Here is a complete list of our offerings:
► Thursday, February 6, 2014 | 10:00am PT/1:00pm ET Free access now!
A Crash Course in Community Capital
Join us for a special edition of our Community Capital webinar series where you'll learn all about community capital - from sources to innovative tools, local investing clubs to lending circles, get a 30,000 foot view of the local investing landscape and learn about how to put it into action in your region.
And, be the first to get your hands on BALLE's new Guide to Community Capital - a 20-page resource to help get your community investing locally! By attending this upcoming free webinar, A Crash Course in Community Capital, you will receive a special advance copy of this Guide which will be released to the public in mid-February.
Webinar topics include:
- Various types of community financial capital
- How to get local capital working in your community
- Why local investing is key to strong local economies
- And hear from a handful of innovators about what's working on the ground
Community Capital case studies presented by:
- Mickki Langston, Mile High Business Alliance, 2013 BALLE Local Economy Fellow
- Daniel Lau, Mission Asset Fund
- Teri Lovelace, Virginia Community Capital
- Dan Rosenberg, Real Pickles
- Sarita Schaffer, Viva Farms, 2013 BALLE Local Economy Fellow
Merrian Borgeson is the co-founder and principal at Tule Partners, founding director of SBN Philadelphia, former BALLE board chair, and currently a BALLE advisor in the area of Community Capital. She is a researcher at Lawrence Berkeley National Laboratory focused on the financing and deployment of energy efficiency and renewable energy. Merrian currently serves as a trustee for the Goggio Family Foundation, an Adviser to the Schumacher Center for New Economics, and as board chair for Jacaranda Health.
► August 27, 2013 | 11:00am PST Purchase now!
The Scoop on Accessing Capital at RSF Social Finance
In the spirit of Driving Investment, one of BALLE's core values, join us for a special webinar with our partners at RSF Social Finance to dig deeper into RSF's lending options and innovative ways you can help your community gain access to capital. Reed Mayfield will describe RSF's lending criteria and process, share some recent success stories, and discuss the Local Initiatives Fund – a philanthropic fund that provides grants and loan guarantees to regional food hubs, food networks.
Reed Mayfield is Lending Associate at RSF Social Finance, a nonprofitfinancial services organization dedicated to transforming the way the world works with money. Reed works to identify and underwrite high impact, mission-driven non-profits and for profit social enterprises that focus on social and environmental issues. He works both on the Social Enterprise Lending program as well as RSF’s subordinated debt fund to determine if loans or investments should be extended. In 2012 alone, RSF provided $32 million in capital to non-profit and for-profit social enterprises addressing key issues in the areas of Food & Agriculture, Education & the Arts, and Ecological Stewardship.
► July 9, 2013 Purchase now!
Lessons Learned: Capital, Coaching, and Connection with Claudia Viek, CEO, California Association for Micro Enterprise Opportunity (CAMEO)
We’ll explore how no matter the capital strategy we employ, it must be accompanied with entrepreneurship support and technical assistance that can get entrepreneurs ready for an infusion of capital, and help them succeed once they have it.
Claudia Viek has been CEO of CAMEO since 2007. She has been a pioneer in both the Micro Enterprise and business incubation fields in California. She is the former Executive Director (14 years) of the Renaissance Entrepreneurship Center. Renaissance is an award winning training, financing and business incubation program in San Francisco. Claudia represents the State Micro-Business Associations on the AEO board. Claudia served on the Board of the National Business Incubation Association and founded the Pacific Incubation Network of business incubators from Baja to Alaska. Claudia is the past President of the San Francisco Bay Area Chapter of NAWBO and continues to serve on numerous nonprofit boards in her community.
► May 2013 Free access now!
The Highly Replicable LION Investing Model: Lessons Learned and New Innovations with James Frazier, founder, Local Investment Opportunities Network (LION) and Local Investing Resources Center and Renata B. Kowalczyk, co-founder, Whatcom Investing Network
We first featured LION in March 2011. Since then, the LION model for matchmaking entrepreneurs seeking capital and investors looking to support local businesses has taken off, with deep work in its home community of Port Townsend, WA and many new LION groups across North America. This webinar will show us how the Port Townsend LION has grown since 2011, will overview the other communities now using the LION approach. We’ll then hear from the Whatcom Investing Network (WIN) as one of the most promising evolutions of the LION approach.
