Financing Your Business
9:00am - 12:00pm PDT
Almost all businesses require an infusion of money at some time to start, maintain, or grow. This workshop describes various funding sources and specific criteria used to evaluate funding requests. An experienced SBA officer will explain the process for SBA loans, a banker will talk about types of loans available, and a SCORE counselor will will discuss other options for obtaining funding for your business.
Finance experts will help you learn about:
- Loan Application Packaging
- Alternate Funding Sources
- Micro Loans, Bank Loans, Venture Capital and More
- Real Estate Loans
- Working Capital for Start-Ups and Existing Businesses
- SBA Policies and Procedures
- What you need to do as a borrower
- Where to go for advice
It's frustrating to go from one bank to another and not get the answers you need. This workshop will explain your options and help you to get that loan!
Paul Sipe has over thirty years in the commercial banking business. He organized and started two locally owned banks in the east San Diego County. He also has a diverse background in commercial, industrial and residential real estate, including sales, leasing and financing. He has his own consulting business, specializing in construction financing, mergers and acquisitions, long-term leasing and turn-around evaluations. He served as a NASD arbitrator for over twelve years and has an above average knowledge of the securities business.
Susan Lamping is a Senior Community Loan Officer at CDC Small Business Finance and acts as the liaison for the technical assistance needs of small businesses in San Diego County. In partnership with local banks in San Diego, she assists borrowers in acquiring SBA loan products which are specifically designed to make credit more accessible to entrepreneurs. Her responsibilities also include coordinating the business consulting needs of CDC’s community loan borrowers and monitoring their businesses. Previously, Susan was Vice President of Lending and Marketing at ACCION San Diego, a local micro lending organization, where she managed all aspects of lending operations as well as marketing and outreach.
Valery Belloso is the Business Development Officer at Accion San Diego, a local nonprofit microlender. Ms. Belloso has worked with Accion for eight years and brings banking, finance, underwriting and presentation skills to the organization. She has developed multiple presentations and training programs to prepare entrepreneurs to obtain capital to start or expand their businesses. She holds a Bachelor’s in Business Administration from University of San Diego and a Masters in Spanish Linguistics and Literature from San Diego State University.