From rhernandez at firstnations.org Thu Dec 2 10:22:15 2010 From: rhernandez at firstnations.org (Ruben Hernandez) Date: Thu, 2 Dec 2010 10:22:15 -0500 Subject: [CircleUp] Credit Coaching Webinar - December 9th Message-ID: <2E93DEF37B8BC64F9E4689D26F648B57610A51AE@MAILH101.mail.lan> Credit Coaching Join us for a Webinar on December 9 [cid:image001.gif at 01CB91F8.F0D7C2E0] Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/239092730 The Credit Coaching Webinar will go over Credit and Consumer Rights along with Fair Debt Collection Practice regulations that will help make your credit coaching sessions a success. It will also focus on steps you can take as a Credit Coach to get negative information removed from reports, create positive credit history, validate debts, and the in's and out's of debt negotiation. Additionally, the webinar will focus a great deal on the Credit Coaching Handbook that has been developed by the instructor. It is a practical step-by-step guide to help you recognize your client's credit and budget needs. It will also help you gain access to various credit tools, so you can help your client's accomplish their specific financial goals. Title: Credit Coaching Date: Thursday, December 9, 2010 Time: 2:00 PM - 4:00 PM EST After registering you will receive a confirmation email containing information about joining the Webinar. System Requirements PC-based attendees Required: Windows(r) 7, Vista, XP or 2003 Server Macintosh(r)-based attendees Required: Mac OS(r) X 10.4.11 (Tiger(r)) or newer ________________________________ To unsubscribe to this list or change your subscription options visit: http://lists.ournativecircle.org/mailman/listinfo/circleup_lists.ournativecircle.org -------------- next part -------------- An HTML attachment was scrubbed... URL: /pipermail/circleup_lists.ournativecircle.org/attachments/20101202/da623eaa/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.gif Type: image/gif Size: 1631 bytes Desc: image001.gif Url : /pipermail/circleup_lists.ournativecircle.org/attachments/20101202/da623eaa/attachment.gif From staci at oweesta.org Mon Dec 6 17:50:29 2010 From: staci at oweesta.org (Staci Lacroix) Date: Mon, 6 Dec 2010 15:50:29 -0700 Subject: [CircleUp] For Immediate Release: First Nations Oweesta Corporation seeks a Finance Officer Message-ID: <82182B01DBD600448F4C7D2631BA1BFEE73770@SERVER1.fnoc.internal> FOR IMMEDIATE RELEASE First Nations Oweesta Corporation seeks a finance officer LONGMONT, Colorado (December 7, 2010) - First Nations Oweesta Corporation (First Nations Oweesta) is currently seeking candidates for a finance officer position to manage its financial matters at its office headquarters in Longmont, Colorado. First Nations Oweesta is a national Native community development financial institution and wholly owned subsidiary of First Nations Development Institute. First Nations Oweesta's mission is to assist tribes and Native communities to develop and/or expand community development financial institutions by providing training, technical assistance, investments and advocacy. Position Summary: The finance officer reports directly to and works closely with the executive director and is responsible for all financial matters of First Nations Oweesta Corporation. In addition, this position will work closely with the finance officer, president and board of directors of First Nations Development Institute to develop and implement strategies across the organization. The finance officer will oversee all compliance and recognition for government (federal and state) contracts and private grants. The finance officer must adapt, modify and create processes that parallel the financial management of First Nations Development Institute. This position must be able to adapt to a continually evolving environment and work in an autonomous and deadline-oriented workplace. Duties and Responsibilities: Finance 1. Oversee cash flow planning and ensure availability of funds as needed. 2. Oversee cash, investment and asset management. 3. Develop and utilize sound and predictive models and activity-based financial analyses to provide insight into the organization's operations and business plans. Accounting and Administration 1. Oversee the accounting department to ensure proper maintenance of all accounting systems and functions. 2. Ensure maintenance of appropriate internal controls and financial procedures. 