Browse By Topic - Teleconference
General
Data Submission for Fiscal Year 2012 (2012) -- Available formats: mp3
A recorded conference call on data submission for all AFPs for Fiscal Year 2012, with Rob Groenendaal from RSA and Ken Schellenberg from the MIS available to answer specific questions.Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.Second AFP Grant Competition Information Call (2012) -- Available formats: mp3
Brian Bard and Rob Groenendaal of RSA speak in a second conference call about the AFP Grant competition for 2012. They discuss grant application requirements and answer questions from participants.Exploring Entrepreneurship - Part II (2011) -- Available formats: word
Designed as a follow-up to the April 27th webinar on entrepreneurship, Kathy Gilman continues leading a discussion around the steps to succeed in building your own business. The logistics and how to do advanced business planning are explored.Update on Telework Loans – September 27, 2010 (2010) -- Available formats: rtf mp3
This teleconference reflected on the activities of the loan programs in FY 2009. Nancy Meidenbauer from NATTAP provided Telework Program data since the programs began. Tony Rice, Director of the Maryland WorkABILITY Loan Program shared his policy changes that resulted in Maryland's high volume of telework loans.Reports
Update on Telework Loans – September 27, 2010 (2010) -- Available formats: rtf mp3
This teleconference reflected on the activities of the loan programs in FY 2009. Nancy Meidenbauer from NATTAP provided Telework Program data since the programs began. Tony Rice, Director of the Maryland WorkABILITY Loan Program shared his policy changes that resulted in Maryland's high volume of telework loans.Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.The Language of Lending (2009) -- Available formats: ppt rtf
Teleconference held February 24, 2009 - Cheryl Fatnassi of the Vermont AFP and Patti Lind of the Iowa AFP provide an overview of terms encountered through the life of a loan, from application, to underwriting, to servicing and collections.AFP Evaluation Study by Woodstock Institute - March 19, 2008 (2008) -- Available formats: rtf mp3
Geoff Smith of the Woodstock Institute summarizes the independent evaluation report of the AFPs and discusses some of the findings in the studyFindings from Telework Research Projects - March 21, 2007 (2007) -- Available formats: rtf mp3
This teleconference provides an overview of the three research projects on telework and telecommuting sponsored by the U.S. Department of Labor, Office of Disability Employment Policy (ODEP). Researchers from each of the projects discuss their studies and findings to date. They also describe resources that they have produced that might be of interest to Telework loan programs.Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.Elements of AFPs Policies and Procedures Manual - September 25, 2006 (2006) -- Available formats: rtf mp3
Stan Provus analyzed the policies and procedures manual of many of the AFPs. During this conference call, Stan shares his findings with the loan programs. He identifies core elements for policy manuals and suggests some language for the policies. Manuals for two AFPs are featured. Tony Rice from the Maryland Loan program and Patti Lind from the Iowa Abilities Fund discuss their loan program policies. The accompanying publication, "Elements of Alternative Financing Programs Policies and Procedures Manuals" is available on the web.Investment Policies Conference Call - May 18, 2006 (2006) -- Available formats: rtf
Stan Provus is the presenter for this conference call. He analyzed the investment policies of several AFPs and shares his findings with the loan programs. He identifies investment criteria and provided sample policy language. Jane Johnson from FAAST and Frances Pennell from WATF discussed the decisions that led to the development of their investment policies. The accompanying publication, "AFP Investment Policies," is available on the web.Lender Agreements - February 14, 2006 (2006) -- Available formats: rtf
The conference call provided AFPs an opportunity to discuss major provisions that should be included in an agreement for a loan guarantee program. Presenter Stan Provus describes the various sections of an agreement and highlights some negotiating points and specific language that could be included in AFP lender agreements. The accompanying publication, "Alternative Financing Program Loan Agreements," is available on the web.Sample Documents
Washington Telework Checklist (2010) -- Available formats: rtf
This list provides loan processors with the key items to be considered for funding telework loans.Acceptable Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was approved by the Virginia loan program.Borderline Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was difficult to decide whether to approval or not.Loan Committee - Criteria Page (2009) -- Available formats: rtf
This document describes the consumer underwriting guidelines used by the Virginia AFPMaryland WorkABILITY Loan Program Policies (2009) -- Available formats: rtf
This document has the latest policies for the Maryland loan program that has allowed the loan program to provide Telework loans.MPower Strategic Planning Questionnaire (2009) -- Available formats: rtf
This document includes the questions that Board members considered during their strategic planning Retreat.MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.Overview of Maryland's Loan Program Database (2009) -- Available formats: pdf
This overview of Maryland's database used by the loan programs was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Strategic Plan Draft Document for Virginia's New Well Fund (2009) -- Available formats: rtf
This draft document shows the goals and objectives that the board determined for its strategic plan. it also provides a list of specific activitiesm timelines, person's involved, and indicators of the outcome of the activities. The goals include increasing loan volume, increasing marketing efforts, changing lender relationships, and expediting loan processingStrategic Planning - Maine mPower Plan (2009) -- Available formats: ppt
Kathy Adams from the mPower loan program in Maine describes the retreat the mPower board had to begin to develope a strategic plan. An over view of the loan program is included, as well as the plan for the retreat, who was invited, the survey sent prior to the retreat and what activities the board will pursue.Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fund’s planning documents.Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.The Application Review Process - Identifying Red Flags (2009) -- Available formats: rtf
This lists some common items on an application form that raise issues and caution.Unacceptable Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was not approved by the Virginia Loan program.Board Self Assessment (2008) -- Available formats: rtf
This document helps a board evaluate itself overall in terms of its responsibilities.Virginia Loan Fund Governance Manual (2008) -- Available formats: rtf
This document provides guidance to the board of the loan program. It delineates the structures in place, the roles and responsibilities of the various entities, the mission, and the relationship of the various components of the loan program.Board Member Profile Checklist (2007) -- Available formats: rtf
This checklist provides a list of desireable characteristics for board members.Board Member Profile Worksheet (2007) -- Available formats: rtf
Thsi worksheet allows indnvidual board dmebers to indciate their expertise and personal data that they contribute to the board.Kansas Telework Policies and Procedures (2007) -- Available formats: rtf
September 2007Prospective Board Member Information Sheet (2007) -- Available formats: rtf
This checklist provides a place for prospective new board members to list their skills and interests and expertise.Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.Session 3 Technical Assistance on Module 2 - Sample Logic Model (2007) -- Available formats: rtf
This is an example of a logic model for sustainability.Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Curriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Michigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”Toolkits
Washington Telework Checklist (2010) -- Available formats: rtf
This list provides loan processors with the key items to be considered for funding telework loans.Loan Committee - Criteria Page (2009) -- Available formats: rtf
This document describes the consumer underwriting guidelines used by the Virginia AFPMDO Funding Resources Sheet (2009) -- Available formats: pdf
This chart provides a list of the major fuunding sources for microdevelopment loans.MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.The Application Review Process - Identifying Red Flags (2009) -- Available formats: rtf
