Events

Microfinance in the Round:
Meet the Experts & Entrepreneurs

April 19 | 4pm - 7pm

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This evening event will provide opportunities to meet local microfinance practitioners and academic experts and hear directly from entrepreneurs who have benefited from access to capital through local and international microfinance programs. Roundtable discussions will focus on topics such as emerging trends in the industry, programmatic approaches to lending decisions, and how to compete for positions at microfinance institutions.

April 19, 2025
4pm - 7pm

Rough Draft Brewing Company

Ticket Pricing:
All tickets include light refreshments and a beverage

$18 - Standard ticket (Early Bird)
$10 - Student ticket (Early Bird)
$25 - Standard Ticket
$15 - Student Ticket

Roundtable Discussion Topics

Jobs in Microfinance

Join three practitioners while we discuss how to secure employment in the field of Microfinance. The panel will be represented by two experienced specialists and one person new to the industry. Learn how we all got started, how we grew our careers, and how to break into the field now. We will discuss the value of volunteering, informational interviews, making connections, staying connected, and getting your first job in microfinance. We’ll give you resource ideas of organizations and groups that can help you in your search, and point you in the right direction.

Presenters: Peg Ross, VP, Global Human Resources & Organization Development, PCI; Susan Lamping, VP Community Lending, CDC Small Business Finance; and Annik Prasad, Business Development Officer, CDC Small Business Finance

Experience the Microloan Process

Accion loan officers will conduct a role play to demonstrate the process in which Accion works with microfinance borrowers through the loan application process. This demonstration will provide insights on the type of information small business owners provide to microfinance organizations during the intake and analysis of their loan approval and the type of training, resources and support that a microfinance organization provides to its clients.

Presenters: Rebecca Harver, Accion Loan Officer; Maria Montano, Accion Senior Loan Officer

Landscape of Microfinance: Local, Cross Border, Global

Panelists will highlight environmental factors unique to communities from three micro finance perspectives: local, cross border, and global. Discussions will illustrate the importance of social networks and of building trust to deliver a rich set of learnings. Participants will understand how a well-designed program that incorporates specific community needs and assets, can lead to social empowerment.? Emerging trends in micro finance will be discussed.

Presenters: Mabel Bejarano, U.S. & Border Programs, Project Concern International, Elisa Sabatini, Executive Director, Via International, Alka Subramanian, Executive Director, Power of Love Foundation, Moderator: Sarah Emerson, Project Concern International, Global

Approaches to Financial Empowerment: Savings, Credit & Insurance

IRC in San Diego’s economic development program staff will discuss the barriers families face to financial wellbeing and the importance of embracing holistic solutions to a multifaceted problem. The IRC in San Diego serves families who have immigrated from over 20 countries, 78% of whom have less than $1,500 a month in earned income and 38% of whom have been in the country less than 2 years.

Lacking credit history and foundational financial skills, families receive support in gaining the knowledge to manage their personal finances, build savings and credit, and are provided opportunities to access important consumer and business loan products they are unable to receive from traditional financial institutions.

Presenter: Rawan Elhalaby, Asset Building Programs Manager, and Rashid Essa, Financial Education Supervisor, with the International Rescue Committee in San Diego

Emerging Trends in Microfinance

Microfinance operates in a very dynamic and complex environment, and the new goal to eliminate extreme poverty by 2030 adds urgency to the work of all microfinance practitioners. Some of the trends to be discussed may include the movement towards savings groups over lending models, the need for microfinance institutions to diversify products and services, the continuing development of graduation models, how microfinance fits into the overall structure of small business lending in developing countries and the need to set up national institutions to promote the ‘ladder of credit’ that allows true entrepreneurs to flourish over time, and the ongoing need for rigorous and longer-term social and economic impact assessment.

