Publications & Events

BOI shares findings from its research, evaluation, and peer learning activities in a variety of formats. Our publications share emerging and best practices, document data findings, and identify critical industry and market trends. Browse our publication topics below, or search our full list of publications here.

We also host public events and webinars that highlight industry trends, share research results, and illuminate strategies for addressing issues relating to business ownership and economic opportunity. Many of our events are co-sponsored with our colleague programs at the Aspen Institute.

Explore the Archive

All Publications from the Business Ownership Initiative

From Crisis to Continuity: Optimizing CDFI Capital and Partnerships for Natural Disaster Response
Publications

From Crisis to Continuity: Optimizing CDFI Capital and Partnerships for Natural Disaster Response

Traditional emergency aid through SBA or FEMA takes time, and lower-income communities often face significant approval hurdles. Speed is essential to business survival.

Integrating a Job Quality Practice in Community Development Financial Institutions (CDFIs): A Q&A
Publications

Integrating a Job Quality Practice in Community Development Financial Institutions (CDFIs): A Q&A

This Q&A provides insights and lessons from the work of 11 CDFIs that participated in Shared Success, a job quality demonstration led by the Aspen Institute Economic Opportunities Program (EOP).

Cover page of the publication, “Scaling Lending to Entrepreneurs of Color: Part II - Strategies and Operational Tactics for High-Volume Originations”
Publications

Scaling Lending to Entrepreneurs of Color: Part II – Strategies and Operational Tactics for High-Volume Originations

This paper shares key lessons on microloan origination, including practices of CDFIs that are originating thousands of loans annually.

Cover page: "San Francisco Entrepreneurs of Color Fund: Creating a Continuum of Capital and Consulting" by Sarah Alvarez and Joyce Klein
Publications

San Francisco Entrepreneurs of Color Fund: Creating a Continuum of Capital and Consulting

SFEOCF seeks to create a more accessible and seamless continuum of capital and services for entrepreneurs of color in San Francisco.

Image of the report cover for "Scaling Lending to Entrepreneurs of Color: Part I - Core Operational Challenges"
Publications

Scaling Lending to Entrepreneurs of Color: Part I – Core Operational Challenges

Providing loans and grants to diverse entrepreneurs has been seen by many as an important way to address the racial wealth gap.

Building Wealth Inclusively Through Business Ownership
Publications

Building Wealth Inclusively Through Business Ownership

Although business ownership may not be the primary way that most individuals and families build wealth in the United States, in any capitalist economy it’s a route that cannot be ignored.

Icon of a dollar sign with arrows orbiting around it
Publications

Addressing the Capitalization and Financial Constraints of CDFI Microlenders

Microlending fills a vital role in creating opportunity and equity in low-income communities, and in meeting demand for loans among entrepreneurs who have face barriers accessing credit: people of color and women.

Cover Page for the publication "Race and Gender Wealth Equity and the Role of Employee Share Ownership"
Publications

Race and Gender Wealth Equity and the Role of Employee Share Ownership

Employee ownership can promote equity, improve job quality, and boost business performance.

First page (report cover) of "Creating Entrepreneurship Pathways for Opportunity Youth: Lessons From Del Norte and Tribal Lands, California"
Publications

Creating Entrepreneurship Pathways for Opportunity Youth: Lessons From Del Norte and Tribal Lands, California

We must create career pathways for opportunity youth that are responsive to their interests and aspirations.

About the Business Ownership Initiative

The Business Ownership Initiative, an initiative of the Economic Opportunities Program, works to build understanding and strengthen the role of business ownership as an economic opportunity strategy.

About the Economic Opportunities Program

The Aspen Institute Economic Opportunities Program advances strategies, policies, and ideas to help low- and moderate-income people thrive in a changing economy.

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More from the Business Ownership Initiative

Metrics that Matter: Improving Financial Analysis of CDFI Small Business Lenders
Podcasts Videos

Metrics that Matter: Improving Financial Analysis of CDFI Small Business Lenders

This is the final event in our Job Quality in Practice series. In this conversation, hosted by the Aspen Institute Economic Opportunities Program on May 7, 2026, we hear from the Institute’s Job Quality Fellows who are embedding job quality into their work across a range of contexts and strategies — from employee ownership models that give workers a direct financial stake in their company’s success, to apprenticeship programs that create structured pathways to higher-wage careers, to worker advisory committees that bring employee voice into business decision-making.

From Crisis to Continuity: Optimizing CDFI Capital and Partnerships for Natural Disaster Response
Publications

From Crisis to Continuity: Optimizing CDFI Capital and Partnerships for Natural Disaster Response

Traditional emergency aid through SBA or FEMA takes time, and lower-income communities often face significant approval hurdles. Speed is essential to business survival.

The New Era of Small Business Finance: Access, AI, and Accountability (Highlight reel)
Videos

The New Era of Small Business Finance: Access, AI, and Accountability (Highlight reel)

VIDEO — Highlight reel from “The New Era of Small Business Finance: Access, AI, and Accountability,” a forum hosted by the Aspen Institute’s Business Ownership Initiative and the Responsible Business Lending Coalition on March 5, 2026.

The Changing Role of Small Business Ownership
Videos

The Changing Role of Small Business Ownership

VIDEO — This discussion is the first of three that took place as part of “The New Era of Small Business Finance: Access, AI, and Accountability,” a forum hosted by the Aspen Institute’s Business Ownership Initiative and the Responsible Business Lending Coalition on March 5, 2026.

Main Street Challenges and Policy Solutions
Videos

Main Street Challenges and Policy Solutions

VIDEO — This discussion is the third of three that took place as part of “The New Era of Small Business Finance: Access, AI, and Accountability,” a forum hosted by the Aspen Institute’s Business Ownership Initiative and the Responsible Business Lending Coalition on March 5, 2026.

Innovations Driving Small Business Lending Forward: It’s Not All About AI
Videos

Innovations Driving Small Business Lending Forward: It’s Not All About AI

VIDEO — This discussion is the second of three that took place as part of “The New Era of Small Business Finance: Access, AI, and Accountability,” a forum hosted by the Aspen Institute’s Business Ownership Initiative and the Responsible Business Lending Coalition on March 5, 2026.

To Help Small Businesses Recover From the L.A. Fires, Invest in Community Lenders
Blog Posts

To Help Small Businesses Recover From the L.A. Fires, Invest in Community Lenders

Nonprofit lenders often deploy funds faster than the government but need more capital to meet demand.

Integrating a Job Quality Practice in Community Development Financial Institutions (CDFIs): A Q&A
Publications

Integrating a Job Quality Practice in Community Development Financial Institutions (CDFIs): A Q&A

This Q&A provides insights and lessons from the work of 11 CDFIs that participated in Shared Success, a job quality demonstration led by the Aspen Institute Economic Opportunities Program (EOP).