This lists some common items on an application form that raise issues and caution.Board Self Assessment (2008) -- Available formats: rtf
This document helps a board evaluate itself overall in terms of its responsibilities.Comparison of AFP and Telework Data Elements (2008) -- Available formats: rtf
This provides an overview of the differences between the AFP and the Telework data that is now required.Individual Board Member Self Evaluation (2008) -- Available formats: rtf
This Self-Evaluation form allows individual members of the board asess their own strengthes in relation to the board and its responsibilities.Telework Data Reporting Points (2008) -- Available formats: rtf
This lists the data elements in the new Telework data collection instrument.Top Tips for Building Your Loan Program Board for the Future (2008) -- Available formats: rtf
This list summarizes the key points about building a board, from recruting, to orienting new members, to communication strategies taht work.Board Member Profile Checklist (2007) -- Available formats: rtf
This checklist provides a list of desireable characteristics for board members.Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion PlansMarketing Materials
Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Customer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.Telework Top Performers on Marketing - November 18, 2009 (2009) -- Available formats: rtf mp3
The top performing Telework programs have been engaged in a series of discussions to define effective practices and key components of successful programs. During this call, the group shared an overview of its findings with all of the Telework programs, and addressed specific suggestions around marketing.Developing a Promotion Plan - June 5, 2007 - Promotion Strategy Information Sheet (2008) -- Available formats: rtf
This information sheet provides gidance on looking at strategies based on the customers, the brand, the product, and the influencers.Creating a Brand for Financial Loan Programs - March 6, 2007 - Process for Articulating a Brand Strategy (2007) -- Available formats: rtf
This information sheet looks at immersion and articulating a brand strategy through attributions, personality, positions, and promises.Creating a Brand for Financial Loan Programs - March 6, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She goes through steps to help brainstorm to create a brand and also explains how to protect a brand once developed.Developing a Promotion Plan - June 5, 2007 - Developing a Promotion Plan Worksheet (2007) -- Available formats: rtf
This worksheet looks at the various messages needed for the target customers - what benefits and feature to emphasize and how these variy based on the targeted markets.Developing a Promotion Plan - June 5, 2007 - Key Influencers Worksheet (2007) -- Available formats: rtf
This worksheet helps programs list their influencers such as vendors, lenders, service organizations, the media, and the community.Developing a Promotion Plan - June 5, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Focus Groups (2007) -- Available formats: rtf
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Identifying Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet helps programs identify and understand their markets. It assists them describe their various markets and the factors important to each.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Reaching Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet assist programs determine and prioritize markets. It looks at the steps needed to reach each market.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.Marketing - Branding Work Group Teleconference - November 5, 2007, Transcript (2007) -- Available formats: rtf mp3
This call explores the challenges of marketing the telework program and provides a discussion of possible name changes or the addition of a tag line.Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.Putting the Marketing Plan Together - July 18, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Plan (2007) -- Available formats: rtf
Tis worksheet helps a program develop an action plan, consider benefits, influencers, and brand.Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Position (2007) -- Available formats: rtf
This worksheet helps programs see where their program fits in the marketplace.Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion PlansDetermining Financial Products - May 23, 2006 (2006) -- Available formats: rtf
This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Components of a Marketing Plan Handout (2006) -- Available formats: rtf
This information sheet lists the components of a marketing plan - the product, the brand, the goal, the position of the product in the market, the competition and how to measure success.Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Pre-training questionnaire worksheets (2006) -- Available formats: rtf
This is a pre conference call worksheet for programs to begin to formulate their marketing goals and time frame. A second worksheet also looks at key influencers and has the programs list themDeveloping a Marketing Plan for Your Loan Program - December 4, 2006 - Transcript (2006) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.Training Materials
Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.Loan Closing and Servicing - January 12, 2010 (2010) -- Available formats: rtf mp3
Cheryl Fatnassi of the Vermont AFP explains the processes that take place as a loan is closed, and serviced. She will explain key documents and steps including booking a loan, securing collateral and disbursing funds. Dealing with missed payments will also be addressed from the perspective of both a guarantor and direct lenderLoan Closing and Servicing Powerpoint - January 12, 2010 (2010) -- Available formats: ppt
This powerpoint includes information on loan closing options, loan servicing such as qualty control and perfecting interest in collateral as well as a discussion of what to do when there are late payments andcollateral losses. It also includes loan modifications and loan workouts.Update on Telework Loans – September 27, 2010 (2010) -- Available formats: rtf mp3
This teleconference reflected on the activities of the loan programs in FY 2009. Nancy Meidenbauer from NATTAP provided Telework Program data since the programs began. Tony Rice, Director of the Maryland WorkABILITY Loan Program shared his policy changes that resulted in Maryland's high volume of telework loans.Customer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.Developing the Strategic Plan - February 10, 2009 (2009) -- Available formats: rtf mp3
The second in a three-part series on strategic planning focused on how to conduct an analysis, set direction, refine and eventually implement a strategic plan.Developing the Strategic Plan - February 10, 2009 - Power Point (2009) -- Available formats: ppt
Thsi power point looks at the benefits of developing a plan, the steps needed to ensure success, such as assigning a coordiantor, considering outside facilitation, getting commitment from participants, and planning the process. It also looks at other actions that might be approriate, such as gathering baseline data, identifying shared goals, and outlining the planning process steps.Loan Committees and the Approval Decision - October 14, 2009 (2009) -- Available formats: rtf mp3
Christy Crowther of Virginia’s New Well Fund discussed the process of sending applications for review to the loan committee and how the loan review committee makes its decisions. She shared an application summary sheet as well as a guide to the underwriting standards used by the committee and explained how her program ensures that loan review committee members are able to render informed decisions about loan applications.Preparing for Strategic Planning - January 13, 2009 (2009) -- Available formats: rtf mp3
The first in a three-part series on strategic planning focused on the importance of planning, the potential benefits and concerns, as well as how to select a work group to engage in the process.Preparing for Strategic Planning - January 13, 2009 - Power Point (2009) -- Available formats: ppt
This presentation looks at the benefits of strategic planning, the concerns that need to be adressed, who should participate in the process and specifics about planning for an event.The Application Review Process - August 11, 2009 (2009) -- Available formats: rtf mp3
Cheryl Fatnassi of the Vermont AFP covered the process of reviewing and confirming financial and personal data contained in loan applications. She guided participants through the basics of getting applications in ensuring their readiness for review.The Application Review Process - Powerpoints (2009) -- Available formats: ppt
