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Financials for Non Financial Managers- A Veritex Sponsored Event
Come learn the terminology and put into practice what you learn. We’ll spend time working with the Income Statement and show you what it means and how it relates to the Balance Sheet. We’ll spend considerable time looking at the Cashflow statement and making sure you can create one for your future use.
A Veritex Representative, Erika Hersh, will give you a banker’s point of view and offer advise that every small business owner should know when it comes to understanding financials for your business.
Erika Hersh joined the Veritex Community Bank team in 2020. She is an SBA Lender and responsible for assisting businesses with loans up to $5MM. Prior to Veritex, Erika was the Regional Lending Manager for PeopleFund, a Community Development Financial Institution. She has extensive experience in SBA Lending, Small Business Consulting, & Business Education. Erika has been honored by Fort Worth Inc. Magazine as one of the Top 400 Most Influential People in Fort Worth for the past 3 years.  She is Chair of the Burleson Area Chamber of Commerce Power of Heels Division. Erika has a passion for helping business owners reach their full potential. Outside of the office, she enjoys volunteering her time as a counselor and spending time with family.
TUES-Team Up for Entrepreneurial Success-Discussion on Define Your Target Market
Come and share your ideas, experiences, and ask your questions. This is a great opportunity for you to interact with other local small business owners while gaining insight from our SCORE Dallas Mentors!
This month’s discussion we’ll talk about how to define your target market. Get some useful tips from other small business owners and find out to target your customers.
Hosted
by: Plano Public Library
Buying or Selling a Business?
Why you should attend this informative Webinar…
For businesses negatively impacted by COVID-19, business owners, buyers and lenders know the initial impact of COVID-19 on the business and better understand how certain businesses can adapt and recover during the pandemic. From a lending perspective, the more months of performance we can review during 2020, the better the chance of obtaining a reasonable business value.
This 3 hour Workshop is designed to educate individuals interested in buying or selling a business. Key topics covered will be:
·         Deciding to buy or sell a business
·         Finding the right fit
·         Planning for the transaction
·         Building a good team
·         Conducting the first meeting
·         Determining the business value
·         Writing the letter of intent
·         Performing due diligence
·         The final contracts
·         Case study using a real example
Advanced Business Plan Writing
Why a Business Plan is Important…
Writing and updating a Business Plan helps you organize your thoughts and assumptions about your business and write them down in an organized way.
You SHOULD use this as a checklist on an ongoing basis in managing your business. By documenting assumptions and milestones you can adjust actions to take to better manage your business.
If you want to get a loan or raise money, the Business Plan is REQUIRED by any lender.
A business plan is very specific to each particular business. However, while each business needs a unique plan, the basic elements are the same in all business plans.
If you are currently writing and/or updating your business plan but found it to be a little challenging or not sure what to do next, then this webinar can help you move forward.
By using the provided template, that will be illustrated during the live webinar, this will assist you in making sure that you are thinking about all the things you should be doing while managing your business.
At the completion of this module, you should be able to:
- Describe the importance of a business plan
- Identify the elements of an effective business plan, and..
- Write YOUR successful business plan
We encourage you to prepare any questions that you may have ahead of time for the Instructor to address. This way, they will be able to answer your direct concerns that pertain to your particular business.
SBA Certification Matrix & Selling to the Government
The U.S. Census Bureau predicts that by 2050, 55 percent of the population will be composed of minorities. This means that our small businesses will be more diverse, and inclusion will be a critical component of business. The federal government and many corporations remain committed to do the right thing through greater diversity and inclusion of suppliers. This workshop explores certifications at the corporate, federal, state, and local government levels. You will also learn how to utilize them to improve your bottom line.
Presented by: Nancy N. Alvarez serves as the Head of the 8(a) Business Development Program for the U.S. Small Business Administration, Dallas/Fort Worth District Office.  She is instrumental in providing leadership, management and oversight to optimize the deployment of SBA’s Federal Contracting programs and serves the small business communities within a 72 county geographical area in North Texas. As the SBA’s Women Ownership Business Representative, she is responsible for increasing participation of women owned small businesses in Federal Contracting Programs and advocates to local Federal agencies on behalf of Women Owned Small Businesses (WOSBs). Nancy graduated from Jacksonville University with a Bachelor degree in Business Administration (Magna Cum Laude). She is a member of Phi Beta Kappa Honor.  She served on the Board of the City of Jacksonville, Mayor’s Hispanic American Advisory Board and the Mayor’s Small & Emerging Business Advisory Council.  Additionally, she served as an advisory board member in the Beaver Street Enterprise Center, Jacksonville’s first business incubator.  Nancy is currently an advisory board member of the Dallas/Fort Worth Federal Agency Small Business Advocacy Council (FASBAC), a small business professional’s forum where federal agencies share, gather, and create ideas that promote small businesses’ interest and participation in the federal marketplace.
