Join us for this interactive workshop and gain the knowledge and tools you need to harness the power of capital for your business. Whether you're seeking funding, managing cash flow, or analyzing financial data, this workshop will equip you with the skills to make strategic financial decisions and drive your business forward. Don't miss this opportunity to take your business to the next level!
Workshop Topics:
- Thinking Strategically About Cash Flow:
- Learn how to effectively manage your cash flow to ensure stability and growth.
- Identify potential challenges and explore strategies to overcome them.
- Understand the importance of forecasting and budgeting in maintaining a healthy cash flow.
- Does Your Business Need to Borrow?
- Evaluate whether borrowing is the right option for your business.
- Explore different financing alternatives, including loans, lines of credit, and equity funding.
- Understand the advantages and disadvantages of borrowing and alternative funding sources.
- What Financial Data is Important?
- Discover the key financial metrics and data points you need to monitor for a healthy business.
- Learn how to analyze and interpret financial statements such as balance sheets, income statements, and cash flow statements.
- Gain insights into using financial data to make informed business decisions and attract potential investors.
- SBA Loan Programs:
- Get an overview of Small Business Administration (SBA) loan programs.
- Learn about eligibility criteria, application processes, and required documentation.
- Understand the different SBA loan options available and their benefits for small businesses.
Note: This workshop is designed for entrepreneurs and small business owners at all stages. No prior financial knowledge is required, and participants from various industries are welcome to attend.
Senior Business Banking Consultant for Chase in Gilbert, Arizona. I have over 20 years in financial services. With over 20 years of experience in Business Banking, Consumer Banking, and Relationship Management, Jose gained a passion for serving his community and helping small businesses thrive. His ability to shift gears to help lead business owners through the chaos to achieve their strategic initiatives was one of his highest priorities. He is differentiated by the praise of financial management expertise combined with a strong business acumen, allowing him to view a business with a wide
Fernando Flores is a Community Manager in Tucson, AZ for Community & Business Development. He is a local ambassador for Chase whose job is to build and nurture relationships with key community leaders, nonprofit partners and small businesses at the neighborhood level. Fernando hosts financial health workshops, facilitates non-profit partnerships and offers community programming. He is helping to advance racial equity by supporting Black, Hispanic and Latino communities with tools and resources to help them improve their financial wellbeing.
With over 18 years of experience in the financial
