PRODUCTS AND SERVICES
Founded in 2000, FUND Consulting has worked with nearly 350 clients raising over $659 million in government and local grants, investments and tax credits for its clients. FUND Consulting products are designed to support Community Development Financial Institutions from the initial start-up phase to advanced strategic management.
The Certification and Compliance Center
Obtaining and maintaining status as a CDFI is the essential element of a CDFI business model. The Certification and Compliance Center at FUND Consulting has the dedicated staff and expertise to focus on this important function. Since its inception, FUND Consulting has completed over 470 CDFI Certification and Recertification applications, helping CDFI banks, credit unions, and loan funds obtain and maintain their CDFI status.
FUND Consulting provides the following services designed to obtain and maintain certification:
- CDFI Readiness Assessments
- CDFI Certification and Recertification Applications
- Compliance and Reporting
- Target Market Amendments
- Matching Funds Management and Subsequent Disbursement Requests
STRATEGIC SERVICES
The FUND Consulting team has the capacity and expertise to provide help with understanding markets, accessing capital, and reporting on impact. FUND Consulting has helped organizations understand market needs to enhance and develop products and services through the completion of over 145 market research projects and supported the strategic growth of organizations through the delivery of over 140 business, strategic, and capitalization plans.
FUND Consulting offers the following services which we provide as stand-alone projects:
- CDFI Application Support and Review
- Other Funding Applications
- Market Analysis
- Capitalization Planning
- Strategic Planning
- Diversity, Equity, and Inclusion Planning
- Impact Analysis and Reporting
Strategic Service Packages
FUND Consultants employ a comprehensive approach of linking funding applications to qualitative and quantitative research. This approach, coupled with FUND Consulting’s expertise and insight results in actionable tools to help increase funding and grow organizations.
Strategic Service Packages
Strategic Services Packages offer clients with a comprehensive engagement designed to increase funding and improve organizational effectiveness. Services are based on the three foundations of CDFI management: market, mission, and capital. Packages include the following services:
- Funding or certification applications
- Strategic Project(s)
- Compliance Reporting
- Liaison to CDFI Fund as needed
- Ongoing scanning for opportunities
- Networking and benchmarking with other clients in the cohort
- Weekly Progress Updates
MBTI Services: Empowering Teams Through Self-Awareness
Unlock Better Communication, Collaboration & Leadership
The Myers-Briggs Type Indicator
(MBTI) is a powerful, research-based tool that helps individuals and teams understand their natural preferences, strengths, and working styles. FUND Consulting’s MBTI services transform these insights into practical strategies that improve team dynamics, elevate leadership effectiveness, and strengthen organizational culture.
What We Offer
MBTI Assessment Administration
Participants receive access to the official MBTI assessment (Step I and/or Step II) along with expert guidance to ensure accurate interpretation and meaningful application.
Individual Type Verification Sessions
Through a personalized conversation, individuals explore their results and confirm their best-fit type, gaining a deeper understanding of how they naturally communicate, make decisions, and approach work.
Team Workshops
FUND interactive sessions help that strengthen team and board performance by exploring:
- Team type composition
- Collaboration and problem-solving styles
- Communication dynamics
- Strengths and hard to see areas
- Managing stress and conflict
Workshops are available in 90-minute, half-day, or full-day formats.
Leadership Development Coaching
By understanding how different types naturally lead and what leadership challenges they face, individuals can develop their authentic leadership style, build more complete leadership teams, and adapt their approach to effectively motivate and guide people with different personality preferences. Develop effective leadership skills in yourself or others by understanding how personality type influences leadership style and approach.
Reports & Follow-Up
Each engagement includes practical resources such as:
- Individual type reports
- Team type summary
- Customized workshop materials
- Follow-up coaching options
Why Organizations Choose MBTI
- Builds trust and psychological safety
- Reduces communication friction
- Enhances collaboration and inclusion across diverse working styles
- Supports employee engagement and retention
- Strengthens leadership pipelines
- Creates a shared language for teamwork and growth
Bring MBTI to Your Organization
Empower your team with insights that lead to stronger relationships, higher performance, and a more connected workplace.
Contact us to schedule an assessment, workshop, or leadership session.