CDFA has taken the lead nationally to provide education, networking, advocacy and support efforts related to the State Small Business Credit Initiative (SSBCI) program. As part of this ongoing effort, CDFA is pleased to announce the 2013 CDFA SSBCI Webinar Series, a dedicated four-part educational offering specifically addressing this innovative program.
Designed for state program managers and partners, as well as financial institutions and service providers, the CDFA SSBCI Webinar Series explores elements of the program in a real-time approach by addressing current issues, promoting new developments, and focusing on both immediate and long-term success. The webinar series will focus on current issues in the SSBCI community, including best practices, innovative state programs, success stories, problem solving, marketing strategies, changing directions, addressing leverage ratios, and much more.
The CDFA SSBCI Webinar Series will offer four sessions, each two hours in length. Leaders from both the private and public sector, including federal officials, will provide guidance, expertise, and insight into maximizing the SSBCI program.
CDFA is a recognized clearinghouse for SSBCI information, having launched the SSBCI Portal and providing leadership to this emerging model of development finance. CDFA has tracked the rollout and development of the SSBCI from its inception and has conducted national conference calls and webcasts to help maximize the opportunities that this program offers, and is positioned to bring you the most comprehensive and timely SSBCI news and education.
By attending, you will:
- Participate in 4 webinars throughout the year (February, May, August, December)
- Complete 8 hours of dedicated SSBCI education
- Engage in best practices discussions, presentations, and problem solving
- Receive input from private and public sector experts, including federal officials
- Receive guidance on program development, changing directions, and meeting leverage ratios
- Witness demonstrations of program management, marketing, and engagement
- Take advantage of networking opportunities
- Participate in structured discussion with peers and colleagues from across the country
- Gain access to all presentations, data presented, and recordings after each session
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You will learn through:
- Lecture
- Real life case studies
- Presentations from industry experts
- Structured discussion
- Poll questions
- Audience participation
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Topics covered include:
- SSBCI updates and program guidance
- Reporting procedures
- Engaging banks
- Sub allocation challenges and solutions
- Developing partners
- Changing programs
- Launching new programs
- Marketing and communications strategies
- Meeting the 10:1 leverage ratio
- Recycling funds
- Processing and paperwork efficiencies
- Attracting borrowers
- Legal and regulatory challenges
- Advocacy efforts to change program rules and regulations
- Long-term renewal of the program
- Additional topics suggested by attendees
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Who should attend?
- SSBCI program managers, administrators, and staff
- Economic and community development professionals
- Private sector banking partners
- Fund managers
- Service providers and (sub)contractors
- Venture capital professionals
- Elected officials
- State, local and federal government officials
- Legal professionals
- Commercial bankers
- Accountants
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Course Advisor:
Toby Rittner serves as the advisor for the CDFA SSBCI Webinar Series. Mr. Rittner runs the day-to-day operations of the Council of Development Finance Agencies (CDFA), which includes management of a 32 member Board of Directors, and the organization’s various educational, advocacy and research initiatives. Rittner is a frequent speaker at local, state and national conferences and events focused on economic development finance. He has been featured extensively in The Bond Buyer and other national media publications concerning the advancement of development finance tools. He is the author if CDFA's highly acclaimed Practitioner's Guide to Economic Development Finance and an adjunct faculty member at the Ohio State University teaching planning for sustainable economic development in the Knowlton School of Architecture.
Rittner is a Development Finance Certified Professional (DFCP) through CDFA and is a Certified Economic Development Finance Professional (EDFP) through the National Development Council (NDC). Rittner has also advised state and federal government leaders, including President Obama’s Administration Transition Team, on economic development finance policy and focus.
Prior to joining CDFA, Mr. Rittner was the Director of Legislative Affairs and former Director of Training for the International Economic Development Council (IEDC). Mr. Rittner has also worked for the Franklin County, Ohio Board of Commissioners, Community and Economic Development Department as a Senior Program Coordinator for Economic Development and as an Associate Planner for the City of Gahanna, Ohio.
In 2011, Mr. Rittner was appointed to the U.S. Environmental Protection Agency’s Environmental Financial Advisory Board. He is a member of the Advisory Board for the National Community Fund I, LLC and is also a member of the Advisory Board for Heritage Ohio. Mr. Rittner holds a Bachelor of Arts in Political Science and a Master's of City and Regional Planning degree from the Ohio State University.
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The CDFA SSBCI Webinar Series will meet four times in 2013 with each webinar tailored to current issues and elements in the SSBCI program. Additional topics for discussion will be developed throughout the year. Participants are encouraged to recommend topics for discussion before, during, and after each webinar. All times are Eastern.
Upcoming Webinars
| Webinar #3: August 28 @ 2:00 pm EDT |
Agenda will be announced soon. Check back for updates.
| Webinar #4: December 4 @ 2:00 pm EST |
Agenda will be announced soon. Check back for updates.
