Technical Assistance

Advanced Revolving Loan Fund Course
August 12-13, 2020
Daily: 12:00 - 5:00 PM Eastern


Apply for a scholarship

The Advanced Revolving Loan Fund Course builds on CDFA’s Intro RLF Course by providing in-depth instruction on loan underwriting and portfolio management. Topics discussed during this course include analyzing borrower documents, performing financial analysis, and making loan decisions based on the mission and lending criteria of your RLF. In addition, attendees will learn principles for analyzing loan performance, balancing portfolio risk through borrower and industry diversity, and smartly managing RLF proceeds to create new lending programs. Given the advanced curriculum for this course, it is expected that attendees will already have some basic education about how revolving loan funds operate and have previously participated in underwriting loans.

All courses at CDFA Virtual Summer School qualify for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Participants may register for one, two, three, or four courses during this two-week-long event. Complete three courses, and you will have fulfilled half of the requirements for the DFCP Program. Join us online, and start down the road to personal and professional advancement today.

The schedule for CDFA Virtual Summer School is outlined below. Click on the course name to learn more about the topic and agenda:

CDFA Virtual Summer School: Week 1 Course Schedule

Monday & Tuesday
August 3-4, 2020
Wednesday & Thursday
August 5-6, 2020

CDFA Virtual Summer School: Week 2 Course Schedule

Monday & Tuesday
August 10-11, 2020
Wednesday & Thursday
August 12-13, 2020


Course Objectives

  • Develop robust and nuanced loan underwriting skills
  • Learn how to provide technical assistance to borrowers
  • Create a methodology for making loan decisions based on mission
  • Analyze and measure risk from multiple variables
  • Sharpen portfolio management skills that strengthen RLFs
  • Identify philosophies that can grow loan proceeds and build new programs

Topics Covered

  • Advanced underwriting techniques
  • Analyzing borrower documents
  • Performing financial analysis
  • Evaluating risk
  • Investment strategies
  • Market analysis
  • Using proceeds to build new programs
  • Creative RLF strategies

Who Should Attend?

  • Loan fund managers
  • Economic development professionals
  • Community development professionals
  • Government and nonprofit finance officers
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Accountants
  • Financial advisors
  • Policy makers

Course Advisor

Katie Kramer Katie Kramer
Council of Development Finance Agencies
Vice President
Katie Kramer is a Vice President at the Council of Development Finance Agencies and has been with CDFA since 2005. She is an accomplished non-profit executive with expertise in fundraising, grant writing, operations, and building organizational... (More)


Coming Soon!


CDFA Virtual Summer School will meet each day from 12:00-5:00 pm (Eastern) online. You must have access to a computer and phone to attend.


This course will be offered at CDFA Virtual Summer School, a 2- week long series of courses presented by the CDFA Training Institute. Participants may register for one, two, three, or four courses during CDFA Virtual Summer School.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.

When you register for four courses during CDFA Summer School, you will receive a $100 discount off the total registration fee.

Click the Register button to view the total fees and discounts available for CDFA Virtual Summer School.
Standard Rates
CDFA Member: $300
Non-Member: $450


CDFA National Sponsors

  • Baker Tilly Virchow Krause
  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Fifth Third Bank
  • Frost Brown Todd, LLC
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McCarter & English, LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
Become a Sponsor