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DTSTART;TZID=America/Los_Angeles:20270217T120000
DTEND;TZID=America/Los_Angeles:20270217T130000
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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
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