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SSBCI Learning Series
August 27, September 24, October 22, and November 19, 2021
1:00 - 4:00 PM Eastern

Register Today

-Overview

CDFA has developed deep expertise in SSBCI due to its vast experience with the program. From the onset of SSBCI 1.0, CDFA has advised state agencies and intermediaries on the implementation and ongoing deployment of SSBCI funds. After leading advocacy efforts to secure reauthorization of the SSBCI program, hosting a 10-part biweekly SSBCI Briefing Series, coalescing an SSBCI Coalition, and providing insights to Treasury on program guidance, CDFA is excited to host the SSBCI Learning Series.

The SSBCI Learning Series will consist of four modules designed to assist all SSBCI stakeholders with program design and prepare for implementation. This series is designed to assist stakeholders during the program design and application process. These events will be recorded and archived for future access.

Sessions will include expert and practitioner insights on the following areas of focus:

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

SSBCI Learning Series sessions will be held from 1:00 - 4:00 PM Eastern on the following dates:

  • August 27, 2021
  • September 24, 2021
  • October 22, 2021
  • November 19, 2021

Attendees have options 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.

Register

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)

-Agenda

Friday, August 27, 2021

Fri 1:00 PM - 2:30 PM
Strategies for Investing in Emerging Fund Managers and Businesses
One of the key tenets of SSBCI is to drive investment into small businesses that have historically struggled to access capital. However, structuring programs to reach businesses that have the most challenging capital needs is difficult and outside of the expertise of most lending programs. We'll start this module of the SSBCI Learning Series with a conversation about how to identify emerging fund managers and businesses, develop investment and lending strategies, and build a pipeline of entrepreneurs and small businesses in your state.
Speaker(s)
Fri 2:30 PM - 3:15 PM
Program Administration: Small Business Technical Assistance Needs
SSBCI 2.0 makes available $500 million in Technical Assistance support for small businesses. Speakers will provide insights on strategies for meeting the TA needs of small businesses and complying with program regulations.
Speaker(s)
Fri 3:15 PM - 4:00 PM
Strategies: Partnering with Tribal Governments
Tribal Governments are eligible to receive $500 million in SSBCI funding. Speakers will discuss the financing and technical assistance needs of businesses in Tribal nations, and share strategies for working in partnership with Tribal Governments.
Speaker(s)
  • Tina Begay, Lead Trainer and Curriculum Developer, Native Business Development, Sister Sky Inc.
  • Tim Guardipee, Loan Fund Director, Native American Development Corporation

Friday, September 24, 2021

Fri 1:00 PM - 1:45 PM
Program Deep-Dive: Venture Capital Program
During SSBCI 1.0, 38 states funded Venture Capital Programs to provide equity investments in early-stage businesses in markets where venture capital is less accessible. Speakers will discuss the structure of these programs, and provide insights on identifying partners, engaging small businesses, and capital deployment strategies.
Speaker(s)
Fri 1:45 PM - 2:30 PM
Private Financing: Venture Capital and Angel Investments
A variety of equity investors can be engaged through Venture Capital Programs to improve access to equity investments in innovative businesses. Speakers will provide an overview of private equity financing, and discuss investor behavior, strategies for engaging Angel Investors and Venture Capitalists, and how to partner with VC funds.
Speaker(s)
  • Justin Field, Senior Vice President of Government Affairs, National Venture Capital Association
  • Pat Gouhin, Chief Executive Officer, Angel Capital Association
  • Maryam Haque, Executive Director, Venture Forward
Fri 2:30 PM - 3:15 PM
Program Deep-Dive: Capital Access Program and Loan Guarantee Program
These SSBCI programs are designed to hedge investment risk by capitalizing loan loss reserves and ensuring partial payment on loan defaults. Speakers will discuss the structure of these programs, and provide insights on identifying partners, engaging small businesses, and capital deployment strategies.
Speaker(s)
Fri 3:15 PM - 4:00 PM
Private Financing: Community Development Financial Institutions and Impact Investors
Since SSBCI 1.0, assets under management in the Community Development Financial Institution (CDFI) industry and impact investing sector have grown exponentially. This session will provide an overview of how to engage these mission-driven investors to capitalize SSBCI programs and deploy Technical Assistance.
Speaker(s)
  • Grace Fricks, President & Chief Executive Officer, Access to Capital for Entrepreneurs Inc.
  • Holly Hunt, SSBCI and GARJA Program Manager, Georgia Department of Community Affairs

Friday, October 22, 2021

Fri 1:00 PM - 1:45 PM
Program Deep-Dive: Collateral Support Program and Loan Participation Program
These SSBCI programs provide direct capital to enhance the size or credit of a transaction. Speakers will discuss the structure of these programs, and provide insights on identifying partners, engaging small businesses, and capital deployment strategies.
Fri 1:45 PM - 2:30 PM
Private Financing: Financial Institutions and FinTech
Banks and FinTech companies played a predominant role in deploying financing through small business relief programs during the COVID-19 pandemic. During this session, speakers will share insights on the continued role of bank financing during SSBCI 2.0, and how mission-driven FinTech companies can support SSBCI strategies.
Fri 2:30 PM - 3:15 PM
Strategies: SEDI Businesses and Very Small Businesses
SSBCI 2.0 targets funding to businesses led by Socially and Economically Disadvantaged Individuals (SEDI businesses) as well as businesses with fewer than 10 employees, including sole proprietors. Speakers will discuss the needs of these priority businesses, and provide strategies for outreach and capital deployment.
Fri 3:15 PM - 4:00 PM
Strategies: Rural Businesses and Tribal Businesses
Small businesses located in rural communities and in Tribal nations often play an outsized role in their local economies but are often overlooked by capital providers. Speakers will discuss the needs of these priority businesses, and provide strategies for outreach and capital deployment.

Friday, November 19, 2021

Fri 1:00 PM - 1:45 PM
Program Administration: Reporting and Compliance
Speakers will discuss SSBCI 2.0 reporting requirements and strategies for effectively managing and streamlining reporting and compliance functions.
Fri 1:45 PM - 2:30 PM
Program Administration: Staffing and Service Providers
SSBCI program administrators will share insights on how they are staffing their SSBCI program and the role of service providers within that internal structure.
Fri 2:30 PM - 3:15 PM
Program Administration: Technical Assistance
Speakers will provide insights on how Technical Assistance dollars will flow to small businesses, and how Technical Assistance providers can remain in compliance with program regulations.
Fri 3:15 PM - 4:00 PM
Program Administration: Outreach and Engagement
Learn about strategies for effective outreach and engagement of key SSBCI stakeholders including: small businesses, private financers, fund managers, technical assistance providers, and others.

-Location


The SSBCI Learning Series will be held online via Zoom at 1:00 PM Eastern on on August 27, September 24, October 22, and November 19, 2021.

Attendees who have registered for the SSBCI Learning Series will receive login information prior to each event. You must have access to a computer and/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.

-Registration

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

Individual Sessions
Participants can register at any time for an individual session:

CDFA Members: $250
Non-Members: $300

Full Series
Participants can register for the full series and receive a significant discount, compared to registering for individual sessions:

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.

Register