Event

Mastering the Funding Process: A Guide to Getting Approved

Oct 29 12:00 pm — 1:30 pm
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Event details

Securing funding is a critical step for business growth, but navigating the application process and knowing what lenders are truly looking for can be challenge.

At the SBDC, we’ve helped hundreds of business owners successfully secure funding. We know what works-and more importantly, what doesn’t. That’s why we’ve designed this session to share insider tips and to help you get approved faster.

We’ve invited two lenders to provide you with a clear understanding of what they seek in an application. This is your chance to get answers directly from the source and learn how to make your funding process smoother and easier.

In this session, you’ll learn:

  • Key elements that will get your application approved faster
  • Common mistakes to avoid that can slow down or derail your funding process
  • Actionable next steps to get closer to your funding goals
  • Expert insights from lenders to improve your entire funding process

Join us to position your business for funding success.

Instructors:

Laurie O’Hara is the Founder and CEO of OLITA, a San Rafael, CA based brand of eco-friendly, healthy sun care. Prior to launching OLITA, Laurie had over 20 years experience in marketing and acquisitions of credit products and microloans, having worked as a Director for JPMorgan Chase and Citibank in New York City and a Bay Area CDFI.

Jeanette Meyer is a Business Banking Relationship Manager at Bank of America. Her mission is to help local companies achieve their business goals, no matter how simple or how complex.

Ronnie Sylvia is an SBA 504 Specialist at AmPac Business Capital. He has a deep knowledge of the program and its guidelines under the SBA Standard Operating Procedures (SOP). Ronnie helps business owners and commercial real estate professionals navigate the process with clarity and confidence.

The information provided in this webinar/training/advising and any supplementary materials provided to attendees are intended for educational and informational purposes only and does not constitute professional financial or legal advice. No attendee should act or fail to act on the basis of any material contained in this webinar without obtaining proper financial, legal or other professional advice specific to their situation. The Northern California Small Business Development Center, and its host, the Cal Poly Humboldt Sponsored Programs Foundation, specifically disclaims any liability, loss or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the information presented herein.

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pic of Advisor Laurie O'Hara

Laurie O’Hara, SBDC Advisor

Jeanette Meyer, Relationship Manager at Bank of America

Ronnie Sylvia, AmPac Business Capital