3:00 PM - Last post from the conference
The session went great, the room was packed - and given that it was the last session of the conference, where people are usually “checked out” mentally and otherwise, we cannot be more excited by the results.
The guys ran out of handouts with requests to send via email which is always a good sign!
All the panelists were on point and held the rapt attention of the attendees, who took full advantage of the Q&A time after the formal presentation.
Jeff Bruno was his usual, dynamic self, taking the audience where he wanted them to go while outlining concisely how partnering with YOCFO brings measurable value to the clients it serves.
Bringing the point home was Marc Coleman of The Tactile Group, whose willingness to be open and transparent about where his business was, last August, at the beginning of the YOCFO engagement was inspirational to an audience that was not expecting such a raw and powerful example of the benefits of the YOCFO and PIDC Technical Assistance Partnership.
It is abundantly clear that YOCFO has a powerful metrics measurement tool in its FIG Score© (Financial Intelligence Growth Score).
The attendees were amazed at the breadth and depth of the information, detail, and insight it provides to YOCFO, PIDC, and their clients as they strategize on the how and why of the growth of their business.
Post Q&A, some interesting inquiries were made about the YOCFO Model, the availability of the FIG Score© Model and the depth and breadth of the partnerships we form with our clients.
“We Love It When A Plan Comes Together”
Pretty soon we will be “leaving on a jet plane”
Look for a post conference recap, sometime next week!
6:30 AM – Presentation prep
Jeff Bruno, Marc Coleman & Dwayne Rankin up early to do a final polish on this morning’s presentation - “Innovation In Technical Assistance Partnerships”
Jeff and Dwayne, leaders in their fields, share both their stories and their solutions for providing tailored, technical assistance to their partners - in the case with Bridgeway Capital in Pittsburgh - and PIDC’s - in the case with YOCFO.
The discussion will center on how the partnerships were developed and executed to bring financial and operational intelligence to support business growth to their small and medium sized business clients.
Time to put the handouts together, meet with the videographer, have some breakfast, pack . . . and make the magic happen!
7:20 PM – A long, but exciting day
The day was topped off with a round of intense networking, interesting conversations and further proof that the YOCFO Model is disruptive and transformative.
There are 540 attendees at this conference, representing over 100 different Community Development Financial Institutions of all different sizes, areas of expertise, philosophies and success.
All of them are on a mission to help small businesses that have been underserved by traditional financial institutions - historically - by providing the capital and technical assistance tools all businesses need to survive, grow, and become generational.
Jeff Bruno’s session tomorrow, ‘Innovation in Technical Assistance Partnerships’, closes out the formal break-out programming of the conference and as Jeff does on a regular basis, it will allow YOCFO, PIDC, Gateway Capital & the Tactile Group to close the circle on how CDFI’s and their client businesses can enhance the odds that small and medium size businesses will grow and succeed.
Up early tomorrow to review the highlights of today, review the presentation for the final time, meet the videographer to maximize the impact the presentation can have for a wider audience . . .
. . . and . . .
Have More Fun!!!!!
See you in the morning.
“That time you booked a flight to Chicago and landed in Milwaukee . . .”
Tough weather in Chicago forced the plane to divert to Milwaukee, but they finally made it!
The JW Marriot in downtown is full of conference folk who are friendly, earnest and interested.
The guys are ten minutes from lunch, have made their rounds of the exhibitors, they took a look at the session room for tomorrow, which got Jeff Bruno’s juices flowing and will be looking to spend some time this afternoon with Wanda, Dwayne and Marc going over the presentation and working on making the presentation seamless.
Never doubt Bruno’s work ethic, this is him on the plane knocking out fifty emails . . .
The Energizer Bunny.
They have reviewed the Networking Session for later and have prioritized our “divide and conquer” strategy . . .
Bruno is taking the CDFI CEO Room and Rich is covering the TA (Technical Assistance) Providers Room.
Our guy LOVES to network.
Will check in later with more updates!
5:20 AM – Getting On Our Way
The guys are on the way to the airport, headed to the Opportunity Finance Network’s Small Business Finance Forum in Chicago. Our CEO, Jeff Bruno, will be presenting alongside Wanda Speight of PIDC, Dwayne Rankin of Bridgeway Capital, and our client Marc Coleman from The Tactile Group, with Ginger McNally as the moderator.
This presentation, the first introduction of our business and vision to the Chicago area, will be held in a ‘sold-out’ conference room that holds around 150 people. We’re looking forward to answering questions and getting new ideas about how we can help small businesses.
Right now, just waiting for Jeff to hit the gate. Likely, he is in a long line at La Colombe and will arrive just in the nick of time.
These next two days are very significant for him as our Founder and CEO of this budding, disruptive Outsourced CFO partner for the myriad of businesses from $1 million to $20 million in gross revenue who have never had the access to the kind of ‘financial and business intelligence’ large corporations have.
The OFN Forum will solidify the importance our brand of technical assistance and metric measurement tools can be for the well over 1,000 Community Development Financial Institutions across the country that are helping to build the small and medium-sized businesses in their communities.
This should be a fun and rewarding trip!!!
Your Outsourced CFO helps the modern CEO strategize for growth, while continuing to manage critical financial processes monthly, quarterly and annually. We act as your executive sounding board and work with you through every major decision to help achieve growth milestones.