HELPING YOU GROW
This session will provide key insights on how to balance personal and business finances while building your business. Join us to learn more strategies to give you more confidence in your financial future. About the Speaker Upon Joining Financial Advantage Associates, Lisa immediately brought a wealth of experience to our team of wealth management and […]
Training description coming soon!
Join David Hincapie, Lender Relations Specialist/Veteran Business Development Officer at the SBA Washington Metropolitan Area District Office, for this free quarterly webinar to help you find out if you're ready for a business loan. David will be covering: Business tax documents, such as a Schedule C, and why lenders always ask for them The three […]
Join this free quarterly webinar to help you find out if you’re ready for a business loan. You'll learn about: Business tax documents, such as a Schedule C, and why lenders always ask for them The three financial statements (income statement, cash flow statement, and balance sheet) The business model, its profitability, and how it […]
Join Libo "Bo" Huen, Supervisory Economic Development Specialist at the SBA Washington Metropolitan Area District Office, for this free quarterly webinar to help you find out if you're ready for a business loan. Bo will be covering: Business tax documents, such as a Schedule C, and why lenders always ask for them The three financial […]
Struggling to get approval or favorable terms from your creditors? Join financial expert Shelly Gross Wade for a powerful session designed to help small business owners and entrepreneurs navigate creditor relationships with confidence and strategy. In this webinar, you’ll learn: How to prepare and present your financials to inspire trust Key factors creditors consider before […]
Kick off B.A.I.L. Week with a deep dive into the essential role of banking in your business journey. Gideon Gaines from M&T Bank will guide you through the fundamentals of business banking—from choosing the right accounts to understanding credit, financing options, and how to build a strong relationship with your banker. Whether you're just starting […]
Numbers tell the story of your business—and Katie Hanna from Details Matter Bookkeeping & Advisory is here to help you read it. In this session, you'll learn the basics of bookkeeping, how to track your income and expenses, and why clean financials are critical for funding, taxes, and growth. Katie will also share practical tools […]
Insurance isn’t just a safety net—it’s a smart business strategy. Jennifer Calara, Financial Advisor and Insurance Broker, will break down the types of insurance every entrepreneur should consider, from liability to life and disability coverage. Learn how to assess your risks, choose the right policies, and protect your business, your team, and your future. Hosted […]