This power point convers the steps in the review process, evaluatingthe borrower, calculating ratios and collateral values, evaluating credit reports, how to spot red flags, and finally making the loan decision.WATF Business Planning Curriculum (2009) -- Available formats: word
This curriculum is used by Washington Access Fund to prepare potential borrowers to develop a business plan.WATF Business Planning Curriculum Presentation (2009) -- Available formats: rtf mp3
In this presentation, Kathy Gilman of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 (2008) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program offers suggestions for ways that loan program boards can draw on members' expertise to provide guidance and direction in key areas, including fund raising and marketing.Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 - Power Point (2008) -- Available formats: ppt
This presentation summarizes the earlier sessions - who are the key players by role and resposibility and area of expertise. It also looks at the role of the committees and sub committees, the expectations for board partnerships and fundraising activities.Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 (2008) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program provides information on orienting new board members, self assessment of board members and how to structure sub-committees and work groups to get loan program work conducted.Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 - Power Point (2008) -- Available formats: ppt
This presentation describes how a loan program board can be strengthened through targeted recruitment of new members to the board, how to orient those new members, and how to organize the board around committess and workgroups.Overview of the AT Act - December 8, 2008 (2008) -- Available formats: rtf mp3
This teleconference provides an overview of the AT Act and the programs created under it. Particular emphasis is placed on the alternative financing programsOverview of the AT Act - Power Point (2008) -- Available formats: ppt
This power point provides an overview for new loan program personnel of the AT Act program as a whole and the part that the alternative financing programs play.Teaching how to write business plansTelework Call - December 15, 2008, Transcript (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.Washington's Curriculum on Writing Business Plans - Teleconference - December 15, 2008 (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation will introduce a curriculum she has developed, aimed at helping start up home-based businesses write their business plans. The Workbook referred to during the call is available in the Grantees Only section of the site.Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 (2007) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program provides information on recruiting and orienting board members.Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 - Power Point (2007) -- Available formats: ppt
This presentation describes the different between a govering board and an advisory board. It describes the importance of recruiting proper board members, what the functions of the various members on the baord could be, and how to delineate what skils and qualities new board members could have.Consumer Financial Lieracy - Teleconference - November 14, 2006 (2007) -- Available formats: rtf mp3
This presentation features curriculum and training materials developed by two state loan programs that assist consumers plan financially for purchasing assistive technology. Aimee Sterk, Leah March, and Adeline Metzler connected with the Michigan AFP present on “Building Your Financial Future,” a curriculum developed through a grant from the National Credit Union Foundation. Lisa Rouelle from Alpha One in Maine present on “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.Session 1 Planning to Plan, Building a Sustainable Initiative, Powerpoint and Text of Slides (2007) -- Available formats: rtf ppt
This presentation discusses the importance to plan for sustainability and introduces the process that will be followed. It includes a self assessment and writing a logic model.Session 1 Planning to Plan, Building a Sustainable Initiative, Transcript (2007) -- Available formats: rtf mp3
This introductory sesson describes the process that will be used to develop a plan for sustainability.Session 2 Technical Assistance on Modules 1 and 2, PowerPoint and Text of Slides (2007) -- Available formats: rtf ppt
This presentation introduces how to develop a vision and results orientation. It provides assistance in completing the Module 2 worksheets.Session 2 Technical Assistance on Modules 1 and 2, Transcript (2007) -- Available formats: rtf mp3
This presentation allows the loan programs to personalize the planning process for sustainability.Session 3 Technical Assistance on Module 2 - Logic Model, transcript (2007) -- Available formats: rtf mp3
This looks at the elements of a logic model and how to develop one as part of the plan for sustainability.Session 4 Creating a Strategic Financing Plan - Module 3, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
This presentation provides guidance for clarifying what financing is needed and how to project costs. It also suggests some funding sources.Session 4 Creating a Strategic Financing Plan - Module 3, Transcript (2007) -- Available formats: rtf mp3
This session explores what is needed for financing sustainability. It looks at how to project costs and find possible funding sources.Session 5 Technical Assistance on Module 3 - Creating a Strategic Financing Plan (2007) -- Available formats: rtf mp3
This session addresses the components of a financial plan and relates them to a financial loan program.Session 6 Building Organizational Capacity and Community Support - Module 4, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
This presentation looks at the resources that are available in the community to assist in sustainability planning. It includes the use of an environmental scan and the identification of key champions.Session 6 Building Organizational Capacity and Community Support - Module 4, Transcript (2007) -- Available formats: rtf mp3
This session looks at the resources that are available in the community to assist in sustainability planning.Session 7 Developing and Writing the Plan - Module 5, PowerPoint (2007) -- Available formats: ppt rtf
This presentation describes how the various components can be compiled to develop a plan for sustainability. It looks at milestones, writing a draft, and determining the use of the plan wiht investors and decisionmakers.Session 7 Developing and Writing the Plan - Module 5, Transcript (2007) -- Available formats: rtf mp3
This session pulls from information discussed in the earlier modules to create the sustainability plan.Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Curriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Michigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”Profile
MicroMentor Overview (2010) -- Available formats: pdf
This document provides an overview of the Micr mentor program to match experienced business professionals with individuals just starting a business.MicroMentor Match Story (2010) -- Available formats: pdf
This is a profile of a mentor and a mentee and how the partnership helped a new business improve.Getting Ready for Telework One-Year Follow Up Surveys - August 19, 2009 (2009) -- Available formats: rtf mp3
Kathy Meisner-Altman of Wisconsin, Milissa Gofourth from Oklahoma and Kathy Gilman of Washington described how their programs are planning to collect, or have collected one-year follow up data on current Telework borrowers. The discussion centered about required data elements, but also explored additional questions that might be asked of borrowers.Maryland WorkABILITY Loan Program Policies (2009) -- Available formats: rtf
This document has the latest policies for the Maryland loan program that has allowed the loan program to provide Telework loans.Overview of Maryland's Loan Program Database (2009) -- Available formats: pdf
This overview of Maryland's database used by the loan programs was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fund’s planning documents.Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.Session 8 Presentation of Sustainability Plans (2007) -- Available formats: rtf mp3
This session is the final session of the sustainability plannning session. Three loan programs present their plans for sustainability that they developed over the course of the several months.Legislation
Update on Telework Loans – September 27, 2010 (2010) -- Available formats: rtf mp3
This teleconference reflected on the activities of the loan programs in FY 2009. Nancy Meidenbauer from NATTAP provided Telework Program data since the programs began. Tony Rice, Director of the Maryland WorkABILITY Loan Program shared his policy changes that resulted in Maryland's high volume of telework loans.2009 Telework Forum Follow-Up - July 14, 2009 (2009) -- Available formats: rtf mp3
