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UID:13950-1798628400-1798632000@ampac.com
SUMMARY:Entrepreneur Ecosystem | Finance Lab: Community of Practice
DESCRIPTION:Entrepreneur Ecosystem's free weekly Finance Lab community of practice: know your numbers and build a financially strong\, SBA-ready company.\n\n\nPresented by The Entrepreneur Ecosystem in collaboration with AmPac Business Capital\, AmPac Tri-State CDC\, Inc. \nVisit the AmPac Business Capital Eventbrite page \nDo you know your numbers well enough to qualify for an SBA loan? Are your financial statements telling the right story to lenders and investors? Whether you’re just starting out or looking to scale\, understanding business finance is the key to unlocking capital and building a sustainable enterprise. \nA Community of Practice\nFinance Lab is one of three Entrepreneur Ecosystem communities of practice\, alongside AI Roundtable and Advancing Impact. Each brings together people who do the same work\, meets on a steady rhythm\, and builds shared know-how session by session. Come once with a question\, or keep coming back to build a financially strong business with peers. \nAbout the Finance Lab\nThe Finance Lab is a weekly\, hands-on session designed for entrepreneurs who want to take control of their business finances. Each week\, we break down a core financial topic — from reading your profit and loss statement to building cash flow projections that lenders actually want to see. This isn’t a lecture. It’s a working session where you’ll leave with real tools\, templates\, and strategies you can apply to your business immediately. \nWho Is This For?\nThe Finance Lab is for small business owners\, aspiring entrepreneurs\, nonprofit leaders\, and anyone who wants to understand the financial side of running a business. Whether you’ve been in business for ten years and still feel unsure about your books\, or you’re preparing to apply for your first SBA loan\, this session meets you where you are. \nWhat You’ll Learn\nEach session covers a focused topic from the world of small business finance. Over time\, attendees will build a strong foundation across all of the following areas: \n\nSBA loan readiness — what lenders look for and how to prepare your application\nReading and interpreting financial statements (P&L\, balance sheet\, cash flow)\nBookkeeping fundamentals and choosing the right accounting tools\nCash flow management and forecasting\nCreating financial projections that tell your business story\nBuilding and repairing business credit\nDebt management strategies for growing companies\nTax planning essentials for small business owners\nUnderstanding CDFI lending and community capital resources\n\nAbout Your Facilitator — Myron Perryman\nMyron Perryman is a seasoned finance and community development professional with deep expertise in small business lending\, portfolio management\, and financial consulting. He has spent his career helping small to medium-sized businesses\, nonprofit organizations\, and community development intermediaries build financial strength and access capital. \nMyron’s experience includes serving as Vice President and Program Manager for the SBA Community Advantage Loan Program\, where he provided strategic business planning\, cash flow projections\, financial capital analysis\, and loan placement services. He has underwritten and managed complex loan portfolios\, trained staff on nonprofit financial statement analysis\, and built public-private partnerships that originated hundreds of millions of dollars in community investment capital. \nAt AmPac Business Capital\, Myron brings this wealth of experience directly to the entrepreneurs in the Entrepreneur Ecosystem\, making complex financial concepts accessible and actionable for business owners at every stage. \nAbout AmPac Business Capital & the Entrepreneur Ecosystem\nAmPac Business Capital is a U.S. Treasury-certified Community Development Financial Institution (CDFI) and SBA Certified Development Company headquartered in Ontario\, California. Since 2005\, AmPac has deployed over $2 billion in capital and supported the creation of thousands of jobs\, with a mission to break down barriers for entrepreneurs at every stage of growth. \nThe Entrepreneur Ecosystem is AmPac’s wraparound support platform — providing not just funding\, but the education\, mentorship\, technology\, and community connections entrepreneurs need to thrive. The Finance Lab is a cornerstone of that ecosystem\, ensuring every business owner has access to the financial knowledge that drives long-term success. \nGood to Know\n\nThis event is FREE and open to everyone\nSessions are held weekly on Wednesdays\, 11:00 AM – 12:00 PM PT\nVirtual via Zoom (link provided after registration)\nNo prior finance experience required — all levels welcome\nPart of the Community Roundtable series by the Entrepreneur Ecosystem
URL:https://ampac.com/event/entrepreneur-ecosystem-finance-lab-community-of-practice-9/
LOCATION:Online Event
CATEGORIES:Business
ATTACH;FMTTYPE=image/png:https://ampac.com/wp-content/uploads/2026/10/13824_image.png
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DTSTART;TZID=America/Los_Angeles:20270106T120000
DTEND;TZID=America/Los_Angeles:20270106T130000
DTSTAMP:20261105T231822Z
CREATED:20261105T231822Z
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UID:13952-1799236800-1799240400@ampac.com
SUMMARY:Entrepreneur Ecosystem | Advancing Impact: 2027 Financial Projections
DESCRIPTION:2027 financial projections: build lender-ready forecasts with real assumptions and debt-service coverage. Live\, 12–1 PM PT.\n\n\nYour clients trust you with their numbers\, their deals\, and their next big decision. When that decision involves capital\, you deserve a lending partner who picks up the phone. \nEntrepreneur Ecosystem: Advancing Impact is AmPac Business Capital’s free\, live practitioner community of practice\, meeting as virtual office hours. Bankers\, brokers\, CPAs\, accountants\, tax preparers\, attorneys\, and other trusted advisors get a direct line to our SBA 504\, SBA 7(a)\, CDFI\, and Entrepreneur Ecosystem team. Bring a scenario (anonymized is fine). Leave with a structure\, a pathway\, and a person to call. \nA community of practice \nAdvancing Impact is one of three Entrepreneur Ecosystem communities of practice\, alongside Finance Lab and AI Roundtable. Each brings together people who do the same work\, meets on a steady rhythm\, and builds shared know-how session by session. Come once with a question\, or keep coming back to sharpen your practice with peers. \nTwo tracks \nEvery session has a theme\, and the year follows AmPac’s cradle-to-legacy arc. \n1st Wednesdays: Advancing Impact for the Entrepreneur. Tools and strategies for the clients on your desk\, from capital readiness to succession. \n\nWed\, Nov 4\, 2026: SBA & CDFI Capital Readiness\nWed\, Dec 2\, 2026: AI for Small-Business Ops\nWed\, Jan 6\, 2027: 2027 Financial Projections\nWed\, Feb 3\, 2027: Lender-Ready Packaging\nWed\, Mar 3\, 2027: Succession & Legacy Planning\n\n3rd Wednesdays: Advancing Impact for the Ecosystem. How lenders\, advisors\, cities\, and partners grow the system together\, by industry\, place\, and community. \n\nWed\, Nov 18\, 2026: Mapping the Ecosystem with Data\nWed\, Dec 16\, 2026: Logistics\, Health & Ag Clusters\nWed\, Jan 20\, 2027: Cities & Economic Development\nWed\, Feb 17\, 2027: CDFI\, Bank & CRA Capital Access\nWed\, Mar 17\, 2027: Youth & Workforce Pipelines\n\nDetails for each date are in the session guide below. \nWhere Advancing Impact comes from \nAdvancing Impact began with a simple idea: the people who serve small business owners do their best work together. It has grown alongside the Entrepreneur Ecosystem ever since. \n\n2021–2023: Resource Partner Luncheons. We opened our Ontario headquarters to lenders\, technical assistance providers\, and community partners for lunch\, goal sharing\, and an “Issues\, Discussion\, Solution” working session built around one question: How can we support each other’s pain points? Registrations grew from 4 in October 2021 to 28 in January 2023.\n2024: The Advancing Impact Growth Hour. We took the conversation online with a weekly virtual community hour\, so partners and business owners could connect without the drive.\n2026: Advancing Impact A.I. We renewed the initiative on September 18\, 2026 with a virtual community roundtable and a stakeholder survey. The roundtable asked what A.I. is actually doing for our businesses\, workers\, and communities\, and how we shape what comes next together.\nNow: The Practitioner Community of Practice. The same spirit\, focused on the advisors closest to the deal. Twice a month\, we roll up our sleeves on real client scenarios\, so more owners get to a “yes.”\n\nWho it’s for \n\nBankers and credit officers looking for SBA 504 participation\, 7(a) solutions\, or a home for deals that don’t fit conventional credit\nLoan brokers and packagers who want faster\, cleaner paths to approval\nCPAs\, accountants\, bookkeepers\, and tax preparers whose clients are buying a building\, expanding\, acquiring a business\, or planning an exit\nAttorneys\, financial advisors\, commercial real estate and business brokers\, and economic development partners who refer small business owners\n\nWhat you get \n\nA direct line to AmPac’s lending team: talk live with the people who structure SBA 504\, SBA 7(a)\, and CDFI/community lending deals.\nDeal structuring in real time: walk through a client scenario and get candid feedback on program fit\, structure\, eligibility\, and next steps.\nReferral pathways that protect your relationship: learn how to hand off a client\, what happens next\, and how we keep you in the loop.\nPackaging guidance: what a complete file looks like and the common gaps that slow approvals.\nPartner programs: bank partnership on 504 projects\, co-hosted workshops\, and Entrepreneur Ecosystem resources for clients who aren’t loan-ready yet.\n\nFrom cradle to legacy \nAmPac’s mission is to finance and foster small business success from cradle to legacy\, fighting for the YES\, regardless of complexity. The Entrepreneur Ecosystem walks with owners at every stage: \n\nYouth and aspiring founders: Youth Venture\, financial literacy\, and business planning\, so the pipeline starts long before the first loan.\nStartup and early stage: capital-readiness support\, projections\, bookkeeping and credit coaching\, Finance Lab and Ecosystem workshops\, and CDFI/community lending when the business is ready.\nGrowth capital: SBA 504 for owner-occupied real estate and long-term equipment; SBA 7(a) for working capital\, acquisitions\, refinancing\, and partner buyouts.