Free workshops to empower CUs to help community small biz

May 3, 2019

The Filene Research Institute, Inclusiv, PolicyWorks and Coopera are proud to offer a series of free workshops focusing on giving credit unions and community-oriented financial institutions tools to effectively drive financial inclusion in their communities.

These workshops will teach financial institutions to implement Individual Taxpayer Identification Number (ITIN) Lending while they engage a new, broader community of consumers in their locality and make a substantial difference in the lives of borrowers.

The workshop’s principles of driving financial inclusion, reaching and serving untapped and underserved markets such as the Hispanic community, and operationalizing ITIN Lending is based on over 20 years of experience with the Juntos Avanzamos program and the work of organizations such as Coopera.

The workshops are scheduled for:

  • June 25-26: Chicago;
  • July 16-17: New York, N.Y.;
  • Aug. 20-21: San Francisco; and
  • Sept. 24-25: Austin, Texas.

These workshops will also empower financial institutions to offer small business loans to underserved entrepreneurs through a new referral partnership with Accion and Grameen America. Credit unions and other financial institutions can enable inclusive economies by expanding access to small business lending. In doing so, they will build in-house capacity and grow their membership.