Lender-ready packaging in tax season: assemble a complete SBA file while returns and statements are fresh. Live, 12–1 PM PT.Your clients trust you with their numbers, their deals, and their […]
Capital access for underserved communities: CDFI, bank, and credit union collaboration through CRA and co-lending. Live, 12–1 PM PT.Your clients trust you with their numbers, their deals, and their next […]
Succession and legacy planning: buyouts, family transitions, and acquisition financing that keep businesses local. Live, 12–1 PM PT.Your clients trust you with their numbers, their deals, and their next big […]
Youth and workforce pipelines: Youth Venture, schools, and employers building the next generation of owners. Live, 12–1 PM PT.Your clients trust you with their numbers, their deals, and their next […]