\nSuccession and legacy: ownership-transition and acquisition financing that keeps good businesses and jobs in the community.\n\nIn 2024 alone\, AmPac funded 140 loans\, with more than 60% of our loans and training programs serving businesses in underserved communities across 20 California counties. \nHow to refer a client \n\nRegister for an upcoming session and tell us what’s on your desk.\nBring the scenario: industry\, years in business\, use of funds\, approximate amount\, and timing. Leave names and confidential documents out of the live session.\nGet a recommendation: the program and structure that fit\, or a readiness path if the client isn’t loan-ready yet.\nWarm handoff: with your client’s permission\, we introduce them to the right AmPac lender or Ecosystem advisor and keep you informed at each milestone.\nBetween sessions\, email entrepreneurecosystem@ampac.com or call (909) 915-1706.\n\nSession guide \nWhat each date covers. Every session closes with open office hours for your client scenarios. \nWed\, Nov 4\, 2026 | SBA & CDFI Capital Readiness (Entrepreneur track) \nNot every client is ready for a bank loan\, and not every “no” is final. We walk the capital-readiness ladder from microloans and CDFI capital to SBA 7(a) and SBA 504\, and show how to tell which rung a client is on. Bring a scenario that stalled\, and we’ll find the pathway together. \n\nA quick readiness screen for credit\, cash flow\, collateral\, and equity injection\nWhen CDFI/community lending fits better than SBA\, and when it doesn’t\nHow to refer a “not yet” client into Ecosystem coaching and still keep the relationship\n\nWed\, Nov 18\, 2026 | Mapping the Ecosystem with Data (Ecosystem track) \nWe can’t close gaps we can’t see. Together we map who serves small businesses across the Inland Empire\, Los Angeles\, and the Central Valley and rural counties\, where lending and technical assistance actually reach\, and where they don’t\, using public data and what partners see on the ground. \n\nOpen data sources practitioners can use: SBA lending data\, Census business statistics\, and CRA disclosures\nA shared map of referral gaps by geography and community\nHow to measure impact beyond loan counts: jobs\, ownership\, and resilience\n\nWed\, Dec 2\, 2026 | AI for Small-Business Ops (Entrepreneur track) \nAI tools are now affordable for a five-person shop\, but most owners don’t know where to start. We look at practical\, low-risk uses such as bookkeeping cleanup\, cash-flow forecasting\, customer follow-up\, and document prep\, and where advisors fit in. This session builds on September’s Advancing Impact A.I. roundtable. \n\nThree AI workflows a client can start in under a week\nGuardrails for privacy and accuracy when AI touches financial data\nHow cleaner\, AI-organized books speed up underwriting\n\nWed\, Dec 16\, 2026 | Logistics\, Health & Ag Clusters (Ecosystem track) \nOur regional economy runs on industry clusters. We focus on three that define Southern and Central California: logistics and warehousing\, healthcare\, and food and agriculture. We look at what their small suppliers and owner-operators need to grow\, and which financing and partner programs fit each one. \n\nTypical capital needs by cluster: equipment\, owner-occupied real estate\, and working capital\nWhere small firms fit in larger supply chains\, and how to help them move up\nPartners and programs aligned to each cluster\n\nWed\, Jan 6\, 2027 | 2027 Financial Projections (Entrepreneur track) \nJanuary is when owners set their plans\, and lenders want to see the numbers behind them. We cover how to build projections a lender will believe: assumptions tied to history\, realistic ramp-ups\, and debt-service coverage that holds up under stress. \n\nA simple three-statement projection framework clients can maintain\nDSCR and global cash flow\, calculated the way lenders calculate them\nRed flags that get projections sent back\n\nWed\, Jan 20\, 2027 | Cities & Economic Development (Ecosystem track) \nCities\, counties\, and economic development agencies set their budgets and priorities early in the year. We explore how municipal partners\, chambers\, and EDCs can work with lenders and advisors on business retention\, attraction\, and local procurement\, so public programs and private capital move together. \n\nHow to plug clients into city and county business-retention and procurement programs\nProcurement and contracting readiness for small firms\, including supplier-diversity certifications\nA partner playbook for co-hosted workshops and two-way referrals\n\nWed\, Feb 3\, 2027 | Lender-Ready Packaging (Entrepreneur track) \nTax season puts returns\, financial statements\, and debt schedules on every client’s desk\, which makes it the best time to assemble a complete loan package. We walk through what a complete SBA file looks like and the gaps that slow approvals most. \n\nThe core package: three years of returns\, interim financials\, debt schedule\, personal financial statement\, and use of funds\nHow CPAs and tax preparers can package while the documents are fresh\nCommon gaps (reconciliations\, add-backs\, entity structure) and how to fix them before submission\n\nWed\, Feb 17\, 2027 | CDFI\, Bank & CRA Capital Access (Ecosystem track) \nUnderserved communities still face the biggest capital gaps. With annual lending goals fresh\, we look at how CDFIs\, banks\, and credit unions can co-lend\, refer\, and use CRA strategies so more owners in low- and moderate-income communities get funded\, including bank participation in SBA 504 projects. \n\nCo-lending and participation structures\, including the SBA 504 first-lien partnership\nCRA-eligible activities lenders can join through the Entrepreneur Ecosystem\nA warm-referral loop between banks and CDFIs for declined applicants\n\nWed\, Mar 3\, 2027 | Succession & Legacy Planning (Entrepreneur track) \nMany California business owners are nearing retirement without an exit plan. We look at ownership transitions\, from family succession and partner buyouts to employee ownership and sale to a new owner\, and how SBA 7(a) acquisition financing keeps good businesses and jobs in the community. \n\nWhy transition planning needs a three-to-five-year runway\nFinancing a buyer: SBA 7(a) acquisition structure\, seller notes\, and equity injection\nThe advisor team for a transition: valuation\, tax structure\, and legal\n\nWed\, Mar 17\, 2027 | Youth & Workforce Pipelines (Ecosystem track) \nThe ecosystem’s legacy is the next generation of owners and workers. We explore workforce pipelines with schools\, workforce boards\, and employers\, plus the Youth Venture front door\, which brings young founders into the Entrepreneur Ecosystem long before their first loan. \n\nHow Youth Venture and youth entrepreneurship programs connect to capital-readiness pathways\nWorkforce board and employer partnerships for summer internships and apprenticeships\nWays practitioners can mentor\, host\, or sponsor\n\nFormat \n\nLive and online on the 1st and 3rd Wednesdays\, 12:00–1:00 PM PT. Your join link arrives with your registration confirmation and reminder emails.\nFree. 60 minutes: a short themed briefing\, open office hours\, and referral Q&A.\nCameras optional. Questions are welcome in chat.\n\nSession discussions are educational. They aren’t a loan commitment or credit decision. All financing is subject to credit approval and program eligibility. Please don’t share confidential client information during the live session. \nAmPac Business Capital (dba AmPac Tri-State CDC\, Inc.) is a mission-based lender. Together\, we uplift communities\, strengthen families\, and advance entrepreneurial dreams. #ItIsPossible
URL:https://ampac.com/event/entrepreneur-ecosystem-advancing-impact-2027-financial-projections/
LOCATION:Online Event
CATEGORIES:Business
ATTACH;FMTTYPE=image/png:https://ampac.com/wp-content/uploads/2026/10/13830_image.png
END:VEVENT
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DTSTART;TZID=America/Los_Angeles:20270120T120000
DTEND;TZID=America/Los_Angeles:20270120T130000
DTSTAMP:20261105T231832Z
CREATED:20261105T231832Z
LAST-MODIFIED:20261105T231832Z
UID:13954-1800446400-1800450000@ampac.com
SUMMARY:Entrepreneur Ecosystem | Advancing Impact: Cities & Economic Development
DESCRIPTION:Cities\, EDCs\, and economic development partners: aligning public programs\, local procurement\, and private capital. Live\, 12–1 PM PT.\n\n\nYour clients trust you with their numbers\, their deals\, and their next big decision. When that decision involves capital\, you deserve a lending partner who picks up the phone. \nEntrepreneur Ecosystem: Advancing Impact is AmPac Business Capital’s free\, live practitioner community of practice\, meeting as virtual office hours. Bankers\, brokers\, CPAs\, accountants\, tax preparers\, attorneys\, and other trusted advisors get a direct line to our SBA 504\, SBA 7(a)\, CDFI\, and Entrepreneur Ecosystem team. Bring a scenario (anonymized is fine). Leave with a structure\, a pathway\, and a person to call. \nA community of practice \nAdvancing Impact is one of three Entrepreneur Ecosystem communities of practice\, alongside Finance Lab and AI Roundtable. Each brings together people who do the same work\, meets on a steady rhythm\, and builds shared know-how session by session. Come once with a question\, or keep coming back to sharpen your practice with peers. \nTwo tracks \nEvery session has a theme\, and the year follows AmPac’s cradle-to-legacy arc. \n1st Wednesdays: Advancing Impact for the Entrepreneur. Tools and strategies for the clients on your desk\, from capital readiness to succession. \n\nWed\, Nov 4\, 2026: SBA & CDFI Capital Readiness\nWed\, Dec 2\, 2026: AI for Small-Business Ops\nWed\, Jan 6\, 2027: 2027 Financial Projections\nWed\, Feb 3\, 2027: Lender-Ready Packaging\nWed\, Mar 3\, 2027: Succession & Legacy Planning\n\n3rd Wednesdays: Advancing Impact for the Ecosystem. How lenders\, advisors\, cities\, and partners grow the system together\, by industry\, place\, and community. \n\nWed\, Nov 18\, 2026: Mapping the Ecosystem with Data\nWed\, Dec 16\, 2026: Logistics\, Health & Ag Clusters\nWed\, Jan 20\, 2027: Cities & Economic Development\nWed\, Feb 17\, 2027: CDFI\, Bank & CRA Capital Access\nWed\, Mar 17\, 2027: Youth & Workforce Pipelines\n\nDetails for each date are in the session guide below. \nWhere Advancing Impact comes from \nAdvancing Impact began with a simple idea: the people who serve small business owners do their best work together. It has grown alongside the Entrepreneur Ecosystem ever since. \n\n2021–2023: Resource Partner Luncheons. We opened our Ontario headquarters to lenders\, technical assistance providers\, and community partners for lunch\, goal sharing\, and an “Issues\, Discussion\, Solution” working session built around one question: How can we support each other’s pain points? Registrations grew from 4 in October 2021 to 28 in January 2023.