INFORMATIONAL SEMINAR
FOR
STRUGGLING SMALL BUSINESSES
A G E N D A
September 24, 2009
11:30 - 12:00 Lunch
12:00 - 2:00 Seminar
2:00 - 2:30 Questions and Answers
1. Purpose of Meeting by Jaylene Moss, CPA
2. Introduction of Presenters and Sponsors
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Karen Hoskins, Small Business Administration (SBA) - Lender Relations Specialists
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David White, Fifth Third - Vice President & CRA Manager
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Jeff Pariano, Regions Bank - Vice President & Community Banking Relationship Manager
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Richard Bargoil, Business Expansion Funding Corp (BEFCOR) - 504 Loan Officer
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3. SBA Presentation by Karen Hoskins
a. What is the SBA and what do they do?
b. New SBA Loan Programs - Express Loans
c. ARC Loans
4. 7A Loans by David White
a. SBA Recovery Act
b. What is a SBA 7A Loan
c. Qualifications
5. 504 Loan Presentation by Richard Bargoil
a. What is BEFCOR?
b. What is a 504 Loan
c. Qualifications
6. Local Bank Perspectives by John Kreighbaum
a. What can a local bank do for my business?
b. Additional funding options
7. How Business Counseling May Help Your Business by Gil Lorenz
a. What does SCORE do?
b. Community Business Resources
c. How can counseling help my bottom line?
8. How to complete a loan package by Jeff Pariano
a. Loan Checklists
b. Importance of Personal Financial Statements
9. Open Forum - Questions and Answers
10. Closing Remarks by Jaylene Moss
