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.

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.

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

Date: March 3-5, 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: https://cvent.me/MQBK8X

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.

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

Date: March 24-26, 2020

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

Trainers: Chrystel Cornelius, Executive Director, First Nations Oweesta Corporation; 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

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.

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.

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

Event: Native Agriculture Underwriting School

Date: May 12-14, 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;

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.

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.

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.

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

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.

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

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.