This call provides a recap of major issues that were discussed at the 2009 Telework Forum in Arlington, VA. A presentation on the microenterprise development field was given by NATTAP. Rob Groenendaal, Brian Bard, and Jeremy Buzzell from RSA provided insight into the case-by-case evaluation standard established in the 2007 Telework Technical Assistance Circular.Defining AT for Loan Programs - Teleconference - October 10, 2006 (2006) -- Available formats: rtf mp3
This call provides an overview of the Rehabilitation Services Administration Technical Assistance Circular (TAC) dated September 7, 2006 that offers a framework for AFPs to help them determine if a particular device is assistive technology for the purposes of providing a financial loan. Jeremy Buzzell of RSA is the presenter.Transcript for Teleconference Call on NIA for Telework and AFP, August 19, 2003. (2003) -- Available formats: txt
Transcript for Teleconference Call on NIA for Telework and AFP, August 19, 2003.Essential Documents
Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.Teleconference Call on NIA for FY 2005 AFP Awards (2005) -- Available formats: rtf
Presented July 11, 2005Teleconferences
AT AFP Grant Competition Information Call - August 21, 2014 (2014) -- Available formats: mp3
The RESNA Catalyst project and Rob Groenendaal from RSA hosted a Q&A; call on the new AT AFP grant competition. The general guidelines were discussed and specific questions from interested parties were answered.Loan Directors - New Directors Series - September 25, 2014 (2014) -- Available formats: rtf ppt mp3 txt other
The final in the series of Loan Program New Directors series was held on September 25, 2014. The discussion focused on Board of Director Development and Working with a board.Financial Literacy Part I - March 19th 2013 (2013) -- Available formats: mp3
This teleconference introduced loan program directors and staff to financial literacy as an option for loan programs. Kathy Gilman from Washington spoke about how financial literacy training has been successfully incorporated into AFP and other loan programs, and how this can strengthen the integrity and portfolio of a program.2012 AFP Grant Competition Teleconference (2012) -- Available formats: mp3
Rob Groenendaal and Brian Bard from RSA present information on and answer questions about the 2012 AFP grant competition.Asset Development Presentation from WID (2012) -- Available formats: ppt
The powerpoint to the Teleconference on Asset Development for AFPs and Teleworks.Data Submission for Fiscal Year 2012 (2012) -- Available formats: mp3
A recorded conference call on data submission for all AFPs for Fiscal Year 2012, with Rob Groenendaal from RSA and Ken Schellenberg from the MIS available to answer specific questions.Second AFP Grant Competition Information Call (2012) -- Available formats: mp3
Brian Bard and Rob Groenendaal of RSA speak in a second conference call about the AFP Grant competition for 2012. They discuss grant application requirements and answer questions from participants.What's New in Asset Development (2012) -- Available formats: mp3
Tom Foley, Deputy Director of the World Institute on Disability, presents on the current state of Asset Development and how to incorporate this into a financial loan program.AFP and Telework Program Data Submission Teleconference - November 14, 2011 (2011) -- Available formats: mp3
This conference call provided information about submission requirements and timelines for FY 2011 data for AFP and Telework financial loan programs. Diane Golden explained the changes made to the data instrument and answered questions from participants.AFP New Director Series: The History of the AT Act - March 22, 2011 (2011) -- Available formats: mp3
During this call of the New Directors of AFP series, Rob Groenendaal from RSA presents on the history of the federal legislation leading to the current AT Act. The several iterations of the legislation, the impact on states, and current trends are all discussed.New AFP Program Directors Conference Call Series: The Application Review Process - June 22, 2011 (2011) -- Available formats: mp3
Continuing the series for new AFP directors, this conference call focuses on the Application Review Process. The discussion centers on tracing an application through a program's process, and the positives and "red flag" issues for which program personnel should watch.New AFP Program Directors/Lending Basics Conference Call Series: -Second call - Wednesday, May 25th at 1:00pm Eastern (2011) -- Available formats: mp3
Continuing the series for new AFP directors, this conference call focused on customer service. The scope of "customer" was explored, as well the manner in which to provide excellent customer service. The recording of this call may be reviewed, and is available here in an MP3 format.Telework New Directors Series: The Technical Assistance Circular (TAC) - March 14, 2011 (2011) -- Available formats: mp3
During this installment of the Telework New Director Series, Rob Groenedaal from RSA and Kathy Gilman from the Washington Access Fund discuss the RSA Technical Assistance Circular (TAC) for Telework Programs. Questions and answers from the invited audience are included.Introduction to MicroMentor - February 9, 2010 (2010) -- Available formats: rtf other
MicroMentor's helps microenterprise organizations quickly and easily connect clients with high-value business expertise and industry-specific knowledge. MicroMentor’s services may be a means to expand Telework programs’ service offerings, and help borrowers access a vast network of local and national business volunteers.Loan Closing and Servicing - January 12, 2010 (2010) -- Available formats: rtf mp3
Cheryl Fatnassi of the Vermont AFP explains the processes that take place as a loan is closed, and serviced. She will explain key documents and steps including booking a loan, securing collateral and disbursing funds. Dealing with missed payments will also be addressed from the perspective of both a guarantor and direct lenderLoan Closing and Servicing Powerpoint - January 12, 2010 (2010) -- Available formats: ppt
This powerpoint includes information on loan closing options, loan servicing such as qualty control and perfecting interest in collateral as well as a discussion of what to do when there are late payments andcollateral losses. It also includes loan modifications and loan workouts.MicroMentor Overview (2010) -- Available formats: pdf
This document provides an overview of the Micr mentor program to match experienced business professionals with individuals just starting a business.MicroMentor Match Story (2010) -- Available formats: pdf
This is a profile of a mentor and a mentee and how the partnership helped a new business improve.Supporting Borrowers for Successful Businesses - July 28, 2010 (2010) -- Available formats: txt mp3
Welthy Soni-Myers, director of the Virginia Microenterprise Network, presents strategies that have been used to support businesses to ensure their success, once the Telework loan has been provided.Supporting Borrowers for Successful Businesses - July 28, 2010 - Power point (2010) -- Available formats: ppt
This presentation looks at what happens after the loan has been provided - to ensure it is paid back. The presentation coers loandocuments, the importance of visits to the new business and the encouraging the use of mentors and peer supports. It also stresses the importance of the loan program reviewing financial information and offering ways to correct the course of the business if necessary.Telework Top Performers on Policies and Products - February 16, 2010 (2010) -- Available formats: rtf mp3
The top performing Telework programs discuss innovative loan products and approaches to policies they have taken to help boost the utilization of their loan funds. Strategies discussed included varied repayment schemes such as quarterly, annual or interest-only payments, as well as loan products that combine Telework funds with VR funding, SBA loans, and PASS plans.Telework Top Performers on Staffing - March 16, 2010 (2010) -- Available formats: rtf mp3
The top performing Telework programs share strategies on staffing programs effectively. Strategies to utilize existing staff resources are provided as well as sugestions about other infrastructure components that help programs become successful.Telework Top Performers on Training and Supports - January 22, 2010 (2010) -- Available formats: rtf mp3
This call focuses on ways in which Telework programs have developed loan-ready borrowers by providing a range of support services including: business plan development, mentoring services, financial education, benefits planning and other supports. The group discussed different approaches to providing such help, including useful collaborative opportunities.Update on Telework Loans – September 27, 2010 (2010) -- Available formats: rtf mp3
