08/04/2026
For years, CDFI small business lenders have relied on traditional financial measures — such as delinquency rates, loan losses, and self-sufficiency — to assess performance. While those metrics remain essential, they don't always tell the full story of how organizations deploy capital, manage risk, serve entrepreneurs, and build long-term sustainability.
Join the Aspen Institute's Business Ownership Initiative on August 26, 2026 for “Metrics that Matter: Improving Financial Analysis of CDFI Small Business Lenders,” a webinar exploring a new framework to help leadership teams, boards, funders, and investors make more informed decisions.
Featuring:
• Joyce Klein, Senior Director, Business Ownership Initiative, Aspen Institute
• Brett Simmons, Principal, Blue Aster Advising; Senior Fellow, The Aspen Institute
During this webinar, you'll learn how to:
🔹 Move beyond compliance-focused reporting to gain a more integrated view of organizational performance.
🔹 Understand how pricing, capitalization, risk management, capital deployment, and operating costs influence both mission impact and financial strength.
🔹 Apply practical tools and concepts to strengthen decision-making in today's rapidly changing environment.
📅 August 26
🕚 2:00 p.m. – 3:00 p.m. ET
💻 Zoom Webinar
Can't attend live? Register anyway and receive the recording after the event.
Register: https://www.aspeninstitute.org/events/metrics-that-matter-improving-financial-analysis-of-cdfi-small-business-lenders/
Join BOI and Aspen EOP on August 26 for this important conversation!