The CDFI Financial Manager’s Guide to a Resilient Balance Sheet

Building a resilient, adaptive balance sheet is critical to the success of any CDFI’s ability to maintain healthy capitalization while navigating the turbulence of today’s capital raising environment. Through the lens of three CDFI CFOs, this session will explore leading practices to build a balance sheet that can withstand market stress and strategically pursue new opportunities. Panelists will discuss what metrics they use to identify risk and measure their organization’s financial health; share tactical solutions for increasing capital productivity through effective liquidity management; and explore strategies for building internal policies and procedures that promote more effective decision-making.

Opportunity Finance Network (OFN) hosted this session as part of its virtual CONNECT+ Forum on March 19, 2024.