2022 Training Schedule
Effective Fundraising and Capitalization ~ August 30 - September 1, 2022 ~ San Francisco
Title: Effective Fundraising and Capitalization
Dates: August 30 – September 1, 2022
Time: 8:30am-5pm local time
Location: San Francisco
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.
At the end of this course, participants should be able to:
- Know regular non-profit fundraising techniques;
- Understand and position your organization to take advantage of Diversity, Equity, and Inclusion initiatives;
- Explain the essentials of capitalization planning;
- Describe key funding partners and their associated evaluation criteria;
- Formulate a capitalization strategy;
- Identify next steps to build the internal capacity necessary to support a more diversified funding base;
- Comfortably deliver a “pitch” to a funder and adapt that pitch based on funding partner type;
- Identify potential “entry points” and partners to access their most relevant funding sources;
- Outline the role of earned revenue and strategic partnerships in their overall capitalization structure
This training is part of the Executive Specialization Track of the Practitioner Certification Program.
Credit As An Asset Training ~ August 30-September 1, 2022 ~ Virtual
Title: Credit As An Asset Training
Dates: August 30-September 1, 2022
Time: 11:00am-2:00pm MT
Location: Virtual
Description:
Credit is an essential building block for asset building. Without a solid credit score and credit history, it is extremely difficult for individuals to qualify for loans necessary to buy a home, a car, start a business or even rent an apartment. Furthermore, the prevalence of predatory and payday lenders creates easy opportunities for individuals to fall into debt and damage their credit, thus hindering their ability to build other assets and financial security.
Credit As an Asset is a credit curriculum created by Credit Builders Alliance. This interactive virtual training provides an overview of today’s credit reporting industry as well as tools, strategies and information to help practitioners and their organizations integrate credit building activities and products into their work and outcomes. Join Oweesta for this interactive training. Please note that this training is not a train-the-trainer, and used for informational purposes only.
Contact: Senior Programs Officer, Stephanie Cote (stephanie@oweesta.org)
BNC: Financial Skills for Families Training ~ September 19-23, 2022 ~ Virtual
Title: Building Native Communities: Financial Skills for Families
Dates: September 19-23, 2022
Time: 11:00am-2:00pm MT
Location: Virtual
Training 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 September 19-23, 2022, join the Oweesta team virtually. The event is made free thanks to generous support from the Wells Fargo Foundation.
The Curriculum
The Building Native Communities (BNC) curriculum 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)
Underwriting – Consumer, Business, Housing ~ September 27-29, 2022
Title: Underwriting – Consumer, Business, Housing
Dates: September 27-29, 2022
Location: Spokane, WA at the Northern Quest Resort & Casino
Description:
Native CDFIs 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 first 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 underwriting for three of the primary loan types that Native CDFIs offer to community members. In this first session, practitioners will learn the role and responsibilities of the loan officer in developing client relationships through loan closing. Practitioners will work through loan case studies to practice loan underwriting techniques and work through credit challenges unique to the target markets that Native CDFIs serve.
The second session of this Loan Officer Certification Training, Loan Portfolio Management will be held on November 1-3, 2022.
At the end of this course, participants should be able to:
- Understand loan policy and loan policy development
- Comprehend loan process & procedures
- Understand the importance of risk rating
- Comprehend the role of loan officer
- Understand basic loan underwriting for consumer, small business, and housing
- Identification and utilization of the 5 C’s of credit and the relevance to due diligence in loan underwriting
- Financial analysis in loan underwriting
- Recognize and mitigate credit risk
- Development of a loan recommendation
This training is part of the Lending Specialization Track of the Practitioner Certification Program.
BNC: Financial Coaching Training ~ October 3-7, 2022 ~ Virtual
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:
- Support clients to focus on strengthening their financial mindset and behavior to reach their financial goals
- Support clients’ ability to absorb financial shock
- Expand clients’ ability to find and evaluate the information needed to make financial decisions
- Utilize proven tools, resources, and an approach to handle sensitivities around finances
- Draw on fundamental Native values to connect ancestral experience as resource managers with mainstream financial culture
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 TBD
Loan Portfolio Management ~ October 2022
Title: Loan Portfolio Management
Dates: November 1-3, 2022
Time: TBD
Location: Phoenix, AZ
Description: TBD
This training is part of the Lending Specialization Track of the Practitioner Certification Program.
Register TBD
BNC: Financial Empowerment for Teens & Young Adults Training ~ October 31-November 4, 2022 ~ Virtual
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.
BNC: Financial Skills for Families Training ~ January 9-13, 2023 ~ Virtual
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
Financial Management I – Accounting Principles, Nonprofit Financial Statements, Fund Accounting ~ February 2023
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.
Fundamentals Week ~ March 2023
Title: Fundamentals Week
Dates: March 2023
Time: TBD
Location: TBD
Description: TBD
This training is part of the Practitioner Certification Program.
Financial Management II – Asset/Liability Management, Financial Statement Analysis & Reporting, Budgeting ~ April 2023
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.
Executive Training ~ November 2023
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.