Presenters: Jean Fort, Vice President, Programs and Partnerships, Women’s Empowerment International; Robert Gailey, Director, Center for International Development and Professor, Fermanian School of Business, Point Loma Nazarene University; and, Craig McIntosh, Director, Policy Design and Evaluation Lab and Professor of Economics, School of Global Policy and Strategy, University of California, San Diego

Client Impact Stories

Microfinance clients who have experienced the impact on their business from three local microlending programs will share their insights on the process and how it has created economic opportunity for themselves and the community.

Presenters: Roxana Rodriguez, Olmeca Roots, International Rescue Committee Client ; Nelson Pizarro, EcoStatic, Inc., Accion Client, Lilia Sivilotti, a Women Empowered PCI Client; Moderated by Jessica Rossier, Program Manager, PCI Women Empowered Initiative

Each spring, the San Diego Microfinance Alliance hosts a summit event to bring together local professionals and community members for a time of learning and networking. It is one of southern California’s largest microfinance events and draws roughly 250 professionals, students, academics, volunteers and members of the general public that want to learn and become more engaged in microfinance work based in San Diego.
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Previous Summit Events

2015 Summit: Promoting Fairness and Transparency to Empower Microfinance Entrepreneurs

The 2015 San Diego Microfinance Summit brought together leading microfinance practitioners to discuss best practices surrounding the topic of client protection and client advocacy. Alex Rizzi, the Deputy Director at Smart Campaign shared valuable insights about how the principles of The Smart Campaign are being adopted by microfinance organizations around the globe to benefit entrepreneurs. The expert panel discussion gave event participants greater opportunity to understand the power of prioritizing the needs of those who benefit from microfinance-related products and services.

Speakers & Panelists

  • Alex Rizzi - keynote
    Deputy Director, The Smart Campaign
  • Valery Belloso - panelist
    Chief Business Development and Strategy Officer
    ACCION San Diego
  • Craig McIntosh Dennis Mello - panelist
    Professor of Economics
    Graduate School of International Relations and Pacific Studies
    University of California, San Diego
  • Dennis Mello - panelist
    Global Program Officer, Women Empowered Initiative
    PCI
  • Kasra Movahedi - panelist
    Technical Advisor for Economic Empowerment Programs
    International Rescue Committee
  • Stephen Conroy, Ph.D. - panel moderator
    Professor of Economics
    Faculty Director, Center for Peace and Commerce
    University of San Diego

Dinner Vendors

  • Los Tito’s Mexican Food
    www.lostitosmex.com | 619-475-2160
  • Red Sambusas & Catering - East African Cuisine
    www.redsambusas.com | 619-245-7946

2014 Summit: Expanding Horizons of Microfinance

Leading microfinance practitioners, social entrepreneurs, and other community members participated in the 2014 San Diego Microfinance Summit to explore the expanding horizons of the microfinance industry. Larry Reed, the Director of the Microcredit Summit Campaign, gave the keynote address and set the tone for a day of lively discussion and inspiration by reflecting on current needs within the microfinance industry. Innovative organizations such as Kiva, GiveDirectly, Edify and Puddle were featured during an interactive keynote panel session which was followed by two afternoon breakout sessions: The Changing Horizon of Local Micro Lending: Impact, Innovation, and Advocacy and Emerging Models: Returning to Traditional Ways of Saving and Sharing. The event presentations concluded with a discussion between Larry Reed and Chris Crane (CEO, Edify) about the intersection of microfinance and education.

Speakers & Panelists

  • Larry Reed keynote
    Director, Microcredit Summit Campaign
  • Jonny Price plenary panelist
    Kiva Zip
  • Jean Claude Rodriguez plenary panelist
    Co-Founder, Puddle
  • Paul Neihaus plenary panelist
    Co-Founder, GiveDirectly
  • Craig McIntoshplenary moderator
    Professor of Economics, School of International Relations and Pacific Studies
    University of California, San Diego
  • Chris Crane plenary panelist
    President & CEO, Edify
  • Paula Cordeiro - plenary moderator
    University of San Diego