\n2024: The Advancing Impact Growth Hour. We took the conversation online with a weekly virtual community hour\, so partners and business owners could connect without the drive.\n2026: Advancing Impact A.I. We renewed the initiative on September 18\, 2026 with a virtual community roundtable and a stakeholder survey. The roundtable asked what A.I. is actually doing for our businesses\, workers\, and communities\, and how we shape what comes next together.\nNow: The Practitioner Community of Practice. The same spirit\, focused on the advisors closest to the deal. Twice a month\, we roll up our sleeves on real client scenarios\, so more owners get to a “yes.”\n\nWho it’s for \n\nBankers and credit officers looking for SBA 504 participation\, 7(a) solutions\, or a home for deals that don’t fit conventional credit\nLoan brokers and packagers who want faster\, cleaner paths to approval\nCPAs\, accountants\, bookkeepers\, and tax preparers whose clients are buying a building\, expanding\, acquiring a business\, or planning an exit\nAttorneys\, financial advisors\, commercial real estate and business brokers\, and economic development partners who refer small business owners\n\nWhat you get \n\nA direct line to AmPac’s lending team: talk live with the people who structure SBA 504\, SBA 7(a)\, and CDFI/community lending deals.\nDeal structuring in real time: walk through a client scenario and get candid feedback on program fit\, structure\, eligibility\, and next steps.\nReferral pathways that protect your relationship: learn how to hand off a client\, what happens next\, and how we keep you in the loop.\nPackaging guidance: what a complete file looks like and the common gaps that slow approvals.\nPartner programs: bank partnership on 504 projects\, co-hosted workshops\, and Entrepreneur Ecosystem resources for clients who aren’t loan-ready yet.\n\nFrom cradle to legacy \nAmPac’s mission is to finance and foster small business success from cradle to legacy\, fighting for the YES\, regardless of complexity. The Entrepreneur Ecosystem walks with owners at every stage: \n\nYouth and aspiring founders: Youth Venture\, financial literacy\, and business planning\, so the pipeline starts long before the first loan.\nStartup and early stage: capital-readiness support\, projections\, bookkeeping and credit coaching\, Finance Lab and Ecosystem workshops\, and CDFI/community lending when the business is ready.\nGrowth capital: SBA 504 for owner-occupied real estate and long-term equipment; SBA 7(a) for working capital\, acquisitions\, refinancing\, and partner buyouts.\nSuccession and legacy: ownership-transition and acquisition financing that keeps good businesses and jobs in the community.\n\nIn 2024 alone\, AmPac funded 140 loans\, with more than 60% of our loans and training programs serving businesses in underserved communities across 20 California counties. \nHow to refer a client \n\nRegister for an upcoming session and tell us what’s on your desk.\nBring the scenario: industry\, years in business\, use of funds\, approximate amount\, and timing. Leave names and confidential documents out of the live session.\nGet a recommendation: the program and structure that fit\, or a readiness path if the client isn’t loan-ready yet.\nWarm handoff: with your client’s permission\, we introduce them to the right AmPac lender or Ecosystem advisor and keep you informed at each milestone.\nBetween sessions\, email entrepreneurecosystem@ampac.com or call (909) 915-1706.\n\nSession guide \nWhat each date covers. Every session closes with open office hours for your client scenarios. \nWed\, Nov 4\, 2026 | SBA & CDFI Capital Readiness (Entrepreneur track) \nNot every client is ready for a bank loan\, and not every “no” is final. We walk the capital-readiness ladder from microloans and CDFI capital to SBA 7(a) and SBA 504\, and show how to tell which rung a client is on. Bring a scenario that stalled\, and we’ll find the pathway together. \n\nA quick readiness screen for credit\, cash flow\, collateral\, and equity injection\nWhen CDFI/community lending fits better than SBA\, and when it doesn’t\nHow to refer a “not yet” client into Ecosystem coaching and still keep the relationship\n\nWed\, Nov 18\, 2026 | Mapping the Ecosystem with Data (Ecosystem track) \nWe can’t close gaps we can’t see. Together we map who serves small businesses across the Inland Empire\, Los Angeles\, and the Central Valley and rural counties\, where lending and technical assistance actually reach\, and where they don’t\, using public data and what partners see on the ground. \n\nOpen data sources practitioners can use: SBA lending data\, Census business statistics\, and CRA disclosures\nA shared map of referral gaps by geography and community\nHow to measure impact beyond loan counts: jobs\, ownership\, and resilience\n\nWed\, Dec 2\, 2026 | AI for Small-Business Ops (Entrepreneur track) \nAI tools are now affordable for a five-person shop\, but most owners don’t know where to start. We look at practical\, low-risk uses such as bookkeeping cleanup\, cash-flow forecasting\, customer follow-up\, and document prep\, and where advisors fit in. This session builds on September’s Advancing Impact A.I. roundtable. \n\nThree AI workflows a client can start in under a week\nGuardrails for privacy and accuracy when AI touches financial data\nHow cleaner\, AI-organized books speed up underwriting\n\nWed\, Dec 16\, 2026 | Logistics\, Health & Ag Clusters (Ecosystem track) \nOur regional economy runs on industry clusters. We focus on three that define Southern and Central California: logistics and warehousing\, healthcare\, and food and agriculture. We look at what their small suppliers and owner-operators need to grow\, and which financing and partner programs fit each one. \n\nTypical capital needs by cluster: equipment\, owner-occupied real estate\, and working capital\nWhere small firms fit in larger supply chains\, and how to help them move up\nPartners and programs aligned to each cluster\n\nWed\, Jan 6\, 2027 | 2027 Financial Projections (Entrepreneur track) \nJanuary is when owners set their plans\, and lenders want to see the numbers behind them. We cover how to build projections a lender will believe: assumptions tied to history\, realistic ramp-ups\, and debt-service coverage that holds up under stress. \n\nA simple three-statement projection framework clients can maintain\nDSCR and global cash flow\, calculated the way lenders calculate them\nRed flags that get projections sent back\n\nWed\, Jan 20\, 2027 | Cities & Economic Development (Ecosystem track) \nCities\, counties\, and economic development agencies set their budgets and priorities early in the year. We explore how municipal partners\, chambers\, and EDCs can work with lenders and advisors on business retention\, attraction\, and local procurement\, so public programs and private capital move together. \n\nHow to plug clients into city and county business-retention and procurement programs\nProcurement and contracting readiness for small firms\, including supplier-diversity certifications\nA partner playbook for co-hosted workshops and two-way referrals\n\nWed\, Feb 3\, 2027 | Lender-Ready Packaging (Entrepreneur track) \nTax season puts returns\, financial statements\, and debt schedules on every client’s desk\, which makes it the best time to assemble a complete loan package. We walk through what a complete SBA file looks like and the gaps that slow approvals most. \n\nThe core package: three years of returns\, interim financials\, debt schedule\, personal financial statement\, and use of funds\nHow CPAs and tax preparers can package while the documents are fresh\nCommon gaps (reconciliations\, add-backs\, entity structure) and how to fix them before submission\n\nWed\, Feb 17\, 2027 | CDFI\, Bank & CRA Capital Access (Ecosystem track) \nUnderserved communities still face the biggest capital gaps. With annual lending goals fresh\, we look at how CDFIs\, banks\, and credit unions can co-lend\, refer\, and use CRA strategies so more owners in low- and moderate-income communities get funded\, including bank participation in SBA 504 projects. \n\nCo-lending and participation structures\, including the SBA 504 first-lien partnership\nCRA-eligible activities lenders can join through the Entrepreneur Ecosystem\nA warm-referral loop between banks and CDFIs for declined applicants\n\nWed\, Mar 3\, 2027 | Succession & Legacy Planning (Entrepreneur track) \nMany California business owners are nearing retirement without an exit plan. We look at ownership transitions\, from family succession and partner buyouts to employee ownership and sale to a new owner\, and how SBA 7(a) acquisition financing keeps good businesses and jobs in the community. \n\nWhy transition planning needs a three-to-five-year runway\nFinancing a buyer: SBA 7(a) acquisition structure\, seller notes\, and equity injection\nThe advisor team for a transition: valuation\, tax structure\, and legal\n\nWed\, Mar 17\, 2027 | Youth & Workforce Pipelines (Ecosystem track) \nThe ecosystem’s legacy is the next generation of owners and workers. We explore workforce pipelines with schools\, workforce boards\, and employers\, plus the Youth Venture front door\, which brings young founders into the Entrepreneur Ecosystem long before their first loan. \n\nHow Youth Venture and youth entrepreneurship programs connect to capital-readiness pathways\nWorkforce board and employer partnerships for summer internships and apprenticeships\nWays practitioners can mentor\, host\, or sponsor\n\nFormat \n\nLive and online on the 1st and 3rd Wednesdays\, 12:00–1:00 PM PT. Your join link arrives with your registration confirmation and reminder emails.\nFree. 60 minutes: a short themed briefing\, open office hours\, and referral Q&A.\nCameras optional. Questions are welcome in chat.\n\nSession discussions are educational. They aren’t a loan commitment or credit decision. All financing is subject to credit approval and program eligibility. Please don’t share confidential client information during the live session. \nAmPac Business Capital (dba AmPac Tri-State CDC\, Inc.) is a mission-based lender. Together\, we uplift communities\, strengthen families\, and advance entrepreneurial dreams. #ItIsPossible
URL:https://ampac.com/event/entrepreneur-ecosystem-advancing-impact-cities-economic-development/
LOCATION:Online Event
CATEGORIES:Business
ATTACH;FMTTYPE=image/png:https://ampac.com/wp-content/uploads/2026/10/13830_image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20270203T120000
DTEND;TZID=America/Los_Angeles:20270203T130000
