Accelerating Community Capital Workshop


Thank you for joining us for this first-time workshop.
Presented by BALLE, RSF Social Finance, and Slow Money
This hands-on workshop used place as the lens to understand how to meet regional needs with regional resources, and identify the kinds of capital needed to get there. The day featured fifteen of the most promising pilot projects and innovators developing models for connecting regional investors with regional businesses. Participants grouped themselves by region to jointly create plans to catalyze community capital in their areas.

WHO PARTICIPATED?
Investors, bankers, businesspeople, community developers interested in creating new, community-based sources of debt or equity capital to support local living economies. We especially welcome delegations representing all these interest groups from a specific community to facilitate follow up and implementation.
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Investors, bankers, businesspeople, community developers interested in creating new, community-based sources of debt or equity capital to support local living economies. We especially welcome delegations representing all these interest groups from a specific community to facilitate follow up and implementation.
AGENDA
8:00 Sign in and Breakfast
8:30 Welcome and Housekeeping from Workshop Facilitators
--Michael Shuman, BALLE and Elizabeth Ü, Finance for Food
8:35 Workshop Goals and Overview of Capital Programs
--Ari Derfel, Slow Money and Michelle Long, BALLE
8:50 Place Matters: New Mexico
The people of New Mexico have dreamed about meeting regional needs with regional resources. This presentation will set the stage for the day as we use the lens of place to explore a community’s capital requirements and capacities. We will use BALLE’s community trade calculators to map possibilities by sector.
--Peter Warshall, Dreaming New Mexico; Michael Shuman, BALLE
9:40 The Legal Landscape
The people of New Mexico have dreamed about meeting regional needs with regional resources. This presentation will set the stage for the day as we use the lens of place to explore a community’s capital requirements and capacities. We will use BALLE’s community trade calculators to map possibilities by sector.
--Peter Warshall, Dreaming New Mexico; Michael Shuman, BALLE
9:40 The Legal Landscape
Some great community-capital ideas are, unfortunately, illegal under existing securities laws. What are the key rules that community-capital pioneers must be mindful of, and some of the emerging openings?
--Jenny Kassan, Cutting Edge Capital
--Jenny Kassan, Cutting Edge Capital
10:00 Break
10:20 Investment When Place Matters
Three community capital innovators will share their personal experiences using place as their investment lens. Each of these pioneers combines philanthropy, equity, loans, and capacity support to grow thriving, local networks of entrepreneurs, using regional resources to meet regional needs.
--Grant Abert, Kailo Fund; Joel Solomon, Renewal Partners; Dawn McGee, GoodWork Ventures; and Elizabeth Ü, Finance for Food as moderator
10:20 Investment When Place Matters
Three community capital innovators will share their personal experiences using place as their investment lens. Each of these pioneers combines philanthropy, equity, loans, and capacity support to grow thriving, local networks of entrepreneurs, using regional resources to meet regional needs.
--Grant Abert, Kailo Fund; Joel Solomon, Renewal Partners; Dawn McGee, GoodWork Ventures; and Elizabeth Ü, Finance for Food as moderator
11:30 Session I Rapid-Fire Case Studies
Sessions I and II will showcase practical grassroots innovation for accelerating community capital. Each model is currently in practice, shown to be effective and will be presented by the pioneers who are leading them. Presenters include:
- Robin Seydel, La Montanita Co-op, NM Co-op
- Janice St. Onge, Vermont Sustainable Jobs Fund - Flexible Capital Fund
- Glenda Humiston, USDA Rural Development
12:30 Lunch and conversation by geographic region
1:30 Session II Rapid-Fire Case Studies
1:30 Session II Rapid-Fire Case Studies
Sessions I and II will showcase practical grassroots innovation for accelerating community capital. Each model is currently in practice, shown to be effective and will be presented by the pioneers who are leading them. Presenters include:
- Jeff Rosen, Solidago Foundation
- Michelle Sandoval, LION, Port Townsend, WA
- Garth Davis, Vancity Credit Union
- Ari Derfel, Slow Money and Gather
2:30pm: Q&A and discussion with all 7 rapid fire panelists
3:15 Break
3:30 Planning Community Capital in Your Region
Participants will break into groups by region and draw on all the presenters from throughout the day as resources in the room to develop applicable concepts for their communities.
4:45 Next Steps & Closing
Participants will break into groups by region and draw on all the presenters from throughout the day as resources in the room to develop applicable concepts for their communities.
4:45 Next Steps & Closing
Participants will re-group, re-cap, and discuss how to move forward with next steps.











