Six-part Financial Series for Small Business Owners

Small business owners may be well versed in the technical and procedural aspects of their businesses; however, they often lack sufficient knowledge of the financial aspects of their businesses. As a result, many small businesses fail. These failures are not because the small business owner is not a talented practitioner of his or her trade or profession but because he or she is ill-equipped to handle the day-to-day financial aspects of the business.

The purpose of this six-part series is to provide small business owners or entrepreneurs considering establishing a small business with a basic understanding of the financial aspects of running a small business. (See other segment details for series modules at the bottom of the page)

Banking services change at the fast pace of technological advances. Therefore, entrepreneurs need to consider building relationships with their financial institutions to ensure that they can keep up with these changes and understand how to choose the right products and services for their business. This web meeting will provide details related to banking services, accounts, and loans.

After you complete the Banking Services web meeting, you will understand:

• The benefits of building effective long-term relationships with bankers (branch
  managers and lenders) and business advisors

• Factors to consider when selecting a financial institution

• Features, advantages, and risks associated with the financial services and products
  under consideration

• Types of small business financing options and lenders

• Factors to consider when evaluating financing options

• Ways to improve their chances of getting a loan, including building a strong personal
  and business credit history, keeping accurate business records, and understanding
  the Five C’s of Credit

• Ways to recognize and avoid small business fraud, scams, and cybersecurity risks

Date & Time

Web Conference Meeting: Tuesday, March 25, 2025 | 11:00 AM- 12:30 PM EST

Registration

 Click here to register now .

Fees

Registration fees are based on membership level. Members and non-members are welcome.

Fees for this meeting are as follows:

• Complimentary for Supplier Members

• $15 –  Business Members

• $35 – Advocate, Individual and Non-Members

If you are not currently a Supplier or Business Member, consider joining here and then returning to this page to purchase your discounted registration.

Presenter

David Hincapie

Lender Relations Specialist, Veteran Business Development Officer
Washington Metropolitan Area District Office
U.S. Small Business Administration

Series Details

• January 29, 2025 | 1:30 PM- 3:00 PM EST | Financial Management

• February 6, 2025 | | 1:30 PM- 3:00 PM EST | Managing Cash Flow

• February 20, 2025 | 11:00 AM – 12:30 PM EST | Tax Planning and Reporting

• March 12, 2025 | 1:30 PM – 3:00 PM EST | Insurance

• March 25, 2025 | 11:00 AM – 12:30 PM | Banking Services

• April 8, 2025 | 11:00 AM – 12:30 PM | Risk Management