DTSTAMP:20261105T231842Z
CREATED:20261105T231842Z
LAST-MODIFIED:20261105T231842Z
UID:13956-1801656000-1801659600@ampac.com
SUMMARY:Entrepreneur Ecosystem | Advancing Impact: Lender-Ready Packaging
DESCRIPTION:Lender-ready packaging in tax season: assemble a complete SBA file while returns and statements are fresh. Live\, 12–1 PM PT.\n\n\nYour clients trust you with their numbers\, their deals\, and their next big decision. When that decision involves capital\, you deserve a lending partner who picks up the phone. \nEntrepreneur Ecosystem: Advancing Impact is AmPac Business Capital’s free\, live practitioner community of practice\, meeting as virtual office hours. Bankers\, brokers\, CPAs\, accountants\, tax preparers\, attorneys\, and other trusted advisors get a direct line to our SBA 504\, SBA 7(a)\, CDFI\, and Entrepreneur Ecosystem team. Bring a scenario (anonymized is fine). Leave with a structure\, a pathway\, and a person to call. \nA community of practice \nAdvancing Impact is one of three Entrepreneur Ecosystem communities of practice\, alongside Finance Lab and AI Roundtable. Each brings together people who do the same work\, meets on a steady rhythm\, and builds shared know-how session by session. Come once with a question\, or keep coming back to sharpen your practice with peers. \nTwo tracks \nEvery session has a theme\, and the year follows AmPac’s cradle-to-legacy arc. \n1st Wednesdays: Advancing Impact for the Entrepreneur. Tools and strategies for the clients on your desk\, from capital readiness to succession. \n\nWed\, Nov 4\, 2026: SBA & CDFI Capital Readiness\nWed\, Dec 2\, 2026: AI for Small-Business Ops\nWed\, Jan 6\, 2027: 2027 Financial Projections\nWed\, Feb 3\, 2027: Lender-Ready Packaging\nWed\, Mar 3\, 2027: Succession & Legacy Planning\n\n3rd Wednesdays: Advancing Impact for the Ecosystem. How lenders\, advisors\, cities\, and partners grow the system together\, by industry\, place\, and community. \n\nWed\, Nov 18\, 2026: Mapping the Ecosystem with Data\nWed\, Dec 16\, 2026: Logistics\, Health & Ag Clusters\nWed\, Jan 20\, 2027: Cities & Economic Development\nWed\, Feb 17\, 2027: CDFI\, Bank & CRA Capital Access\nWed\, Mar 17\, 2027: Youth & Workforce Pipelines\n\nDetails for each date are in the session guide below. \nWhere Advancing Impact comes from \nAdvancing Impact began with a simple idea: the people who serve small business owners do their best work together. It has grown alongside the Entrepreneur Ecosystem ever since. \n\n2021–2023: Resource Partner Luncheons. We opened our Ontario headquarters to lenders\, technical assistance providers\, and community partners for lunch\, goal sharing\, and an “Issues\, Discussion\, Solution” working session built around one question: How can we support each other’s pain points? Registrations grew from 4 in October 2021 to 28 in January 2023.\n2024: The Advancing Impact Growth Hour. We took the conversation online with a weekly virtual community hour\, so partners and business owners could connect without the drive.\n2026: Advancing Impact A.I. We renewed the initiative on September 18\, 2026 with a virtual community roundtable and a stakeholder survey. The roundtable asked what A.I. is actually doing for our businesses\, workers\, and communities\, and how we shape what comes next together.\nNow: The Practitioner Community of Practice. The same spirit\, focused on the advisors closest to the deal. Twice a month\, we roll up our sleeves on real client scenarios\, so more owners get to a “yes.”\n\nWho it’s for \n\nBankers and credit officers looking for SBA 504 participation\, 7(a) solutions\, or a home for deals that don’t fit conventional credit\nLoan brokers and packagers who want faster\, cleaner paths to approval\nCPAs\, accountants\, bookkeepers\, and tax preparers whose clients are buying a building\, expanding\, acquiring a business\, or planning an exit\nAttorneys\, financial advisors\, commercial real estate and business brokers\, and economic development partners who refer small business owners\n\nWhat you get \n\nA direct line to AmPac’s lending team: talk live with the people who structure SBA 504\, SBA 7(a)\, and CDFI/community lending deals.\nDeal structuring in real time: walk through a client scenario and get candid feedback on program fit\, structure\, eligibility\, and next steps.\nReferral pathways that protect your relationship: learn how to hand off a client\, what happens next\, and how we keep you in the loop.\nPackaging guidance: what a complete file looks like and the common gaps that slow approvals.\nPartner programs: bank partnership on 504 projects\, co-hosted workshops\, and Entrepreneur Ecosystem resources for clients who aren’t loan-ready yet.\n\nFrom cradle to legacy \nAmPac’s mission is to finance and foster small business success from cradle to legacy\, fighting for the YES\, regardless of complexity. The Entrepreneur Ecosystem walks with owners at every stage: \n\nYouth and aspiring founders: Youth Venture\, financial literacy\, and business planning\, so the pipeline starts long before the first loan.\nStartup and early stage: capital-readiness support\, projections\, bookkeeping and credit coaching\, Finance Lab and Ecosystem workshops\, and CDFI/community lending when the business is ready.\nGrowth capital: SBA 504 for owner-occupied real estate and long-term equipment; SBA 7(a) for working capital\, acquisitions\, refinancing\, and partner buyouts.\nSuccession and legacy: ownership-transition and acquisition financing that keeps good businesses and jobs in the community.\n\nIn 2024 alone\, AmPac funded 140 loans\, with more than 60% of our loans and training programs serving businesses in underserved communities across 20 California counties. \nHow to refer a client \n\nRegister for an upcoming session and tell us what’s on your desk.\nBring the scenario: industry\, years in business\, use of funds\, approximate amount\, and timing. Leave names and confidential documents out of the live session.\nGet a recommendation: the program and structure that fit\, or a readiness path if the client isn’t loan-ready yet.\nWarm handoff: with your client’s permission\, we introduce them to the right AmPac lender or Ecosystem advisor and keep you informed at each milestone.\nBetween sessions\, email entrepreneurecosystem@ampac.com or call (909) 915-1706.\n\nSession guide \nWhat each date covers. Every session closes with open office hours for your client scenarios. \nWed\, Nov 4\, 2026 | SBA & CDFI Capital Readiness (Entrepreneur track) \nNot every client is ready for a bank loan\, and not every “no” is final. We walk the capital-readiness ladder from microloans and CDFI capital to SBA 7(a) and SBA 504\, and show how to tell which rung a client is on. Bring a scenario that stalled\, and we’ll find the pathway together. \n\nA quick readiness screen for credit\, cash flow\, collateral\, and equity injection\nWhen CDFI/community lending fits better than SBA\, and when it doesn’t\nHow to refer a “not yet” client into Ecosystem coaching and still keep the relationship\n\nWed\, Nov 18\, 2026 | Mapping the Ecosystem with Data (Ecosystem track) \nWe can’t close gaps we can’t see. Together we map who serves small businesses across the Inland Empire\, Los Angeles\, and the Central Valley and rural counties\, where lending and technical assistance actually reach\, and where they don’t\, using public data and what partners see on the ground. \n\nOpen data sources practitioners can use: SBA lending data\, Census business statistics\, and CRA disclosures\nA shared map of referral gaps by geography and community\nHow to measure impact beyond loan counts: jobs\, ownership\, and resilience\n\nWed\, Dec 2\, 2026 | AI for Small-Business Ops (Entrepreneur track) \nAI tools are now affordable for a five-person shop\, but most owners don’t know where to start. We look at practical\, low-risk uses such as bookkeeping cleanup\, cash-flow forecasting\, customer follow-up\, and document prep\, and where advisors fit in. This session builds on September’s Advancing Impact A.I. roundtable. \n\nThree AI workflows a client can start in under a week\nGuardrails for privacy and accuracy when AI touches financial data\nHow cleaner\, AI-organized books speed up underwriting\n\nWed\, Dec 16\, 2026 | Logistics\, Health & Ag Clusters (Ecosystem track) \nOur regional economy runs on industry clusters. We focus on three that define Southern and Central California: logistics and warehousing\, healthcare\, and food and agriculture. We look at what their small suppliers and owner-operators need to grow\, and which financing and partner programs fit each one. \n\nTypical capital needs by cluster: equipment\, owner-occupied real estate\, and working capital\nWhere small firms fit in larger supply chains\, and how to help them move up\nPartners and programs aligned to each cluster\n\nWed\, Jan 6\, 2027 | 2027 Financial Projections (Entrepreneur track) \nJanuary is when owners set their plans\, and lenders want to see the numbers behind them. We cover how to build projections a lender will believe: assumptions tied to history\, realistic ramp-ups\, and debt-service coverage that holds up under stress. \n\nA simple three-statement projection framework clients can maintain\nDSCR and global cash flow\, calculated the way lenders calculate them\nRed flags that get projections sent back\n\nWed\, Jan 20\, 2027 | Cities & Economic Development (Ecosystem track) \nCities\, counties\, and economic development agencies set their budgets and priorities early in the year. We explore how municipal partners\, chambers\, and EDCs can work with lenders and advisors on business retention\, attraction\, and local procurement\, so public programs and private capital move together. \n\nHow to plug clients into city and county business-retention and procurement programs\nProcurement and contracting readiness for small firms\, including supplier-diversity certifications\nA partner playbook for co-hosted workshops and two-way referrals\n\nWed\, Feb 3\, 2027 | Lender-Ready Packaging (Entrepreneur track) \nTax season puts returns\, financial statements\, and debt schedules on every client’s desk\, which makes it the best time to assemble a complete loan package. We walk through what a complete SBA file looks like and the gaps that slow approvals most. \n\nThe core package: three years of returns\, interim financials\, debt schedule\, personal financial statement\, and use of funds\nHow CPAs and tax preparers can package while the documents are fresh\nCommon gaps (reconciliations\, add-backs\, entity structure) and how to fix them before submission\n\nWed\, Feb 17\, 2027 | CDFI\, Bank & CRA Capital Access (Ecosystem track) \nUnderserved communities still face the biggest capital