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Understand the various ways you might finance your business and how to approach friends and family, angel investors, banks and venture capitalists. Learn to prepare the documents you will need to submit for each. A guest banker will present criteria banks use to determine credit worthiness and a representative from the SBA will discuss the SBA loan guarantee program.

Will discuss: 

1. Borrower's qualifications 

2. How do you communicate? Know how to talk to financiers. 

3. Funding Sources: Where do you go to get financing? 

4. SBA Guaranteed loans: All about the SBA loan guarantee 

    program. 

5. Banker's point of view: What is a banker's take on your 

    qualifications? 

6. Follow Up and set backs: What do you do if the banks reject 

    your application?

Dan Pallat, CPA is the owner and operator of Pallat Financial Services. Prior to that, he was a partner with Tatum, LLC, a national executive services and financial consulting firm.  He has facilitated turnarounds for underperforming businesses, prepared business plans and strategic plans, assisted in acquisitions and divestitures, managed the startup of new ventures, prepared cash flow forecasting systems, developed budget models, and designed financial reporting systems.

Julie Regenold is the founder and CEO of TradeGate Finance, Inc., a factoring company which provides alternative financing to small businesses that find traditional sources of financing are unavailable to them. Being a small business owner, Julie has seen first-hand the issues and challenges new business owners encounter on a daily basis, which is is why TradeGate Finance is focused on providing factoring services to the smaller small business.   

Bob Esquivel, Chief of Lender Relations, has been with the SBA since 1988. Mr. Esquivel directs and coordinates Lender Relations Specialist in evaluating Lender services and promoting the District financing programs, including 7(a) general business loans, 504 loans, Export revolving lines of credit and all other loan programs implemented by the Agency. Prior to working for the SBA, he was a Vice President of local community bank in Chicago, where he had worked for fourteen (14) years.

SCORE services are provided on a non-discriminatory basis without regard to race, gender, national origin, or disability