James Frazier is an enthusiastic supporter of the local investing movement, which encourages people to invest money within their local communities. In 2008, he helped found the pioneering Local Investing Opportunities Network (LION), based in Port Townsend, Washington, which has drawn attention for its success in connecting investors with local small businesses and nonprofits. Building on this, in 2012, he started, and continues to coordinate, the non-profit Local Investing Resource Center, an educational website and advocacy center dedicated to expanding local investing in communities across the USA, and beyond.
From Wall Street to Bellingham, WA - Renata B. Kowalczyk is on the fore-front of re-designing the way local businesses do business, transforming the way people work together, and re-defining what it means to create value. Whether designing products and systems for JP Morgan Chase and Merrill Lynch or pioneering coworking communities that bridge the gap between unused space in office buildings and the isolated solo-preneur, Renata is helping build high impact, value based, and people focused economies everywhere. Described by many as a spark plug for collaboration, Renata draws on her experiences of living in Poland under the communist regime, arriving to NYC three days after the collapse of the Berlin Wall, attaining the American Dream, and walking away from it in 2008 to be part of co-creating new local economies. You can learn more about Renata at www.renataBK.com
► April 2013 : Special podcast with Michael Shuman, Elizabeth U, and Jenny Kassan!
Michael Shuman is director of research for Cutting Edge Capital. He has led community-based economic-development efforts across the country and has authored or edited seven previous books, including The Small Mart Revolution: How Local Businesses Are Beating the Global Competition (2006), Going Local: Creating Self-Reliant Communities in the Global Age (1998) and Local Dollars, Local Sense: How to Shift Your Money from Wall Street to Main Street and Acheive Real Prosperity. In recent years, Michael has led community-based economic-development efforts in St. Lawrence County (NY), Hudson Valley (NY), Katahdin Region (ME), Martha's Vineyard (MA), and Carbondale (CO), and served as a senior editor for the recently published Encyclopedia of Community.
Elizabeth Ü, Executive Director of Finance for Food, is passionate about connecting sustainable food- and ag-based businesses with capital. She is the author of Raising Dough: The Complete Guide to Financing a Socially Responsible Food Business, a book designed to help entrepreneurs navigate the complex and ever-evolving world of financing options, from traditional debt and venture capital, to community-supported models, non-voting preferred stock, crowdfunding . . . and the list goes on!
Jenny Kassan is CEO of Cutting Edge Capital. She has over seventeen years of experience as an attorney for and creator of social enterprises. She has raised funds for and launched a public space cleaning and maintenance business, a landscapers’ cooperative, and a public market. She has extensive experience with direct public offerings, nonprofit-for-profit joint ventures, cooperatives, and creative financing tools.
► March 2013 : Edible Credits: The Credibles Model for Crowdsourced Funding of Local Food Businesses
Arno Hesse is cofounder of Clearbon, which focuses on funding and financing solutions for small businesses. As a founding member of Slow Money and its local chapter Slow Money Northern California, Arno works on directing investments into local food systems.
► February 2013 : The Farmer Reserve Fund Model: Business Microloans that Leverage Credit Union & Community Partner Capacity
Tim Crosby, Director of Slow Money NW, works in the Pacific Northwest on the logistics, policy, and financing of the regional food system. Tim is on the Steering Committee for the Sustainable Agriculture and Food System Funders Network.
► January 2013 : Entrepreneur Showcases: Pitching Business Plans to Drive Local Investment
Jill Epner is a food entrepreneur and the chair of the Entrepreneur Support working group at Slow Money Northern California where she helps connect food & farming entrepreneurs with individual investors. She is also writes a weekly Food Entrepreneur blog series where she offers a candid behind-the-scenes look at starting a food business.
Marco Vangelisti is an impact investor, a founding member of Slow Money and an adviser to Ecocity Builders. After a 20 year career in finance, Marco left the corporate world in April 2009 and has since been instrumental in the formation and development of the Slow Money Northern California chapter where he currently leads the investor working group.
