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STEPPING UP TO BUSINESS is a conference for small business owners and entrepreneurs that brings together banking, finance, and accounting experts to provide mentoring on how to fund your path to success.

This event provides an unprecedented opportunity to learn how to better finance your business. The day-long conference will feature seasoned practioners, workshops, resource materials, and panel discussions with financial professionals with many years’ experience working with small businesses.

You will learn:

  • Best practices to create a well-written business plan
  • Insights on how lenders / investors evaluate funding proposals
  • How to get more information from your financial statements
  • How to plan your business cash flow
  • Strategies to find funding from several sources including angel investors, SBA loans,
    commercial finance, micro loans and other sources


7:00 am Registration Opens | Coffee Networking
8:00–8:15 General Session | Brief introduction of agenda and instructors
8:15–9:15 Bootstrapping | Starting / Staying in Business with Less Money
9:30–10:45 Workshop Session #1 (choose 1)
a. Managing Business Cash Flow
b. Writing a Successful Business Plan / Financing Proposal
c. SBA Loan Programs
10:45–11:00 Morning Break
11:00–12:15 Workshop Session #2 (choose 1)
a. Financial Statements 101
b. Micro Loans—Not Just for Micro Businesses
c. Learning to Love Your FICO—Recovering & Maintaining a Good Credit Score
12:15–1:45 Lunch Panel Discussion | Thinking Outside the Bank
2:00–3:15 Workshop Session #3 (choose 1)
a. Writing a Successful Business Plan / Financing Proposal
b. Navigating for Angel Capital
c. Profitability—The Best Source of Financing
3:15–3:30 Afternoon Break
3:30–4:45 Workshop Session #4 (choose 1)
a. Bartering as a Financing Strategy
b. Strategies to Finance Working Capital
c. Legal Perspective on Your Financing Activities
5:00 Making Money Work for You | Wrap Up Session
5:15 Speed Dating For Capital | Complimentary Happy Hour

Register Now What Attendees are Saying