3. Ensure timeliness and accuracy of financial and management reporting to federal, state and private donors, including First Nations' board of directors. Oversee fee-for-service contracts. 4. Oversee the preparation and communication of monthly, quarterly and annual financial statements. 5. Coordinate audits and proper filing of tax returns. 6. Ensure legal and regulatory compliance regarding all financial functions. 7. Works with other staff on interdisciplinary efforts. 8. Performs other duties as assigned by supervisor. Planning, Policy and Investor Relations 1. Coordinate the development and monitoring of budgets. 2. Responsible for functional expense tracking and allocations, and balance sheet account analysis. 3. Develop financial business plans and forecasts, including tracking grant and program expense. 4. Participate in corporate policy development along with the finance officer, president and board of directors of First Nations. 5. Work with the finance committee of the board of directors to develop short-, medium-, and long-term financial plans and projections. 6. Represent the organization to financial partners, including financial institutions, investors, donors, auditors, and other officials. 7. Assist the director of lending operations and business/capital development with lending to constituents, including borrowing necessary resources for program lending. Education and Experience: 1. A minimum of a bachelor's degree; a CPA and/or MBA preferred. 2. Must have at least 12-15 years of broad finance experience, ideally beginning in audit, followed by experience gathering and evaluating financial information and making actionable recommendations to senior leadership. 3. At least five years of experience as a finance officer or equivalent, preferably in a nonprofit organization with a budget of at least $5 million. 4. Experience in a senior financial-management role, partnering with executive staff and board of directors. 5. Must have experience managing finance (accounting, budgeting, control and reporting) for a nonprofit with multiple funding sources including government and fee-for-service contracts. 6. Minimum five years staff and/or consultant supervision experience. 7. Minimum five years of experience with Native non-profit organization and/or other community/economic development NGO. 8. Experience in Native community/economic development helpful. Knowledge, Skills, Abilities, and Physical Requirements: 1. Ability to develop and implement financial management strategies. 2. Significant experience in or knowledge of nonprofit accounting, including fund and grant accounting, compliance and reporting. 3. Knowledge and understanding of the Office of Management and Budget Circular A133 audit. 4. Strong business and financial analysis skills required. 5. Strong written and verbal communications skills required. 6. Excellent computer skills - minimum PC Office Suite. 7. Experience working with information technology staff to manage and modify finance and accounting software packages. 8. Ability to think independently while working in close-knit office environment. 9. Ability to demonstrate good working knowledge of bank policies and procedures. 10. Ability to work constructively with diverse constituents and as a participant on multi-disciplinary teams required. 11. No extraordinary physical requirements beyond ability to travel. Job involves normal physical requirements for an office position. First Nations Oweesta supports and complies with ADA. First Nations Oweesta Corporation offers competitive salaries and benefits including health, dental, life and disability insurance and simple IRA pension plan. Please mail, fax or e-mail a letter of interest, r?sum? and three writing samples to: Michael E. Roberts President First Nations Development Institute & First Nations Oweesta Corporation 351 Coffman Street, Suite 200 Longmont, CO 80501 Fax: (303) 774-7841 mroberts at firstnations.org No phone calls please. The position is open until filled. ### -------------- next part -------------- An HTML attachment was scrubbed... URL: /pipermail/circleup_lists.ournativecircle.org/attachments/20101206/325aea64/attachment-0001.html From staci at oweesta.org Wed Dec 8 11:13:02 2010 From: staci at oweesta.org (Staci Lacroix) Date: Wed, 8 Dec 2010 09:13:02 -0700 Subject: [CircleUp] Webinar: Engaging in Policy & Advocacy - Register NOW! Message-ID: <82182B01DBD600448F4C7D2631BA1BFEE7377E@SERVER1.fnoc.internal> Hello Native CDFI Practicioners, Please join us for this webinar, "Engaging in Policy & Advocacy," December 15th at 3:00pm Eastern Time. This webinar will teach you how to develop and grow a grassroots movement and provide basic steps for meeting with your legislators. The Native CDFI Network would like to thank the Annie E. Casey Foundation for funding this webinar and Oweesta for hosting this session. Register NOW! Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/952616203 Title: Engaging in Policy & Advocacy Date: Wednesday, December 15, 2010 Time: 3:00 PM - 4:00 PM EST After registering you will receive a confirmation email containing information about joining the Webinar. System Requirements PC-based attendees Required: Windows? 7, Vista, XP or 2003 Server Macintosh?-based attendees Required: Mac OS? X 10.4.11 (Tiger?) or newer Sincerely, The Native CDFI Network Box 932 Eagle Butte, SD 57625 605-964-3687 phone info at nativecdfi.org -------------- next part -------------- An HTML attachment was scrubbed... URL: /pipermail/circleup_lists.ournativecircle.org/attachments/20101208/d4cd90c7/attachment.html From drew at socialenterprise.net Thu Dec 16 09:40:49 2010 From: drew at socialenterprise.net (Drew Tulchin) Date: Thu, 16 Dec 2010 09:40:49 -0500 Subject: [CircleUp] Social Enterprise Associates - Newsletter - Winter 2010/11 Message-ID: [1][SEA%20logo.gif] WWW.SOCIALENTERPRISE.NET Professional services that solve real problems. NEWSLETTER - ENTERPRISE IN ACTION - Winter 2010 December 2010 / Issue 20 In The News & Publications ?How to finance green business in the U.S.?? Article by Drew Tulchin from the Santa Fe based Green Fire Times, November edition. Read the full article [2]HERE. Explore "Global Social Enterprise Growth Stories" from the SEEP Network, featured in Beyond Profit Magazine Issue 5: Challenges to Scale. Check it out [3]HERE. New category of publications on international social enterprise: Informative material to deepen your understanding on this emerging topic. [4]CLICK HERE for more. Holiday Cheer [5]Go Green & Do Good with Social Enterprise Associates! (PDF): ?Green Economy? is more than a hot trend; it is a necessity for our world & your community. Help these organizations make people-oriented, eco-positive impacts! Client Highlights RDC / REDI: For Regional Development Corporation (RDC), Soc Ent Assoc is identifying ways to improve local agriculture in Northern New Mexico. Public input welcome. Contact us at [6]info at socialenterprise.net. Adroit Innovation: NM startup company designs products for emergency medicine to save lives; Soc Ent Assoc is helping with operations, business development, and accessing capital. Visit [7]www.adroitinnovation.com for more. Recent Presentations Our [8]online library of free publications spreads knowledge gained through our projects: [9][SEEPcommunityLogo_web.jpg?width=525&height=188&xn_auth=no&type= jpeg] [10]SEEP practitioner training ?Business Planning for Sustainability and Scale-Up? (Blog): Two-day training facilitated by Social Enterprise Associates? Drew Tulchin and SEEP Network?s Mary McVay as part of this year?s SEEP Annual Conference. [11]International Social [12]Enterprise: [13]What's really [14]happening out there? (PDF): Panel discussion co-hosted by the SEEP Network and the Net Impact chapter of the Johns Hopkins School of Advanced International Studies (SAIS) featuring international social entrepreneurs and their work on the ground.[15] [16][252.jpg] [17] [logo.jpg] Referrals We get most of our business from past clients, friends? word-of-mouth and partnerships. We appreciate your referrals for new projects. Fabulous prizes offered! Share your good ideas: [18]info at socialenterprise.net. Strategic Partnerships We?re in good company! We have collaborated with Social Venture Technology (SVT) Group, Ken Liffiton, David Breecker Associates, and Mission Markets, drawing upon their outstanding experience. [19]CLICK HERE for more information about them. In this issue: ? In the News ? Client Highlights ? Recent Presentation ? Holiday Cheer ? Referrals ? Strategic Partnerships Investment Opportunities Soc Ent Assoc helps existing and emerging enterprises get ?game ready?, then connects them to money. We have space for 1 more client starting January, 2011. ? [20]Taxi Excel: A network of taxis in Lima Peru enabling drivers to work to own their own car and thereby lift themselves out of poverty. ? [21]Lesotho