Technical Assistance

2023 SSBCI Learning Series
February 16, April 27, June 22, August 24, October 19, 2023
2:00 - 4:00 PM Eastern

Register Today


CDFA has launched the 2023 SSBCI Learning Series to help you stay informed and navigate the implementation and operations of State Small Business Credit Initiative (SSBCI) capital and technical assistance programs.

This is the third SSBCI Learning Series hosted by CDFA since the SSBCI program was enacted in 2021. The learning series is focused on strengthening understanding of the SSBCI rules, supporting efforts to design effective programs, and providing strategies to help reach hard-to-serve businesses. During the 2023 SSBCI Learning Series, CDFA will elevate those conversations as well as host sessions geared toward successfully implementing new SSBCI programs and financial products, reaching targeted small businesses and business sectors, and effective program reporting and compliance strategies.

The SSBCI Learning Series comprises five sessions spanning from February - October 2023. Sessions will include expert and practitioner insights on the following areas of focus:

  • State and Territory Capital Program Implementation
  • Tribal Government Capital Program Implementation
  • Reporting, Compliance, and Oversight
  • National Best Practices
  • New Financing Approaches and Products
  • Lender or Investor Capital Risk Mitigation
  • Strategies for Marketing and Outreach
  • Technical Assistance Grant Program Implementation
  • Program Modifications
  • SEDI-Owned Business Efforts
  • Minimum National Customer Protection Standards
  • Legislative Action

Plus, CDFA will share the latest updates on SSBCI program announcements, updates, and events at the beginning of each session.
Sessions will be held from 2:00 - 4:00 PM Eastern on the following dates: 

  • February 16, 2023 – Compliance: Program Reporting Requirements
  • April 27, 2023 – Insights on SSBCI 2.0 Program Implementation
  • June 22, 2023 – Emerging Models and Best Practices for Delivering Technical Assistance
  • August 24, 2023 – Enhanced Efforts to Engage and Support SEDI-Owned Business
  • October 19, 2023 – SSBCI Program Modifications and Evaluations

Attendees have the option to register for one session or the full series. Significant discounts are available for CDFA member organizations, and those who register for the full series.

Register for the SSBCI Learning Series today, and learn more about joining CDFA.


Course Objectives

  • Learn to support small businesses
  • Inform implementation of SSBCI 2.0
  • Hear best practices from experts
  • Help develop resources and tools that states need
  • Get insight into successful strategies
  • Participate in networking

Topics Covered

  • Program Design and Administration
  • SSBCI Technical Assistance
  • Serving Priority Businesses
  • Private Financing
  • SSBCI Programs Deep-Dive
  • Tribal Governments

Who Should Attend?

  • State Small Business Program Managers
  • Economic Development Professionals
  • Community Development Practitioners
  • Government and Nonprofit Finance Officers
  • Development Finance Agencies
  • Banks and CDFIs
  • Tribal Governments

Course Advisor

Rachel Reilly Rachel Reilly
Council of Development Finance Agencies
Senior Advisor
Rachel Reilly is the Founder of Aces & Archers, a strategic advisory and consulting firm focused on addressing socioeconomic inequality by reimagining traditional models for economic growth and private investing. Rachel previously served as the... (More)


Thursday, February 16, 2023

Thu 2:00 PM - 4:00 PM
Compliance: Program Reporting Requirements
Reporting and compliance has become more complicated given the increased amount of program funding, new data elements that must be tracked and reported, and the incorporation of new program partners. During this session, speakers will cover the following topics:

Process and Systems for Maintaining Program Compliance
Speakers will share their insights for maintaining program compliance and the system they will use to do so.

Resources for Compliance and Reporting
Speakers will share template documents and additional resources that can be integrated into your SSBCI 2.0 workflow.

Expanding Transparency through Data insights
Speakers will discuss the merit of collecting additional or disaggregated data beyond what is currently required by Treasury and how to use that information to create more transparency around progress toward targeted program outcomes.
  • Rachel Reilly, Senior Advisor, Council of Development Finance Agencies

Thursday, April 27, 2023

Thu 2:00 PM - 4:00 PM
Insights on SSBCI 2.0 Program Implementation
State of SSBCI Program Implementation and Funding
2:00 - 2:30 PM (ET)
This session will provide an overview of major implementation benchmarks to date, as well as program components that remain forthcoming. We will also share details on national capacity-building and peer-learning efforts designed to support SSBCI stakeholders.

The First 90 Days
2:30 - 3:00 PM (ET)
SSBCI programs must be operational within 90 days after Treasury's approval of SSBCI strategies. During this session, speakers will discuss the process of program implementation as well as solutions that have been applied to address challenges.

Implementation Tools and Strategies
3:00 - 3:30 PM (ET)
From compliance frameworks to template documents, this session will feature tools that you can tailor and utilize to stand up your SSBCI programs.

Outreach and Engagement
3:30 - 4:00 PM (ET)
During this session, we will share strategies for working with your partners and stakeholders within your small business ecosystem to spread the word about available funding.

  • Rachel Reilly, Senior Advisor, Council of Development Finance Agencies
  • Alecia Hart, Strategic Program Manager, Utah Governor's Office of Economic Opportunity
  • Armeer Kenchen, Executive Director, North Carolina Rural Center
  • Amber Westendorp, Capital Project & Portfolio Manager, Michigan Economic Development Corporation

Thursday, June 22, 2023

Thu 2:00 PM - 4:00 PM
Emerging Models and Best Practices for Delivering Technical Assistance

Thursday, August 24, 2023

Thu 2:00 PM - 4:00 PM
Enhanced Efforts to Engage and Support SEDI-Owned Business

Thursday, October 19, 2023

Thu 2:00 PM - 4:00 PM
SSBCI Program Modifications and Evaluations


The SSBCI Learning Series will be held online via Zoom at 2:00-4:00 PM Eastern on February 16, April 27, June 22, August 24, and October 19, 2023.

Attendees who have registered for the SSBCI Learning Series will receive login information prior to each event. You must have access to a computer or phone to attend the sessions.

Sessions will be recorded and placed online for registered participants to access afterward. Attendees who miss a session will still receive the online recording. Participants who purchase access to the series will also get access to recordings of past sessions.


CDFA has provided two options for registering for the SSBCI Learning Series.

Individual Sessions

CDFA Members: $250
Non-Members: $325

Full Series
Participants can register for the full series and receive a significant discount:

CDFA Members: $800
Non-Members: $1100

These events will be recorded and archived for future access. Only attendees who purchase either an individual session or the full series will have access to the online recordings.

Group Rates
Groups of 5 or more attendees from the same organization will receive a 50% discount off the price of each registration. Contact CDFA for more information.