The Future of CDFIs is a new series of strategic discussions launched in January 2026. It includes monthly Zoom Events featuring speakers on the leading edge of CDFI strategic thinking and inviting discussion with participants.

This page gives you links to recordings, presentations, and additional resources for each Zoom Event.

To stay informed about upcoming events follow Mark Pinsky's "The Future of CDFIs" newsletter on LinkedIn or Substack.

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CDFI Coverage: The CDFI Friendly Approach

The tenth episode of the Future of CDFIs series explored the "CDFI Friendly" model designed by CDFI Friendly America to expand Community Development Financial Institution (CDFI) coverage, financing, and technical assistance in underserved "opportunity markets". The session featured 4 Executive Directors of local CDFI Friendly organizations who explained how they operate as business development and referral hubs that reduce borrower acquisition costs for CDFIs while addressing community-specific capital needs.

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CRA in the Crosshairs: Is Your Community at Risk?

The ninth episode of The Future of CDFIs webinar series focused on proposed Community Reinvestment Act (CRA) rule changes by the OCC and FDIC and their potential impact on communities. It featured industry experts Sarah Brundage, President and CEO of NAAHL, and Catherine "Cat" Howard, President of the California CDFI Community Vision. The presenters detailed key components of the proposal, including shifts in bank asset thresholds, new restrictions on operating grants, and an increased emphasis on lending over investments. They also raised concerns that these changes could lead to significant reductions in community development financing in smaller and rural markets.

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State CDFI Coalitions: Organizing New Opportunities

This was the first in-person and livestreamed episode of "The Future of CDFIs" from the VA CDFI Summit 2026. This session explored the work happening at the growing number of state CDFI Coalitions across the country and specifically in PA, VA, and IL. Panelists discussed the policy, funding, and organizing issues they are tackling, the benefits of cross-CDFI collaboration and collective advocacy at the state level, and practical strategies for organizing new opportunities in other states.

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The Rising Influence of CDFI Credit Unions

The July edition of "The Future of CDFIs" webinar series explored The Rising Influence of Community Development Credit Unions (CDCUs) within the broader CDFI sector. Moderated by Mark Pinsky, the session featured insights from Alexis Iwanisziw (Inclusiv), Chris Moczynski (Prime Financial Credit Union), and Judy DeHaro (FirstLight Federal Credit Union). The panel discussed the rapid growth of CDCUs—highlighting that credit unions originated over 68% of reported CDFI financing in FY2023—and examined recent shifts in certification numbers.

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Mission & Message: CDFIs & Racial Equity

The sixth installment of our "The Future of CDFIs" series features Amber Banks (President and CEO of the African American Alliance of CDFI CEOs) and Duanne Andrade (CEO of the Solar Energy Loan Fund and Policy Committee Chair for NALCAB) discussing the critical intersection of CDFIs and racial equity. The session addressed the significant political and systemic challenges facing the sector in 2025/26—particularly recent executive orders targeting diversity, equity, and inclusion (DEI) initiatives.

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Preparing for CDFI Policy After Trump

In this webinar, Amir Kirkwood of Justice Climate Fund and Jeannine Jacokes from Partners for the Common Good reflect on what the shifting political landscape means for the future of Community Development Financial Institutions (CDFIs). Rather than focusing only on challenges, the discussion looks forward and explores how CDFIs can adapt to tighter and less predictable capital flows while continuing to meet community needs. The speakers point to emerging opportunities in areas like clean energy and local investment, while also calling for stronger collaboration, shared infrastructure, and smarter use of data and technology to build resilience.

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Is AI for CDFIs?

The "Is AI for CDFIs?" Zoom event introduced two major AI initiatives for the CDFI sector: NCIF's AI-powered data analytics platform for portfolio management and PCV's Radiant Data Hub - the industry's first data commons model. Results from Fund Community Institute's AI Usage in the CDFI Industry survey showed CDFIs are in early-adoption stages, primarily using AI for back-office tasks rather than core lending functions.

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Consolidation in the CDFI Industry: Risks & Rewards

Consolidation in the CDFI Industry: Risks & Rewards explored the growing conversation around consolidation and M&A in the Community Development Financial Institution (CDFI) industry. The speakers: Marla Bilonick, President and CEO of NALCAB, Doug Raymond, senior partner in the corporate practice of Faegre Drinker, and Sara Razavi, CEO of Working Solutions CDFI, shared real-world experiences with mergers, acquisitions, and alternative partnership models.

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Bank-CDFI Collaborations & The Future of CRA

The 2nd The Future of CDFIs event: “Bank-CDFI Collaborations & The Future of CRA” featured CRA advocate and practitioner, Jesse Van Tol, President/CEO of National Community Reinvestment Coalition (NCRC), and Dan Betancourt, President/CEO of the Pennsylvania-based Finanta CDFI and the newly created Finanta Credit Union.

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