2022 Training Schedule

Title: Credit As An Asset Small Business

Dates: September 30, 2022

Time: 11:00am-1:30pm MT

Location: Virtual

Description:

Oweesta is pleased to announce our upcoming training, Credit Builders Alliance’s Credit As An Asset Small Business Training on Friday, September 30th from 11am-1:30pm MT.

Small businesses, like all other businesses, have organizational and financial needs. This includes cash and cash flow, equipment, staffing, time, and more. If these needs go unmet, the likelihood of success plummets.

According to the SBA:

  • About 20% of businesses fail within the first year
  • About 50% survive until year five
  • About 30% make it to the 10-year mark

This means that, on average, only about 3 out of every 10 new small businesses will survive until their tenth anniversary. Yet, despite these daunting odds, small businesses still manage to supply almost half the country’s private sector jobs and a third of our export value. Imagine what small businesses could do if more of them survived— and thrived!

This interactive training is designed to help you:

  • Understand the importance of business credit for small businesses
  • Explore commercial reporting and products that can help build business credit, with additional emphasis on understanding business credit reports, and
  • Discuss ways to help entrepreneurs on their business credit building journeys

Contact: Senior Programs Officer, Stephanie Cote (stephanie@oweesta.org)

Register HERE

Title: Building Native Communities: Financial Coaching Training

Dates: October 3-7, 2022

Time: 10am-3:00pm MT

Location: Virtual

Description:

The BNC: Financial Coaching for Families curriculum deepens financial educators’ ability to engage in one-on-one coaching relationships with their clients. This training is hands-on, interactive program that builds upon the skills and knowledge of the flagship Building Native Communities: Financial Skills for Families program. Developed in partnership with Seven Sisters Community Development Group, this training is geared towards practitioners with pre-existing financial education experience and a solid grasp of personal financial concepts.

From October 3-7, 2022, join the Oweesta team virtually. The event is made free thanks to generous support from the Wells Fargo Foundation.

The Curriculum

The BNC is unlike other financial education suite of curricula in that it was developed by Natives for Natives. Built upon Native cultural values and traditional resource management skills, this curriculum seeks to connect ancestral skills and knowledge with mainstream financial practices.

In the coaching training, participants will learn how to do the following:

  • Understand the foundational principles of coaching as well as how and when it can be used to support client’s forward movement along the financial stability continuum
  • Embrace a coaching presence that encompasses curiosity, compassion, and intuition
  • Develop core coaching skills such as the four levels of listening, asking empowering questions, identifying core values, self-management, visioning, and goal setting
  • Explore financial coaching related tools that will support clients
  • Practice coaching their peers to build and strengthen their coaching skills

Join the 2000+ Native educators leading culturally relevant financial education programming by registering.  Early and quality applications will be prioritized, so please register early and fully complete the following registration application.

Contact: Senior Programs Officer, Stephanie Cote (stephanie@oweesta.org)

Register HERE

Title: Loan Portfolio Management

Dates: November 1-3, 2022

Time: 8:00 am – 5:00 pm

Location: Wild Horse Pass Hotel & Casino, Chandler, AZ

Description:

Native CDFI’s operate as revolving loan funds providing loan products to their communities to support the financial wellness, resilience and viability for consumers and small business owners in a culturally responsive way.  This course is designed as a Loan Officer certification training and is the second session of a two-session training.

Loan Officer practitioners will learn in an interactive and creative peer-to-peer learning environment the fundamentals of loan portfolio management to successfully monitor and manage their revolving loan fund.  Practitioners will work through loan portfolio management activities to learn the fundamentals of managing the inherent risk of the loan portfolio to protect the safety and soundness of the Native CDFI.

Since this is a second part of a two-part training, Oweesta is limiting registrations to graduates of the first training “Underwriting – Consumer, Business, and Housing.” We plan to host this two-part training again in 2023.

At the end of this course, participants should be able to:

  • Comprehend the role of loan officer in loan portfolio management
  • Understand loan policy and loan processes and procedures and how they relate to managing risk
  • Understand the importance of risk rating and how it relates to loan loss reserve
  • Understand basic loan portfolio management & monitoring processes
  • Learn the components of managing risk, from due diligence, underwriting, loan documentation, loan closing and careful loan monitoring
  • Recognize early indicators or “red flags” within the loan portfolio that indicate potential credit risk
  • Understand responsibilities in managing Loan Delinquencies, Loan Restructuring and Loan Foreclosure

This training is part of the Lending Specialization Track of the Practitioner Certification Program. 

