Business Planning with Microfin
Kathmandu, Nepal
November 13-16, 2017

Join microfinance practitioners and interested parties November 13-16, 2017 in Kathmandu, Nepal for an in-depth training on Microfin.  Microfin training focuses on strategic planning as the basis for creating operational forecasts for program growth, revenue, and expenses.  Tradeoffs regarding interest rate policy, organic vs. exponential growth, and capital structure all will be discussed along with how they relate to operational decisions.  Participants will use a case study approach to learn the Microsoft Excel based tool, and will have a good feel for how to create their own projections when they leave the training.   This will be a very interactive learning process and participants will be encouraged to share experiences, feelings, and ideas regarding the state of the industry as well as successes and challenges currently facing the provision of credit and savings services to the unbanked.  Although not required, bringing a Windows based laptop is highly encouraged.  Lunch and two coffee breaks will be provided each day.

Microfin 4.15 was released on June 21, 2017 and will be the basis for the training.  It includes a significant new feature which makes projecting debt payments faster and more accurate, as well as increasing the number of debt facilities restricted for portfolio use an organization can register in Microfin.  In addition, it is highly likely that a new version of Microfin will be available at the training which will include a consolidation option.  Consolidation will allow MFIs to further decentralize planning to regional managers who will then submit their projections to the head office for review, analysis, and form the basis for overall projections.  Note that consolidation solves the "large number" problem that MFIs with more than 100,000 clients face.

The cost of the training is $1,250, however delegates who register before October 25, 2017 will receive a $150 discount.  Note that delegates will need to secure their own lodging if necessary.  All registrations must be received by November 6, 2017.

Howard Brady, a seasoned microfinance consultant of 20 years, will teach the workshop.  Howard has been a Microfin instructor with Chuck Waterfield, the original author of the software, since 2000.  In April 2016, Howard assumed the future development and maintenance of Microfin.  Howard's consultancies have helped increase the efficiency and effectiveness of MFIs worldwide, have helped organizations find solutions to delinquency issues, and have created appropriate internal audit and internal control environments.  Howard integrates his first hand experiences into his teaching to provide practical solutions to complex issues facing MFIs today.

Training logistics and local support are being handled by Sanjeev Neupane (Mob: +977 9841468514 & Email: This email address is being protected from spambots. You need JavaScript enabled to view it.).  Feel free to contact Sanjeev or me (This email address is being protected from spambots. You need JavaScript enabled to view it.) with registration or training questions. 

The registration form can be downloaded here.

A detailed, day by day agenda can be downloaded here.