► December 2012 : Invest Local Ohio: A Revolving Loan Fund Supporting Local Businesses Through Unaccredited Investors
As an accomplished entrepreneur, Steve Fireman has taken his experience and success as a business founder and owner to the non-profit world, where he currently serves as the President and General Counsel of the Economic and Community Development Institute. Additionally, Mr. Fireman focuses his practice on representing and counseling small business clients.
► November 2012 : Timebanking as Community Capital: Creating Prosperity & Community Services Without Currency
Stephanie Rearick founded the Dane County TimeBank in Madison, Wisconsin in 2005 and continues to serve as its Director. In 1995 Rearick helped to form Madison Hours local currency. She also served on the Timebanks USA Board of Directors from January 2007 to August 2011, serving as Co-Chair from March 2010 to March 2011.
► October 2012 : What's Next for Local Crowdfunding
Jenny Kassan, Cutting Edge Capital and Frank Knapp, American Sustainable Business Council and President and CEO of South Carolina Small Business Chamber.
► September 2012 : Community Partnership Lending with Alternatives Federal Credit Union
Leslie Ackerman of Alternatives Federal Credit Union
► August 2012 : Local Stock Offerings Part Two: Worker Ownership and Direct Public Offering
Chris Michael founder/partner at Workers Development
► July 2012 : Local Stock Offerings Part One: The Community Store in Saranac Lake & the Quimper Peninsula
Melinda Little of the Community Store in Saranac Lake
Marty Gay of the Quimper Mercantile Company
► April 2012 : Funding Our Foodshed: Models for Group and One-on-One Loans from Slow Money North Carolina
Carol Peppe Hewitt, Cofounder, Slow Money North Carolina
► March 2012 : Community Supported Enterprise: A Model for Accessing Multiple Community Lending & Investment Streams
Linda Ramsdell, Co-Owner, Claire's Restaurant and Bar
► February 2012 : Lending Circles: A Loan Model for Accessing Community Capital and Building Prosperity for All
Daniel Lau, Program Manager, Mission Asset Mission Asset Fund
► January 2012 : Co-op Power: A Model for Local Investment, New Business Development and Job Creation
Lynn Benander of Co-op Power and Northeast Biodiesel
► December 2011 : Move Your Money, Then Make it Work for Your Community: Partnering with Local Banks and Credit Unions
Leslie Ackerman, Director of Business CENTS, Alternatives Federal Credit Union
Dick Fletcher, Chief Lending Officer, One PacificCoast
Erin Kilmer-Neel, Program Officer at One PacificCoast Foundation
► November 2011 : Using Targeted CDs to Finance Local Business: An Example from Equal Exchange
Daniel Fireside, Capital Coordinator, Equal Exchange
► October 2011 : The "Soup" Model: Supporting Small Businesses through Local Crowdfunding and Community Engagement
► September 2011 : Local Investment Clubs: A Replicable Example from Slow Money Maine
► August 2011 : Flexible Capital for Sustainable Businesses
► July 2011 : Food Deserts and Access to Healthy Food: TRF's Community Reinvestment and Neighborhood Revitalization
Don Hinkle-Brown, The Reinvestment Fund in Philadelphia, PA
► May 2011 : Cooperative Grassroots Investing
► April 2011 : Success Business Financing via Small Investors
► March 2011 : Local Investment Opportunity Networks
James Frazier, Lion Investing
► February 2011 : Introduction to Community Capital Strategies and Solutions
► April 22, 2014 Free access now!
Relocalizing Food Systems: Innovative Models from Local Orbit
Inspired by its work building technology infrastructure for local and regional food networks, Local Orbit works with food entrepreneurs of all kinds who are interested in relocalizing the food system. Join us for a discussion about innovative ways to build regionalized distribution systems, particularly in ways that keep capital costs low and increase viability in the long run.
This webinar is geared towards anyone interested in the local food system: food makers, growers, processors, incubators, retail outlets, and specifically those who are focused on aggregation and distribution. AND be the first to gain access to Local Orbit's interactive toolkit filled with resources and information to support those building a healthy, localized food system.
