Technical Assistance

SSBCI Learning Series
March 25, April 29, May 13, June 17, and July 29, 2022
1:00 - 3:00 PM Eastern

Register Today


CDFA has launched the next SSBCI Learning Series to help you stay informed and navigate the implementation of State Small Business Credit Initiative (SSBCI) programs. Last year, CDFA hosted the 2021 SSBCI Learning Series 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 2022 SSBCI Learning Series, CDFA will elevate those conversations as well as host sessions geared toward working with partners, successfully launching new SSBCI programs and financial products, and reaching target audiences. 

The SSBCI Learning Series has been expanded to a five-part series spanning from March to July 2022. Sessions will include expert and practitioner insights on the following areas of focus:

  • Program Implementation and Compliance
  • Incorporating New Financing Approaches and Products
  • Enhanced Strategies for Marketing and Outreach
  • Aligning SSBCI with Broader Economic Development Initiatives
  • Targeting and Engaging Specific Sectors of Your Local Economy

SSBCI Learning Series will be held from 1:00 - 3:00 PM Eastern on the following dates: 

  • March 25, 2022
  • April 29, 2022
  • May 13, 2022
  • June 17, 2022
  • July 29, 2022

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)


Friday, March 25, 2022

Fri 1:00 PM - 1:40 PM
Contracting with Financial Partners
Successful implementation of SSBCI programs will hinge on working with the right partners. During this session, speakers will share their strategies for identifying and engaging private equity fund managers, mission-aligned lenders, and financial institutions.
  • Johanna Nelson, Strategic Program Manager, New Mexico Economic Development Department
  • John Saris, Finance Manager, Business Oregon
Fri 1:40 PM - 2:20 PM
Strategies and Systems for Reporting and Compliance
During this session, we will discuss new SSBCI reporting requirements as well as strategies for efficiently collecting data and complying with reporting mandates. Speakers will share insights on how to structure your SSBCI program to ensure compliance with SSBCI regulations, in general.
  • Patrick Davis, Senior Vice President of Strategy, Community Reinvestment Fund, Inc.
  • Rachel Reilly, Senior Advisor, Council of Development Finance Agencies
Fri 2:20 PM - 3:00 PM
Supporting Tribal Governments through Coordination and Partnership
More than 400 Tribal Governments have indicated an interest in applying for $500 million in SSBCI funding. Speakers will share insights on how Tribal Governments are designing SSBCI programs, and discuss strategies for working in coordination and partnership to support their efforts.

Friday, April 29, 2022

Fri 1:00 PM - 1:40 PM
State of SSBCI Program Implementation and Funding
On April 7, 2022, CDFA and the SSBCI Coalition issued a letter to the U.S. Department of the Treasury urging immediate implementation of all aspects of the program, and outlining the impacts of proposed rescissions to the program. Speakers will discuss current SSBCI advocacy efforts and the current state of program funding.
  • Katie Kramer, Vice President, Council of Development Finance Agencies
  • Rachel Reilly, Senior Advisor, Council of Development Finance Agencies
Fri 1:40 PM - 2:05 PM
Piloting New Products to Support Employee Ownership
SSBCI capital can now be used to fund the purchase of an interest in an employee stock ownership plan, worker cooperative, or related vehicle, if the transaction results in the employee stock ownership plan or other employee-owned entity holding a majority interest in the business. Speakers will provide insights on piloting products for employee ownership, and engaging businesses primed for this type of financing.
  • Matt Cropp, Executive Director, Vermont Employee Ownership Center
  • Steve Storkan, Executive Director, Employee Ownership Expansion Network
Fri 2:05 PM - 2:30 PM
Structuring a Venture Debt Program
Venture debt is used to support venture-backed businesses during growth stages, and can be especially helpful in financing equipment purchases and accounts receivable between funding rounds. During this session, speakers will discuss strategies for incorporating a venture debt product as part of your SSBCI program.
  • John Duong, Founder & Chief Executive Officer, Kind Capital
  • Matt Perlow, Senior Vice President, Silicon Valley Bank
Fri 2:30 PM - 3:00 PM
Strategies for Incorporating Revenue-based Financing
Revenue-based financing ties the terms of payment to the performance of the business and can be applied to both debt and equity products. Speakers will share information to help demystify revenue-based financing and how this approach can help meet the needs of small businesses.

Friday, May 13, 2022

Fri 1:00 PM - 1:30 PM
Spread the Word
During this session, speakers will discuss strategies for using traditional dissemination channels to begin promoting your SSBCI programs. We will discuss press releases, social media, branding strategies, and updating your web presence.
  • Rachel Reilly, Senior Advisor, Council of Development Finance Agencies
Fri 1:30 PM - 2:00 PM
Articulate What Matters
Effective communication is critical when trying to engage new business networks and hard-to-reach communities. Speakers will provide insights on developing talking points that will interest the media and explain the value proposition of SSBCI financing to small businesses.
  • Alecia Hart, Strategic Program Manager, Utah Governor's Office of Economic Development
  • Oscar Perry Abello, Senior Economics Correspondent, Next City
Fri 2:00 PM - 2:30 PM
Meet Them Where They Are
During this session, speakers will discuss on-the-ground strategies for sharing SSBCI program information with small businesses.
Fri 2:30 PM - 3:00 PM
Share Early Wins
One of the best ways to ensure that your SSBCI program is successful over the long-term is to continue to build interest in the program. Speakers will discuss the importance of highlighting “early wins” and share strategies for elevating those stories to the right audiences.
  • Frank Dickson, Director, Strategic Business Initiatives, Maryland Department of Housing and Community Development

Friday, June 17, 2022

Fri 1:00 PM - 1:40 PM
Using SSBCI Capital to Support Manufacturing
State and local leaders are seeking new ways to fortify supply chains, encourage innovation, and create jobs by expanding manufacturing in their communities. Speakers will share insights on this sector’s capital needs and how to connect with business owners.
Fri 1:40 PM - 2:20 PM
Growing the Clean and Renewable Energy Sector with SSBCI Funds
With the clean and renewable energy sector poised to expand in the coming years, SSBCI financing can be used to seed start-ups and support young firms positioned for accelerated growth. Speakers will share insights on capital needs of clean and renewable energy businesses, and how to engage entrepreneurs and small businesses in this sector.
Fri 2:20 PM - 3:00 PM
Financing IoT and Technology Businesses with SSBCI Funds
During this session, speakers will share insights on strategies that support growth and retention of start-ups and young firms advancing innovation through IoT (Internet of Things) and technology.

Friday, July 29, 2022

Fri 1:00 PM - 1:40 PM
Emerging Sectors and Industry Growth Clusters
The EDA’s Build Back Better Regional Challenge and Good Jobs Challenge has provided insights on the economic industries currently prioritized by state and local leaders. Speakers will provide insights on how SSBCI programs can align with other economic initiatives and support the growth of key economic sectors.
Fri 1:40 PM - 2:20 PM
Build the Capacity of Infrastructure-Related Firms
During this session, speakers will provide an overview of the types of small businesses that are critical for successful implementation of the Bipartisan Infrastructure Law, and how SSBCI programs can be designed to build the capacity of those businesses.
Fri 2:20 PM - 3:00 PM
Bolstering Equitable Growth in Emerging Sectors and High-demand Trades
Recent federal funding will influence the demand and growth of certain industries over the next five years. During this session, speakers will discuss strategies for using SSBCI capital to ensure industry-wide growth is inclusive of women- and minority-owned small businesses.


The SSBCI Learning Series will be held online via Zoom at 1:00 PM Eastern on on March 25, April 29, May 13, June 17, and July 29, 2022.

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: $300

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.