Lunch Vendors

  • Laeticia Martha Garay - Mexican Food, Catering
    phone: 619-366-6102
  • Yuyu Manshadi - Asian and Persian food, Catering
    phone: 858-279-9589 | [email protected]
  • Hasno Ali - East African Cuisine - East African Food, Catering
    Sells at various Farmer’s Markets
    Phone: 619-277-0047
  • Olivia Laryea - Olivia’s Kitchen
    Ghanian West African Food, Catering
    Sells at Various Farmer’s Markets
    Phone: 619-261-7699 | www.oliviakitchen.com

2013 Summit: Microfinance Bus Tour and Networking Reception

Celebrating 5 years of furthering the reach and efficacy of microfinance in our region, the San Diego Microfinance Alliance (SDMFA) partnered with the University of San Diego (USD) to promote the TEDx AshokaU event while also offering unique microfinance-focused events such as a Microfinance Bus Tour and a networking reception. Participants of the Bus Tour climbed aboard a shuttle provided by an Iraqi refugee entrepreneur and visited several other local business owners who have benefited from access to capital and other forms of business support provided by microfinance organizations based in San Diego.

At the evening’s TEDx AshokaU event, internationally-acclaimed presenters shared innovative ideas that are affecting positive social change today. Included among the speakers was Chris Crane, of Edify. As leader in international microfinance, Chris shared his insights into the ways in which microfinance can be used as a tool to support affordable private schools in developing countries. Attendees of the TEDx AshokaU event were invited to continue the conversation at a networking reception sponsored by the SDMFA and featuring food provided by local entrepreneurs and beneficiaries of microfinance loans and related services. The evening was filled with conversations among local social entrepreneurs and thought-leaders as they explored new approaches to solving major social challenges such as poverty alleviation and greater access to capital for entrepreneurs.

2012 Summit: Innovation & Technology

With over 200 enthusiastic attendees, the 4th Annual San Diego Microfinance Summit was a day rich in both conceptual discussion and direct support of microfinance. The event focused on exploring cutting-edge developments in microfinance models and technological advances among borrowers and their lending microfinance institutions. Chris Dunford, Senior Research Fellow and former president of Freedom From Hunger gave the keynote presentation and emphasized the continued need for human connection even as technological advances are implemented in previously marginalized populations. Rob Gailey of Point Loma Nazarene University moderated a panel comprised of microfinance borrowers with the conversation focusing on their use of technology to reach their market and grow their businesses.

Afternoon breakout sessions were equally dynamic with topics ranging from the popular pricing of microfinance products to the most effective implementation of technology within microfinance institutions. Chuck Waterfield of Microfinance Transparency emphasized the importance of transparency among practitioners when determining pricing for loan programs among various populations. Discussions during the “Technology in Microfinance” session centered on the use of technology among microfinance institutions and the work that is being done to increase efficiencies and decrease overhead costs. The “Innovation in Microfinance Models” panel focused on new programs and initiatives being employed by organizations such as Erase Poverty, PCI, and the International Rescue Committee.

Speakers & Panelists

  • Christopher Dunford - keynote speaker
    Senior Research Fellow
  • Chuck Waterfield - speaker
    Microfinance Transparency
  • Sean Carpenter - panelist
    PCI
  • Sara Smith - panelist
    International Rescue Committee
  • Joanna Wamuth - panelist
    Erase Poverty
  • Joshua Miller - panelist
    ACCION Texas, Inc.
  • Peg Ross - panelist
    The Grameen Foundation
  • Maika Hemphill - panelist
    Kiva

Featured Entrepreneurs

Lunch Vendors

  • Red Sambusas & Catering - sambusas and East African cuisine
    Sells at various local Farmer’s markets | 619-245-7946
    www.SambusaCatering.com
  • Olivia’s Kitchen - Ghanaian West African Cuisine
    Sells at various local Farmer’s markets | 619-291-7699
    www.OliviaKitchen.com
  • Jet’s Catering - tamales
    Araceli Lopez: 4447 Avenida Del Gado, Oceanside, CA
    phone: 760-681-6332, [email protected]
  • Carnitas Snack Shack - slow roasted pork
    2632 University Avenue, San Diego 91945
    www.carnitassnackshack.com | 619-294-7675