Included in the discussion:
- Innovative examples of local food distribution systems from around the country
- Common bottlenecks to anticipate and some creative solutions to navigate around them
- A process and framework that will help ANY food entrepreneur move forward in their business
- Early access to a free Local Orbit interactive toolkit!
Erika Block is the CEO of Local Orbit, which supports diverse local distribution models across the country. Erika brings unique perspective on best practices and challenges within this emerging sector. She’s also built and managed two start-ups. Prior to Local Orbit, Erika founded an entrepreneurial arts organization, producing cross-sector partnerships in the US, Great Britain and South Africa. Throughout her career, Erika has created collaborative environments that facilitate learning and action. She is a PopTech Social Innovation Fellow, and comes from a family of fruit peddlers, meat processors, restaurant owners and wholesalers.
Noah Fulmer was the founder and Executive Director of Farm Fresh Rhode Island before joining Local Orbit as Director of Training & Capacity Building. Farm Fresh Rhode Island runs farmers markets, a processing kitchen and a wholesale food hub connecting 60 local producers to over 100 chefs, grocers, schools and institutions every week.
Local Orbit provides software and training services for the entrepreneurs who are building the New Food Economy. They provide the tools for farmers, producer coops, food hubs, farmers markets and independent distributors to efficiently sell to local restaurants, grocers, and institutions. Online marketplaces powered by Local Orbit are active across nine states and Canada. We help people build profitable businesses and healthier communities.
► February 18, 2014 Free access now!
Measuring Local First: Results From the Annual ILSR Independent Business Survey
For seven years, the Institute for Local Self-Reliance, in partnership with BALLE, AMIBA, and the Advocates for Independent Business, has surveyed businesses across North America to gauge how independent businesses are faring, to assess the impact of local business alliances and Local First, and to identify some of the main challenges affecting independent businesses. ILSR senior researcher Stacy Mitchell joins us on this webinar to discuss the results of this year's Independent Business Survey and explain how you can use these results to build support for Localism in your community.
Stacy Mitchell directs the Institute for Local Self-Reliance’s initiatives on independent business and community banking. An advisor to business groups, grassroots organizations, and policymakers, Stacy produces research and analysis, and develops policies and innovative strategies, to curb economic consolidation and strengthen community-rooted enterprise. Her articles have appeared BusinessWeek, The Nation, Grist, and many other publications. Her book, Big Box Swindle, was named one of the top ten business books of 2007 by Booklist.
► October 29, 2013 Free access now!
Launching Your 2013 Shift Your Shopping Campaign: Supporting Independent Businesses This Holiday Season
UPDATE! Actor Kevin Bacon has just signed on to support Shift Your Shopping for Good, a charitable sales feature of the 2014 Shift Your Shopping 'Buy Local' holiday campaign aimed at supporting schools and nonprofits of your choice during the holiday season.
Join over 150 business networks and 40,000 locally owned businesses for the third annual grassroots holiday Buy Local campaign, Shift Your Shopping, led by our partners at the American Independent Business Alliance (AMIBA). This webinar covers everything you need to know about how to run a successful Shift Your Shopping campaign and the new Shift Your Shopping for Good charitable feature provided by Causetown; from resources to success stories, templates to tips, learn about how SYS can help YOU highlight local innovation and promotes independent businesses in your community this holiday season.
Joe Grafton, AMIBA, Director of Development and Community Engagement
Joe has dedicated the last decade of his life to shifting culture and paradigms to support of sustainable local economies and community-based businesses. He is the Founding Executive Director and current Board Member at Somerville Local First, a leading local business alliance, a board member at the Sustainable Business Network of Massachusetts, a steering committee member of the New England Local Economy Network, Co-Chair of the Pioneer Valley Slow Money Chapter and Director and Treasurer for the Together Festival, Boston's SXSW
Dan McCabe, CEO and founder of Causetown
Dan spent most of his career in the nonprofit sector, most recently leading fund development at Network for Good, and online fundraising organization that distributes $150 million in donations to more than 45,000 charities annually. He also created the Home Depot Framing Hope donation program which has diverted over $100 million in merchandise away from landfills and into the hands of more than 1,000 nonprofits. Dan is a board member of Think Local First DC and is always trying to find new ways to put triple bottom line theory into practice on the local level.
