Financial Wellness for the Small Business Owner: Planning Ahead - Online

Planning ahead is one of the most effective ways business owners can position themselves for growth and long-term success. This seminar provides valuable insights into how banks evaluate businesses when considering financing requests and what owners can do now to strengthen their financial position. Participants will learn the key factors lenders review, including cash flow, financial statements, credit history, debt management, and business planning. The session will also cover practical strategies for preparing for future capital needs, improving financial readiness, and building stronger relationships with banking partners. Whether you are considering expansion, purchasing equipment, increasing working capital, or simply preparing for future opportunities, this seminar will help you better understand the lending process and what it takes to become a stronger borrower. Attendees will leave with actionable steps to improve their financial profile and increase their chances of securing funding when the need arises.

Speaker(s): Adrian Shepherd - Branch Manager at First Bank

Co-Sponsor(s):

All webinar attendees must be real individuals. The use of Al bots or automated scripts to join, interact, or engage in discussions is strictly prohibited and will be removed if and when identified. By registering for this seminar, you acknowledge that your information will be shared with our partner organization. Please note that your information will not be used for solicitation purposes.

Fee: No Cost