, First Nations Oweesta Corporation; Heather Rademacher Taylor, Director of Programs, First Nations Oweesta Corporation

Eligibility: Closed to Program Participants

Cost: Free to Attend

Registration: TBD

Contact: Heather Rademacher Taylor, Heather@oweesta.org; Florence Ludka, Florence@oweesta.org

October 2020 ~ LOCATION TBD ~ Developing and Implementing Native CDFI Home Products & Services ~ Open to Public

Training: Developing and Implementing Native CDFI Home Products & Services

Date: October 2020

Location: TBD

Trainers: Lanalle Smith, Programs Manager, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: Coming

Contact: Heather Rademacher Taylor, Heather@oweesta.org

Description: This three-day training is intended for: Native CDFIs planning to expand consumer and business loan products and services to include housing in the near future; Existing Native CDFI housing lenders seeking to expand their housing offerings; and Established Native CDFI housing lenders. By the end of the training, participants will be able to:

  1. Explain the basics of the mortgage lending industry;
  2. Describe key housing partners, tools, resources and programs;
  3. Formulate strategies to expand housing loan products and services to meet the demand in their Native communities;
  4. Outline capitalization strategies to access long-term, affordable mortgage capital, based on lessons learned from successful CDFI housing lending models;
  5. Address challenges with the residential leasing and mortgage lending processes on trust land;
  6. Engage tribal leaders to advocate for tribal policies that create an environment conducive to private mortgage lending; and
  7. Develop a plan to operationalize housing lending expansion strategies that includes staff training, licensing and regulatory compliance unique to the mortgage lending industry.

November 17-19, 2020 ~ Hollywood, FL~ Native CDFI Certification Program: Financial Management Specialization (Budgeting/Grant Management/Managing Capital) ~ Open to Public

Training: Native CDFI Certification Program: Financial Management Specialization (Budgeting/Grant Management/Managing Capital)

Date: November 17-19, 2020

Location: Hollywood, Florida (In Partnership with Native Learning Center)

Trainers: Florence Ludka, CFO, First Nations Oweesta Corporation; Krystal Langholz, COO, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Heather Rademacher Taylor, Heather@oweesta.org; Florence Ludka, Florence@oweesta.org

December 8-10, 2020 ~ Boulder, CO ~ Building Native Communities: Financial Coaching for Families ~ Open to Public

Training: Building Native Communities: Financial Coaching for Families

Date: December 8-10, 2020

Location: Boulder, Colorado (Sponsored by Rose Foundation & Wells Fargo)

Trainers: Stephanie Cote, Programs Officer, First Nations Oweesta Corporation; Lanalle Smith, Programs Office, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: Coming

Contact: Stephanie Cote, Stephanie@oweesta.org; Lanalle Smith, Lanalle@oweesta.org

Description: Please join us for First Nations 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 2019 Webinar Schedule (For Rest of Year)

December 4, 2019 ~ Consumer Loan Underwriting ~ Open to Public

Training: Consumer Loan Underwriting

Date: December 4, 2019

Time: 1:00pm-2:30pm EST

Trainers: Oweesta and ICF

Eligibility: Open to Public

Cost: Free to Attend

Registration: https://events-na7.adobeconnect.com/content/connect/c1/1166535402/en/events/event/shared/default_template_simple/event_registration.html?connect-session=na7breezu35wdzumvecfsotw&sco-id=2208614416&_charset_=utf-8 

Contact: 

Description:

Feel more confident in your underwriting efforts and process!  This webinar lays the foundation for the underwriting series, details the basics of the underwriting process while focusing on and uses examples specific to consumer lending. It is the first of a two-part series focused on underwriting. The second webinar, specifically focusing on small business underwriting and risk assessment, will follow in January. Native CDFI small business underwriters are encouraged to attend both, as the second webinar will build upon the first.

