CDFI Fund Announces Revised Calendar for CDFI Certification Monthly Conference Calls and Webinars

Additional Dates & Subject Matter Briefings Added to Calendar

The Community Development Financial Institutions Fund’s (CDFI Fund’s) monthly Community Development Financial Institution (CDFI) Certification conference calls are intended to serve as a forum for potential CDFI Certification Applicants, Certified CDFIs, and other CDFI Certification stakeholders to ask questions and discuss CDFI Certification and the CDFI Certification process. The calls are open to the general public and do not require advance registration.

Beginning on December 11, 2024, the CDFI Fund is adding sessions to its monthly conference call/webinar schedule. Additionally, during the first portion of each session CDFI Fund staff will provide a walkthrough demonstration on a specific aspect of the revised CDFI Certification Application. This will provide participants the opportunity to receive detailed instructions and guidance on key aspects of the revised CDFI Certification Application. The revised calendar of CDFI Certification Webinars and topics is provided below.

Those with general CDFI Certification inquiries will still be provided an opportunity ask their questions after these presentations. Given the detailed nature of many questions that are asked during these sessions and the specific circumstances involved, organizations are encouraged to submit their questions via a Service Request through the CDFI Fund’s Awards Management Information System (AMIS).

More information on accessing the CDFI Certification Webinars can be accessed on the CDFI Fund’s website.

Updated CDFI Certification Conference Call/Webinar Schedule

DateTimeWebinar Topic
December 11, 20243:00-4:15 PM ETEarly Submission Reapplication Submission
December 19, 20243:00-4:15 PM ETTarget Market Assessment Methodologies
January 16, 20253:00-4:15 PM ETCDFI Certification Agreement
January 30, 20253:00-4:15 PM ETCollective Review Process
February 6, 20253:00-4:15 PM ETPrimary Mission Requirements
February 20, 20253:00-4:15 PM ETSection Zero Review Process
March 6, 20253:00-4:15 PM ETMergers and Acquisitions
March 20, 20253:00-4:15 PM ETEntity Spin-Off Provisions

Questions

Questions regarding the CDFI Certification Application should be directed to the Office of Certification Policy and Evaluation via an AMIS Service Request (preferred), by email to OCPECert@cdfi.treas.gov, or by phone to (202) 653-0423.

All ACR and Transaction Level Report questions should be directed to the Office of Financial Strategies and Research, via an AMIS Service Request (preferred), or by email to CDFI-FinancialStrategiesandResearch@cdfi.treas.gov.

Information on AMIS, including creating an AMIS account, is available on the CDFI Fund website.

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