This teleconference reflected on the activities of the loan programs in FY 2009. Nancy Meidenbauer from NATTAP provided Telework Program data since the programs began. Tony Rice, Director of the Maryland WorkABILITY Loan Program shared his policy changes that resulted in Maryland's high volume of telework loans.Washington Telework Checklist (2010) -- Available formats: rtf
This list provides loan processors with the key items to be considered for funding telework loans.2009 Telework Forum Follow-Up - July 14, 2009 (2009) -- Available formats: rtf mp3
This call provides a recap of major issues that were discussed at the 2009 Telework Forum in Arlington, VA. A presentation on the microenterprise development field was given by NATTAP. Rob Groenendaal, Brian Bard, and Jeremy Buzzell from RSA provided insight into the case-by-case evaluation standard established in the 2007 Telework Technical Assistance Circular.Acceptable Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was approved by the Virginia loan program.Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Bi-Monthly Telework Teleconference, September 9, 2009 (2009) -- Available formats: rtf other
Telework programs were presented with a challenge to pump up the volume of loans for FY 2010 by 40% over 2009 levels. NATTAP’s plan for technical assistance to reach that goal were discussed, as well as some of the strategies that loan programs are now pursuing to boost their volumes.Borderline Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was difficult to decide whether to approval or not.Collecting on Bad Debt: Lessons from AFP and Telework Programs (2009) -- Available formats: html
A resource document with links to useful informationCollections: The Bottom Line - December 8, 2009 (2009) -- Available formats: rtf mp3
This teleconference was an opportunity to hear from a panel of AFP programs regarding collecting on defaulted loans. A representative of the collections industry, Chad Echols of Hamilton, Martens & Ballou of Rock Hill, South Carolina, provided an overview of the general process of collecting on past due account and the different approaches a lender or guarantor can take to pursuing collections, as well as some of the legal considerations to keep in mind. Milissa Gofourth of the Oklahoma AFP, and Kathy Gilman from Washington then explained the different processes they use to pursue debt, and advantages and disadvantages of each approachCustomer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.Demystifying Titles - November 20, 2009 (2009) -- Available formats: rtf mp3
Todd Wysocki, president of Michigan Auto Title Services, joined us for this teleconference to discuss issues around titles to vehicles loan programs finance. Mr. Wysocki gave an overview of the process to secure a clean title to a vehicle. He also provided definitions to key terms around titles, and, during a lively question and answer, helped to several specific issues faced by programsDeveloping the Strategic Plan - February 10, 2009 (2009) -- Available formats: rtf mp3
The second in a three-part series on strategic planning focused on how to conduct an analysis, set direction, refine and eventually implement a strategic plan.Developing the Strategic Plan - February 10, 2009 - Power Point (2009) -- Available formats: ppt
Thsi power point looks at the benefits of developing a plan, the steps needed to ensure success, such as assigning a coordiantor, considering outside facilitation, getting commitment from participants, and planning the process. It also looks at other actions that might be approriate, such as gathering baseline data, identifying shared goals, and outlining the planning process steps.Getting Ready for Telework Data Collection – October 27, 2008 - Transcript (2009) -- Available formats: rtf mp3
This teleconference focused on the data that needs to be collected under the newly approved Telework data collection instrument and how Telework programs can determine what to collect. Presenters Rob Groenendaal, RSA and Nancy Meidenbauer, NATTAP.Getting Ready for Telework One-Year Follow Up Surveys - August 19, 2009 (2009) -- Available formats: rtf mp3
Kathy Meisner-Altman of Wisconsin, Milissa Gofourth from Oklahoma and Kathy Gilman of Washington described how their programs are planning to collect, or have collected one-year follow up data on current Telework borrowers. The discussion centered about required data elements, but also explored additional questions that might be asked of borrowers.Introduction to Microenterprise (2009) -- Available formats: ppt rtf
This presentation defines microdevelopment, describes what a typical MDO might be like, the client demographics and the amounts of th eloans. It discussed who provides microenterprise development services and offers some funding sources and data on success.Loan Committee - Criteria Page (2009) -- Available formats: rtf
This document describes the consumer underwriting guidelines used by the Virginia AFPLoan Committees and the Approval Decision - October 14, 2009 (2009) -- Available formats: rtf mp3
Christy Crowther of Virginia’s New Well Fund discussed the process of sending applications for review to the loan committee and how the loan review committee makes its decisions. She shared an application summary sheet as well as a guide to the underwriting standards used by the committee and explained how her program ensures that loan review committee members are able to render informed decisions about loan applications.Maryland WorkABILITY Loan Program Policies (2009) -- Available formats: rtf
This document has the latest policies for the Maryland loan program that has allowed the loan program to provide Telework loans.MDO Funding Resources Sheet (2009) -- Available formats: pdf
This chart provides a list of the major fuunding sources for microdevelopment loans.MPower Strategic Planning Questionnaire (2009) -- Available formats: rtf
This document includes the questions that Board members considered during their strategic planning Retreat.MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.Overview of Maryland's Loan Program Database (2009) -- Available formats: pdf
This overview of Maryland's database used by the loan programs was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Preparing for Strategic Planning - January 13, 2009 (2009) -- Available formats: rtf mp3
The first in a three-part series on strategic planning focused on the importance of planning, the potential benefits and concerns, as well as how to select a work group to engage in the process.Preparing for Strategic Planning - January 13, 2009 - Power Point (2009) -- Available formats: ppt
This presentation looks at the benefits of strategic planning, the concerns that need to be adressed, who should participate in the process and specifics about planning for an event.Self Employment Resource Network - Teleconference -February 25, 2009 (2009) -- Available formats: rtf mp3
Eric Guidish of the Illinois Telework Program, and Dave Porter of the Self-Employment Resources Network (SERN), discuss their collaboration to provide mentoring services to entrepreneurs with disabilities. Additional support services offered to Telework clients are discussed.Strategic Plan Draft Document for Virginia's New Well Fund (2009) -- Available formats: rtf
This draft document shows the goals and objectives that the board determined for its strategic plan. it also provides a list of specific activitiesm timelines, person's involved, and indicators of the outcome of the activities. The goals include increasing loan volume, increasing marketing efforts, changing lender relationships, and expediting loan processingStrategic Planning - Maine mPower Plan (2009) -- Available formats: ppt
Kathy Adams from the mPower loan program in Maine describes the retreat the mPower board had to begin to develope a strategic plan. An over view of the loan program is included, as well as the plan for the retreat, who was invited, the survey sent prior to the retreat and what activities the board will pursue.Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fund’s planning documents.Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.Telework Top Performers on Marketing - November 18, 2009 (2009) -- Available formats: rtf mp3
The top performing Telework programs have been engaged in a series of discussions to define effective practices and key components of successful programs. During this call, the group shared an overview of its findings with all of the Telework programs, and addressed specific suggestions around marketing.Telework Top Performers on Partnerships - December 14, 2009 (2009) -- Available formats: rtf mp3