gaps. With annual lending goals fresh\, we look at how CDFIs\, banks\, and credit unions can co-lend\, refer\, and use CRA strategies so more owners in low- and moderate-income communities get funded\, including bank participation in SBA 504 projects. \n\nCo-lending and participation structures\, including the SBA 504 first-lien partnership\nCRA-eligible activities lenders can join through the Entrepreneur Ecosystem\nA warm-referral loop between banks and CDFIs for declined applicants\n\nWed\, Mar 3\, 2027 | Succession & Legacy Planning (Entrepreneur track) \nMany California business owners are nearing retirement without an exit plan. We look at ownership transitions\, from family succession and partner buyouts to employee ownership and sale to a new owner\, and how SBA 7(a) acquisition financing keeps good businesses and jobs in the community. \n\nWhy transition planning needs a three-to-five-year runway\nFinancing a buyer: SBA 7(a) acquisition structure\, seller notes\, and equity injection\nThe advisor team for a transition: valuation\, tax structure\, and legal\n\nWed\, Mar 17\, 2027 | Youth & Workforce Pipelines (Ecosystem track) \nThe ecosystem’s legacy is the next generation of owners and workers. We explore workforce pipelines with schools\, workforce boards\, and employers\, plus the Youth Venture front door\, which brings young founders into the Entrepreneur Ecosystem long before their first loan. \n\nHow Youth Venture and youth entrepreneurship programs connect to capital-readiness pathways\nWorkforce board and employer partnerships for summer internships and apprenticeships\nWays practitioners can mentor\, host\, or sponsor\n\nFormat \n\nLive and online on the 1st and 3rd Wednesdays\, 12:00–1:00 PM PT. Your join link arrives with your registration confirmation and reminder emails.\nFree. 60 minutes: a short themed briefing\, open office hours\, and referral Q&A.\nCameras optional. Questions are welcome in chat.\n\nSession discussions are educational. They aren’t a loan commitment or credit decision. All financing is subject to credit approval and program eligibility. Please don’t share confidential client information during the live session. \nAmPac Business Capital (dba AmPac Tri-State CDC\, Inc.) is a mission-based lender. Together\, we uplift communities\, strengthen families\, and advance entrepreneurial dreams. #ItIsPossible
URL:https://ampac.com/event/entrepreneur-ecosystem-advancing-impact-lender-ready-packaging/
LOCATION:Online Event
CATEGORIES:Business
ATTACH;FMTTYPE=image/png:https://ampac.com/wp-content/uploads/2026/10/13830_image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20270217T120000
DTEND;TZID=America/Los_Angeles:20270217T130000
DTSTAMP:20261105T231855Z
CREATED:20261105T231855Z
LAST-MODIFIED:20261105T231855Z
UID:13958-1802865600-1802869200@ampac.com
SUMMARY:Entrepreneur Ecosystem | Advancing Impact: CDFI\, Bank & CRA Capital Access
DESCRIPTION:Capital access for underserved communities: CDFI\, bank\, and credit union collaboration through CRA and co-lending. Live\, 12–1 PM PT.\n\n\nYour clients trust you with their numbers\, their deals\, and their next big decision. When that decision involves capital\, you deserve a lending partner who picks up the phone. \nEntrepreneur Ecosystem: Advancing Impact is AmPac Business Capital’s free\, live practitioner community of practice\, meeting as virtual office hours. Bankers\, brokers\, CPAs\, accountants\, tax preparers\, attorneys\, and other trusted advisors get a direct line to our SBA 504\, SBA 7(a)\, CDFI\, and Entrepreneur Ecosystem team. Bring a scenario (anonymized is fine). Leave with a structure\, a pathway\, and a person to call. \nA community of practice \nAdvancing Impact is one of three Entrepreneur Ecosystem communities of practice\, alongside Finance Lab and AI Roundtable. Each brings together people who do the same work\, meets on a steady rhythm\, and builds shared know-how session by session. Come once with a question\, or keep coming back to sharpen your practice with peers. \nTwo tracks \nEvery session has a theme\, and the year follows AmPac’s cradle-to-legacy arc. \n1st Wednesdays: Advancing Impact for the Entrepreneur. Tools and strategies for the clients on your desk\, from capital readiness to succession. \n\nWed\, Nov 4\, 2026: SBA & CDFI Capital Readiness\nWed\, Dec 2\, 2026: AI for Small-Business Ops\nWed\, Jan 6\, 2027: 2027 Financial Projections\nWed\, Feb 3\, 2027: Lender-Ready Packaging\nWed\, Mar 3\, 2027: Succession & Legacy Planning\n\n3rd Wednesdays: Advancing Impact for the Ecosystem. How lenders\, advisors\, cities\, and partners grow the system together\, by industry\, place\, and community. \n\nWed\, Nov 18\, 2026: Mapping the Ecosystem with Data\nWed\, Dec 16\, 2026: Logistics\, Health & Ag Clusters\nWed\, Jan 20\, 2027: Cities & Economic Development\nWed\, Feb 17\, 2027: CDFI\, Bank & CRA Capital Access\nWed\, Mar 17\, 2027: Youth & Workforce Pipelines\n\nDetails for each date are in the session guide below. \nWhere Advancing Impact comes from \nAdvancing Impact began with a simple idea: the people who serve small business owners do their best work together. It has grown alongside the Entrepreneur Ecosystem ever since. \n\n2021–2023: Resource Partner Luncheons. We opened our Ontario headquarters to lenders\, technical assistance providers\, and community partners for lunch\, goal sharing\, and an “Issues\, Discussion\, Solution” working session built around one question: How can we support each other’s pain points? Registrations grew from 4 in October 2021 to 28 in January 2023.\n2024: The Advancing Impact Growth Hour. We took the conversation online with a weekly virtual community hour\, so partners and business owners could connect without the drive.\n2026: Advancing Impact A.I. We renewed the initiative on September 18\, 2026 with a virtual community roundtable and a stakeholder survey. The roundtable asked what A.I. is actually doing for our businesses\, workers\, and communities\, and how we shape what comes next together.\nNow: The Practitioner Community of Practice. The same spirit\, focused on the advisors closest to the deal. Twice a month\, we roll up our sleeves on real client scenarios\, so more owners get to a “yes.”\n\nWho it’s for \n\nBankers and credit officers looking for SBA 504 participation\, 7(a) solutions\, or a home for deals that don’t fit conventional credit\nLoan brokers and packagers who want faster\, cleaner paths to approval\nCPAs\, accountants\, bookkeepers\, and tax preparers whose clients are buying a building\, expanding\, acquiring a business\, or planning an exit\nAttorneys\, financial advisors\, commercial real estate and business brokers\, and economic development partners who refer small business owners\n\nWhat you get \n\nA direct line to AmPac’s lending team: talk live with the people who structure SBA 504\, SBA 7(a)\, and CDFI/community lending deals.\nDeal structuring in real time: walk through a client scenario and get candid feedback on program fit\, structure\, eligibility\, and next steps.\nReferral pathways that protect your relationship: learn how to hand off a client\, what happens next\, and how we keep you in the loop.\nPackaging guidance: what a complete file looks like and the common gaps that slow approvals.\nPartner programs: bank partnership on 504 projects\, co-hosted workshops\, and Entrepreneur Ecosystem resources for clients who aren’t loan-ready yet.\n\nFrom cradle to legacy \nAmPac’s mission is to finance and foster small business success from cradle to legacy\, fighting for the YES\, regardless of complexity. The Entrepreneur Ecosystem walks with owners at every stage: \n\nYouth and aspiring founders: Youth Venture\, financial literacy\, and business planning\, so the pipeline starts long before the first loan.\nStartup and early stage: capital-readiness support\, projections\, bookkeeping and credit coaching\, Finance Lab and Ecosystem workshops\, and CDFI/community lending when the business is ready.\nGrowth capital: SBA 504 for owner-occupied real estate and long-term equipment; SBA 7(a) for working capital\, acquisitions\, refinancing\, and partner buyouts.\nSuccession and legacy: ownership-transition and acquisition financing that keeps good businesses and jobs in the community.\n\nIn 2024 alone\, AmPac funded 140 loans\, with more than 60% of our loans and training programs serving businesses in underserved communities across 20 California counties. \nHow to refer a client \n\nRegister for an upcoming session and tell us what’s on your desk.\nBring the scenario: industry\, years in business\, use of funds\, approximate amount\, and timing. Leave names and confidential documents out of the live session.\nGet a recommendation: the program and structure that fit\, or a readiness path if the client isn’t loan-ready yet.\nWarm handoff: with your client’s permission\, we introduce them to the right AmPac lender or Ecosystem advisor and keep you informed at each milestone.\nBetween sessions\, email entrepreneurecosystem@ampac.com or call (909) 915-1706.\n\nSession guide \nWhat each date covers. Every session closes with open office hours for your client scenarios. \nWed\, Nov 4\, 2026 | SBA & CDFI Capital Readiness (Entrepreneur track) \nNot every client is ready for a bank loan\, and not every “no” is final. We walk the capital-readiness ladder from microloans and CDFI capital to SBA 7(a) and SBA 504\, and show how to tell which rung a client is on. Bring a scenario that stalled\, and we’ll find the pathway together. \n\nA quick readiness screen for credit\, cash flow\, collateral\, and equity injection\nWhen CDFI/community lending fits better than SBA\, and when it doesn’t\nHow to refer a “not yet” client into Ecosystem coaching and still keep the relationship\n\nWed\, Nov 18\, 2026 | Mapping the Ecosystem with Data (Ecosystem track) \nWe can’t close gaps we can’t see. Together we map who serves small businesses across the Inland Empire\, Los Angeles\, and the Central Valley and rural counties\, where lending and technical assistance actually reach\, and where they don’t\, using public data and what partners see on the ground. \n\nOpen data sources practitioners can use: SBA lending data\, Census business statistics\, and CRA disclosures\nA shared map of referral gaps by geography and community\nHow to measure impact beyond loan counts: jobs\, ownership\, and resilience\n\nWed\, Dec 2\, 2026 | AI for Small-Business Ops (Entrepreneur track) \nAI tools are now affordable for a five-person shop\, but most owners don’t know where to start. We look at practical\, low-risk uses such as bookkeeping cleanup\, cash-flow forecasting\, customer follow-up\, and document prep\, and where advisors fit in. This session builds on September’s Advancing