This interactive webinar, provided through the CDFI Fund’s Building Native CDFIs’ Sustainability and Impact II Capacity Building Initiative training and technical assistance series, will:

  • Describe the elements of effective loan policies;
  • Explain the role of an underwriter;
  • Outline the 5 C’s;
  • Prepare a credit memo; and
  • List the components of loan files.

December 19, 2019 ~ Building Native Communities: Financial Empowerment for Teens & Young Adults ~ Open to Public

Training: Building Native Communities: Financial Empowerment for Teens & Young Adults

Date: December 19, 2019

Time: 12:00pm-1:00pm MT

Trainers: Oweesta and Freddie Mac

Eligibility: Open to Public

Cost: Free to Attend

Registration: https://zoom.us/webinar/register/WN_xdTFtHTfQy-I4YLX9hiKoA 

Contact: Tawny Wilson at tawny@oweesta.org, Krystal Langholz, krystal@oweesta.org

Description:

First Nations Oweesta Corporation is pleased to announce our newly designed financial education curriculum for the next generations of Indigenous Country, “Building Native Communities: Financial Empowerment for Teens & Young Adults,” This much anticipated curriculum was developed in partnership with First Nations Development Institute and Freddie Mac.

Financial literacy is an essential skill on the path to a healthy financial well-being and vital to building an empowered financial foundation for all Native communities and strong Tribal economies. Our youth need these skill-sets to help bridge the gap between not knowing and surviving or knowing and thriving as an expert in financial literacy knowledge, which is the difference between simply understanding how money works and how to spend it, to important life skills like budgeting, developing a spending plan, savings, paying bills on time, building a nest egg, paying for an education, buying a home, investing, etc. Join us on this webinar to help Indigenous country – Tribes, Native CDFIs and non-profits, Tribal communities and/or departments, and other Native organizations establish and sustain financial education programs tailored for youth in our communities.

Oweesta 2020 Webinar Schedule

January 8, 2020 ~ Small Business Underwriting ~ Open to Public

Training: Small Business Underwriting (In Partnership with ICF;  Sponsored by the CDFI Fund)

Date: January 8, 2020

Time: 1:00pm ET

Trainers: Krystal Langholz, Chief Operating Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, Stephanie@oweesta.org; Krystal Langholz, krystal@oweesta.org

Description: Feel more confident in your underwriting efforts and process! This webinar is the second of the two-part series focused on underwriting. This webinar will walk through the underwriting process, focusing on risk assessment for micro and small business lending. While each webinar is designed to stand-alone, participants are also encouraged to listen to the first webinar in the series (you can download it here), which laid the foundation of the underwriting process.

January 30, 2020 ~ Orientation to the New AMIS Reporting for CDFIs ~ Open to Public

Training: Orientation to the New AMIS Reporting for CDFIs (In Partnership with Native Learning Center)

Date: January 30, 2020

Time: TBD

Trainers: Emily Trump, Lending & Compliance Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, Stephanie@oweesta.org, EMily Trump, emily@oweesta.org

Description: This webinar provides an overview of reporting requirements for NACA TA and FA recipients, with particular focus on recent updates to Institutional Level Reports (ILRs) and Transactional Level Reports (TLRs). Learn how to navigate AMIS, find answers to your questions, and stay in compliance with the CDFI Fund.

February 20, 2020 ~ Preparing for an Audit ~ Open to the Public

Training: Preparing for an Audit (In Partnership with Native Learning Center)

Date: February 3-7, 2020

Time: TBD

Trainers: Florence Ludka, Chief Financial Officer

Eligibility: Open to the Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, stephanie@oweesta.org; Florence Ludka, florence@oweesta.org

Description: This webinar will walk through the basic steps of preparing for your fiscal year end audit.  We will discuss the reports needed to properly prepare your books for the auditors and provide some helpful tips of what auditors are looking for.

