Smart Loan Options for the Small Business: 

Finding the Right Type of Funding


A Free Webinar From

The Funding Strategies Conference

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OBJECTIVE FUNDING INFORMATION FOR YOUR BUSINESS

KNOWLEDGE AND ANSWERS

 

The Funding Strategies Conference is the place to gain insight about funding from those in the know. Join our next roundtable discussion focusing on Smart Loan Options for Small Businesses to learn about funding options that suit your needs. Our panel is made up of experienced professionals from banks, SBA lenders, alternative lenders, and venture capitalists, including angel and private equity investors. This webinar will cover the latest trends, strategies, and financial obstacles in our ever-changing financial marketplace.

 

The Funding Strategies Conference has planned a wide-ranging slate of free financial webinars to help provide much-needed, objective resources to business leaders with fiduciary responsibilities.

 

Please join us!

The Funding Strategies Conference Presents

Smart Loan Options for the Small Business:

Finding the Right Type of Funding

Thursday, December 8, 2022

2:00 PM - 3:00 PM ET

2-3 PM ET

 

SOLIDIFY YOUR FINANCIAL SUCCESS

 

Finding the Right Funding for Your Small Business Can Be Essential to Survival

Obtaining the right type of capital to fund your small business can be a much-needed lifeline on your path to success. One of the top reasons that small businesses fail is the lack of funding.

 

Friends, family, banks, online lenders, SBA loans, credit cards, investors and private grants, federal/state grants, and crowdfunding—It’s overwhelming!  Where is the best place to secure funding? What is the length of the approval process? What are the interest rates? Each option has its pros and cons, and small business owners need to be armed with the most up-to-date information.

 

As credit markets have tightened, the funding landscape has changed, which means understanding the options available to your small business is even more critical than ever before. The Funding Strategies Conference brings together leaders from every segment of the financial industry to provide objective guidance and insight, so you know the best place to acquire funds.

 

In the Smart Loan Options for the Small Business: Finding the Right Type of Funding webinar, our panel can help you learn how to find the right type of capital for your company, what you need to know when seeking funding, and funding trends for 2023 and beyond.

MEET THE EXPERTS

We have designed our panel to deliver the information that today’s savvy financial executives need to know before finalizing business plans and searching out funding sources. The information is both educational and objective. Our panel is comprised of industry experts, from a variety of companies and backgrounds. 

 

MODERATOR

 

Paul Stamoulis, Senior Consultant, One Stop Capital

Paul’s successful background is in growing, financing, and selling technology companies with net-tech services such as Internet, cloud, voice, data, and Managed IT. He has a track record of building global service providers with millions of users and over the past 5 years, expanded One Stop Capital to include early-stage financing of SaaS, Med-tech, Climate-tech companies, and other related “tech” sectors.

 

Past consulting projects included designing and operating large trading networks instantly connecting the Rio Di Janeiro stock exchange with hundreds of banking and trading partners throughout the USA. In another project, One Stop successfully deployed a fiber-optic voice and video network into the NY Stock exchange for a large regional Internet Service Provider. Earlier, as the World-Link companies, they designed and marketed some of the world’s first digital networks in places like Moscow, Lebanon & Romania using satellite, fiber-optic, wireless, and other modern voice and data technologies that are still operating today.

 

Paul is skilled at accommodating varying styles appropriate to a situation while demonstrating a history of long and trusting relationships with associates and customers. Paul is persistent, despite obstacles, opposition, or setbacks, and will consistently convey a sense of urgency and drive issues to closure. Paul is a dedicated and passionate individual with unwavering integrity that can help your company.

 

 

PANELISTS

 

 

 

 

 

 

Brett Atkins - Vice President, SBA Lender/Relationship Manager, HomeTrust Bank

With 18 years of experience in both business and consumer banking, Brett Atkins is a recognized expert in SBA lending. Brett currently serves as Vice President, SBA Lender/Relationship Manager at HomeTrust Bank. As a speaker at the upcoming Funding Strategies Conference panel titled “Smart Loan Options for the Small Business: Finding the Right Type of Funding,” Brett will share his knowledge about all things related to the SBA. His discussion points will include lending, advice about how to qualify for an SBA start-up loan, the SBA process, the key differentiators in SBA lenders, what types of businesses are eligible for SBA loans, and any misconceptions that business owners may have about SBA loans.

