SUBJECTS and TOPICS

• Board Governance
  • How to Develop your Loan Program Board/Committee
  • Board Development Tools
• Business Coaching/ Business Plan Development
  
  
• Communication and Marketing (see marketing)
  
  
• Financial Literacy/ Consumer counseling
  • How to Provide Training on Financial Literacy
• Governance (see Board Governance)
• Investments
  • How to Write Investment Policies
  • How to Secure Invested Funds
  • Steps to Prudent Investing of Program Funds
  • Guidance regarding financial Advisors
• Lender Agreements
  • How to Write Agreements with Lenders
  • How to Negotiate with Lenders
• Loan Fund Development
  • Guidance regarding Fundraising and Grant writing
  • How to Recapitalized your Loan Program
• Loan Underwriting
  • Defining AT for Loan Programs
  • RSA Technical Assistance Circular for AFPs
  • RSA Technical Assistance Circular for Telework Loan Programs
  • Lessons Learned from Vehicle Loans
• Marketing
  • The Components of a Marketing Plan
  • How to Create a Brand for financial Loan Programs
  • How to Identify Target markets and Analyze Distribution Channels
  • How to Develop a Promotion Plan
  • How to Put a Marketing Plan Together
  • Marketing Toolkit for AT Loan Programs
  • Sample Marketing Resources
• Non-Loan Products and Services - Asset Development
  • How to Work with an Individual Development Account Program
  • How to Establish your own Individual Development Account Program
  • How to Use the PASS with an AT Loan
• Policies and Procedures
  • Elements of Policy and Procedures Manuals
  • Questions of Interest
• Sustainability
  
  
• Technology
  • How to use Technology to Manage your Loan Program
• Training
  
  
• Telework
  • RSA Technical Assistance Circular - Telework Programs