-Agenda
Friday, August 28, 2026
| Fri 11:00 AM - 11:10 AM |
Welcome and Overview
Welcome to the course! This session will introduce CDFA, explain how to use the online software, and discuss the framework for the Intro Revolving Loan Fund Course.
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| Fri 11:10 AM - 12:35 PM |
Understanding and Designing a Revolving Loan Fund
This session will introduce the basic structure and purpose of revolving loan funds and how they support economic development goals. We’ll also discuss how to design an RLF based on your community’s needs and funding sources—highlighting how to identify lending gaps, set priorities, and align with program parameters.
Speaker(s)
- Brett Doney, President & Chief Executive Officer, Great Falls Development Authority
- John Saris, Founder & Chief Executive Officer, ArkP3
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| Fri 12:35 PM - 12:45 PM |
Break
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| Fri 12:45 PM - 1:45 PM |
RLF Management, Marketing, and Operations
Managing a successful RLF takes clear policies, thoughtful oversight and strong outreach. This session will cover the core elements of RLF operations including developing a policy manual, working with a Loan Review Committee, effectively marketing your program and building partnerships that help you reach the right borrowers.
Speaker(s)
- Michelle Beecher, Lending Programs Manager, Rural Nevada Development Corporation
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| Fri 1:45 PM - 3:00 PM |
The Decision Process
The underwriting and financial analysis of loan applications are key elements of all successful RLF programs. The ability to collect and analyze the information provided by the potential borrower will be discussed in detail during this session. This session will cover the information needed to conduct both program and project analysis. In addition, this session will cover the financial analysis process and necessary documentation materials, such as the profit-loss and cash flow statements. Finally, the session will conclude by examining the loan decision and presentation processes.
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| Fri 3:00 PM - 3:10 PM |
Break
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| Fri 3:10 PM - 4:10 PM |
Pre- and Post-Loan Closing & Managing Non-performing Loans
Making a loan is only the beginning of the lending process. This session covers the essential steps before and after loan closing, including documentation, file preparation, servicing, and portfolio monitoring to help identify potential issues early. It also examines strategies for managing troubled loans when borrowers experience financial difficulties. Participants will learn approaches to loan workouts, collections, and recovery that can help minimize losses while maximizing opportunities for successful resolution.
Speaker(s)
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| Fri 4:10 PM - 4:55 PM |
Innovative RLFs
During the last session of the course, representatives from innovative RLF programs will explain their operations, philosophies, and lessons learned from years of experience.
Speaker(s)
- Jennifer Crowther, Senior Vice President, Capitalization & Impact, PIDC (Philadelphia Industrial Development Corporation)
- Leopoldo Peña, Co-Founder, Presta
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| Fri 4:55 PM - 5:00 PM |
Closing Discussion / Final Questions
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