Impact A.I. roundtable. \n\nThree AI workflows a client can start in under a week\nGuardrails for privacy and accuracy when AI touches financial data\nHow cleaner\, AI-organized books speed up underwriting\n\nWed\, Dec 16\, 2026 | Logistics\, Health & Ag Clusters (Ecosystem track) \nOur regional economy runs on industry clusters. We focus on three that define Southern and Central California: logistics and warehousing\, healthcare\, and food and agriculture. We look at what their small suppliers and owner-operators need to grow\, and which financing and partner programs fit each one. \n\nTypical capital needs by cluster: equipment\, owner-occupied real estate\, and working capital\nWhere small firms fit in larger supply chains\, and how to help them move up\nPartners and programs aligned to each cluster\n\nWed\, Jan 6\, 2027 | 2027 Financial Projections (Entrepreneur track) \nJanuary is when owners set their plans\, and lenders want to see the numbers behind them. We cover how to build projections a lender will believe: assumptions tied to history\, realistic ramp-ups\, and debt-service coverage that holds up under stress. \n\nA simple three-statement projection framework clients can maintain\nDSCR and global cash flow\, calculated the way lenders calculate them\nRed flags that get projections sent back\n\nWed\, Jan 20\, 2027 | Cities & Economic Development (Ecosystem track) \nCities\, counties\, and economic development agencies set their budgets and priorities early in the year. We explore how municipal partners\, chambers\, and EDCs can work with lenders and advisors on business retention\, attraction\, and local procurement\, so public programs and private capital move together. \n\nHow to plug clients into city and county business-retention and procurement programs\nProcurement and contracting readiness for small firms\, including supplier-diversity certifications\nA partner playbook for co-hosted workshops and two-way referrals\n\nWed\, Feb 3\, 2027 | Lender-Ready Packaging (Entrepreneur track) \nTax season puts returns\, financial statements\, and debt schedules on every client’s desk\, which makes it the best time to assemble a complete loan package. We walk through what a complete SBA file looks like and the gaps that slow approvals most. \n\nThe core package: three years of returns\, interim financials\, debt schedule\, personal financial statement\, and use of funds\nHow CPAs and tax preparers can package while the documents are fresh\nCommon gaps (reconciliations\, add-backs\, entity structure) and how to fix them before submission\n\nWed\, Feb 17\, 2027 | CDFI\, Bank & CRA Capital Access (Ecosystem track) \nUnderserved communities still face the biggest capital gaps. With annual lending goals fresh\, we look at how CDFIs\, banks\, and credit unions can co-lend\, refer\, and use CRA strategies so more owners in low- and moderate-income communities get funded\, including bank participation in SBA 504 projects. \n\nCo-lending and participation structures\, including the SBA 504 first-lien partnership\nCRA-eligible activities lenders can join through the Entrepreneur Ecosystem\nA warm-referral loop between banks and CDFIs for declined applicants\n\nWed\, Mar 3\, 2027 | Succession & Legacy Planning (Entrepreneur track) \nMany California business owners are nearing retirement without an exit plan. We look at ownership transitions\, from family succession and partner buyouts to employee ownership and sale to a new owner\, and how SBA 7(a) acquisition financing keeps good businesses and jobs in the community. \n\nWhy transition planning needs a three-to-five-year runway\nFinancing a buyer: SBA 7(a) acquisition structure\, seller notes\, and equity injection\nThe advisor team for a transition: valuation\, tax structure\, and legal\n\nWed\, Mar 17\, 2027 | Youth & Workforce Pipelines (Ecosystem track) \nThe ecosystem’s legacy is the next generation of owners and workers. We explore workforce pipelines with schools\, workforce boards\, and employers\, plus the Youth Venture front door\, which brings young founders into the Entrepreneur Ecosystem long before their first loan. \n\nHow Youth Venture and youth entrepreneurship programs connect to capital-readiness pathways\nWorkforce board and employer partnerships for summer internships and apprenticeships\nWays practitioners can mentor\, host\, or sponsor\n\nFormat \n\nLive and online on the 1st and 3rd Wednesdays\, 12:00–1:00 PM PT. Your join link arrives with your registration confirmation and reminder emails.\nFree. 60 minutes: a short themed briefing\, open office hours\, and referral Q&A.\nCameras optional. Questions are welcome in chat.\n\nSession discussions are educational. They aren’t a loan commitment or credit decision. All financing is subject to credit approval and program eligibility. Please don’t share confidential client information during the live session. \nAmPac Business Capital (dba AmPac Tri-State CDC\, Inc.) is a mission-based lender. Together\, we uplift communities\, strengthen families\, and advance entrepreneurial dreams. #ItIsPossible
URL:https://ampac.com/event/entrepreneur-ecosystem-advancing-impact-cdfi-bank-cra-capital-access/
LOCATION:Online Event
CATEGORIES:Business
ATTACH;FMTTYPE=image/png:https://ampac.com/wp-content/uploads/2026/10/13830_image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20270303T120000
DTEND;TZID=America/Los_Angeles:20270303T130000
DTSTAMP:20261105T231922Z
CREATED:20261105T231922Z
LAST-MODIFIED:20261105T231922Z
UID:13960-1804075200-1804078800@ampac.com
SUMMARY:Entrepreneur Ecosystem | Advancing Impact: Succession & Legacy Planning
DESCRIPTION:Succession and legacy planning: buyouts\, family transitions\, and acquisition financing that keep businesses local. Live\, 12–1 PM PT.\n\n\nYour clients trust you with their numbers\, their deals\, and their next big decision. When that decision involves capital\, you deserve a lending partner who picks up the phone. \nEntrepreneur Ecosystem: Advancing Impact is AmPac Business Capital’s free\, live practitioner community of practice\, meeting as virtual office hours. Bankers\, brokers\, CPAs\, accountants\, tax preparers\, attorneys\, and other trusted advisors get a direct line to our SBA 504\, SBA 7(a)\, CDFI\, and Entrepreneur Ecosystem team. Bring a scenario (anonymized is fine). Leave with a structure\, a pathway\, and a person to call. \nA community of practice \nAdvancing Impact is one of three Entrepreneur Ecosystem communities of practice\, alongside Finance Lab and AI Roundtable. Each brings together people who do the same work\, meets on a steady rhythm\, and builds shared know-how session by session. Come once with a question\, or keep coming back to sharpen your practice with peers. \nTwo tracks \nEvery session has a theme\, and the year follows AmPac’s cradle-to-legacy arc. \n1st Wednesdays: Advancing Impact for the Entrepreneur. Tools and strategies for the clients on your desk\, from capital readiness to succession. \n\nWed\, Nov 4\, 2026: SBA & CDFI Capital Readiness\nWed\, Dec 2\, 2026: AI for Small-Business Ops\nWed\, Jan 6\, 2027: 2027 Financial Projections\nWed\, Feb 3\, 2027: Lender-Ready Packaging\nWed\, Mar 3\, 2027: Succession & Legacy Planning\n\n3rd Wednesdays: Advancing Impact for the Ecosystem. How lenders\, advisors\, cities\, and partners grow the system together\, by industry\, place\, and community. \n\nWed\, Nov 18\, 2026: Mapping the Ecosystem with Data\nWed\, Dec 16\, 2026: Logistics\, Health & Ag Clusters\nWed\, Jan 20\, 2027: Cities & Economic Development\nWed\, Feb 17\, 2027: CDFI\, Bank & CRA Capital Access\nWed\, Mar 17\, 2027: Youth & Workforce Pipelines\n\nDetails for each date are in the session guide below. \nWhere Advancing Impact comes from \nAdvancing Impact began with a simple idea: the people who serve small business owners do their best work together. It has grown alongside the Entrepreneur Ecosystem ever since. \n\n2021–2023: Resource Partner Luncheons. We opened our Ontario headquarters to lenders\, technical assistance providers\, and community partners for lunch\, goal sharing\, and an “Issues\, Discussion\, Solution” working session built around one question: How can we support each other’s pain points? Registrations grew from 4 in October 2021 to 28 in January 2023.\n2024: The Advancing Impact Growth Hour. We took the conversation online with a weekly virtual community hour\, so partners and business owners could connect without the drive.\n2026: Advancing Impact A.I. We renewed the initiative on September 18\, 2026 with a virtual community roundtable and a stakeholder survey. The roundtable asked what A.I. is actually doing for our businesses\, workers\, and communities\, and how we shape what comes next together.\nNow: The Practitioner Community of Practice. The same spirit\, focused on the advisors closest to the deal. Twice a month\, we roll up our sleeves on real client scenarios\, so more owners get to a “yes.”\n\nWho it’s for \n\nBankers and credit officers looking for SBA 504 participation\, 7(a) solutions\, or a home for deals that don’t fit conventional credit\nLoan brokers and packagers who want faster\, cleaner paths to approval\nCPAs\, accountants\, bookkeepers\, and tax preparers whose clients are buying a building\, expanding\, acquiring a business\, or planning an exit\nAttorneys\, financial advisors\, commercial real estate and business brokers\, and economic development partners who refer small business owners\n\nWhat you get \n\nA direct line to AmPac’s lending team: talk live with the people who structure SBA 504\, SBA 7(a)\, and CDFI/community lending deals.\nDeal structuring in real time: walk through a client scenario and get candid feedback on program fit\, structure\, eligibility\, and next steps.\nReferral pathways that protect your relationship: learn how to hand off a client\, what happens next\, and how we keep you in the loop.\nPackaging guidance: what a complete file looks like and the common gaps that slow approvals.\nPartner programs: bank partnership on 504 projects\, co-hosted workshops\, and Entrepreneur Ecosystem resources for clients who aren’t loan-ready yet.\n\nFrom cradle to legacy \nAmPac’s mission is to finance and foster small business success from cradle to legacy\, fighting for the YES\, regardless of complexity. The Entrepreneur Ecosystem walks with owners at every stage: \n\nYouth and aspiring founders: Youth Venture\, financial literacy\, and business planning\, so the pipeline starts long before the first loan.\nStartup and early stage: capital-readiness support\, projections\, bookkeeping and credit coaching\, Finance Lab and Ecosystem workshops\, and CDFI/community lending when the business is ready.