MFI Consulting - Workshops

Workshops

The following lists those workshops that I've conducted, organized, or just played a part of since June 2000:

Workshop Dates
Location
Language
Role

Business Planning for Microfinance Institutions

UPCOMING November 25-29, 2002 Antigua, Guatemala Spanish Please visit Chuck Waterfield's site at www.microfin.com for further information as it becomes available

January 14-18, 2002 Antigua, Guatemala Spanish Assisted Chuck Waterfiled in the presentation of this workshop. Presented SWOT analysis, Financial Statement Design, Portfoilo indicators, and Microfin Model Sections. Facilitated small group work on computers.

February 12-16, 2001 Antigua, Guatemala Spanish Assisted Chuck Waterfiled in the presentation of this workshop. Presented Financial Statement Design, Portfoilo indicators, and Microfin Model Sections. Facilitated small group work on computers.

November 20-24, 2000 Antigua, Guatemala Spanish Assisted Chuck Waterfiled in the presentation of this workshop. Presented Financial Statement Design, Portfoilo indicators, and Microfin Model Sections. Facilitated small group work on computers.

"Effective" and Sustainable Interest Rates

October 28-29, 2001 San Salvador,
El Salvador Spanish Presented "Effective" Interest Rate Calculations to a group of Credit Union Managers. Together with Iris Villalobos, we linked the two topics to create a quick, yet powerful, business planning model.

Auditing Microfinance Institutions (for External Auditors)

February 8, 2002 San Salvador,
El Salvador Spanish Discussed the differences and similarities of external audits to non-profit audits and bank audits. Presented a sample portfolio audit program. Discussed the benefit of statistical sampling.

December 18-19, 2001 Sao Paulo,
Brazil Spanish Discussed the differences and similarities of external audits to non-profit audits and bank audits. Presented a sample portfolio audit program. Discussed the benefit of statistical sampling.

August 2001 Port au Price,
Haiti English Discussed the differences and similarities of external audits to non-profit audits and bank audits. Presented a sample portfolio audit program. Discussed the benefit of statistical sampling.

March 2001 Managua,
Nicaragua Spanish Discussed the differences and similarities of external audits to non-profit audits and bank audits. Presented a sample portfolio audit program. Discussed the benefit of statistical sampling.

Workshop	Dates	Location	Language	Role
Business Planning for Microfinance Institutions
UPCOMING	November 25-29, 2002	Antigua, Guatemala	Spanish	Please visit Chuck Waterfield's site at www.microfin.com for further information as it becomes available
	January 14-18, 2002	Antigua, Guatemala	Spanish	Assisted Chuck Waterfiled in the presentation of this workshop. Presented SWOT analysis, Financial Statement Design, Portfoilo indicators, and Microfin Model Sections. Facilitated small group work on computers.
	February 12-16, 2001	Antigua, Guatemala	Spanish	Assisted Chuck Waterfiled in the presentation of this workshop. Presented Financial Statement Design, Portfoilo indicators, and Microfin Model Sections. Facilitated small group work on computers.
	November 20-24, 2000	Antigua, Guatemala	Spanish	Assisted Chuck Waterfiled in the presentation of this workshop. Presented Financial Statement Design, Portfoilo indicators, and Microfin Model Sections. Facilitated small group work on computers.
"Effective" and Sustainable Interest Rates
	October 28-29, 2001	San Salvador, El Salvador	Spanish	Presented "Effective" Interest Rate Calculations to a group of Credit Union Managers. Together with Iris Villalobos, we linked the two topics to create a quick, yet powerful, business planning model.

Auditing Microfinance Institutions (for External Auditors)
	February 8, 2002	San Salvador, El Salvador	Spanish	Discussed the differences and similarities of external audits to non-profit audits and bank audits. Presented a sample portfolio audit program. Discussed the benefit of statistical sampling.
	December 18-19, 2001	Sao Paulo, Brazil	Spanish	Discussed the differences and similarities of external audits to non-profit audits and bank audits. Presented a sample portfolio audit program. Discussed the benefit of statistical sampling.
	August 2001	Port au Price, Haiti	English	Discussed the differences and similarities of external audits to non-profit audits and bank audits. Presented a sample portfolio audit program. Discussed the benefit of statistical sampling.
	March 2001	Managua, Nicaragua	Spanish	Discussed the differences and similarities of external audits to non-profit audits and bank audits. Presented a sample portfolio audit program. Discussed the benefit of statistical sampling.