What financing options are available to business owners, and how do you successfully apply?
In this workshop, you can learn steps business owners take to build a stronger credit profile. We will discuss ways that may help a business owner be more successful when applying for financing, and we will take a look at the range of financing options that a business owner might consider to support their business.
Key takeaways from this workshop
- How to actively manage credit as a business asset and rely on credit to provide working capital, support plans for growth, and capitalize on unexpected opportunities when they come up
- About the Five C’s of Credit and how they are used to determine a borrower’s creditworthiness
- Tips on how to help improve cash flow which will be critical when you need financing
Agenda
2:00 - 4:00pm
Roby Schapira
Small Business Leader,
Sr. Vice President
National Field Initiatives
Wells Fargo & Company
Roby Schapira is Wells Fargo’s Small Business Leader for National Field Initiatives. In this role, Schapira leads programs that build their bankers skills and focus on serving small business customers.
A 20-year Wells Fargo veteran, Schapira has been in his current role since 2012 and began his career in 1998 as a part-time teller in Scottsdale, Arizona. Schapira holds a bachelor’s degree in business administration from the University of Arizona, and in 2013 graduated from the Pacific Coast Banking School at the University of Washington.
He is the member of the Corporate Advisory Board for the Greater Seattle Business Association, and past president of the Albuquerque Public Schools Education Foundation. Schapira is an accomplished speaker and has presented on small business topics at financial industry forums, local and national media outlets, and nonprofit organizations.