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DRAFT 9/8/03 10:30 PM. Micro-Finance: Empowering Women and Persons with Disabilities Toward Economic Security. By: Ani K. Kazarian Research Scholar, The C.A.K.E. Foundation United Nations 56th Annual DPI/NGO Conference September 9th, 2003. Outline of Presentation. I. Background

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slide1

DRAFT

9/8/03

10:30 PM

Micro-Finance: Empowering Women and Persons with Disabilities Toward Economic Security

By: Ani K. Kazarian Research Scholar, The C.A.K.E. Foundation

United Nations 56th Annual DPI/NGO Conference

September 9th, 2003

slide2

Outline of Presentation

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

slide3

I. Background

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

I. Background

slide4

Ani K. Kazarian Background

  • Research Scholar of The C.A.K.E. Foundation
  • Several years as team member
  • Focus - NIS/Global benchmarking and best practices
  • High school senior at The Lincoln School

I. Background

slide5

The Charles & Agnes Kazarian Eternal (C.A.K.E.) Foundation

  • 501(c)(3) non-profit, operating foundation, established in 1998
  • Foundation assets approaching $20 million
  • Areas of focus: education, technology, and healthcare
  • Lead sponsor of Community Micro-Finance
  • Other initiatives include: Japonica Intersectoral, language software program, and public sector benchmarking publications

I. Background

slide6

II. Overview

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

II. Overview

slide7

Community Micro-Finance: Mission

“Providing financial and social support services to women and individuals with disabilities of Armenian heritage”

II. Overview

slide8

Our Situation Assessment

  • Armenian women are a driving force for change, yet have a much higher unemployment rate than men
  • Individuals with disabilities are largely neglected if not shunned
  • Micro-finance supplemented by social support services strengthens democracy and free enterprise

II. Overview

slide9

C.A.K.E.’s Community Micro-Finance Initiative

  • Provide financial and social support services to women and individuals with disabilities of Armenian heritage
  • Create a network of leading U.S. and Armenian providers
  • Manage metrics to increase effectiveness of funding
  • Develop a model that can be replicated globally

II. Overview

slide10

Key Team Members

  • C.A.K.E.
  • Outreach Partner(s)
  • Paul V. Sherlock Center on Disabilities
  • Micro-finance Provider(s)
  • Healthcare and Rehabilitative Services Coordinator

II. Overview

slide11

III. Process Steps

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

III. Process Steps

slide12

Six Process Steps

  • Established New Philanthropy Benchmarking as framework
  • Requested 4 customized Executive Briefs
  • Reviewed relevant research literature
  • Met with industry professionals
  • Conducted due-diligence on Micro-finance providers
  • Currently drafting letter agreements

III. Process Steps

slide13

Established “New Philanthropy Benchmarking”as Framework

  • New Philanthropy Benchmarking: Wisdom for the Passionate (NPB) - To learn more go to www.unitedu.com/NPB.html - Available at Amazon and Barnes & Noble, etc.

III. Process Steps

slide14

Requested 4 Customized Executive Briefs

  • Requested 4 Executive Briefs from Japonica Intersectoral
  • Costs 10% of a comparable work product
  • Received in a fraction of the time to alternatives (3 to 4 weeks)
  • Can be found at www.japonicaintersectoral.com

III. Process Steps

slide15

Example Resources from Literature Reviewed

  • Consultative Group to Assist the Poorest (CGAP)
  • Rating Agencies
  • USAID
  • UN/UNDP
  • World Bank
  • Women’s World Banking (WWB)
  • Micro-finance bulletins and trade journals

III. Process Steps

slide16

Meetings with Industry Professionals: Select Examples

  • USAID
  • UNDP
  • Planet Finance rating agency - Paris
  • Paul V. Sherlock Center on Disabilities
  • NIS Regional Organizations - Yerevan, Moscow, Kiev

III. Process Steps

slide17

Due-Diligence of Micro-Finance Providers

  • Identified and researched 5 prospective candidates
  • Selected top candidates had benchmark transparency - each had extensive rating profiles
  • Conducted two day on-site due-diligence
  • Performed extensive reference checkings

III. Process Steps

slide18

Drafting Letter Agreements with Providers and Partners

  • Outreach Partner(s)
  • Paul V. Sherlock Center on Disabilities
  • Micro-finance provider(s)
  • Healthcare and rehabilitative services coordinator

III. Process Steps

slide19

Team Member Roles

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

IV. Team Member Roles

slide20

Global Micro-Finance Guiding Principle

“Credit without DISCIPLINE is nothing but charity. Charity in the name of credit will destroy the poor, not help them.”

IV. Team Member Roles

slide21

Key Team Members

  • C.A.K.E.
  • Outreach Partner(s)
  • Paul V. Sherlock Center on Disabilities
  • Micro-finance Provider(s)
  • Healthcare and Rehabilitative Services Coordinator

IV. Team Member Roles

slide22

C.A.K.E.’s Role

  • Oversight management
  • Coordinates funding
  • Continuously researches benchmarking and best practices
  • Minimize unintended consequences

IV. Team Member Roles

slide23

Outreach Partner(s)’ Role

  • Develop marketing / PR strategy
  • Utilize member network
  • Initial screening of candidate
  • Allocate seed capital grants
  • Supplement business development services

IV. Team Member Roles

slide24

Paul V. Sherlock Center on Disabilities’ Role

  • Internationally recognized benchmark
  • Provide training to local social service professionals
  • Improve business development programs

IV. Team Member Roles

slide25

Micro-Finance Provider’s Role

  • Develop affinity group loan products - entrepreneurs - students - employers of target group
  • Process loans
  • Coordinate business development services - business plans - classes and workshops

IV. Team Member Roles

slide26

Healthcare and Rehabilitative Services Coordinator’s Role

  • Coordinator of specialist providers
  • Suggest candidates
  • Provide assistive devices and rehabilitative services
  • Provide occasional medical treatment

IV. Team Member Roles

slide27

V. Appendices

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

V. Appendices

slide28

Appendix A

  • Executive Summary
  • www.charmo.com/cmf_exec_summary.html

V. Appendices

slide29

Appendix B

  • Two day due-diligence agenda
  • www.charmo.com/cmf_materials.html

V. Appendices

slide30

Micro-Finance: Empowering Women and Persons with Disabilities Toward Economic Security

By: Ani K. Kazarian Research Scholar, The C.A.K.E. Foundation

United Nations 56th Annual DPI/NGO Conference

September 9th, 2003

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