For partners

One Academy. Two Opportunities for Community Impact.

Partners may support either track or both, each with separate objectives, participants, budgets, outcomes, and reporting. Banks, credit unions, CDFIs, nonprofits, workforce organizations, colleges, municipalities, foundations, and funders are all welcome to inquire.

Start a partnership inquiry

Choose a track

Which opportunity fits your mission?

Select a track to begin an inquiry. You can support Capital Readiness, Community Financial Wellness, or both.

Track 1 · Flagship

Capital Readiness

Prepare businesses for more productive engagement with banks, credit unions, CDFIs, and other responsible capital providers.

  • Small-business education and capital-readiness cohorts
  • Business credit education and bankability preparation
  • Employee subject-matter experts and business-owner coaching
  • UCRI™ initiatives with colleges and universities
Inquire about Capital ReadinessLearn more
Track 2 · Division

Community Financial Wellness

Help individuals build the knowledge, confidence, and practical habits needed for greater financial stability.

  • Community Financial Wellness cohorts
  • Workforce-development integration and customized workshops
  • Financial Wellness Assessments and Personal Financial Action Plans
  • Individual financial coaching
Inquire about Community Financial Wellness

Both tracks

Support both tracks with separate objectives, participants, budgets, outcomes, and reporting for each.

Inquire about both tracks

Not sure — help us determine the best fit

Tell us about your organization and the people you serve, and the Academy will help identify a fit.

Help us find the best fit

Partnership process

How a partnership works

  1. Define

    Identify the partner’s population, objectives, service area, desired outcomes, and reporting requirements.

  2. Design

    Select the appropriate Capital Readiness or Community Financial Wellness program and customize delivery without compromising curriculum standards.

  3. Deliver

    Provide structured instruction, assessments, technical assistance, participant materials, and program support.

  4. Document

    Measure participation, completion, learning progress, action-plan development, and track-specific outcomes.

Partnership details

Delivery formats, sponsorship, responsibilities, and reporting

Delivery formats

  • Structured cohorts
  • Customized workshops
  • Workforce-development integration
  • Campus-based initiatives

Sponsorship options

  • Sponsored cohorts
  • Participant scholarships
  • Program expansion
  • Curriculum delivery

Partner responsibilities

  • Define the population and objectives
  • Help connect participants
  • Coordinate logistics
  • Support agreed reporting

Reporting approach

  • Track-specific outcome reporting
  • Participation and completion
  • Verified results only

Separate track outcomes

Capital Readiness outcome

A more compliant, financially documented, creditworthy, bankable, and capital-ready business.

Community Financial Wellness outcome

An individual with stronger financial knowledge, habits, confidence, planning skills, and financial stability.

Programs may support applicable CRA, community-development, financial-education, or small-business objectives depending on the institution, geography, participants, activity structure, documentation, and applicable regulatory requirements.

Partnership inquiry

Request a partnership discussion

Tell us about your organization and goals. Fields marked are required. This form is for general institutional inquiries only. Please do not include Social Security numbers, bank-account details, credit reports, or other sensitive personal or participant financial information.

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Preferred track

City, county, region, or state.

Describe the group in general terms only.

For example, “next quarter” or “flexible.”

Describe any funder, regulatory, or internal reporting needs.

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