Our 2024-2027

Strategic Plan

As we strive to light the way for small businesses in North Carolina through our three-pronged approach, we continue to assess where we are as an organization and look ahead to the goals we would like to accomplish in the coming years.


Our 2024-2027 Strategic Plan builds on the work we have done over the past three years and looks ahead to the work we hope to accomplish over the next three.


Click on the image to the right to view our new strategic plan.


 
 

BOARD MEMBER SPOTLIGHT

At CSBDF, we are fortunate to have an active Board of Directors making a big difference in our small business ecosystem. Each newsletter, we will highlight a few of these exceptional Board members driving both CSBDF and NC's ecosystem forward:

Pilar Rocha-Goldberg


President & CEO

El Centro Hispano


CSBDF Governance Committee

Jeff Marshall


Senior VP, Commercial Banking Officer

TowneBank


CSBDF Board Treasurer; Finance Committee Chair

Joseph L. Fox, Ed.D, M.B.A, PHR


Principal

Fox Management Consulting Enterprises


CSBDF Business Solutions Committee Chair; Policy & Research Committee

Leslie Person


Senior VP

Pinnacle Financial Partners


CSBDF Business Solutions Committee
 

INVESTOR SPOTLIGHT
 

Carolina Small Business Development Fund (CSBDF) recently received a $500,000 Equity Equivalent investment and $50,000 grant from First Citizens Bank, signaling a collaboration between the two organizations and highlighting their commitment to creating economic opportunity for all people in North Carolina.


We are thankful for First Citizens' generous support, and we are super excited to use this investment to further help NC's entrepreneurs.


Read the full press release below:
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CSBDF PUBLICATIONS

Our Western Women's Business Center is driven by the passionate, expansive ecosystem of small business owners in Western North Carolina and Appalachia. We're proud to be a part of that ecosystem, and we are inspired by the entrepreneurs in our region that consistently impress us.


We invite you to read our recent research report, produced jointly by the WWBC and CSBDF, that explores our small business ecosystem and what makes it special. Click on the image to the right to read it now.
 
 

STAFF MEMBER SPOTLIGHT

At CSBDF, we have a hard-working staff working to serve North Carolina's small business owners through our three-pillar approach of providing capital, technical assistance, and small business policy research. Each newsletter, we will spotlight a few of our dedicated staff members:

Amanda Sorrells


Director, Development & Strategy

Reggie Jones


Director, Business Solutions

Carlos Liriano


Director, Programa Empresarial Latino

Adam Safer


Director, Economic Development Policy
 

CSBDF IN ACTION


Last month, CSBDF's Carlos Liriano and our WWBC Director Zuri Anuel represented our organization at the annual National Association for Latino Community Asset Builders (NALCAB) conference in Washington, DC!








CSBDF Loan Portfolio Director Brent Allison was recently asked to be a guest on the NAGGLNow Podcast as they discussed the importance of CA SBLCs in the 7(a) Loan industry.








CSBDF President & CEO Kevin Dick was recently selected as a Board Member for the Triangle Community Foundation, a strong community building nonprofit in NC.
 
 

CLIENT IMPACT

Learn about Profile Building Services, a reliable, locally owned janitorial service that is helping places of worship, medical facilities, schools, and more present themselves in the best way possible. Owner Danny Wilson has worked with CSBDF throughout the life of his business to help grow Profile Building Services into a major piece of Charlotte's entrepreneurial ecosystem.

 
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Carolina Small Business Development Fund | 3128 Highwoods Blvd Ste 170 | Raleigh, NC 27604 US

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