Funding Your Non Profit Organization
This Workshop is where you can learn how to research the various funding options that are available for your non profit organization. In addition, you’ll learn about the Fundraising laws, how to market on social platforms, and so much more! We can give some basic guidance in order to help you make your fundraising journey a success!
We will cover the following funding options:
- Funding Your Non profit
- Monetary Donations
- In-Kind Donations
- Service Fees
- Unrelated Income
- Grants & Grant Writing
Government agencies reserve contracts for small businesses that are certified in SBA’s contracting programs.
The 8(a) Program is to help provide a level playing field for small businesses owned by socially and economically disadvantaged people or entities, the government limits competition for certain contracts to businesses that participate in the 8(a) Business Development program.
This is an introduction to the SBA 8(a) Business Development Program
We will review…
- Who should consider applying
- When to apply
- The eligibility requirements
- What the benefits are
- And, more!
KEY TOPICS
Government agencies reserve contracts for small businesses that are certified in SBA’s contracting programs.
The 8(a) Program is to help provide a level playing field for small businesses owned by socially and economically disadvantaged people or entities, the government limits competition for certain contracts to businesses that participate in the 8(a) Business Development program. This is a 4-part weekly series starting May 12th that will take you through the preparation for and the actual application process. To attend the webinars in the 4-part series a $50 fee covers the 4 sessions in the series.
SBA 8(a) Business Development Program Dates and Topics:
(You will receive the links for each session the evening before the session)Â
Session 1, September 1, 10 am-12 pm – Getting Ready to Apply. Preparations and the Document Checklist
Session 2, September 8, 10 am-12 pm – Application Modules – a deep dive into the application – Basic Eligibility, Business Ownership, Control
Session 3, September 15, 10 am-12 pm – Application Modules – more diving – Potential for Success, Contributors, Non-Disadvantaged Individuals, Spouses of Disadvantaged Individuals, Disadvantaged Individuals
Session 4, September 22, 10 am-12 pm – Final Steps – Submitting the application, Tips, Your Q&A, Now What?
Each session is designed to take you through the preparation for and the actual application process. You will receive one-on-one assistance from our SBA Certified Business Opportunist Specialist through the Q & A.
KEY TOPICS
Government agencies reserve contracts for small businesses that are certified in SBA’s contracting programs.
The 8(a) Program is to help provide a level playing field for small businesses owned by socially and economically disadvantaged people or entities, the government limits competition for certain contracts to businesses that participate in the 8(a) Business Development program. This is a 4-part weekly series starting May 12th that will take you through the preparation for and the actual application process. To attend the webinars in the 4-part series a $50 fee covers the 4 sessions in the series.
SBA 8(a) Business Development Program Dates and Topics:
(You will receive the links for each session the evening before the session)Â
Session 1, September 1, 10 am-12 pm – Getting Ready to Apply. Preparations and the Document Checklist
Session 2, September 8, 10 am-12 pm – Application Modules – a deep dive into the application – Basic Eligibility, Business Ownership, Control
Session 3, September 15, 10 am-12 pm – Application Modules – more diving – Potential for Success, Contributors, Non-Disadvantaged Individuals, Spouses of Disadvantaged Individuals, Disadvantaged Individuals
Session 4, September 22, 10 am-12 pm – Final Steps – Submitting the application, Tips, Your Q&A, Now What?
Each session is designed to take you through the preparation for and the actual application process. You will receive one-on-one assistance from our SBA Certified Business Opportunist Specialist through the Q & A.
KEY TOPICS
Government agencies reserve contracts for small businesses that are certified in SBA’s contracting programs.
The 8(a) Program is to help provide a level playing field for small businesses owned by socially and economically disadvantaged people or entities, the government limits competition for certain contracts to businesses that participate in the 8(a) Business Development program. This is a 4-part weekly series starting May 12th that will take you through the preparation for and the actual application process. To attend the webinars in the 4-part series a $50 fee covers the 4 sessions in the series.
SBA 8(a) Business Development Program Dates and Topics:
(You will receive the links for each session the evening before the session)Â
Session 1, September 1, 10 am-12 pm – Getting Ready to Apply. Preparations and the Document Checklist
Session 2, September 8, 10 am-12 pm – Application Modules – a deep dive into the application – Basic Eligibility, Business Ownership, Control
Session 3, September 15, 10 am-12 pm – Application Modules – more diving – Potential for Success, Contributors, Non-Disadvantaged Individuals, Spouses of Disadvantaged Individuals, Disadvantaged Individuals
Session 4, September 22, 10 am-12 pm – Final Steps – Submitting the application, Tips, Your Q&A, Now What?
Each session is designed to take you through the preparation for and the actual application process. You will receive one-on-one assistance from our SBA Certified Business Opportunist Specialist through the Q & A.