Financial Education Series

CCDFI Development Services

Clearinghouse CDFI's new financial education series is tailored for businesses, offering essential insights into credit evaluation. These FREE sessions will boost your financial knowledge and prepare you to qualify for a loan.

Who should attend: small to medium business owners seeking financing, entrepreneurs, developers, nonprofits, & anyone looking to improve their credit knowledge!

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Financial Education Series

CCDFI Development Services

Clearinghouse CDFI's new financial education series is tailored for businesses, offering essential insights into credit evaluation. These FREE sessions will boost your financial knowledge and prepare you to qualify for a loan.

Who should attend: small to medium business owners seeking financing, entrepreneurs, developers, nonprofits, & anyone looking to improve their credit knowledge!

Episode Spotlight

Episode 4 — Air Date: June 10, 2026

Inside the CDFI Lending Process: What to Expect from Start to Finish

Couldn't make the live webinar? Check out the recording below!

If you're considering financing for an upcoming project or looking to gain a clearer understanding of the CDFI lending process, this webinar is for you. Learn about eligible uses for financing, key lending specialization areas, current loan terms, our broker referral program, and what to expect during each step of the process.

View Here

Couldn't make the live webinar? Check out the recording below!

If you're considering financing for an upcoming project or looking to gain a clearer understanding of the CDFI lending process, this webinar is for you. Learn about eligible uses for financing, key lending specialization areas, current loan terms, our broker referral program, and what to expect during each step of the process.

Episodes

Ep. 1

The Five Cs of Credit with Yves Mombeleur

Ep. 1

The Five Cs of Credit with Yves Mombeleur

Welcome to Clearinghouse CDFI’s webinar on The Five Cs of Credit—a crucial framework that lenders use to evaluate the creditworthiness of borrowers. This informative session is designed specifically for small business owners, entrepreneurs, developers, nonprofits, and anyone looking to improve their understanding of credit evaluation. In this webinar, our experts dive deep into the Five Cs of Credit—Character, Capacity, Capital, Collateral, and Conditions—and explain how each factor impacts your ability to secure financing. Whether you’re expanding your business, starting a new venture, or simply seeking to enhance your financial literacy, this session provides valuable insights to help you succeed. This episode is hosted by our Chief Operations Officer, Yves Mombeleur. Our Chief Credit Officer, Kristy Ollendorff joins as a panelist to answer your questions.

August 14, 2024

Ep. 2

The Five Cs of Credit with Cesar Plascencia

Ep. 2

The Five Cs of Credit with Cesar Plascencia

Welcome to Clearinghouse CDFI’s webinar on The Five Cs of Credit—a crucial framework that lenders use to evaluate the creditworthiness of borrowers. This informative session is designed specifically for small business owners, entrepreneurs, developers, nonprofits, and anyone looking to improve their understanding of credit evaluation. In this webinar, our experts dive deep into the Five Cs of Credit—Character, Capacity, Capital, Collateral, and Conditions—and explain how each factor impacts your ability to secure financing. Whether you’re expanding your business, starting a new venture, or simply seeking to enhance your financial literacy, this session provides valuable insights to help you succeed. This episode is hosted by our Public Affairs Officer, Cesar Plascencia. Our Chief Credit Officer, Kristy Ollendorff joins as a panelist to answer your questions.

November 7th, 2024

Ep. 3

The Five Cs of Credit with Cesar Plascencia - Highlights and Q&A

Ep. 3

The Five Cs of Credit with Cesar Plascencia - Highlights and Q&A

Welcome to Clearinghouse CDFI’s webinar on The Five Cs of Credit—a crucial framework that lenders use to evaluate the creditworthiness of borrowers. This informative session is designed specifically for small business owners, entrepreneurs, developers, nonprofits, and anyone looking to improve their understanding of credit evaluation. In this webinar, our experts dive deep into the Five Cs of Credit—Character, Capacity, Capital, Collateral, and Conditions—and explain how each factor impacts your ability to secure financing. Whether you’re expanding your business, starting a new venture, or simply seeking to enhance your financial literacy, this session provides valuable insights to help you succeed. View the highlights from our third session, hosted by our Public Affairs Officer, Cesar Plascencia and hear from our Director of Loan Production, Annie Norwood, who joins as a panelist to answer your questions.

May 29, 2025

Ep. 4

Inside the CDFI Lending Process: What to Expect from Start to Finish

Ep. 4

Inside the CDFI Lending Process: What to Expect from Start to Finish

If you're considering financing for an upcoming project or looking to gain a clearer understanding of the CDFI lending process, this webinar is for you. We cover Clearinghouse CDFI's nationwide lending footprint, eligible uses for financing, key lending specialization areas, current loan terms, our broker referral program, and what to expect during each step of the process. This episode is hosted by Commercial Real Estate Production Associate Stacy Davis and Director of Loan Production Annie Norwood, followed by a Q&A.

June 10, 2026