Oweesta 2020 Training Schedule

Cancelled ~ June 2-4, 2020 ~ Hollywood, FL~ Native CDFI Certification Program: Financial Management Specialization (Accounting Fundamentals for Native CDFIs) ~ Open to Public

Training: Native CDFI Certification Program: Financial Management Specialization (Accounting Fundamentals for Native CDFIs)

Date: March 24-26 June 2-4, 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: LINK

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

Description: This interactive course will introduce accounting principles with respect to the preparation of accounting information, its use in the operation of the organization and financial reporting. Focus will be on understanding the fundamentals of accounting, debits and credits, accounting transactions and the preparation of financial statements.
Objectives:

  • Understand debits, credits and the use of T accounts.
  • Understand the difference between assets and liabilities and how to determine net assets.
  • Learn how to analyze your organization’s transactions and determine which amounts go into which accounts.
  • Create chart of accounts and enter transactions into accounts.
  • Practice journalizing transactions.
  • Practice transferring data from general journal to trial balance.
  • Hands on experience preparing financial statements from trial balance.

This training will focus on the needs of Native Community Development Financial Institution (CDFI) and Native American Financial Institution (NAFI) practitioners or those seeking to start a Native CDFI or NAFI. Specifically, those practitioners working in finance/accounting, Board members (who may need to review/provide oversight to organizational finances), and executive directors or management tasked with reviewing/understanding accounting/finances for their organization.

Update: Due to the recent developments on the domestic spread of the Coronavirus within the U.S.,Oweesta is postponing this training and tentatively rescheduling for June 2nd-4th, 2020. We will continue to monitor the Coronavirus situation and will update you accordingly in late April.

The safety of our participants and staff are of the utmost concern to Oweesta during this time of uncertainty and we apologize for any inconvenience this may cause in revisiting your travel plans, but we prefer to err on the side of caution for your ultimate safety.

If you have any questions or concerns in regards to this cancellation, please feel free to contact Florence Ludka at Florence@Oweesta.org.

Tentative ~ 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: Tentative: 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.

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.

Fall 2020 ~ St. Paul, MN ~ Native Agriculture Underwriting School ~ Open to Public

Event: Native Agriculture Underwriting School

Date: Fall 2020

Location: St. Paul, Minnesota (In Partnership with Native American Agriculture Fund, Intertribal Agriculture Council, and University of Minnesota Center for Farm Financial Management) at Northwest Area Foundation Offices (60 Plato Blvd # 400, St Paul, MN 55107)

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@oweesta.org; Krystal Langholz, Krystal@oweesta.org;

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

Tentative ~ TBD ~ St. Paul, MN ~ Developing and Implementing Native CDFI Home Products & Services ~ Open to Public

Training: Developing and Implementing Native CDFI Home Products & Services

Date: TBD

Location: St. Paul, MN

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 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: 2-3pm EST/1-2pm CST/12-1pm MST/11am-12pm PST

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

Eligibility: Open to Public

Cost: Free to Attend

Registration: LINK

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 19 ~ Best Practices in Impact Tracking for Native Community Development Financial Institutions ~ Open to the Public

Training: Best Practices in Impact Tracking for Native Community Development Financial Institutions

Date: February 19, 2020

Time: 3-4pm EST/2-3pm CST/1-2pm MST/12-1pm PST

Trainers: Krystal Langholz, Chief Operating Officer, First Nations Oweesta Corporation; Andrea Akers Mader, Principal Director, Sweet Grass Consulting, LLC

Eligibility: Open to Public

Cost: Free to Attend

Registration: LINK

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

Description: Are you a Native CDFI interested in tracking your impact? It can be difficult to know what metrics to use and how to implement an impact tracking system. Oweesta is pleased to release the report “Best Practices in Impact Tracking for Native Community Development Financial Institutions,” providing case studies and tools designed to support impact tracking. This report was co-written by Sweetgrass Consulting and Oweesta, and grew out of countless hours providing technical assistance to Native CDFIs in the area of impact tracking.

If you are interested in learning more about the report, please join us for a webinar on February 19th at 1 MT.  This webinar will explain the tools and resources found in the report in more detail, and we will hear from the Native CDFI case study participants first hand as they share what they have learned about impact tracking the “hard way”.

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

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

Date: February 20, 2020

Time: 2-3pm EST/1-2pm CST/12-1pm MST/11am-12pm PST

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

Eligibility: Open to the Public

Cost: Free to Attend

Registration: LINK

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 7, 2020 ~ Connecting Virtually for Free ~ Open To Public

Training: Connecting Virtually with Your Community

Date: April 7, 2020

Time: 1:00pm MT

Trainers: Stephanie Cote, Programs Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: HERE

Contact: Stephanie Cote, stephanie@oweesta.org

Description: Join Oweesta as we explore a few options for connecting virtually to your employees, co-workers, and community. This webinar will provide a tutorial on how to best utilize these platforms to meet your connection needs. We will showcase the Zoom, Google Hangouts, and Join.me platforms, while providing additional resources to explore beyond the webinar.  Learn not only how these platforms work but how to support others in using them, as well as techniques to keep on-line meetings engaging!

April 9, 2020 ~ Moving Beyond COVID-19: Resources and Support for Native Communities ~ Open To Public

Training: Moving Beyond COVID-19: Resources and Support for Native Communities

Time: 1:00pm MT

Date: April 9, 2020

Trainers: Nikki Love, NDN Fund Managing Director, NDN Collective; Krystal Langholz, Chief Operating Officer, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: HERE

Contact: Nikki Love, nikki@ndncollective.org; Krystal Langholz, krystal@oweesta.org.

Description: First Nations Oweesta and NDN Collective host an interactive webinar for Native Nations, businesses, entrepreneurs, artisans, and Native CDFIs to address the economic needs of our Indigenous communities and institutions during COVID19. We come together with other Native-led organizations, like ONABEN and Native Women Lead, to share resources for Native entities hit hard by this recent pandemic.

If interested in learning how to gain access to capital and technical assistance, please join us virtually on Thursday April 9 at 2:00pm ET. We’ll also leave time for Q &A and for you to share other resources and ideas with us since we are all partners in this effort to come out of this crisis even more resilient and self-determined.

If you have questions please email Nikki Love at nikki@ndncollective.org or Krystal Langholz at krystal@oweesta.org.

April 16, 2020 ~ Innovative CDFI Loan Products in Response to COVID-19 ~ Open To Public

Training: Innovative CDFI Loan Products in Response to COVID-19

Date: April 16, 2020

Time: 1:00pm MT

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

Eligibility: Open to Public

Cost: Free to Attend

Registration: HERE

Contact: Florence Ludka at florence@oweesta.org

Description: Native CDFIs are innovative by nature. Learn from a panelist of Native CDFIs who are creatively confronting the economic and health challenges created by the COVID-19 crisis. Hear from pioneering Native CDFIs who are inventing new loan products to serve their community and discuss with other Natives CDFIs how they are managing their day-to-day challenges. Discover how Native CDFIs are deploying capital and evaluating risk, while walking with their community through this crisis.

For questions regarding the webinar, please contact Florence Ludka at florence@oweesta.org.

June 2020 ~ Financial Education Youth Programming ~ Open to Public

Training: Financial Education Youth Programming

Date: June 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

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.

Fall 2020 TBD ~ 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

CONTACT US

First Nations Oweesta Corporation
2432 Main Street, 1st Floor
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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