CDFI Training For Financial Officers/Grant Mgt/Accountants


Join us in Portland!

We will be hosting Finance Reporting & Grant Tracking Workshop on July 12-13 at the Red Lion Hotel on the River Jantzen Beach

Room blocks are available while spaces last. Reserve before June 9th and registration is FREE! Registration after June 9th will cost $220.00

Rooms are available in our room block before June 14th for $179.00 per night.

Join your industry comrades for this 2-day training where we will uncover the secrets of budgeting for non-profits, financial reporting, and steps to success for keeping your non-profit books in order.

If you have questions or would like to reserve your spot, email

The room block rate will stay at $179 +tax until June 14th, just mention “CDFI training”.

Both the room block, and workshop will be located at the Red Lion Hotel, 909 N Hayden Island Dr, Portland, OR 97217. You can reserve your room under the room block rate HERE or by calling the hotel directly at (503)283-4466 and ask for the CDFI Training.

Reserve through the Red Lion
WEBSITE by June 14th to receive the discounted room rate and after you reserve your room be sure that Chris (  or Cassandra ( have your name down as an RSVP in order to attend the workshop for free.

DRAFT AGENDAInstagram-Image

Come and join other Native CDFI accountants, grant managers and financial management professionals. In this two day workshop we will share how the NNDF has managed multiple income streams, grant cycles and company audits. How we have prepared for intermediary lenders and low interest EQ2 lenders. We share our best practices, mistakes and successes. It is a small gathering of individuals performing the same tasks for different but similar companies. Your company accountant/financial manager will also get time to share with others in the industry.

8:30am – 9:00am –
Intro: Best Practices Beginnings
The importance of laying a good foundation for managing a living, growing and changing non-profit company.

9:00am – 10:00am –
Genesis of the Bucket Grant Management System
Learn from industry professionals who have had to manage the finances of a Native CDFI with multiple revenue streams. These individuals have grown with the NNDF from small to large. Use the template we will provide to build your own “bucket.”

10:00am – 12:00pm –
Laying the foundation for your accounting system
It is important to lay the foundation for your accounting system. You set up your initial system properly and it will grow with your organization. Help your Executive Director with their long term planning and short term budget management. Lower the costs of your annual audits. 

12:00pm – 2:00pm –
Multi-Bucket Operations
Each grant source is different. Almost like people they have their own personalities, their own needs, timelines and requirements. How on earth do you keep them straight?!

2:00pm-4:00pm –
Quickbooks Operations with Multiple Grant Tracking System
Learn from a former CPA and auditor how to build your accounting system to match your grant tracking system. Keep your entire organization’s finances on track month after month.

As a CDFI you have: Grant revenue, interest revenue, other earned revenue.

You also have: Grant expense based on timing and tasks. Operational expenses, other expenses.


9:00am – 11:00am – Lab Work
Exercises with the Grant Spreadsheet
Bring your own company’s information and use the templates provided to build a grant tracking document that fits your organization. Customize it. Play with it. And take it home to your Executive Director.

11:00am – 1:00pm –
Grant spreadsheets as an Operating Document
After learning how to create multiple “bucket” sheets you get to see how to incorporate those into a grand operating budget. This is a document that can be used year after year. Adapts to your growing organization and can be used throughout the year to track your organization’s progress.

1:00pm – 3:00pm –
Audit Preparations for full organization
Learn from a former auditor how to prepare your organization for your audit. Save your organization money on your audit. Ask questions about what an auditor is looking for. Share with other accountants and financial management professionals in the field.

Image Communications (Customer Service) Workshop

The NNDF is excited to offer another round of our popular “Image Communications” workshop. This time to those working within the Government Center of the ColvilCustomer Servicele Confederated Tribes in Nespelem Washington. This fast paced workshop is presented in a fun manner by Roxanne Best and
we teach people the importance of proper phone etiquette, body language, dressing for success and much more.

Your future business is based in large part on your image. Your image communicates who you are and how you live work and serve. Be sure that you are communicating the proper image of you
and your business. It’s Image Communications.

This workshop is free to those departments in the Lucy Covington Government Center. However we do ask you to notify our program coordinator ahead of time at or (509) 633-9940 if you would like to attend or to have members of your staff attend.

