Calendar

Sep
22
Thu
SCORE – SBA 8(a) Certification Program – 4 Parts (Join anytime during the series)
Sep 22 @ 10:00 am – 12:00 pm

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) 

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.

Oct
1
Sat
SCORE – Creating a Non Profit Organization in Texas (Live Webinar)
Oct 1 @ 10:00 am – 12:00 pm

The paperwork to start a nonprofit organization in Texas may seem overwhelming but that paperwork is just part of what is required to start a successful nonprofit.

This Workshop will include:

  • How to incorporate in the State of TX (a step-by-step process)
  • How to complete the application for 501(c)3 tax-exempt organization through the IRS – Form 1023 EZ
  • How to STAY incorporated and remain a 501(c) tax exempt organization

You must have the latest version of POWERPOINT, MS WORD, & ADOBE ACROBAT for pdf to follow the hyperlinked instructions. 

 Most importantly we will also discuss what you are committing to do!

ABOUT THE PRESENTER(S)

I am a nonprofit consultant, helping nonprofits define their missions, start their organizations and grow their businesses. I have almost twenty years of nonprofit experience, as a volunteer, board member, officer and founder. I also have a Masters in Nonprofit Management. I have thirty-eight years of experience in the IT industry, including nineteen years at IBM as a team lead, program manager…

Oct
5
Wed
SCORE: Advanced Business Plan Writing (Online)
Oct 5 @ 10:00 am – 11:00 am

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.

 

Nov
2
Wed
SCORE: Buying or Selling a Business? (Webinar)
Nov 2 @ 9:00 am – 10:00 am

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

Nov
9
Wed
SCORE: Essential Steps for Starting a Business (In-Person/Webinar)
Nov 9 @ 6:30 pm – 7:30 pm

Essential Steps for Starting a Business (In-Person/Webinar) Plano Library

An introductory Workshop that is designed for the entrepreneur and small business owner to learn what’s really needed of them to start and run a successful business.

However, there’s a number of factors to keep in mind before starting your own business.

We’ll introduce you to key business considerations, like the myths and realities of entrepreneurship, different business options to pursue, the components of business ownership, legal & financial considerations, and business plan basics.

Discussions will include:

  • the need for personal skills
  • products/services
  • legality
  • financing & planning
  • learn how committed you need to be to make the business successful
Nov
16
Wed
SCORE: Financials for Non Financial Managers (Online)
Nov 16 @ 10:00 am – 11:00 am

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.

Dec
3
Sat
SCORE: Funding Your Non-Profit Organization (Online)
Dec 3 @ 10:00 am – 11:00 am

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
Jan
11
Wed
SCORE: Business Plan 101: How to Write a Business Plan (FREE)
Jan 11 @ 6:30 pm – 7:30 pm

Business Plan 101: How to Write a Business Plan

This is a basic introduction designed to help you get started on writing a Business Plan. We’ll introduce some of the essential elements needed to put you on the right path. This Workshop is a prerequisite to the “Advanced Business Plan Writing”. We highly recommend that you take both Workshops for creating a plan that is specific to your business.

Jan
20
Fri
SCORE: Financing Your Business
Jan 20 @ 10:00 am – 11:30 am

Raising FINANCING is a key skill for all businesses including startup, growth and managing ups and downs and this session will focus on helping you prepare to get it. Some of the topics that will be covered are:

Key Business Starting Actions / Business Viability

Preparing for Financing:  

  • Initial Questions, 
  • How much money do you need, 
  • Creating financials, 
  • Qualifying for financing


Types of Financing

  • Personal Funds and Income
  • Debt Financing
  • Equity Financing
  • Government/Private Industry Financing
Feb
5
Mon
SCORE: Women-Owned Small Business Certification Info Session (Webinar)
Feb 5 @ 11:30 am – 12:30 pm

Women-Owned Small Business Certification Info Session

To level the playing field in the federal marketplace for Women Owned and Economically Disadvantaged Women Owned Small Businesses (WOSB/EDWOSB) to sell to the government, the federal government has established a 5 percent goal. In FY20, WOSB/EDWOSB businesses sold $27 billion dollars (4.85%) in federal contracts to the government. But women entrepreneurs left .15% of federal government sales opportunities on the table.

 

To take advantage of the benefits of being certified as a WOSB or EDWOSB, you must get certified. This information session will help you know what to do.

Nancy N. Alvarez, Supervisor Business Opportunity Specialist with the SBA Dallas/Fort Worth District Office will facilitate the workshop and will be available to answer specific questions on the certification eligibility and process.

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.