\nGrowth capital: SBA 504 for owner-occupied real estate and long-term equipment; SBA 7(a) for working capital\, acquisitions\, refinancing\, and partner buyouts.\nSuccession and legacy: ownership-transition and acquisition financing that keeps good businesses and jobs in the community.\n\nIn 2024 alone\, AmPac funded 140 loans\, with more than 60% of our loans and training programs serving businesses in underserved communities across 20 California counties. \nHow to refer a client \n\nRegister for an upcoming session and tell us what’s on your desk.\nBring the scenario: industry\, years in business\, use of funds\, approximate amount\, and timing. Leave names and confidential documents out of the live session.\nGet a recommendation: the program and structure that fit\, or a readiness path if the client isn’t loan-ready yet.\nWarm handoff: with your client’s permission\, we introduce them to the right AmPac lender or Ecosystem advisor and keep you informed at each milestone.\nBetween sessions\, email entrepreneurecosystem@ampac.com or call (909) 915-1706.\n\nSession guide \nWhat each date covers. Every session closes with open office hours for your client scenarios. \nWed\, Nov 4\, 2026 | SBA & CDFI Capital Readiness (Entrepreneur track) \nNot every client is ready for a bank loan\, and not every “no” is final. We walk the capital-readiness ladder from microloans and CDFI capital to SBA 7(a) and SBA 504\, and show how to tell which rung a client is on. Bring a scenario that stalled\, and we’ll find the pathway together. \n\nA quick readiness screen for credit\, cash flow\, collateral\, and equity injection\nWhen CDFI/community lending fits better than SBA\, and when it doesn’t\nHow to refer a “not yet” client into Ecosystem coaching and still keep the relationship\n\nWed\, Nov 18\, 2026 | Mapping the Ecosystem with Data (Ecosystem track) \nWe can’t close gaps we can’t see. Together we map who serves small businesses across the Inland Empire\, Los Angeles\, and the Central Valley and rural counties\, where lending and technical assistance actually reach\, and where they don’t\, using public data and what partners see on the ground. \n\nOpen data sources practitioners can use: SBA lending data\, Census business statistics\, and CRA disclosures\nA shared map of referral gaps by geography and community\nHow to measure impact beyond loan counts: jobs\, ownership\, and resilience\n\nWed\, Dec 2\, 2026 | AI for Small-Business Ops (Entrepreneur track) \nAI tools are now affordable for a five-person shop\, but most owners don’t know where to start. We look at practical\, low-risk uses such as bookkeeping cleanup\, cash-flow forecasting\, customer follow-up\, and document prep\, and where advisors fit in. This session builds on September’s Advancing Impact A.I. roundtable. \n\nThree AI workflows a client can start in under a week\nGuardrails for privacy and accuracy when AI touches financial data\nHow cleaner\, AI-organized books speed up underwriting\n\nWed\, Dec 16\, 2026 | Logistics\, Health & Ag Clusters (Ecosystem track) \nOur regional economy runs on industry clusters. We focus on three that define Southern and Central California: logistics and warehousing\, healthcare\, and food and agriculture. We look at what their small suppliers and owner-operators need to grow\, and which financing and partner programs fit each one. \n\nTypical capital needs by cluster: equipment\, owner-occupied real estate\, and working capital\nWhere small firms fit in larger supply chains\, and how to help them move up\nPartners and programs aligned to each cluster\n\nWed\, Jan 6\, 2027 | 2027 Financial Projections (Entrepreneur track) \nJanuary is when owners set their plans\, and lenders want to see the numbers behind them. We cover how to build projections a lender will believe: assumptions tied to history\, realistic ramp-ups\, and debt-service coverage that holds up under stress. \n\nA simple three-statement projection framework clients can maintain\nDSCR and global cash flow\, calculated the way lenders calculate them\nRed flags that get projections sent back\n\nWed\, Jan 20\, 2027 | Cities & Economic Development (Ecosystem track) \nCities\, counties\, and economic development agencies set their budgets and priorities early in the year. We explore how municipal partners\, chambers\, and EDCs can work with lenders and advisors on business retention\, attraction\, and local procurement\, so public programs and private capital move together. \n\nHow to plug clients into city and county business-retention and procurement programs\nProcurement and contracting readiness for small firms\, including supplier-diversity certifications\nA partner playbook for co-hosted workshops and two-way referrals\n\nWed\, Feb 3\, 2027 | Lender-Ready Packaging (Entrepreneur track) \nTax season puts returns\, financial statements\, and debt schedules on every client’s desk\, which makes it the best time to assemble a complete loan package. We walk through what a complete SBA file looks like and the gaps that slow approvals most. \n\nThe core package: three years of returns\, interim financials\, debt schedule\, personal financial statement\, and use of funds\nHow CPAs and tax preparers can package while the documents are fresh\nCommon gaps (reconciliations\, add-backs\, entity structure) and how to fix them before submission\n\nWed\, Feb 17\, 2027 | CDFI\, Bank & CRA Capital Access (Ecosystem track) \nUnderserved communities still face the biggest capital gaps. With annual lending goals fresh\, we look at how CDFIs\, banks\, and credit unions can co-lend\, refer\, and use CRA strategies so more owners in low- and moderate-income communities get funded\, including bank participation in SBA 504 projects. \n\nCo-lending and participation structures\, including the SBA 504 first-lien partnership\nCRA-eligible activities lenders can join through the Entrepreneur Ecosystem\nA warm-referral loop between banks and CDFIs for declined applicants\n\nWed\, Mar 3\, 2027 | Succession & Legacy Planning (Entrepreneur track) \nMany California business owners are nearing retirement without an exit plan. We look at ownership transitions\, from family succession and partner buyouts to employee ownership and sale to a new owner\, and how SBA 7(a) acquisition financing keeps good businesses and jobs in the community. \n\nWhy transition planning needs a three-to-five-year runway\nFinancing a buyer: SBA 7(a) acquisition structure\, seller notes\, and equity injection\nThe advisor team for a transition: valuation\, tax structure\, and legal\n\nWed\, Mar 17\, 2027 | Youth & Workforce Pipelines (Ecosystem track) \nThe ecosystem’s legacy is the next generation of owners and workers. We explore workforce pipelines with schools\, workforce boards\, and employers\, plus the Youth Venture front door\, which brings young founders into the Entrepreneur Ecosystem long before their first loan. \n\nHow Youth Venture and youth entrepreneurship programs connect to capital-readiness pathways\nWorkforce board and employer partnerships for summer internships and apprenticeships\nWays practitioners can mentor\, host\, or sponsor\n\nFormat \n\nLive and online on the 1st and 3rd Wednesdays\, 12:00–1:00 PM PT. Your join link arrives with your registration confirmation and reminder emails.\nFree. 60 minutes: a short themed briefing\, open office hours\, and referral Q&A.\nCameras optional. Questions are welcome in chat.\n\nSession discussions are educational. They aren’t a loan commitment or credit decision. All financing is subject to credit approval and program eligibility. Please don’t share confidential client information during the live session. \nAmPac Business Capital (dba AmPac Tri-State CDC\, Inc.) is a mission-based lender. Together\, we uplift communities\, strengthen families\, and advance entrepreneurial dreams. #ItIsPossible
URL:https://ampac.com/event/entrepreneur-ecosystem-advancing-impact-succession-legacy-planning/
LOCATION:Online Event
CATEGORIES:Business
ATTACH;FMTTYPE=image/png:https://ampac.com/wp-content/uploads/2026/10/13830_image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20270317T120000
DTEND;TZID=America/Los_Angeles:20270317T130000
DTSTAMP:20261105T231932Z
CREATED:20261105T231932Z
LAST-MODIFIED:20261105T231932Z
UID:13962-1805284800-1805288400@ampac.com
SUMMARY:Entrepreneur Ecosystem | Advancing Impact: Youth & Workforce Pipelines
DESCRIPTION:Youth and workforce pipelines: Youth Venture\, schools\, and employers building the next generation of owners. Live\, 12–1 PM PT.\n\n\nYour clients trust you with their numbers\, their deals\, and their next big decision. When that decision involves capital\, you deserve a lending partner who picks up the phone. \nEntrepreneur Ecosystem: Advancing Impact is AmPac Business Capital’s free\, live practitioner community of practice\, meeting as virtual office hours. Bankers\, brokers\, CPAs\, accountants\, tax preparers\, attorneys\, and other trusted advisors get a direct line to our SBA 504\, SBA 7(a)\, CDFI\, and Entrepreneur Ecosystem team. Bring a scenario (anonymized is fine). Leave with a structure\, a pathway\, and a person to call. \nA community of practice \nAdvancing Impact is one of three Entrepreneur Ecosystem communities of practice\, alongside Finance Lab and AI Roundtable. Each brings together people who do the same work\, meets on a steady rhythm\, and builds shared know-how session by session. Come once with a question\, or keep coming back to sharpen your practice with peers. \nTwo tracks \nEvery session has a theme\, and the year follows AmPac’s cradle-to-legacy arc. \n1st Wednesdays: Advancing Impact for the Entrepreneur. Tools and strategies for the clients on your desk\, from capital readiness to succession. \n\nWed\, Nov 4\, 2026: SBA & CDFI Capital Readiness\nWed\, Dec 2\, 2026: AI for Small-Business Ops\nWed\, Jan 6\, 2027: 2027 Financial Projections\nWed\, Feb 3\, 2027: Lender-Ready Packaging\nWed\, Mar 3\, 2027: Succession & Legacy Planning\n\n3rd Wednesdays: Advancing Impact for the Ecosystem. How lenders\, advisors\, cities\, and partners grow the system together\, by industry\, place\, and community. \n\nWed\, Nov 18\, 2026: Mapping the Ecosystem with Data\nWed\, Dec 16\, 2026: Logistics\, Health & Ag Clusters\nWed\, Jan 20\, 2027: Cities & Economic Development\nWed\, Feb 17\, 2027: CDFI\, Bank & CRA Capital Access\nWed\, Mar 17\, 2027: Youth & Workforce Pipelines\n\nDetails for each date are in the session guide below. \nWhere Advancing Impact comes from \nAdvancing Impact began with a simple idea: the people who serve small business owners do their best work together. It has grown alongside the Entrepreneur Ecosystem ever since. \n\n2021–2023: Resource Partner Luncheons. We opened our Ontario headquarters to lenders\, technical assistance providers\, and community partners for lunch\, goal sharing\, and an “Issues\, Discussion\, Solution” working session built around one question: How can we support each other’s pain points? Registrations grew from 4 in October 2021 to 28 in January 2023.