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CDFA EDA RLF Training Course - Tampa
November 5-6, 2019
Tampa, FL


-Overview

CDFA EDA Logo

The CDFA EDA Revolving Loan Fund Training Course is a two-day training course tailored to address the specific needs of EDA RLF Grantees. The course is based on CDFA's highly acclaimed Intro Revolving Loan Fund Course and offers an in-depth look at RLF program development, implementation and management.

Participants will learn the essential elements needed to operate a successful EDA RLF program with a focus on program design, marketing, management, loan underwriting and processing strategies, disclosure and monitoring, evaluations and program risk strategies.

In addition, the course will focus on highlighting the perspective of many different EDA RLF grantees who have experienced success with an emphasis on replicability and peer to peer learning. Each day will include presentations from RLF experts and EDA RLF grantee peers to encourage discussion and ongoing collaboration.

The CDFA EDA Revolving Loan Fund Training Course is being held as part of the CDFA EDA RLF Best Practices Program.

Course Objectives

  • Learn about how RLFs complement and enhance an economic development strategy
  • Interact with leaders in the revolving loan fund industry
  • Discuss best practice principles for sound RLF management
  • Dissect a loan process from start to finish
  • Understand essential elements of the EDA RLF Program

Topics Covered

  • How RLFs enhance your economic development strategy
  • How to manage, market and promote a RLF program
  • Underwriting strategies and the decision making process
  • Pre- and post- loan closing
  • Ongoing loan monitoring and portfolio management
  • What to do when the deal goes bad
  • Regulatory and reporting requirements
  • EDA program risk strategies

Who Should Attend?

  • EDA RLF Grantees

Course Advisor

Mike O'Donnell Mike O'Donnell
Colorado Lending Source
Executive Director
The name Mike O'Donnell is nearly synonymous with Colorado Lending Source. As the Executive Director of Colorado Lending Source, Mike has lead the organization from a three person staff to a 40 plus person team providing over 250 small business... (More)

-Agenda

Agenda Coming Soon!

-Location


The CDFA EDA Revolving Loan Fund Training Course will be held in Dallas, TX. CDFA will host a training in each of the six EDA regions. Learn more about other course dates on the CDFA EDA RLF Best Practices Program page.

Hilton Tampa Downtown
211 North Tampa Street
Tampa, FL 33602
Phone: 813-204-3000

Reserving a Room

CDFA has arranged a significantly reduced room rate of $189.00 (plus tax and service fees) per night for a standard room (single or double occupancy). Hotel rooms are available from November 4 to November 9 at the reduced rate if reservations are made before October 11. This rate is not guaranteed if reservations are made after the cut-off date or if the hotel is sold-out. Please reserve your room early.

Reserve Hotel Rooms Online

Hilton Tampa Downtown Directions

The Hilton Tampa Downtown is served by the Tampa International Airport (TPA) and is approximately 15 minutes away from the hotel. The hotel is accessible by metered taxi and the Blue One Transportation, a non-stop transportation to and from the airport. For those arriving by car, driving directions are posted on the hotel's website. Valet parking is available upon request.

-Registration

The CDFA EDA Revolving Loan Fund Training Course is open only to EDA RLF grantees. Registration is complimentary for staff of an active EDA RLF grantee. Click the Register button to reserve your seat in the training course.

Register