Impact @ Scale Initiative

Help your bank build its brand, gain a competitive edge for CDFI Fund dollars and impact investors, and reach more small business customers.

 

WHAT: The Impact @ Scale Initiative is CDBA's answer to the growing need for impact and marketing training for CDFI banks. Participating CDBA members will be split into two peer groups of 20+ banks each. These cohorts will each complete a six-month training program that includes two in-person bootcamps to bookend the program and four online webinars in between meetings. The first cohort is geared towards Early Adopters in the impact and marketing field. Programming will begin in September of 2019 for these banks. The second cohort will be geared to New Entrants to Impact and will kick off in spring 2020.

WHY: Build your bank's expertise in collecting, understanding, and marketing the impact of your small business and commercial lending in minority and low-income communities! AND be part of a learning network of bank impact professionals.

WHO: Bank personnel who are impact and/or CDFI program specialists, and marketing and communications staff.  

TAKEAWAYS: Participants will be trained how to 1) build a brand with the art of impact storytelling; 2) Create a customer community through social media best practices; 3) Pick metrics that fit your business strategy and products; 4) Build the systems to support and report your impact data; 5) Repurpose the data you already collect to talk about your impact; 6) Use cheap or free public data to talk about your community and the difference your bank makes; 7) Integrate your impact into strategic planning; and 8) Create a culture that reflects the mission, vision, and values of your bank.

Cohort One: Early Adopters

Bootcamp Part 1: Two-day in-person meeting - September 11 and 12, 2019 (Washington, DC) - Resources and Homework Assignments

Webinars:

Storytelling: October 29, 1-2pm ET

Culture: November 7, 3-5pm ET

Culture Make-up session: November 13, 1-3pm ET

Data Mapping: December 11, 1-2pm ET

Strategy Planning/Theory of Change: January 14, 1-2pm ET

Bootcamp Part 2: Two-day in-person meeting  - January 29 and 30, 2019 (Washington, DC)  

Cohort Two: New Entrants to Impact

Part 1: Two-day in-person meeting - March 4-5th, 2020 (Jackson, Mississippi) | 4 interactive training webinars - Summer 2020 (Online)

Part 2: Two-day in-person meeting  - Fall 2020 (Jackson, Mississippi) 

 

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Please choose one of the cohorts (whichever you feel fits best). CDBA staff will call you to have a conversation about your bank’s best fit.