Previous Webinars
| Webinar #1: February 27 @ 2:00pm EST |
2:00 – 2:20 pm EST |
Program Regulation & Performance Update |
The CDFA SSBCI Webinar Series will begin with a review of regulatory developments and performance news. Topics covered during this panel include state audit reports from the Office of Inspector General, newly published FAQs from Treasury, information on modified state program applications, news regarding significant SSBCI-supported projects, and other pressing topics related SSBCI. We will also have an update and report from the CDFA SSBCI Coalition.
Speakers
Jeff Stout
Deputy Director, SSBCI
U.S. Dept. of Treasury
Toby Rittner
President & CEO
Council of Development Finance Agencies
2:20 – 3:10 pm EST |
Outlook for SSBCI Program Performance in 2013 |
Collectively, the states learned many lessons about SSBCI program operation and regulation during 2012. This session will focus on how states can apply those lessons to the challenges on the horizon for 2013. The panel will discuss topics including preparing for Office of Inspector General Audits, sharing program performance data, how to adjust programs to maximize loan origination, and preparing for later tranche requests.
Speakers
Joe Edgar
Jobs for Texas Coordinator
Texas Dept. of Agriculture
Debra Ritt
Special Deputy Inspector General
Office of the Inspector General
Jeff Stout
Deputy Director, SSBCI
U.S. Dept. of Treasury
3:10 – 4:00 pm EST |
Marketing Loan Programs for Success |
Program awareness is one of the major factors preventing SSBCI programs from enjoying greater success. During this session, states and other development finance institutions will share successful marketing strategies they employ to promote their programs. Topics will include identifying potential borrowers, crafting communications, and targeting special audiences.
Speakers
Gregory Cole
Program Manager
Maryland Dept. of Business & Economic Development
Lori Matheus
Managing Director
New Jersey Economic Development Authority
Walt Postlewait
Chief Operating & Lending Officer
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David Rodriguez
Manager – Capital Programs
Enterprise Florida
| Webinar #2: May 29 @ 2:00 pm EDT |
2:00 – 2:20 pm EDT |
The Latest from Treasury |
The second webinar of the 2013 CDFA SSBCI Webinar Series will start with a report from the U.S. Department of the Treasury. As we approach the summer and look to the remaining months of the year, representatives from Treasury will give an update on the status of SSBCI and provide important notices on the long-term development of the program.
Speakers
Cliff Kellogg
Director, SSBCI
U.S. Department of the Treasury
2:20 – 2:50 pm EDT |
Making Capital Access Programs Work |
How is your Capital Access Program performing? Are you struggling to establish your CAP? During this session, we’ll look at successful strategies and solutions for making your state’s CAP work and consider some potential changes that Treasury could put in place to make them more effective.
Speakers
Paul Brown
Vice President
Michigan Economic Development Corporation
Nancee Trombley
CalCAP Manager
California Pollution Control Financing Authority
2:50 – 3:30 pm EDT |
Innovative Ways to Use SSBCI Funds |
Now is the time to starting thinking creatively if your state has still not used all of its available SSBCI funds. This session will feature a roundtable discussion of suggestions to inspire new approaches. We’ll consider new technologies and partnership ideas that may be a good fit for your state.
Speakers
Paul Pryde
Principal
Capital Access Group
Lara Hodgson
President & CEO
NOWaccount Network, Inc.
Wes Melville
Director of Strategy – CapNexus
Partners for the Common Good
3:30 – 4:00 pm EDT |
Report from the Office of the Inspector General |
As more states are working through the audit process, we’ve invited the Office of the Inspector General back to the CDFA SSBCI Webinar Series to report on progress made and answer your questions related to the auditing of SSBCI funds. Come prepared with your questions and concerns for this interactive session.
Speakers
Debra Ritt
Special Deputy Inspector General
Office of the Inspector General
The CDFA SSBCI Webinar Series will take place on the web through GoToWebinar, an online distance learning software. The series will meet four times throughout the year on:
- February 27 @ 2:00 pm EST
- May 29 @ 2:00 pm EDT
- August 28 @ 2:00 pm EDT
- December 4 @ 2:00 pm EST
Participants must have access to a computer and phone to attend the Webinar Series. Participants will receive login instructions in a follow-up email after registering. CDFA staff is available throughout the webinar process to assist participants with the technology.
Registration is open to any and all members of a state’s SSBCI effort including partners, service providers, subcontractors, and of course, program managers. Registration fees for the 4-part CDFA SSBCI Webinar Series are:
| CDFA Member: | $500 |
| Non-Member: | $600 |
Registration includes access for one person to attend the entire webinar series, access to all presentations and handouts, and access to all post-webinar recordings online. Participants of the webinar series may also connect with other state SSBCI leaders using CDFA’s vast network of development finance professionals.