Register TBD

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

Dates: October 31-November 4, 2022

Time: 11:00am-2:00pm MT

Location: Virtual

Description:

Learning financial management is essential on the path to healthy financial well-being and vital to building finally empowered Native communities and strong Tribal economies. As part of the popular Building Native Communities (BNC) financial education curriculum, the teen and young adult program is designed to help carry Native youths from novice to expert in money management.

This training on the Building Native Communities: Financial Empowerment for Teens & Young Adults curriculum is an immersive “train-the-trainer” program that will equip participants with the tools, activities, and approach needed to support youth in their communities enter adulthood financially strong.

From October 31-November 4, join the Oweesta team virtually for the next train-the-trainer event. The training is made free thanks to generous support from the Wells Fargo Foundation.

The Curriculum

The BNC is unlike other financial education curriculum in that it was developed by Natives for Natives. Built upon Native cultural values and traditional resource management skills, this curriculum seeks to connect ancestral skills and knowledge with mainstream financial practices.

This multi-day youth training will cover:

  • An in-depth look at the workbooks for Building Native Communities: Financial Empowerment for Teens & Young Adults (instructor guide and the participant workbook)
  • Comprehension of financial basics such as budgeting, credit management, and consumer awareness
  • Proven education techniques, games and activities, and resources made friendly for youth
  • Examples on how to connect fundamental Native values with mainstream financial culture

Certification

Join the 2000+ Native educators leading culturally relevant financial education programming by registering.  Early and quality applications will be prioritized, so please register early and fully complete the following registration application.

Participants must attend and complete all days of training, participate in an oral presentation, and pass the exam to be certified as an instructor held on the final day of the training. Upon completion of the training, participants will be prepared to take the financial education curriculum and teachings back to their Tribal communities.

Contact: Senior Programs Officer, Stephanie Cote (stephanie@oweesta.org)

Register TBD

Anticipated 2023 Training Schedule

Several of the trainings listed tentatively for 2023 are part of the Native CDFI Practitioner Certification Program. Learn more about the program here.

Title: Building Native Communities: Financial Skills for Families

Dates: January 9-13, 2023

Time: 11:00am-2:00pm MT

Location: Virtual

Description: 

Building Native Communities (BNC) is the premier financial education curriculum for teaching financial life skills in Indian Country. This training on the 5th Edition BNC: Financial Skills for Families is an immersive “train-the-trainer” program that will leave participants with the tools, confidence, and credentials to lead financial education programs on the BNC in their communities.

From January 9-13, 2023, join the Oweesta team virtually. The event is made free thanks to generous support from the Wells Fargo Foundation.

The Curriculum

The BNC is unlike other financial education curriculum in that it was developed by Natives for Natives. Built upon Native cultural values and traditional resource management skills, this curriculum seeks to connect ancestral skills and knowledge with mainstream financial practices.

Takeaways from the Financial Skills for Families training include:

  • An in-depth look at the workbooks for Building Native Communities: Financial Skills for Families (instructor guide and the participant workbook)
  • Comprehension of financial basics such as budgeting, credit management, and consumer awareness
  • Proven techniques and effective resources for leading trainings
  • Examples on how to connect fundamental Native values with mainstream financial culture

Certification

Join the 2000+ Native educators leading culturally relevant financial education programming by registering.  Early and quality applications will be prioritized, so please register early and fully complete the following registration application.

Participants must attend and complete all days of training, participate in an oral presentation, and pass the exam to be certified as an instructor held on the final day of the training. Upon completion of the training, participants will be prepared to take the financial education curriculum and teachings back to their Tribal communities.

Contact: Senior Programs Officer, Stephanie Cote (stephanie@oweesta.org)

Register TBD

Title: Financial Management I – Accounting Principles, Nonprofit Financial Statements, Fund Accounting

Dates: February 2023

Time: TBD

Location: TBD

Description: TBD

This training is part of the Financial Management Specialization Track of the Practitioner Certification Program. 

Title: Fundamentals Week

Dates: March 2023

Time: TBD

Location: TBD

Description: TBD

This training is part of the Practitioner Certification Program. 

Title: Financial Management II – Asset/Liability Management, Financial Statement Analysis & Reporting, Budgeting

Dates: April 2023

Time: TBD

Location: TBD

Description: TBD

This training is part of the Executive Specialization Track and/or the Financial Management Specialization Track of the Practitioner Certification Program. 

Title: Executive Training

Dates: November 2023

Time: TBD

Location: TBD

Description: TBD

This training is part of the Executive Specialization Track of the Practitioner Certification Program. 

Oweesta 2022 Webinar Schedule