This call focuses on the partnerships that programs have established that have enabled them to increase the number of applicants seeking Telework loans, develop applicant loan readiness, and foster borrowers' eventual success, including: Vocational Rehabilitation, Independent Living, agricultural contacts such as AgrAbility projects, Small Business Development Centers other employment-related organizations, and more.The Application Review Process - August 11, 2009 (2009) -- Available formats: rtf mp3
Cheryl Fatnassi of the Vermont AFP covered the process of reviewing and confirming financial and personal data contained in loan applications. She guided participants through the basics of getting applications in ensuring their readiness for review.The Application Review Process - Identifying Red Flags (2009) -- Available formats: rtf
This lists some common items on an application form that raise issues and caution.The Application Review Process - Powerpoints (2009) -- Available formats: ppt
This power point convers the steps in the review process, evaluatingthe borrower, calculating ratios and collateral values, evaluating credit reports, how to spot red flags, and finally making the loan decision.The Language of Lending (2009) -- Available formats: ppt rtf
Teleconference held February 24, 2009 - Cheryl Fatnassi of the Vermont AFP and Patti Lind of the Iowa AFP provide an overview of terms encountered through the life of a loan, from application, to underwriting, to servicing and collections.Unacceptable Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was not approved by the Virginia Loan program.WATF Business Planning Curriculum (2009) -- Available formats: word
This curriculum is used by Washington Access Fund to prepare potential borrowers to develop a business plan.WATF Business Planning Curriculum Presentation (2009) -- Available formats: rtf mp3
In this presentation, Kathy Gilman of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.AFP Evaluation Study by Woodstock Institute - March 19, 2008 (2008) -- Available formats: rtf mp3
Geoff Smith of the Woodstock Institute summarizes the independent evaluation report of the AFPs and discusses some of the findings in the studyAFP Evaluation Study by Woodstock Institute - Power Points (2008) -- Available formats: ppt
This powerpoint provides an overview of the study that the Woodstock Institute conducted ion the AFPs. It provides findings inclduing an analysis of program characteristics. Case studies are also included.Board Self Assessment (2008) -- Available formats: rtf
This document helps a board evaluate itself overall in terms of its responsibilities.Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 (2008) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program offers suggestions for ways that loan program boards can draw on members' expertise to provide guidance and direction in key areas, including fund raising and marketing.Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 - Power Point (2008) -- Available formats: ppt
This presentation summarizes the earlier sessions - who are the key players by role and resposibility and area of expertise. It also looks at the role of the committees and sub committees, the expectations for board partnerships and fundraising activities.Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 (2008) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program provides information on orienting new board members, self assessment of board members and how to structure sub-committees and work groups to get loan program work conducted.Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 - Power Point (2008) -- Available formats: ppt
This presentation describes how a loan program board can be strengthened through targeted recruitment of new members to the board, how to orient those new members, and how to organize the board around committess and workgroups.Comparison of AFP and Telework Data Elements (2008) -- Available formats: rtf
This provides an overview of the differences between the AFP and the Telework data that is now required.Credit Builders Alliance - April 23, 2008 (2008) -- Available formats: rtf mp3
This teleconference features Vikki Franks and Emily Carpenter of the Credit Builders Alliance, an alternative credit reporting service, who discuss credit reports and credit scores. They share tools and strategies for building credit from CBA’s credit builder toolkit.Credit Builders Alliance - April 23, 2008 - Power point (2008) -- Available formats: ppt
This presentation discusses new ways to build credit through non traditional credit reporting mechanisms.Developing a Promotion Plan - June 5, 2007 - Promotion Strategy Information Sheet (2008) -- Available formats: rtf
This information sheet provides gidance on looking at strategies based on the customers, the brand, the product, and the influencers.Getting Ready for Telework Data Collection – October 27, 2008 - Powerpoint (2008) -- Available formats: ppt
This presentation provides an introduction to the new data collection instrument that Telework programs will be using. It shows how the instrument is similar to the AFP instrument but highllights additional questions on leveraging funding, type of equipment purchased, and employment status. There is even a follow-up survey one year afater the loan is disbursed.Individual Board Member Self Evaluation (2008) -- Available formats: rtf
This Self-Evaluation form allows individual members of the board asess their own strengthes in relation to the board and its responsibilities.Marketing Borrower Support and Measuring Success - April 14, 2008 (2008) -- Available formats: rtf mp3
This teleconference highlights how loan programs can market their services to their borrowers and potential applicants. Patti Lind facilitates group discussion to look at how to determine the impact of these services on your program.Marketing Borrower Support and Measuring Success - April 14, 2008 - Power point (2008) -- Available formats: ppt
This presentation looks at how to market the borrower supprt services thatyour program provides and how to estblish metrics that can evaluate your success. It describes both direct and indirect marketing and also long term outcomes, such as the impact on the portfolio and demographics of borrowers, of successful service provision.Overview of the AT Act - December 8, 2008 (2008) -- Available formats: rtf mp3
This teleconference provides an overview of the AT Act and the programs created under it. Particular emphasis is placed on the alternative financing programsOverview of the AT Act - Power Point (2008) -- Available formats: ppt
This power point provides an overview for new loan program personnel of the AT Act program as a whole and the part that the alternative financing programs play.Setting Up Borrower Support Services Internally - March 17, 2008 (2008) -- Available formats: rtf mp3
Patti Lind facilitates the discussion around how a loan program can use in-house expertise to set up services for borrowers. Discussion includes looking for funding sources and staffing the services.Setting Up Borrower Support Services Internally - March 17, 2008 - Power point (2008) -- Available formats: ppt
This presentation looks at how a loan program can provide services to borrowers internally. It examines the expertise in house and how a loan program can gauge current as well as future needs. It also discussed the importance of staffing up to provide services and funding sources for the se services.Setting Up Borrower Support Services with Partners - February 25, 2008 (2008) -- Available formats: rtf mp3
Patti Lind facilitates the discussion around finding partners that offer support services and offers ways to partner with them. Participants describe some of the support services in their states and how borrowers could benefit from them.Setting Up Borrower Support Services with Partners - February 25, 2008 - Power point (2008) -- Available formats: ppt
This presentation explores the services of external partners that can be provided to borrowers. Determining the services needed and potential partners are discussed.Teaching how to write business plansTelework Call - December 15, 2008, Transcript (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.Telework Data in the MIS (2008) -- Available formats: ppt
This presentation shows how a telework program uses the MIS to enter data annually.Telework Data Reporting Points (2008) -- Available formats: rtf
This lists the data elements in the new Telework data collection instrument.The Current Economic Environment- One Perspective - November 24, 2008 (2008) -- Available formats: rtf mp3
Mark Pinsky from Opportunity Finance Network addresses the current economic climate and its impact on non-bank lenders, including AFPs and Telework Loan Programs. He discusses changes that likely will occur - such as increase risk of loss and tighter lending standards, and how these changes may affect the way loan programs operate.Top Tips for Building Your Loan Program Board for the Future (2008) -- Available formats: rtf
