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:

  1. Explanation of loan policy development and crucial elements
  2. In-depth explanation of loan policies and the role of policies in underwriting
  3. Explanation of the differences of loan policies and loan procedures
  4. In-depth explanation of risk rating development for inclusion in loan policies and underwriting criteria

Sponsor: Native Learning Center

CONTACT US

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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