\n2024: The Advancing Impact Growth Hour. We took the conversation online with a weekly virtual community hour\, so partners and business owners could connect without the drive.\n2026: Advancing Impact A.I. We renewed the initiative on September 18\, 2026 with a virtual community roundtable and a stakeholder survey. The roundtable asked what A.I. is actually doing for our businesses\, workers\, and communities\, and how we shape what comes next together.\nNow: The Practitioner Community of Practice. The same spirit\, focused on the advisors closest to the deal. Twice a month\, we roll up our sleeves on real client scenarios\, so more owners get to a “yes.”\n\nWho it’s for \n\nBankers and credit officers looking for SBA 504 participation\, 7(a) solutions\, or a home for deals that don’t fit conventional credit\nLoan brokers and packagers who want faster\, cleaner paths to approval\nCPAs\, accountants\, bookkeepers\, and tax preparers whose clients are buying a building\, expanding\, acquiring a business\, or planning an exit\nAttorneys\, financial advisors\, commercial real estate and business brokers\, and economic development partners who refer small business owners\n\nWhat you get \n\nA direct line to AmPac’s lending team: talk live with the people who structure SBA 504\, SBA 7(a)\, and CDFI/community lending deals.\nDeal structuring in real time: walk through a client scenario and get candid feedback on program fit\, structure\, eligibility\, and next steps.\nReferral pathways that protect your relationship: learn how to hand off a client\, what happens next\, and how we keep you in the loop.\nPackaging guidance: what a complete file looks like and the common gaps that slow approvals.\nPartner programs: bank partnership on 504 projects\, co-hosted workshops\, and Entrepreneur Ecosystem resources for clients who aren’t loan-ready yet.\n\nFrom cradle to legacy \nAmPac’s mission is to finance and foster small business success from cradle to legacy\, fighting for the YES\, regardless of complexity. The Entrepreneur Ecosystem walks with owners at every stage: \n\nYouth and aspiring founders: Youth Venture\, financial literacy\, and business planning\, so the pipeline starts long before the first loan.\nStartup and early stage: capital-readiness support\, projections\, bookkeeping and credit coaching\, Finance Lab and Ecosystem workshops\, and CDFI/community lending when the business is ready.\nGrowth capital: SBA 504 for owner-occupied real estate and long-term equipment; SBA 7(a) for working capital\, acquisitions\, refinancing\, and partner buyouts.\nSuccession and legacy: ownership-transition and acquisition financing that keeps good businesses and jobs in the community.\n\nIn 2024 alone\, AmPac funded 140 loans\, with more than 60% of our loans and training programs serving businesses in underserved communities across 20 California counties. \nHow to refer a client \n\nRegister for an upcoming session and tell us what’s on your desk.\nBring the scenario: industry\, years in business\, use of funds\, approximate amount\, and timing. Leave names and confidential documents out of the live session.\nGet a recommendation: the program and structure that fit\, or a readiness path if the client isn’t loan-ready yet.\nWarm handoff: with your client’s permission\, we introduce them to the right AmPac lender or Ecosystem advisor and keep you informed at each milestone.\nBetween sessions\, email entrepreneurecosystem@ampac.com or call (909) 915-1706.\n\nSession guide \nWhat each date covers. Every session closes with open office hours for your client scenarios. \nWed\, Nov 4\, 2026 | SBA & CDFI Capital Readiness (Entrepreneur track) \nNot every client is ready for a bank loan\, and not every “no” is final. We walk the capital-readiness ladder from microloans and CDFI capital to SBA 7(a) and SBA 504\, and show how to tell which rung a client is on. Bring a scenario that stalled\, and we’ll find the pathway together. \n\nA quick readiness screen for credit\, cash flow\, collateral\, and equity injection\nWhen CDFI/community lending fits better than SBA\, and when it doesn’t\nHow to refer a “not yet” client into Ecosystem coaching and still keep the relationship\n\nWed\, Nov 18\, 2026 | Mapping the Ecosystem with Data (Ecosystem track) \nWe can’t close gaps we can’t see. Together we map who serves small businesses across the Inland Empire\, Los Angeles\, and the Central Valley and rural counties\, where lending and technical assistance actually reach\, and where they don’t\, using public data and what partners see on the ground. \n\nOpen data sources practitioners can use: SBA lending data\, Census business statistics\, and CRA disclosures\nA shared map of referral gaps by geography and community\nHow to measure impact beyond loan counts: jobs\, ownership\, and resilience\n\nWed\, Dec 2\, 2026 | AI for Small-Business Ops (Entrepreneur track) \nAI tools are now affordable for a five-person shop\, but most owners don’t know where to start. We look at practical\, low-risk uses such as bookkeeping cleanup\, cash-flow forecasting\, customer follow-up\, and document prep\, and where advisors fit in. This session builds on September’s Advancing Impact A.I. roundtable. \n\nThree AI workflows a client can start in under a week\nGuardrails for privacy and accuracy when AI touches financial data\nHow cleaner\, AI-organized books speed up underwriting\n\nWed\, Dec 16\, 2026 | Logistics\, Health & Ag Clusters (Ecosystem track) \nOur regional economy runs on industry clusters. We focus on three that define Southern and Central California: logistics and warehousing\, healthcare\, and food and agriculture. We look at what their small suppliers and owner-operators need to grow\, and which financing and partner programs fit each one. \n\nTypical capital needs by cluster: equipment\, owner-occupied real estate\, and working capital\nWhere small firms fit in larger supply chains\, and how to help them move up\nPartners and programs aligned to each cluster\n\nWed\, Jan 6\, 2027 | 2027 Financial Projections (Entrepreneur track) \nJanuary is when owners set their plans\, and lenders want to see the numbers behind them. We cover how to build projections a lender will believe: assumptions tied to history\, realistic ramp-ups\, and debt-service coverage that holds up under stress. \n\nA simple three-statement projection framework clients can maintain\nDSCR and global cash flow\, calculated the way lenders calculate them\nRed flags that get projections sent back\n\nWed\, Jan 20\, 2027 | Cities & Economic Development (Ecosystem track) \nCities\, counties\, and economic development agencies set their budgets and priorities early in the year. We explore how municipal partners\, chambers\, and EDCs can work with lenders and advisors on business retention\, attraction\, and local procurement\, so public programs and private capital move together. \n\nHow to plug clients into city and county business-retention and procurement programs\nProcurement and contracting readiness for small firms\, including supplier-diversity certifications\nA partner playbook for co-hosted workshops and two-way referrals\n\nWed\, Feb 3\, 2027 | Lender-Ready Packaging (Entrepreneur track) \nTax season puts returns\, financial statements\, and debt schedules on every client’s desk\, which makes it the best time to assemble a complete loan package. We walk through what a complete SBA file looks like and the gaps that slow approvals most. \n\nThe core package: three years of returns\, interim financials\, debt schedule\, personal financial statement\, and use of funds\nHow CPAs and tax preparers can package while the documents are fresh\nCommon gaps (reconciliations\, add-backs\, entity structure) and how to fix them before submission\n\nWed\, Feb 17\, 2027 | CDFI\, Bank & CRA Capital Access (Ecosystem track) \nUnderserved communities still face the biggest capital gaps. With annual lending goals fresh\, we look at how CDFIs\, banks\, and credit unions can co-lend\, refer\, and use CRA strategies so more owners in low- and moderate-income communities get funded\, including bank participation in SBA 504 projects. \n\nCo-lending and participation structures\, including the SBA 504 first-lien partnership\nCRA-eligible activities lenders can join through the Entrepreneur Ecosystem\nA warm-referral loop between banks and CDFIs for declined applicants\n\nWed\, Mar 3\, 2027 | Succession & Legacy Planning (Entrepreneur track) \nMany California business owners are nearing retirement without an exit plan. We look at ownership transitions\, from family succession and partner buyouts to employee ownership and sale to a new owner\, and how SBA 7(a) acquisition financing keeps good businesses and jobs in the community. \n\nWhy transition planning needs a three-to-five-year runway\nFinancing a buyer: SBA 7(a) acquisition structure\, seller notes\, and equity injection\nThe advisor team for a transition: valuation\, tax structure\, and legal\n\nWed\, Mar 17\, 2027 | Youth & Workforce Pipelines (Ecosystem track) \nThe ecosystem’s legacy is the next generation of owners and workers. We explore workforce pipelines with schools\, workforce boards\, and employers\, plus the Youth Venture front door\, which brings young founders into the Entrepreneur Ecosystem long before their first loan. \n\nHow Youth Venture and youth entrepreneurship programs connect to capital-readiness pathways\nWorkforce board and employer partnerships for summer internships and apprenticeships\nWays practitioners can mentor\, host\, or sponsor\n\nFormat \n\nLive and online on the 1st and 3rd Wednesdays\, 12:00–1:00 PM PT. Your join link arrives with your registration confirmation and reminder emails.\nFree. 60 minutes: a short themed briefing\, open office hours\, and referral Q&A.\nCameras optional. Questions are welcome in chat.\n\nSession discussions are educational. They aren’t a loan commitment or credit decision. All financing is subject to credit approval and program eligibility. Please don’t share confidential client information during the live session. \nAmPac Business Capital (dba AmPac Tri-State CDC\, Inc.) is a mission-based lender. Together\, we uplift communities\, strengthen families\, and advance entrepreneurial dreams. #ItIsPossible
URL:https://ampac.com/event/entrepreneur-ecosystem-advancing-impact-youth-workforce-pipelines/
LOCATION:Online Event
CATEGORIES:Business
ATTACH;FMTTYPE=image/png:https://ampac.com/wp-content/uploads/2026/10/13830_image.png
END:VEVENT
END:VCALENDAR