MICROFINANCE
- Co-developed training curriculum, led workshops, wrote case studies on innovative business models for national policy initiative to increase access to savings, borrowing, financial services, and financial education for low-income, low-wealth microentrepreneurs. (2012-2013)
Authored published document: “Self-Help: Scaling Microfinance in California, A Case Study of Business Model Innovation,” (U.S. Department of Treasury Community Development Financial Institutions Fund: Scaling Microfinance Initiative) (2013)
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- Evaluated multiple microenterprise and technical assistance projects for Catholic Relief Services in Latin American and the Caribbean and for CARE in Sudan. Included assessment of project management, village banking methodology, financial sustainability, training/technical assistance, and impact on food security. (1992-1995)
Authored written evaluations, including: “La Chanchita Technical Assistance: CRS/Peru Village Banking,” and “Gubeish Agricultural Credit and Extension Project: Small Enterprise Activity Development Technical Assistance.” (Catholic Relief Services and CARE) (1995)
HEALTHY FOODS
- Developed training curriculum, led workshops, delivered webinars, wrote case studies on mid-tier healthy food financing for national policy initiative to increase access to healthy food in low-income communities. Delivered individual technical assistance to Community Development Financial Institutions nationwide to increase their capacity to lend to food-related enterprises. (2011-2012)
Authored published document: “Mid-Tier Food Chain Enterprises Overview and Underwriting,” (U.S. Department of Treasury Community Development Financial Institutions Fund: Healthy Food Financing Initiative) (2011)
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IMPACT INVESTING AND EDUCATION
- Researched national partnerships between institutions of higher education and Community Development Financial Institution demonstrating innovative community investments for low-income and low-wealth people throughout the United States. Investments resulted in increased access to affordable child care facilities, housing, grocery stores, and small business entrepreneurship development. (2012)
Contributing author to published document: “Partnerships for Community Impact: Higher Education and CDFIs Working Together.” (Opportunity Finance Network and the Jessie Ball DuPont Fund) (2013)
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- Authored blog postings on impact measurement and healthy foods for leading national impact investing organization. (2012)
Authored postings: “A Practical Guide to Measuring Social Impact.”
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“Nourishing Regional Food Systems with PRIs.” (Mission Investors Exchange) (2012)
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