Cannery: Creating jobs while working to turn around the Basotho Cannery, supporting local farmers? production of organic fruit and asparagus. New Blogs ? Become a ?skillanthropist? through Bankers without Borders? ? International Social Enterprise: What?s really happening out there? Check out more [22]HERE. Follow Us On Twitter Our [23]Twitter page is approaching 800 followers! Join now and let us keep you posted on the latest triple bottom line ideas! Shout-Outs Thanks to Intern Ajay Moti for his great work! SOCIAL ENTERPRISE ASSOCIATES is a US for-profit consulting company applying business principles to achieve community good. We value affordable, results-oriented client services. Contact us for your triple bottom line solutions at [24]info at socialenterprise.net. Received this as a forward? [25]CLICK HERE to sign up for future mailings [26][image001.jpg] [27]www.socialenterprise.net [28]info at socialenterprise.net [29] [30] [31] +1-202-256-2692 Washington, DC ? +1-505-715-6927 Santa Fe, NM [32][bcorp.gif] Copyright ? Social Enterprise Associates LLC References 1. http://www.socialenterprise.net/ 2. http://www.socialenterprise.net/publications.html 3. http://www.socialenterprise.net/publications/international-social-enterprise.html 4. http://www.socialenterprise.net/publications/international-social-enterprise.html 5. http://www.socialenterprise.net/assets/files/Green_Festival_Flyer.pdf 6. mailto:info at socialenterprise.net 7. http://www.adroitinnovation.com/ 8. http://www.socialenterprise.net/publications/ 9. http://seepcommunity.com/profiles/blogs/seep-practitioner-training?xg_source=activity 10. http://seepcommunity.com/profiles/blogs/seep-practitioner-training?xg_source=activity 11. http://www.socialenterprise.net/assets/files/W&W2%20Social%20Enterprise%20Fact%20Sheet.pdf 12. http://www.socialenterprise.net/assets/files/W&W2%20Social%20Enterprise%20Fact%20Sheet.pdf 13. http://www.socialenterprise.net/assets/files/W&W2%20Social%20Enterprise%20Fact%20Sheet.pdf 14. http://www.socialenterprise.net/assets/files/W&W2%20Social%20Enterprise%20Fact%20Sheet.pdf 15. http://www.chfinternational.org/ 16. http://www.chfinternational.org/ 17. http://www.ecdipakistan.org/ 18. mailto:Info at socialenterprise.net 19. http://www.socialenterprise.net/about.html 20. http://www.taxiexcel.com/ 21. http://www.newcaledon.com/ 22. http://www.socialenterprise.net/blog.html 23. https://twitter.com/SocialEntAssoc 24. mailto:info at socialenterprise.net 25. http://www.socialenterprise.net/contact.html#newsletter 26. http://www.socialenterprise.net/ 27. http://socialenterprise.net/ 28. mailto:info at socialenterprise.net 29. https://twitter.com/SocialEntAssoc 30. http://www.linkedin.com/companies/social-enterprise-associates 31. http://www.facebook.com/pages/Santa-Fe-NM-Washington-DC/Social-Enterprise-Associates/92813837694 32. http://www.socialenterprise.net/ This message was sent by: Social Enterprise Associates, 1803 Otowi Rd, Santa Fe, NM 87505 Manage your subscription: http://app.icontact.com/icp/mmail-mprofile.pl?r=15560138&l=9273&s=H981&m=213653&c=759259 -------------- next part -------------- An HTML attachment was scrubbed... URL: /pipermail/circleup_lists.ournativecircle.org/attachments/20101216/76da72aa/attachment-0001.html From staci at oweesta.org Fri Dec 17 12:53:00 2010 From: staci at oweesta.org (Staci Lacroix) Date: Fri, 17 Dec 2010 10:53:00 -0700 Subject: [CircleUp] Become a Member of the Native CDFI Network - No Membership Dues Through Year End Message-ID: <82182B01DBD600448F4C7D2631BA1BFEE73819@SERVER1.fnoc.internal> Greetings, The Native CDFI Network is running a membership special through the end of the year. Complete the attached application and send to info at nativecdfi.org to become a member. The Native CDFI Network is a newly-formed coalition of Native CDFIs, partners, and stake holders committed to unifying Native CDFIs. Our mission is to be a national voice and advocate that strengthens and promotes Native CDFIs creating access to capital and resources for Native peoples. We offer bi-monthly conference calls that provide a platform to discuss important issues affecting our Native communities and peer-to-peer learning opportunities. For more information on the Native CDFI Network, email info at nativecdfi.org. Sincerely, Native CDFI Network Box 932 Eagle Butte, SD 57625 605-964-3687 -------------- next part -------------- An HTML attachment was scrubbed... URL: /pipermail/circleup_lists.ournativecircle.org/attachments/20101217/59b9b4e0/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: Membership Application (2).pdf Type: application/octet-stream Size: 1120787 bytes Desc: Membership Application (2).pdf Url : /pipermail/circleup_lists.ournativecircle.org/attachments/20101217/59b9b4e0/attachment-0001.obj From staci at oweesta.org Sun Dec 19 20:48:01 2010 From: staci at oweesta.org (Staci Lacroix) Date: Sun, 19 Dec 2010 18:48:01 -0700 Subject: [CircleUp] First Nations Oweesta Corporation helps launch Native Community Development Financial Institutions Network Message-ID: <82182B01DBD600448F4C7D2631BA1BFE01EE97@SERVER1.fnoc.internal> FOR IMMEDIATE RELEASE First Nations Oweesta Corporation helps launch Native Community Development Financial Institutions Network RAPID CITY, South Dakota (December 17, 2010) - First Nations Oweesta Corporation (First Nations Oweesta) is proud to announce the launch of the new Native Community Development Financial Institutions (CDFI) Network. Created from generous grant support from the Annie E. Casey Foundation, the Native CDFI Network has been formed to address the successful and rapid expansion of Native CDFIs in Indian Country, ultimately to strengthen Native economic and community development. In an effort to ensure that Native peoples have a voice in national policy decisions, the Native CDFI network will spend the next year establishing the foundation of the group, creating networking opportunities and supporting the growth of Native CDFIs. The Native CDFI Network steering committee is comprised of 13 professionals involved in the Native community and economic development field. "Native policy, advocacy and collaboration are essential in getting our voices heard," said Jon Panamaroff, chief operations officer of First Nations Oweesta. Panamaroff also shared, "First Nations Oweesta is proud that the Native CDFI Network is working together to continue that shared spirit of economic self-determination for Native people." First Nations Oweesta is dedicated to growing the Native CDFI industry, and will continue to serve as one of the partners of the Native CDFI Network. The launch and growth of First Nations Oweesta in 1999 has directly contributed to the rapid development of certified Native community development financial institutions. They have grown from two to more than 60 in number, with more in the development pipeline. For more information about First Nations Oweesta Corporation, visit www.oweesta.org . Contact: Jon Panamaroff, Chief Operations Officer (605) 342-3770 jon at oweesta.org ### -------------- next part -------------- An HTML attachment was scrubbed... URL: /pipermail/circleup_lists.ournativecircle.org/attachments/20101219/2d1a4f09/attachment.html From staci at oweesta.org Tue Dec 21 12:21:17 2010 From: staci at oweesta.org (Staci Lacroix) Date: Tue, 21 Dec 2010 10:21:17 -0700 Subject: [CircleUp] 2010 Native EITC Tool Kit - Now ready for use! Message-ID: <82182B01DBD600448F4C7D2631BA1BFEE73832@SERVER1.fnoc.internal> Hello to all - I hope that this message finds everyone well and getting ready for the holiday season! With the approach of the New Year we know that tax season is coming full force. I wanted to let everyone know that the 2010 Native EITC tool kit is up and ready for you to use to advertise your sites! Please let me know if there is anything else that I may be able to assist you with! I hope you all have a great tax season and I look forward to hearing some of your stories as the season happens. I also hope that you are taking the time this tax season to not only continue promoting the importance for financial education with the returns but perhaps the use of Savings Bonds as an option this year for tax payers returns! ... Please let me know if you need any additional information with that - Thank you all for your hard work and dedication! I hope you have a great season!!!!!! The tool kit is available at: http://www.oweesta.org/ps/feab/eitctoolkit Jaci Ree Manager, Financial Education and Asset Building First Nations Oweesta Corporation A Subsidiary of First Nations Development Institute 910 5th Street, Suite 101 Rapid City, SD 57701 {t} 605.342.3770 {c} 605.430.4606 {f} 605.342.3771 www.oweesta.org -------------- next part -------------- An HTML attachment was scrubbed... URL: /pipermail/circleup_lists.ournativecircle.org/attachments/20101221/746886ad/attachment.html