Martin Sorge, BALLE, Program Manager
Martin holds a BA in English from Indiana University and an MPA in Economic Development and Policy Analysis with a focus on sustainability from Indiana University’s School of Public and Environmental Affairs (SPEA). While at SPEA, Martin worked with the Indiana University Office of Sustainability on sustainable food procurement and created a local food outreach campaign on campus. He has also worked with two BALLE networks: the Andersonville Chamber of Commerce in Chicago as an assistant to the market manager for the inaugural season of the Andersonville Farmers’ Market, and he served as as Resource and Technology Coordinator for Local First Indiana in Bloomington.
► September 24, 2013 Purchase now!
Pop-Up Retail and Community Revitalization - Turning Empty Storefronts Into Springboards For Local Business
Pop-up retail spaces are sprouting up across North America for good reasons - they lower the barrier to entry for local entrepreneurs while filling vacant or underused storefronts. As described in the newly-released Guide to Going Local with our partners at the Center for a New American Dream, and as part our Local First webinar series, we’ll hear how one successful pop–up venture, popuphood (http://www.popuphood.com/), has helped jumpstart local businesses and revitalize their Oakland, CA neighborhood. Join popuphood co-founder Sarah Filley to hear how they started this venture, what challenges and successes they’ve faced, and how pop-up retail space can be used to support local businesses in your community.
Sarah Filley is a co-founder of popuphood. She has pioneered projects committed to resilient futures, vital economies, and civic engagement. She stimulates creative thinking and practical disruptive innovation to strategize business partnerships and masterminds creative engagement with positive social impact. She is a consultant, curator, artist and designer, public speaker and writer.
► July 16, 2013 : A For-Profit Model for Advancing Local Food Procurement
After learning about two non-profit social enterprise models for advancing local food procurement, and hearing from a pioneering procurement officer, we’ll dive into another example on the front lines – this time, a for-profit model for advancing local food procurement.
Jim brings an interesting mix of expertise to the question of local procurement: he’s a real estate developer and runs a diversified investment and consulting company. From this background he's stepped into the world of getting local foods to local and regional buyers, from retail to institutions. Along the way he met Jim Slama of FamilyFarmed.org, and they developed plans for Blue Ridge Produce including a feasibility study.
Jim Epstein believes that non-profits have led the way with local food procurement, and have built a foundation from which businesses like his can work to help local food procurement get to scale.
Jim Epstein, Chairman and Cofounder, Blue Ridge Produce, LLC and Chairman, EFO Capital Management
Jim Epstein's family has owned property in the northern Virginia Piedmont for more than 50 years. Over that time he has seen the agricultural landscape disappear, and with it a great farming tradition. As a real estate developer he understands the difficulty for farmers to hold onto their land as farm incomes dwindle and land values soar. In considering plans for the development of a village site in the heart of the Piedmont region, he began to imagine how his efforts could also protect and strengthen the local farming community by enhancing the local food system.
► May 21, 2013 : Emory's Sustainable Food Initiatives Purchase now!
After hearing from two local food catalysts connecting growers with markets, we’ll move next to hearing from a buyer’s perspective: Emory University, a pioneer in local and green purchasing and campus sustainability.
Emory University has set an ambitious goal to purchase 75% local or sustainably-produced food by 2015. To help grow and support local suppliers from which they can buy, they are helping sponsor the development Atlanta Lettuce Works, a worker-owned cooperative greenhouse business.
We'll explore the drivers and goals of Emory’s efforts to source local food and their planning and execution process for making this a reality, including clear goals and implementation steps for 10 categories of food purchases. We’ll learn about their challenges and successes to date, all with an eye toward replication in other communities with other universities and large institutional buyers.
Emily Cumbie-Drake, Program Coordinator, Emory University
Cumbie-Drake works with University committees and various groups on campus in fulfilling Emory’s sustainability vision. She is a graduate from Emory College in 2010 with a B. A. As an Emory student, she was actively engaged in sustainability efforts on campus, including serving on Emory’s Sustainable Food Committee and managing the Green Bean Coffee Cart. Cumbie-Drake was a 2010 Robert T. Jones Scholar and most recently worked as a volunteer for Heiffer International.