 

2011 Summit: Exploring Domestic Microfinance

The 2011 San Diego Microfinance Summit focused on the need for access to capital for entrepreneurs living in the United States and exploring the types and levels of financing provided by domestic microfinance lenders. Event participants heard from Claudia Veik, CEO of the California Association for Micro Enterprise Opportunity (CAMEO) as well as several local entrepreneurs who have received loans to help them launch or grow their businesses. Four afternoon breakout session were offered, covering a wide range of topics including: International Microfinance, Careers in Microfinance, Domestic Microfinance, and Microfinance and Holistic Development.

Speakers & Panelists

  • Claudia Viek - keynote
    CEO, CAMEO
  • Gina Harman - plenary panel
    CEO, ACCION Network
  • Giovanna Masci - plenary panel
    Regional Director for the Americas, Kiva

Featured Entrepreneurs

  • Mario Lewis - Imperial Barber Shop
    6377 Imperial Avenue, San Diego | 619-255-1103
  • Hamadi Machiwa - Hamadi Mobile Mechanic
    www.hamadimobilemechanic.com | 619-384-0864
  • Malou Gibson - La Dolce Vita Wellness Center
    1445 Skyline Drive, Lemon Grove, CA | 858-523-8064
  • Angela Maweu - Angel Green
    www.angelgreenbabyproducts.com | 877-436-5544

Lunch Vendors

  • Red Sambusas - East African Catering
    www.sambussas.com | 619-245-7946
  • African Flavor Food - Serving Ethiopian/Somali Cuisine
    Sells at various local Farmer’s markets | 619-277-0047
  • Savory Deli & Market - Serving Paella
    4661 Park Blvd., San Diego | 619-683-3772 www.savorydelimarket.com
  • Banana Leaf Tamales - Serving Tamales
    1445 Skyline Drive, Lemon Grove, CA 91945 | 619-549-0510

2010 Summit

The San Diego Microfinance Alliance welcomed Yeardly Smith as the keynote speaker for the 2nd Annual San Diego Microfinance Summit. Smith is an Emmy award-winning actor, novelist and playwright who is best known as the voice of Lisa Simpson on the Emmy award winning television series The Simpsons. She is passionate about microfinance and shared about her experiences visiting with women in Haiti, both pre- and post-earthquake and addressed the impact of microfinance.As a donor and volunteer, Smith has partnered with Grameen Foundation on a special initiative geared toward expanding microcredit and related services to those living on less than a dollar a day. The keynote session was followed by a panel discussion focusing on impact the global economic meltdown is having upon the poor in developing countries and how different microfinance organizations are responding.

Speakers & Panelists

  • Yeardly Smith - keynote
    Award-winning actor, novelist, and avid supporter of microfinance
  • Chris Crane - plenary panelist
    President & CEO, EduLeap, Inc.
  • Peg Ross - plenary panelist
    Grameen Foundation
  • Sean Carpenter - plenary panelist
    PCI
  • Elisa Sabatini - plenary panelist
    Executive Director, Via International
  • Robert Gailey - panel moderator
    Director, Center for International Development
    Point Loma Nazarene University
  • Terry Provance - breakout session speaker
    Executive Director, Oikocredit, USA
  • Chris Nayve - breakout session speaker
    Associate Director, Center for Community Learning
    University of San Diego
  • Elana Cruz - breakout session speaker
    La Maestra

2009 Summit

The first annual San Diego Microfinance Summit featured a keynote address given by Lynn McMullen who has been engaged in the field of microfinance for over twenty years with federal policy, advocacy, and program evaluation. More recently she has been working to develop programs for AIDS orphans, vulnerable youth and voluntary home based care networks in rural South Africa.

They keynote address was followed by panel discussions about microfinance efforts in San Diego and international microfinance. In addition, local microfinance borrowers shared their experiences and the ways in which having access to business capital helped them achieve their dream of entrepreneurship.

Featured Clients Video