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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
➢
➢
➢
➢
➢
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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.
AEO-CUE-Webinar2.pdf (PDF, 3.48 MB)
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