Nia Rock, MBA in Sustainability

We are one month away from the 42nd running of the ACLI #CapChallenge, where our nation's leaders will go head-to-head to support Junior Achievement USA's #FinancialEducation programs. Read more from ACLI President and CEO Susan K. Neely about this year's race 👇 #FinancialLiteracyMonth https://bit.ly/3Q2Ion2

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How Should Banks and Financial Service Providers Step Up Amidst Growing Climate Concerns? Following Tandem Bank's April monthly green index, we ask how banks and financial institutions can do more to address the climate crisis. Read More: https://lnkd.in/e5sxnTy4

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#StrongerTogether “It’s our job to cast the widest net possible to find those outsized returns,” Taffi Ayodele said, pointing to managers in the lower and middle market, spaces where some of the largest firms are not as active. “So we see it (anti-DEI discourse) as a lot of noise. And our hope is that people understand that we cannot change the dynamic of how diverse this country is becoming. The train has already left the station.” Read the full article in Pensions & Investments by Lydia Tomkiw https://lnkd.in/eA8URFyw #pensions #retirements #investments #inclusion #dei #privateequity #assetmanagement #assetallocator

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NAIFA/FSP has published a new e-textbook designed to meet the learning objectives established by the CFP Board of Standards. Retirement Plans and Retirement Planning, authored by respected educator and subject matter expert Kenn B. Tacchino, JD, LLM, employs learner-friendly tools and provides extensive practical examples to maximize comprehension and retention. An e-book designed to provide the in-depth knowledge and practical skills for both students and practitioners to become retirement planning specialists by Kenn B. Tacchino, JD, LLM, Professor of Taxation and Financial Planning, Widener University, Editor, Journal of Financial Service Professionals; with contributing author, Steve Parrish, JD, RICP, CLU, ChFC, AEP. Published by NAIFA and the Society of Financial Service Professionals, this ebook provides practitioners and students preparing to be financial planners the information and insights they need to serve their clients with state-of-the-art thinking; content is designed to form a firm foundation of the knowledge needed to sit for the CFP® examination. Professor Tacchino creates a superior learning environment by presenting the information in his unique style, using techniques that facilitate acquiring and retaining knowledge. With learning objectives and content in close alignment with CFP Board requirements, plus an array of learner-friendly tools employed by the author, Retirement Plans and Retirement Planning offers unique advantages over currently available resources. The text also contains practice management and ethics sidebars that can add value to a financial service practice. In addition, there is equal focus on educator-friendly features that will foster effective instruction. The Instructor’s edition is available at no cost to educators and comes complete with sample examination questions. For more information and to purchase a copy of the book, click here:  http://bit.ly/3IDLdIn

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Harold Pettigrew, Jr., President and CEO of the Opportunity Finance Network (OFN), shares his inspiring journey focused on community development finance and the critical role of Community Development Financial Institutions (CDFIs) in an insightful interview with us. From securing $2.3 billion in capital to addressing climate challenges, Harold's leadership is transforming communities and creating opportunities nationwide. Don't miss his perspectives on the future of CDFIs, the importance of community-focused finance, and his vision for a more inclusive economy. Read the full interview here and discover how CDFIs are paving the way for sustainable and equitable growth: https://lnkd.in/eXkTPcRF

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"The process of developing leaders never ends". MMI Chair Anne Steer, Head of Distribution at Congress Asset Management, discusses the importance of leadership development through programs like Leadership Pathway by Money Management Institute and internally/informally within firms. Invest 30 minutes of your time today in this process. Apply -- or nominate your firm's candidate(s) -- for the 10th cohort of #MMILeadershipPathway. https://lnkd.in/eaZDSQEC #leadershipdevelopment #investmentmanagement #assetmanagement #wealthmanagement

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#CDFI + #AffordableHousing Industry Breaking News: A new U.S. Department of the Treasury program, administered by the Community Development Financial Institutions Fund (CDFI Fund), will provide an additional $100 million over the next three years to support the financing of affordable housing: https://lnkd.in/g2-X4G4B. Includes greater flexibility for #CDFIs to use the #CapitalMagnetFund (CMF) to finance affordable housing. Additionally, Secretary Yellen is calling on the 11 Federal Home Loan Banks (FHLBs) — government-sponsored enterprises that play an important role in the housing finance system — to increase their support for housing programs. #communitydevelopment #lending #lendingsolutions #realestate

