AEO CUE Webinar2 .pdf

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Welcome
Connecting Underserved Entrepreneurs
Webinar 2: September 8th, 2016 – 1 PM

Welcome
Moderator

Senior Vice President, New Initiatives
Title

thalevy@aeoworks.org
Tammy Halevy

@THalevyAEO

Subtitle

Special Guests

Annie Donovan

Joshua Brackett

Jamie Baker

James Hobson

Keith Catanzano

Director

Chief Financial Officer

Federal Account Manager

Chief Operations Officer

Partner

CDFI Fund,
U.S. Treasury

ACE

Amazon Web
Services

OnDeck

2River Consulting

Agenda
➢ CDFI Fund: Innovation Challenge
➢ Project CUE: Connecting Underserved Entrepreneurs
➢ Creating A Marketplace
➢ Building Scalable & Secure Technology
➢ Getting Involved

➢ Q&A

CDFI Fund: Innovation Challenge
Highlight new, innovative, and successful approaches that work to ensure that even residents of the most underserved areas in our
nation can access vital financial products and services to help their families, communities, and local economies thrive and grow.

Annie Donovan
Director

CDFI Fund,
U.S. Treasury

AEO: Introduction









Association for Enterprise Opportunity
National trade association for US microfinance and micro business
Mission: Create economic opportunity for underserved entrepreneurs
400+ nonprofit community lenders and business service providers
across the country
Celebrating 25th anniversary in 2016
Based in Washington, DC
25-member Board of Directors
www.aeoworks.org

The Problem
Problem

($52,000,000,000)

7

Collaborative Problem-Solving

CDFI in CUE: ACE
What’s ACE’s geographic coverage?
Georgia
How many loans did ACE process in 2015?
64
Joshua Brackett
Chief Financial
Officer

What is ACE’s secret to success?
Maintaining a strong customer contact relationship with our clients.
What’s an area for technological improvement at ACE?
Streamlining our reporting and data sharing components within our
systems.


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