When: April 4th

Where: Lucy Covington Gov’t. Center Nespelem WA

Time: 10:00 – 3:00pm

Cost: Free to programs or departments within the government center with RSV


Nominate Your Favorite Native Business of the Year!

Hundreds of attendees had a great time and enjoyable evening.

2014 Gala everyone had a great time!

Do you know a Native business owner in Washington State? The Northwest? Want to see them be recognized for their products, services or successes? We are looking for three kinds of nominees.

The Advocate: Or as we call it the “Bear” award. Do you know a person or organization who has been an advocate for Native owned businesses? That person or organization who, like the bear, looks out for others. Strong, dependable. Too often these people or companies go unnoticed. We want to award them in front of hundreds of their peers. All you have to do is go to this link and provide your nomination for the Bear award.

The Purchaser: Or as we call them, the “Salmon” award. Do you know a person or business who makes a strong effort to buy from Native owned businesses? Purchase Native products or services? We are forever encouraging people to “Buy Native” and yet we very seldom actually recognize them when they do. So let’s recognize a person or business who “Buys Native.” Then go to this link and nominate your selection for the Salmon Award.

Meet last year’s award winners, L to R: Charlene Sam Wilson (Salmon Award), Connie Shaver (Eagle Award) and Shivon Brite (Bear Award)

Winners1 copy

Online nominations HERE. Or you can email your nominations to

Like us on Facebook!

Want to bid on a Virgil “Smoker” Marchand original sculpture?

Have you ever wanted to own an original piece by renowned Colville artist Virgil “Smoker” Marchand?


The Salmon Chief

This beautiful piece is being crafted especially for the Native Business Awards gala on November 21st by Smoker Marchand.

You can be the proud owner of the “Salmon Chief.”

Virgil “Smoker” Marchand is a world renowned artist, sculptor, painter. He is an enrolled member of the Colville Confederated Tribes and his work can be seen at many public places in both the United States and Canada.

The NNDF is overwhelmed by Smoker’s donation. He is a true leader in the community and a supporter of the Small Business community in Indian Country. A great big heartfelt “thank-you” goes out from the NNDF to Smoker Marchand.

John GrantThere are many other items up for bid at the silent auction. There is a numbered limited edition John Grant print, pottery piece by Luke Langholz, turquoise bracelet, a couple of vacation packages and much more.

Immediately following the silent auction we will have the dinner buffet and entertainment by 2 time Grammy nominee Randy Wood and following the dinner and entertainment there will be the presentation of the Native Business Awards.

SANYO DIGITAL CAMERADon’t forget that immediately following the silent auction there will be a dinner and entertainment by 2 time Grammy nominee Randy Wood.

Evening begins with the silent auction at 5:30

Tickets are only $15 each or purchase a table of 10 for $120.

Tickets are selling fast so be sure to order yours ahead of the event by emailing Damaris Ortiz at

Call Matthew at (509) 634-2626.

Another great donation from Sister Sky!

Another special thanks goes out to Sister Sky for yet another donation item for the silent auction.

This is a $100 dollar gift certificate to go along with the two item gift set.

Sister Sky is a nationally recognized Native American, Woman Owned spa and beauty products company. Their items can be found in some of the most prestigious hotels in the country as well as online. You can find their products and order online HERE and you can also attend the Native Business Awards Gala on November 21st and bid on the two pack gift set AND the $100 gift certificate.





Sister Sky, Thanks for the latest auction donation!

Coming to the NNDF in November

Email Matt at the NNDF to get tickets to the 2nd annual Native Business Awards Gala.

November 21st at Northern Quest.

Special guest two time Grammy nominee Randy Wood.

Free Family Budgeting Workshop

Northwest Native Development Fund

Invites you to attend a free workshop: Personal and Family Budgeting

Where: NNDF Conference Room (Tribal Credit) Nespelem

When: September 27, 2014

Time: 10am-2pm

Developing a Spending Plan that Works in your life

Working with Checking and Savings

Have a Credit or Budget Question? Find the Answers Here!

To Register for Classes call Matthew Pleasants 509.634.2626

Building a Better Community One class at a time