April 2, 2020 ~ Financial Education Youth Programming ~ Open to Public

Training: Financial Education Youth Programming

Date: April 2, 2020

Time: TBD

Trainers: Tawny Wilson, Programs Officer, First Nations Oweesta Corporation; Lanalle Smith, Programs Manager, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, stephanie@oweesta.org; Tawny Wilson, tawny@oweesta.org; Lanalle Smith, lanalle@oweesta.org

May 14, 2020 ~ Orientation for New Board Members ~ Open To Public

Training: Orientation for New Board Members (In Partnership with Native Learning Center)

Date: May 14, 2020

Time: TBD

Trainers: Lanalle Smith, Programs Manager, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, stephanie@oweesta.org; Lanalle Smith, lanalle@oweesta.org

Description: TBD

July 16, 2020 ~ How to Implement a Strategic Plan ~ Open to Public

Training: How to Implement a Strategic Plan (In Partnership with Native Learning Center)

Date: July 16, 2020

Time: TBD

Trainers: Krystal Langholz, Chief Operating Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, stephanie@oweesta.org; Krystal Langholz, krystal@oweesta.org

Description: Many of us have done strategic planning only to have that plan sit on the shelf and collect dust. In this webinar, walk through how to orient all your non-profit operations toward accomplishing your strategic plan. Take away tangible ideas and tools on how to use the strategic plan to hold your organization accountable and on-track.

July 30, 2020 ~ How to Implement a Capitalization Plan ~ Open to Public

Event: How to Implement a Capitalization Plan (In Partnership with Native Learning Center)

Date: July 30, 2020

Time: TBD

Trainers: Krystal Langholz, Chief Operating Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, stephanie@oweesta.org; Krystal Langholz, Krystal@oweesta.org

August 13, 2020 ~ How to Utilize a Market Analysis ~ Open to Public

Event: How to Utilize a Market Analysis (In Partnership with Native Learning Center)

Date: August 13, 2020

Time: TBD

Eligibility: Open to Public

Trainers: Krystal Langholz, Chief Operating Officer, First Nations Oweesta Corporation

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, Stephanie@oweesta.org; Krystal Langholz, krystal@oweesta.org

Description: Maybe your organization has just completed a market analysis or maybe you had a consultant complete this work for you; what now? This webinar will discuss the range of uses for a market analysis, what it tells your organization, and how you can use it to steer the work of your organization.

August 27, 2020 ~ Intro to Forensic Accounting ~ Open to Public

Training: Intro to Forensic Accounting (In Partnership with Native Learning Center)

Date: August 27, 2020

Time: TBD

Trainers: Florence Ludka, Chief Financial Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, Stephanie@oweesta.org, Florence Ludka, florence@oweesta.org

Description: This webinar will introduce the basics of forensic accounting. We will discuss methods for detecting “red flags” and work through a case study together.

September 10, 2020 ~ Debits and Credits of a Loan Loss Reserve ~ Open to Public

Training: Debits and Credits of a Loan Loss Reserve (In Partnership with Native Learning Center)

Date: September 10, 2020

Time: TBD

Trainers: Florence Ludka, Chief Financial Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: TBD

Contact: Stephanie Cote, Stephanie@oweesta.org; Florence Ludka, florence@oweesta.org

Description: This webinar will explain the “how to” of loan loss reserve accounting.  We will discuss the debits and credits for the different types of accounting transactions involving your loan loss reserve account and the other accounts these transactions impact.  We will provide scenario examples and work through the required journal entries.

CONTACT US

First Nations Oweesta Corporation
2432 Main Street
Longmont, CO 80501
303.774.8838
info@oweesta.org

Oweesta is an equal opportunity employer and provider.

ABOUT OWEESTA

Oweesta is the only existing Native CDFI intermediary offering financial products and development services exclusively to Native CDFIs and Native communities. Specifically, Oweesta provides training, technical assistance, investments, research, and policy advocacy to help Native communities develop an integrated range of asset-building products and services, including financial education and financial products.

Asset-building tools stimulate reservation economies by providing tribal members the opportunity to acquire financial management skills and build and accumulate assets through small business creation, homeownership, education, and much more.

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