CDFI Performance Group

The CDFI Performance Group focuses on the needs of banks with or seeking the CDFI designation certified by the Community Development Financial Institutions (CDFI) fund and the U.S. Department of the Treasury. Aided by our risk management and planning solutions, the CDFI Performance Group will help better prepare the banks to fulfill their mission of creating impact in underserved markets.

Solutions

Finance 500 is committed to providing CDFI banks with actionable intelligence which supports better performance and risk-based decisions.  We ensure that strategic intent and risk priorities are synchronized by integrating strategic, capital, and ERM inputs, throughputs, and outputs.

What You Get

CDFI Performance Group Solutions

Strategic Plan

Comprehensive, well structured, and performance focused

Structure integrates external/internal analysis, bank's risk profile, strategic alternatives, mission & vision, goals & objectives, and a dashboard reflecting key performance metrics

Clearly defined stand-alone action plan for routine tracking and reporting execution

Complies with the highest regulatory or other stakeholder requirements

Capital Plan

Enterprise Risk Management

Risk Appetite: Framework, Statements and KRIs

Enterprise Risks Assessment - comprehensive web-based risk assessment system, effectively reports inherent risk, adequacy of risk management, residual risk and risk direction from multiple perspectives

Risk Prioritization and Measurement Methodology. Mitigation plan integrates into tracking and reporting system

Superior Board & management quarterly tracking and reporting. Presents risk-based analysis in an actionable format

CDFI Performance Group

Solutions

What You Get

How can we help you?