► April 16, 2013 : Development of Local and Regional Food Systems
Alan Moore, Director of Distribution and Business Development, Local Food Hub and co-founder of BALLE network, Lowcountry Local First in Charleston, SC
Robin Robbins, Appalachian Harvest General Manager, Appalachian Sustainable Development
► March 2013 : How to Accelerate Local Procurement: Webinar: Leveraging Green Purchasing & Supplier Diversity
Join Ted Howard & Steve Dubb of The Democracy Collaborative as they explore the role of community foundations and place-based supporters in supporting local procurement, bringing anchors and agencies to the table, and funding conveners working to shift procurement to local businesses.
► January 2013 : Source Detroit: Shifting $16.5M in Procurement Dollars to Local Businesses
David Barna, a Detroit native, recently earned a Law degree from Georgetown University and was a post-graduate fellow with a prominent consumer advocacy group in Washington, D.C. He currently lives in Downtown Detroit and works with Midtown Detroit Inc. as lead on the “Source Detroit” Anchor Procurement Program.
► December 2012 : Next Generation Local Purchasing: Jumpstarting Local Procurement by Anchor Institutions
Ted Howard is the founding Executive Director of The Democracy Collaborative at the University of Maryland. Howard directs the Collaborative's partnership with The Cleveland Foundation on the Evergreen Cooperative Business Initiative, a path-breaking strategy to create green jobs and wealth for low-income families in six of the city's underserved neighborhoods.
Walter Wright joined the Cleveland Foundation in 2011 as the project director of the Greater University Circle Community Wealth Building Initiative. This effort is supported by Living Cities, a collaboration of 22 of the nation’s largest foundations and financial institutions. The initiative supports community and enhances wealth building opportunities in Greater University Circle, and new development in the Health Tech corridor.
► November 2012 : Next Generation Local Purchasing: Jumpstarting Local Procurement by Government Agencies
Kimber Lanning is an entrepreneur and economic specialist who works to cultivate strong, vibrant communities and inspire a higher quality of life throughout Arizona. Lanning is actively involved in fostering cultural diversity, economic self-reliance and responsible growth for the Phoenix metropolitan area. The organization changed the City of Phoenix procurement policy to favor locally owned businesses and helped build a regional directory of certified local business vendors. She is also a BALLE Fellow and board member.
► October 2012 : Why Does Local Matter? Making the Case and Responding to Critics
Stacy Mitchell is a senior researcher with the Institute for Local Self-Reliance and directs its initiatives on banking and independent business. Her book, Big-Box Swindle: The True Cost of Mega-Retailers and the Fight for America’s Independent Businesses (Beacon Press, 2006), has appeared on several top-ten lists and was described by Bill McKibben as “the ultimate account of the single most important economic trend in our country.”
► December 2012 : Bringing Diverse Communities Together to Build an Inclusive Food System: Lessons from People's Grocery in West Oakland
Nikki Henderson began her work in social justice through the foster care system in Southern California, having been raised with seven older foster brothers. Through mentoring, tutoring, and directing Foster Youth Empowerment Workshops, she developed her passion for youth leadership development among communities of color. She later shifted into sustainability, developing course curriculum for the University of California system and advocating across the state for environmental justice and political ecology.
► November 2012 : Communications Strategies that Reach, Build, and Empower
Kimberlee Williams is CEO and Marketing Director of FEMWORKS in Newark, New Jersey, an accomplished media and marketing strategy firm. She is also founder of Forward Ever Sustainable Business Alliance that challenges the residents of Greater Newark to shift their shopping to support their community of local independently owned African American, Latino and Portuguese businesses.
► October 2012 : What is Prosperity for All, and What Does it Mean for the Localist Movement?
Speakers: Maggie Anderson, Founder of The Empowerment Experiment, author of Our Black Year; Lynn Benander, Executive Director of Co-op Power; Alfa Demmellash, BALLE Board Member, Founder and CEO of Rising Tide Capital.