2024 Training Schedule

Several of the trainings listed are part of the Native CDFI Practitioner Certification Program. Learn more about the program here.

Title: Leadership & Management
Dates: March 19-22, 2024
Time: 8:30am-5pm
Location: Palm Springs, CA
Fee: $400
Description:

The Native CDFI Leadership & Management training will cover key topics and facilitate peer conversations to support Native CDFI leaders in their executive roles and management of their organization and team.

Course Objectives:

  • Role of ED/CEO (day-to-day and big picture) and Organizational Development
  • Policy, HR, Staff Management & Retention
  • Organizational Culture and Communication
  • Leadership Styles, Board Management, and Community Engagement

The Native CDFI Leadership & Management training is required for completing the Executive track in the Native CDFI Practitioner Certification Program.

Registration is limited and only completed upon approval. Training size will be smaller (15 max) and registrants must be operating in CEO/Executive Director roles at a Native CDFI.

Register HERE!

Title: Building Native Communities: Financial Coaching with Families Next Level
Dates: March 19-21, 2024
Time: 8:30am-5pm MT
Location: Albuquerque, New Mexico
Registration Fee: $300
Description:

Building Native Communities: Financial Coaching with Families Next Level is an advanced coaching curriculum for practitioners that have gone through the Building Native Communities: Financial Coaching with Families. This three-day intensive training covers topics and skills that are often new to financial counseling and financial education practitioners. This new course further develops listening skills, adds more financial coaching tools to work with clients, and provides an overview of the empowering question paths for practitioners to take their clients.

This course has a prerequisite of the BNC: Coaching with Families training.

Register HERE!

Sponsored by the Wells Fargo Foundation

Title: BNC: Coaching for Credit Building
Dates: March 26 and March 28, 2024
Time: 11am-3pm MT
Location: Virtual
Registration Fee: $100
Description: 

The purpose of this curriculum and training is to enhance Native coaching and counseling practitioners’ ability to guide their clients toward positive credit building practices, complete with tools and exercises for one-on-one sessions. The training provides a foundation for a healthier relationship with money and assists in clearly defining and obtaining financial goals in relation to credit.

This two-day virtual training will be held Tuesday, March 26 and Thursday, March 28 from 10am-3pm MT (12pm-5pm ET/11am-4pm CT/ 9am-2pm PT).

Registration HERE!

Sponsored by the Wells Fargo Foundation

Title: Building Native Communities: Financial Confidence for Elders
Dates: April 9-11, 2024
Time: 8:30am-5pm
Location: Laveen Village, AZ
Registration Fee: $300
Description: 

Building Native Communities: Financial Confidence for Elders is group financial education, similar to the Financial Skills for Families and Financial Empowerment for Teens & Young Adults, providing tool and knowledge specifically for our senior Native community members. Each year, Oweesta conducts an annual survey from our financial education practitioners and have found a consistent request for an elder-specific financial education curriculum focusing on the topics most relevant to this demographic. This elder-focused curriculum features culturally aware planning for end-of-life events, fraud and family exploitation avoidance, trauma-informed financial practices and knowledge, supporting family through retirement.

Register HERE!

Sponsored by Chase Bank

Title: Building Native Communities: Trauma-Informed Financial Practitioner Training
Dates: April 16-18, 2024
Time: 11am-2pm MT
Location: Virtual
Registration fee: $150
Description:

Money, often considered a mere medium of exchange, carries profound emotional weight in our lives and in our tribal communities. Join us in this illuminating session as we delve into the intricacies between personal finances and emotional well-being.

We will explore the often-overlooked realm of financial trauma within Indigenous communities. From childhood experiences shaping our perceptions of wealth, to the daily stressors of managing finances, this session will uncover the deep-rooted impact of money-related experiences. We will engage in thought-provoking conversations shedding light on how financial traumas manifest in various aspects of life. We will offer valuable perspectives and practical strategies to explore the intersections between finance and mental well-being with your clients.

During this 3-day training we will draw on diverse perspectives in psychology, economics, history, and personal finance, we’ll examine coping mechanisms, resilience, and avenues for healing in the face of financial adversity.

Register HERE!

Sponsored by the Wells Fargo Foundation

Title: Effective Fundraising and Capitalization
Dates: May 14-16, 2024
Time: 8:30am-5pm
Location: TBD
Registration fee: $300
Description:

Development and Capitalization remains one of the largest challenges for most Native CDFIs. This course is designed to help Native CDFIs revisit or develop their own multi-faceted, long-term capitalization plan. Join in this warm, interactive peer-to-peer learning environment where we will share strategies, partnerships, and tools to prepare Native CDFI practitioners to access a diversified funding base.

Share in a broader dialogue not only about the individual capitalization needs of your Native CDFI, but also engage in brainstorming with your Native CDFI peers around how we might creatively leverage our partnerships to access additional funding. At the end of this course, you will have your own draft capitalization plan and individualized strategies for enhancing your development goals. This training is part of the Executive Specialization Track of Oweesta’s Native CDFI Practitioner Certification Program.

Register HERE!

This training is supported by the Wells Fargo Foundation.

Title: 9th Annual Native CDFI Capital Access Convening
Dates: June 10-12, 2024
Location: Santa Ana Pueblo, NM
Registration Fee: $450
Description:

Held each year, the Capital Access Convening provides an important opportunity for practitioners, investors, and funders to focus on the impact Native CDFIs are making in their communities, take advantage of training, and celebrate one another.

Over the years, the annual Native CDFI Capital Access Convening is the premier event for the Native CDFI movement. This multi-day event includes intensive training for Native CDFIs, a closed-door session for funders and investors, and networking opportunities. Together, we build on our collective voice to advance economic justice across Indian Country.

Registration will open in early May!

Oweesta 2024 Webinar Schedule

There are no webinars currently scheduled.