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We are so grateful for the support of U.S. Bank of the #AmericanConnectionCorps and Lead For America. The U.S. Bank Foundation recently distributed $15 million in grants from the U.S. Bank Foundation Opportunity Fund to increase wealth-building opportunities for low- to moderate-income (LMI) communities, including rural and Native American communities and communities of color. ACC Executive Director, Taylor Stuckert, AICP, shares, "The digital divide is multidimensional and nuanced. It's about more than just gaining access to broadband –it's also about how you're able to translate connectivity into real prosperity for your community. This requires new leadership in a number of sectors – economic development, health, education, agriculture, natural resources, and more – to be both civically capable and digitally fluent, and ACC brings that possibility to life.” We are grateful to the support of our community partners like U.S. Bank to continue serving communities across America through our programs like the American Connection Corps.

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Community Development Financial Institutions (CDFIs) have the potential to offer compelling investment opportunities coupled with their goal of helping communities grow and thrive. Want to find out more? Check out our post to answer questions like: - What does the CDFI market look like? - What are the sources of capital of CDFIs? - How do CDFIs invest for a more equitable future? #ImpactInvesting #SocialFinance #CDFI

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Thanks to CapShift for highlighting the work of Community Development Financial Institutions (known as CDFIs). As a CDFI with over 12 years of experience investing in food, forestry and climate change solutions businesses, the Flexible Capital Fund is betting on these companies to build a better future for all of us. It's true... "Investing in CDFIs can be a flexible and powerful tool for impact investors as they offer various portfolio benefits, a high degree of values alignment, and access to direct social impact." #cdfi #impactinvesting #sustainablebusiness #socialimpact #environmentalimpact #flexfundvt #socialfinance

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CDFIs are critical partners for health systems and health investors looking to deploy capital for positive impact. Take a look at this fantastic overview our friends at CapShift just put out about CDFIs and the role they can-- and do-- play in #impactinvesting!

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Our #FinancialEducation Innovation and Impact (#FEII) #Webinar Series continues on April 30 with a very important look at sharing effective curriculum and policy approaches that advance financial education among marginalized and vulnerable populations, featuring our Senior Director of Equity Michelle Samuels-Jones, EdD. https://bit.ly/3DrUlfg #FinancialLiteracyMonth #FinancialCapabilityMonth

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Join our #TSWebinar with Tapp Network on May 7 at 10am PT, to learn how to amplify your message and your impact in the digital #fundraising world. 👉 http://spr.ly/6040jrQYM #NPMarketing #NPFundraising #Nonprofits

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TruFund Financial Services is proud to announce our continued partnership with the International Economic Development Council Equity Communities Cohort. This initiative underscores our unwavering commitment to fostering inclusive and equitable communities. CDFIs play a pivotal role in ensuring equity is at the heart of community development. By collaborating with other forward-thinking organizations, we aim to influence and implement policies that ensure all communities, particularly the underserved, have access to the necessary resources for growth and development. TruFund's participation; lead by Dr. Kim Carter Evans | SVP Operations, focuses on internal instrospection promoting inclusive and equitable internal policies. Through this effort, we are not only advocating for external community development but also engaging in deep internal introspection to ensure our own practices reflect our core values of equity and inclusivity. "Dr. Kim Carter Evans, Psy.D., PhD, MBA, LPCT, Kwame Botchway, and Lynne Stein Benzion, CEcD were clear that in order to address the existing racial disparities in areas like business formation and growth, and to achieve more equitable economic opportunities in their communities, they must start within their own organizations. Assessing what backgrounds and perspectives are represented across the staff, investing in training around DEI, and surveying employees to understand their experiences is only a starting point. Organizations must go deeper and look at how equity and inclusion shows up in their decision-making processes and the allocation of resources." READ MORE HERE: https://lnkd.in/eZVCXg4n

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