 

“I am passionate about SBA lending since it gives me the opportunity to help business owners get the capital they need to open, acquire, or expand their business,” he says. Brett has assisted with loans from $350,000 to $5,000,000 and considers it his passion to help small businesses succeed.

 

 

 

 

Seth Block - Founder, Board Member, & EVP, ThermoCredit LLC.

Seth Block is a founder and board member of ThermoCredit, LLC. Seth has been working with the management and development of service-based companies for more than 30 years. In his time with ThermoCredit, Seth has coordinated the funding for hundreds of companies in the Communications and Technology verticals.

 

Seth’s areas of expertise are corporate development, consulting, regulatory affairs, provider relations, start-ups, mergers and acquisitions, and delivering funding solutions for hard-to-finance companies. Seth holds a degree in Accounting from Southwest Texas State University and is a licensed Certified Public Accountant.

 

 

 

 

 

 

 

 

 

Don Noble – Partner, Florida CFO Group

A CFO, Mentor, Teacher, and USAF veteran, Don is an expert in finance and technology at high-growth and start-up companies. He has experience in mergers and acquisitions and the entire M&A process, including strategy, deal types, due diligence, hostile takeovers, valuation, and integration. He is a Doctoral Candidate in Business Administration and has served as CFO, CEO, founder, and board member of several companies.

 

 

 

 

 

Spencer Sheinin – Founder & CEO, Shift Financial Insights

Spencer has the rare and unique combination of speaking both the language of accounting and the language of entrepreneurship. As an accountant, he's a 20-year CPA, CA and as an entrepreneur, he's owned businesses in manufacturing, construction, cold storage, real estate and now, financial services.

 

With the goal of making accounting not suck, Spencer is now the CEO and founder of Shift Financial Insights, providing ridiculously simple accounting and financial insights for businesses on the rise. Guided by the belief that entrepreneurs can change the world, Shift is on a mission to help small and medium-sized businesses by removing their financial blind spots and turning the numbers side of the business from a source of pain to a source of power!

 

Spencer is the best-selling author of Entreprenumbers, the surprisingly simple path to financial clarity. He is also a highly rated international speaker, delivering engaging and actionable keynote presentations and workshops to industry and membership associations such as TEDx, the Entrepreneurs’ Organization (EO) and TEC Vistage. His keynote presentation, Unf*ck Your Books: The Surprisingly Simple Path To Financial Clarity, compliments the lessons he teaches in his best-selling book Entreprenumbers.

 

Using the same drive in sports as he does in business, Spencer is a passionate endurance athlete and has completed several marathons, ultramarathons as far as 100 miles/160 kilometers, Iron Man, distance cycling events, and a marathon distance swim.

TUNE IN

 

This is a Free Livestreamed Event

Skip the airport and crowded expo halls and interact with experts from the comfort of your favorite workspace. Learn about how to fund your small business the right way and ask questions to gain insight from financial gurus.

 

Smart Loan Options for the Small Business: Finding the Right Type of Funding Livestream will be on December 8, 2022, from 2 PM to 3 PM ET. A simple registration will give you full access to the event, plus complimentary viewing access after the event via our sponsor’s websites.

 

Complimentary Full Access Registration

There is no charge to participate in the Livestream thanks to the generous support of our sponsors; however, registration is required. Space is limited. Registration closes on November 30, 2022.

 

 

 

 

 

OBJECTIVE INFORMATION YOU CAN USE

 

The Funding Strategies Conference delivers the information today's savvy financial executives need to know before finalizing business plans and searching out funding sources.

 

Mark your calendar for upcoming free webinars:

 

  • 2/9/23 Webinar: Interest Rates: The Real Cost of Doing Business

  • 4/6/23 Webinar: Debt vs Equity: How to Leverage them to your Advantage

  • 6/8/23 Webinar: Working Capital Under Stress and Smart Strategies to Increase Assets or Increase Liquidity Ratio

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