CNote invites you to their event

Diversity in CDFI Capitalization Planning: A CNote Webinar targeting CDFI Loan Funds

About this event

CDFI Loan Funds rely on various sources of capital - local and federal government funding, philanthropic support, CRA dollars, locally sourced private capital, and others to fulfill their mission of economic inclusion and development. Securing new investors and partnerships can unlock access to diverse funding sources that help CDFIs expand impact and growth. In this webinar, you will hear from two seasoned CDFIs talk about how they approach capitalization planning and navigate associated challenges. You will also hear from an impact investor, Sierra Club Foundation, as they talk about current impact investor trends and why CDFIs are an important part of their portfolio.

CDFI attendees will learn about:

  • Considerations to keep in mind when evaluating the sources of capital - cost, restrictions, compliance, etc.;
  • Benefits and challenges associated with working with various capital sources;
  • Investor trends in the marketplace and how those trends could affect the availability of new capital.

Speakers will include:

  • Kevin McGahan, CFO, Sierra Club Foundation
  • Josh Brackett, CFO, Access for Capital for Entrepreneurs
  • Paul Quintero, CEO, Ascendus
  • Stacy Zielinski, Community Development Director, CNote (moderator)

Hosted by

  • Team member
    SZ T
    Stacy Zielinski Community development director @ CNote

  • Guest speaker
    JB G
    Josh Brackett CFO @ ACE

  • Guest speaker
    Kevin McGahan CFO @ Sierra Club Foundation

  • Guest speaker
    PQ G
    Paul Quintero CEO @ Ascendus


Invest in an economy that works for everyone

CNote is a women-led impact investment firm on a mission to close the wealth gap through financial innovation.