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Ready to Succeed: Best Practices in Loan-Readiness Programs Webinar

  • 13 Nov 2025
  • 11:00 AM - 12:15 PM
  • Virtually - the link will be included in the registration confirmation email
  • 75

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Ready to Succeed: Best Practices in

Loan-Readiness Programming


November 13, 2025 | Virtual | 11:00 a.m. -12:15 p.m. ET | 75-minutes


Session Description

Join us for a high-impact webinar to explore what it takes to design and deliver effective loan-readiness programming to increase access to capital for underserved entrepreneurs and real estate developers. Whether you are a nonprofit, financial institution, CDFI, or system builder, you will leave the program equipped with tools and strategies to help small businesses secure financing.


What You Will Learn

  • How to align curriculum with lender expectations
  • Best practices in client engagement and education
  • Common pitfalls to avoid and lessons learned from the field
  • Tools, templates, and frameworks to begin and sustain programs


What You Will Be Able to Do

  • Understand the key components of a successful loan readiness program.
  • Address borrower challenges (e.g., credit, documentation, business planning).
  • Access a network of providers with tools for program design, delivery, and impact measurement.


Who Should Attend

Professionals supporting small businesses and emerging housing developers:


  • Business development and local economic development organizations (LEDOs)
  • Financial institutions, CDFIs, and microlenders
  • Nonprofit staff referring individuals to programs and technical assistance providers

Session Outline


11:00 a.m.         Key Components of Loan Readiness Programs

Stakeholders 

  • Program providers (CDFIs, SBA, nonprofits)
  • Lenders (CDFIs, financial institutions)
  • Borrowers (small businesses, developers, home buyers)

Knowledge and “Hard” Skills

    • Financial statements (P&L, cash flow, balance sheet)
    • Business planning & projections
    • Loan application process & packaging

Relationships and “Soft Skills”

  • One-on-one coaching
  • Peer support groups
  • Partnerships with lenders

Overview of Three Programs 

Target audience, faculty, curriculum, delivery methods, measurements

11:30 a.m.         Why They Are Important and The Impact They Achieve

Panel impact stories

11:40 a.m.         Panelist Advice and Q&A

Barriers, skill gaps, challenges your learners face

What delivery models work?

  • In-person, virtual, hybrid
  • Games, homework
  • Cohort-based vs open enrollment
  • Multilingual and culturally competent programming

What tools or resources are needed?

  • 1:1 coaching, incentives (certifications)
  • Curriculum guides, games
  • Tools (financial statement templates, projection calculators, credit education)
  • Metrics (# of application submitted or approved, credit score change) 

12:15 p.m.       Adjourn


Speakers

To Be Announced


Members, log in here before registering

Thanks to our Sponsor


Prosperity Indiana
1099 N. Meridian Street, Suite 170
Indianapolis, IN 46204 
Phone // 317.222.1221 
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