For CDFIs, partners, stakeholders and supporters of community and social purpose finance.
Member Day 2025 is an opportunity to learn, share best practice, and find new ways to boost access to finance for people, businesses and social enterprises.
Weds 26 November 2025 at Horizon Leeds – with meetings and dinner for members on Tues 25 November.
For CDFI chief executives, senior management teams, chairs and board members, and colleagues at every level and across operational areas: the Member Day will support your organisational and professional development.
We are grateful to NatWest Group, Lloyds Bank, Unity Trust Bank, Triodos, Soar, Singlify, Infact Systems and Ethex for their support of Member Day 2025.
The Member Day includes practical workshops, networking and peer-to-peer support to learn from and with others tackling similar issues.
We have co-designed the day alongside members. You, your team and board will leave the day inspired, informed, supported and empowered, with new tools to develop your organisation.
Book your places here.
Agenda
9:30-10:00 Arrival and refreshments
10:00-10:25 Customer panel
10:25-10:30 Welcome to Member Day 2025: Soaring to New Heights
10:30-11:10 Connecting with a purpose – informal networking
11:10-12:20 Workshops round 1 – choose from:
- 1a: Funding – show, tell and recreate (all sectors): hear how CDFIs and a variety of funders have structured new funding; network with funders
- 1b: Using tech to remove barriers from the customer journey (all sectors): learn and discuss how the full customer journey can be made more efficient both for CDFIs and customers using tech tools
- 1c: Referrals (all sectors): explore referral models – how we can increase referrals with external stakeholders like banks and social sector organisations as well as refer across the CDFI network
12:20-13:35 Lunch
- 12:50-13:20 Lessons from across the pond: reflections from the Opportunity Finance Network conference (drop-in session during lunch)
13:35-14:10 Demystifying AI: Navigating the new tech frontier to support CDFI customers
14:20-15:30 Workshops round 2 – choose from:
- 2a: Reaching more ethnic minority entrepreneurs (business, social enterprise and micro lenders): a CPD session on competencies and capabilities to reach into ethnic minority communities, which are traditionally more underserved by other lenders
- 2b: Partnering with local and combined authorities (social enterprise lenders): how to lean into devolution and partner with local and combined authorities on their social economy and regeneration plans
- 2c: Growing your portfolio (micro lenders): a discussion on how to grow your portfolio and seek blended finance for 0%/low interest micro loans
- • 2d: Personal lending regulation (personal lenders): a roundtable with the Financial Conduct Authority discussing regulation, credit and financial inclusion
15:40-16:15 Closing plenary: A new perspective from younger voices in the sector
16:15 Drinks and canape reception
Delegate fees
Responsible Finance Members: £165+VAT for a single delegate ticket, and £110+VAT for each additional ticket for your organisation.
Non-members: £200+VAT per delegate ticket.
Book your places here
If you wish to book five or more tickets or have any other questions, please email.
Our thanks to our sponsors for their support of the member day:
NatWest Group
NatWest Group is a UK-focused banking organisation, serving over 19 million customers, with business operations stretching across retail, commercial and private banking markets.
We’re dedicated to serving our customers. By being there throughout their lives, we can build long-term value, invest for growth, make a positive contribution to our communities and drive attractive returns for shareholders. Our focus is to continue building a great bank, powered by great people and delivering fantastic service to our customers.
Lloyds Bank
Lloyds Bank is committed to supporting British business. Our ambition is to be a partner in the regeneration of the UK’s regions, stimulating increased investment to generate economic growth, working with business leaders and local and regional government to help create thriving communities.
We want to unlock lending to local communities via CDFIs, helping to support businesses through inclusive funding as well as enabling the CDFI sector to scale.
Triodos Bank
Triodos Bank UK provides specialist, sustainable finance for businesses and organisations.
We believe banking can be a catalyst for making greater social and environmental impact and we can help support more organisations to make positive change.
Triodos has a strong track record of supporting accredited CDFIs.
Unity Trust Bank
Unity Trust Bank is an award-winning commercial bank that uses banking to improve the lives of UK communities.
For nearly 40 years, we have helped businesses and organisations to prosper and address social, economic and environmental needs.
We offer day-to-day banking services and aim to become the bank of choice for all socially-minded organisations.
Ethex
Ethex is an established and trusted direct impact investment platform.
For the past 10 years, they have connected thousands of everyday people with extraordinary projects, making it easy for them to use their money to support a range of organisations taking real steps to create climate positive solutions, building stronger communities and reducing poverty.
In the past decade, over £120 million has been invested via Ethex by people who want to use their money to do good.
Soar
Soar is committed to building a better financial society through technology. Our cloud-based platform empowers ethical financial institutions, such as community lenders and credit unions, to grow, compete, and thrive. With bespoke automation tools, seamless integration, and a focus on scalability, Soar supports institutions that put people first.
Together, we can make financial services more inclusive, efficient, and impactful.
Infact
Infact‘s mission is to empower better lending with accurate, real-time credit data. We deliver API-driven products specifically designed for consumer lenders, transforming how credit information flows throughout the lending ecosystem.
We’re partnering with social purpose lenders through our Inclusive Lending Innovation Charter to tackle the critical challenges many face: limited visibility between lenders, fragmented reporting, and barriers to sharing positive credit performance. By providing real-time, comprehensive credit information through a single API, we’re ensuring responsible financial services become accessible to all communities—regardless of background or traditional credit status.
Our approach combines innovative technology with a commitment to fairness and inclusion, enhancing the human connection in lending rather than replacing it. Together with our partners, we’re building a more transparent, progressive credit environment that recognises and rewards responsible financial behaviour.
Singlify
Singlify provides technology that empowers Inclusive Finance Providers to dramatically change access to financial support for underserved communities. We do this by providing an end-to-end loan management application for Inclusive Finance providers built on the Salesforce platform.
Singlify software has been consistently proven to help CDFIs, MFIs and credit unions improve efficiency, reduce costs, and grow rapidly. We see ourselves as the long-term digital transformation partner for Inclusive Finance Providers. We benefit from an excellent understanding of CDFI, MFI and credit union operations and first-hand experience of how best to introduce new technology to our customers.
Book your places here