This list summarizes the key points about building a board, from recruting, to orienting new members, to communication strategies taht work.Virginia Loan Fund Governance Manual (2008) -- Available formats: rtf
This document provides guidance to the board of the loan program. It delineates the structures in place, the roles and responsibilities of the various entities, the mission, and the relationship of the various components of the loan program.Washington's Curriculum on Writing Business Plans - Teleconference - December 15, 2008 (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation will introduce a curriculum she has developed, aimed at helping start up home-based businesses write their business plans. The Workbook referred to during the call is available in the Grantees Only section of the site.What are Borrower Supports and Why are They Important - January 28, 2008 - Power point (2008) -- Available formats: ppt
This presentation describes the challenge of offering supports and the benefits of having more bankable borrowers because of supports. It provides some examples of supports that can be offered to the applicants and borrowers and the impact that good service can have on the loanprogram; it also discusses enlisting Board support for the new services.What are Borrower Supports and Why are They Important? - January 28, 2008 (2008) -- Available formats: rtf mp3
Loan programs often offer borrower supports, such as financial literacy training, credit counseling, and pre-loan qualifying to their customers. In this first call in the series, participants discuss the various supports that loan programs could offer and the benefits of these services to both the customers and the loan programs. Patti Lind from the Abilities Fund facilitates the discussion.Board Member Profile Checklist (2007) -- Available formats: rtf
This checklist provides a list of desireable characteristics for board members.Board Member Profile Worksheet (2007) -- Available formats: rtf
Thsi worksheet allows indnvidual board dmebers to indciate their expertise and personal data that they contribute to the board.Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 (2007) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program provides information on recruiting and orienting board members.Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 - Power Point (2007) -- Available formats: ppt
This presentation describes the different between a govering board and an advisory board. It describes the importance of recruiting proper board members, what the functions of the various members on the baord could be, and how to delineate what skils and qualities new board members could have.Consumer Financial Lieracy - Teleconference - November 14, 2006 (2007) -- Available formats: rtf mp3
This presentation features curriculum and training materials developed by two state loan programs that assist consumers plan financially for purchasing assistive technology. Aimee Sterk, Leah March, and Adeline Metzler connected with the Michigan AFP present on “Building Your Financial Future,” a curriculum developed through a grant from the National Credit Union Foundation. Lisa Rouelle from Alpha One in Maine present on “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Creating a Brand for Financial Loan Programs - March 6, 2007 - Process for Articulating a Brand Strategy (2007) -- Available formats: rtf
This information sheet looks at immersion and articulating a brand strategy through attributions, personality, positions, and promises.Creating a Brand for Financial Loan Programs - March 6, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She goes through steps to help brainstorm to create a brand and also explains how to protect a brand once developed.Developing a Promotion Plan - June 5, 2007 - Developing a Promotion Plan Worksheet (2007) -- Available formats: rtf
This worksheet looks at the various messages needed for the target customers - what benefits and feature to emphasize and how these variy based on the targeted markets.Developing a Promotion Plan - June 5, 2007 - Key Influencers Worksheet (2007) -- Available formats: rtf
This worksheet helps programs list their influencers such as vendors, lenders, service organizations, the media, and the community.Developing a Promotion Plan - June 5, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.Findings from Telework Research Projects - March 21, 2007 (2007) -- Available formats: rtf mp3
This teleconference provides an overview of the three research projects on telework and telecommuting sponsored by the U.S. Department of Labor, Office of Disability Employment Policy (ODEP). Researchers from each of the projects discuss their studies and findings to date. They also describe resources that they have produced that might be of interest to Telework loan programs.Findings from Telework Research Projects - March 21, 2007 - MITE (2007) -- Available formats: rtf
The presentation describes the research studies and results that MITE had encouraging telecommuting and providing education and other supports to individuals to help them succeed.Findings from Telework Research Projects - March 21, 2007 - ODEP Overview (2007) -- Available formats: pdf
This presentation provides an overview of the telework research studies that the U.S. Department of Labor, Office of Disability Employment Policy (ODEP) sponsored.Findings from Telework Research Projects - March 21, 2007 - VCU (2007) -- Available formats: pdf
This preentation highlights the research that VCU conducted on people with disabilites who telecomute.Findings from Telework Research Projects - March 21, 2007 - Workplace (2007) -- Available formats: pdf rtf
This presentation describes the research survey results that the Workplace conducted and the compilation of resources that the project is engaged in.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Focus Groups (2007) -- Available formats: rtf
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Identifying Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet helps programs identify and understand their markets. It assists them describe their various markets and the factors important to each.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Reaching Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet assist programs determine and prioritize markets. It looks at the steps needed to reach each market.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.Indirect Cost Rates - October 30, 2007 (2007) -- Available formats: rtf mp3
This presetation focused on what the indirect cost rate is, why programs need to have one, and how it is calculated.Individual Development Accounts - Establishing an IDA - March 20, 2007 (2007) -- Available formats: rtf mp3
Megan O'Neil from the World Institute on Disability (WID) and Abby Cooper with the Washington State Department of Vocational Rehabilitation discuss the pros and cons of a loan program establishing its own IDA. They also address sources for match funds for the IDA and key organizational structures that need to be in place as well as critical partnerships that need to be fostered.Individual Development Accounts - Establishing an IDA - March 20, 2007 - Power point (2007) -- Available formats: ppt
This presentation describes how a loan program could establish its own IDA program. It discusses the benefits and funding sources for such a program.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 (2007) -- Available formats: rtf mp3
Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 - Handout (2007) -- Available formats: rtf
Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 - Power point (2007) -- Available formats: ppt
This presentation looks at the fundamentals of IDAs and how a loan program can tap into existing programs to partner with them to offer IDAs. It discusses advantages and barriers.Kansas Telework Policies and Procedures (2007) -- Available formats: rtf
September 2007Lessons Learned from Vehicle Loans - April 16, 2007 (2007) -- Available formats: rtf mp3
This is a discussion by Jason Luciano from the Massachusetts AFP, Susan Tachau from the Pennsylvania AFP and Dave Matheis from the Kentucky AFP about the lessons they have learned about providing vehicle loans. The conversation, facilitated by Stan Provus, explores how a loan program decides to offer loans for the purchase of vehicles, what policies including those related to underwriting need to be in place, what special procedures should be followed for these types of loans and what to do if a loan has been written off and the vehicle repossessed.Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.Marketing - Branding Work Group Teleconference - November 5, 2007, Transcript (2007) -- Available formats: rtf mp3
This call explores the challenges of marketing the telework program and provides a discussion of possible name changes or the addition of a tag line.Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.Prospective Board Member Information Sheet (2007) -- Available formats: rtf
This checklist provides a place for prospective new board members to list their skills and interests and expertise.Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.Putting the Marketing Plan Together - July 18, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Plan (2007) -- Available formats: rtf
Tis worksheet helps a program develop an action plan, consider benefits, influencers, and brand.Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Position (2007) -- Available formats: rtf
This worksheet helps programs see where their program fits in the marketplace.RSA Question and Answers on Indirect Cost Rates (2007) -- Available formats: rtf
This provides answers on how to calculae an indirect cost rate, how to submit a rate for approval, and other questions such as how occupancy costs affected indirect, what the definition is of equipment, and how subcontractors are treated related to indirect.Session 1 Planning to Plan, Building a Sustainable Initiative, Powerpoint and Text of Slides (2007) -- Available formats: rtf ppt
This presentation discusses the importance to plan for sustainability and introduces the process that will be followed. It includes a self assessment and writing a logic model.Session 1 Planning to Plan, Building a Sustainable Initiative, Transcript (2007) -- Available formats: rtf mp3
This introductory sesson describes the process that will be used to develop a plan for sustainability.Session 2 Technical Assistance on Modules 1 and 2, PowerPoint and Text of Slides (2007) -- Available formats: rtf ppt
This presentation introduces how to develop a vision and results orientation. It provides assistance in completing the Module 2 worksheets.Session 2 Technical Assistance on Modules 1 and 2, Transcript (2007) -- Available formats: rtf mp3
This presentation allows the loan programs to personalize the planning process for sustainability.Session 3 Technical Assistance on Module 2 - Logic Model, transcript (2007) -- Available formats: rtf mp3
This looks at the elements of a logic model and how to develop one as part of the plan for sustainability.Session 3 Technical Assistance on Module 2 - Sample Logic Model (2007) -- Available formats: rtf
This is an example of a logic model for sustainability.Session 4 Creating a Strategic Financing Plan - Module 3, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
This presentation provides guidance for clarifying what financing is needed and how to project costs. It also suggests some funding sources.Session 4 Creating a Strategic Financing Plan - Module 3, Transcript (2007) -- Available formats: rtf mp3
This session explores what is needed for financing sustainability. It looks at how to project costs and find possible funding sources.Session 5 Technical Assistance on Module 3 - Creating a Strategic Financing Plan (2007) -- Available formats: rtf mp3
This session addresses the components of a financial plan and relates them to a financial loan program.Session 6 Building Organizational Capacity and Community Support - Module 4, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
This presentation looks at the resources that are available in the community to assist in sustainability planning. It includes the use of an environmental scan and the identification of key champions.Session 6 Building Organizational Capacity and Community Support - Module 4, Transcript (2007) -- Available formats: rtf mp3
This session looks at the resources that are available in the community to assist in sustainability planning.Session 7 Developing and Writing the Plan - Module 5, PowerPoint (2007) -- Available formats: ppt rtf
This presentation describes how the various components can be compiled to develop a plan for sustainability. It looks at milestones, writing a draft, and determining the use of the plan wiht investors and decisionmakers.Session 7 Developing and Writing the Plan - Module 5, Transcript (2007) -- Available formats: rtf mp3
This session pulls from information discussed in the earlier modules to create the sustainability plan.Session 8 Presentation of Sustainability Plans (2007) -- Available formats: rtf mp3
This session is the final session of the sustainability plannning session. Three loan programs present their plans for sustainability that they developed over the course of the several months.Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion PlansUsing the PASS for AT Loans (2007) -- Available formats: ppt pdf
Explains what the PASS Program is, and how it can be used to fund AT.Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Curriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Defining AT for Loan Programs - Teleconference - October 10, 2006 (2006) -- Available formats: rtf mp3
This call provides an overview of the Rehabilitation Services Administration Technical Assistance Circular (TAC) dated September 7, 2006 that offers a framework for AFPs to help them determine if a particular device is assistive technology for the purposes of providing a financial loan. Jeremy Buzzell of RSA is the presenter.Determining Financial Products - May 23, 2006 (2006) -- Available formats: rtf
This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Components of a Marketing Plan Handout (2006) -- Available formats: rtf
This information sheet lists the components of a marketing plan - the product, the brand, the goal, the position of the product in the market, the competition and how to measure success.Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Pre-training questionnaire worksheets (2006) -- Available formats: rtf
This is a pre conference call worksheet for programs to begin to formulate their marketing goals and time frame. A second worksheet also looks at key influencers and has the programs list themDeveloping a Marketing Plan for Your Loan Program - December 4, 2006 - Transcript (2006) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.Elements of AFPs Policies and Procedures Manual - September 25, 2006 (2006) -- Available formats: rtf mp3
Stan Provus analyzed the policies and procedures manual of many of the AFPs. During this conference call, Stan shares his findings with the loan programs. He identifies core elements for policy manuals and suggests some language for the policies. Manuals for two AFPs are featured. Tony Rice from the Maryland Loan program and Patti Lind from the Iowa Abilities Fund discuss their loan program policies. The accompanying publication, "Elements of Alternative Financing Programs Policies and Procedures Manuals" is available on the web.Investment Policies Conference Call - May 18, 2006 (2006) -- Available formats: rtf
Stan Provus is the presenter for this conference call. He analyzed the investment policies of several AFPs and shares his findings with the loan programs. He identifies investment criteria and provided sample policy language. Jane Johnson from FAAST and Frances Pennell from WATF discussed the decisions that led to the development of their investment policies. The accompanying publication, "AFP Investment Policies," is available on the web.Lender Agreements - February 14, 2006 (2006) -- Available formats: rtf
The conference call provided AFPs an opportunity to discuss major provisions that should be included in an agreement for a loan guarantee program. Presenter Stan Provus describes the various sections of an agreement and highlights some negotiating points and specific language that could be included in AFP lender agreements. The accompanying publication, "Alternative Financing Program Loan Agreements," is available on the web.Managing Your Loan Funds - August 3, 2006 (2006) -- Available formats: rtf mp3
This call focuses on techniques to managing your funds including manual accounting and software based accounting. Patti Lind and Todd Weber of the Iowa Abilities Fund are the presenters.Michigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”Teleconference Call on NIA for FY 2005 AFP Awards (2005) -- Available formats: rtf
Presented July 11, 2005Transcript for Teleconference Call on NIA for Telework and AFP, August 19, 2003. (2003) -- Available formats: txt
Transcript for Teleconference Call on NIA for Telework and AFP, August 19, 2003.Organizational Resources
Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Collecting on Bad Debt: Lessons from AFP and Telework Programs (2009) -- Available formats: html
A resource document with links to useful informationMDO Funding Resources Sheet (2009) -- Available formats: pdf
This chart provides a list of the major fuunding sources for microdevelopment loans.
