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Finance [clear filter]
Monday, May 6
 

8:30am

How to Start Your Business in San Francisco
In this informative class you will hear directly from the San Francisco Office of Small Business on rules, regulations, and important considerations for starting a business in San Francisco.  Learn how to register your business, file a fictitious business name, and obtain other permits and licenses.  You will also receive information on city programs and resources, including small business loans, tax credits and incentives, and technical assistance providers.

REGISTER HERE

Co-sponsorship Authorization #19-0912-17. SBA’s participation in this cosponsored activity is not an endorsement of the views, opinions, products or services of any cosponsor or other person or entity. All SBA programs and services are extended to the public on a nondiscriminatory basis.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Noah Brod, noah.brod@sba.gov.

Speakers
MP

Martha P. Yáñez

Supervising Business Case Manager, City of San Francisco
Martha Yáñez is Supervisor and Business Case Manager of the Small Business Assistance Center of the city's Office of Small Business.  The Small Business Assistance Center is the city's central point for small business information and assistance, providing one-to-one case management... Read More →


Monday May 6, 2019 8:30am - 10:30am
SBA Entrepreneurship Center 455 Market Street, 6th Floor

10:30am

Finding Money to Start and Grow a Small Business
Small business owners just starting out face persistent gaps and barriers when seeking financing for their new businesses. Join the SBA along with a panel of lenders to discuss microloans, crowdfunding, and other alternative sources for financing available to small business owners.  

REGISTER HERE

Co-sponsorship Authorization #19-0912-17. SBA’s participation in this cosponsored activity is not an endorsement of the views, opinions, products or services of any cosponsor or other person or entity. All SBA programs and services are extended to the public on a nondiscriminatory basis.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Noah Brod, noah.brod@sba.gov.


Speakers
avatar for Marlow Schindler

Marlow Schindler

Assistant District Director for Lender Relations, U.S. Small Business Administration
Marlow Schindler serves as the Assistant District Director for Lender Relations at the US Small Business Administration, San Francisco District Office. She is a representative of the District Office in matters relating to Lenders and SBA loan programs.
avatar for Karla De Leon

Karla De Leon

SVP San Francisco Market Manager, Main Street Launch
Karla supports our continued work in Oakland through partnerships and client services.  Karla is passionate about small businesses and economic development. While her professional background is a mix of business and public policy, her career has been primarily focused on small business... Read More →
avatar for Diana Chavez

Diana Chavez

Business Development Officer, Working Solutions
Diana Chavez joined Working Solutions as Business Development Officer in 2016. Diana is a nonprofit leader with experience in grantmaking, fundraising, program development, and operations for diverse nonprofits. She began her career in nonprofit management at Tides, a San Francisco-based... Read More →
avatar for Gladys Castro

Gladys Castro

Small Business Loan Officer, MEDA/Fondo Adelante
Gladys Castro works with clients to provide small business loans from loan origination to closing. She helps create and maintain partnerships throughout the nine Bay Area counties and deliver presentations to promote Fondo Adelante.Gladys attended UC Berkeley where she studied Political... Read More →


Monday May 6, 2019 10:30am - 12:00pm
SBA Entrepreneurship Center 455 Market Street, 6th Floor
 
Tuesday, May 7
 

10:00am

Buy Your Building and Secure your Business Future: Affordable Commercial Real Estate Financing
Commercial rents in the Bay Area are skyrocketing, forcing many small businesses into closure when their leases expire. Can your company withstand such a challenge? Did you know that there are SBA loan products and City and nonprofit support services to help you buy a building for your business? This workshop will discuss practical strategies you can consider if you are ready to buy a building for your business.

Location: USF Gellert Family Business Resources Center 

REGISTER HERE

Speakers
JA

Jay Arcilla

Business Development Officer, Wells Fargo


Tuesday May 7, 2019 10:00am - 11:30am
USF Gellert Family Business Resources Center 101 Howard Street, Room 155

10:30am

Leverage Business Credit to Help Your Business Grow
Your business can have its own credit reports and scores. Learn how to leverage yours for better terms with vendors, increased financing options, business opportunities and more. You'll also learn about the FICO business credit score used in some popular business loan programs. Join Greg Ott, President of Nav, as he explains how to build and use business credit to your advantage.

REGISTER HERE

Co-sponsorship Authorization #19-0912-17. SBA’s participation in this cosponsored activity is not an endorsement of the views, opinions, products or services of any cosponsor or other person or entity. All SBA programs and services are extended to the public on a nondiscriminatory basis.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Noah Brod, noah.brod@sba.gov.


Speakers
avatar for Greg Ott

Greg Ott

President, NAV
Greg Ott is the President of Nav, a free site and app that leverages credit data and business insights to give business owners the fastest, easiest and most trusted path to financing.


Tuesday May 7, 2019 10:30am - 12:00pm
SBA Entrepreneurship Center 455 Market Street, 6th Floor

12:00pm

Community Lenders: Where to Go When Banks Say No
Let's demystify the process of getting funding for your new or existing small business! Come learn what community lenders look for in potential borrowers and tips on improving your chances of getting funded!

Location: Impact Hub

REGISTER HERE

Speakers
avatar for Karla De Leon

Karla De Leon

SVP San Francisco Market Manager, Main Street Launch
Karla supports our continued work in Oakland through partnerships and client services.  Karla is passionate about small businesses and economic development. While her professional background is a mix of business and public policy, her career has been primarily focused on small business... Read More →
avatar for Adria Moss

Adria Moss

Associate Director, Loan Fund, Pacific Community Ventures
As the Associate Director of Pacific Community Ventures’ loan fund, Adria works with the small business lending team to underwrite, approve, and monitor the organization’s portfolio of loans.Prior to joining PCV, Adria worked in the financial services office at Ernst and Young... Read More →
avatar for Diana Chavez

Diana Chavez

Business Development Officer, Working Solutions
Diana Chavez joined Working Solutions as Business Development Officer in 2016. Diana is a nonprofit leader with experience in grantmaking, fundraising, program development, and operations for diverse nonprofits. She began her career in nonprofit management at Tides, a San Francisco-based... Read More →
avatar for Anne Lufkin

Anne Lufkin

Regional Manager for the Pacific and Mountain Region, Kiva
Anne Lufkin-Riaño is the regional manager for the Pacific and Mountain region for the Kiva US Program.  Her initial interest in microfinance began as she helped street children from Colombia build nano-enterprises that would help promote self-sufficiency and break the cycle of poverty... Read More →
avatar for Gladys Castro

Gladys Castro

Small Business Loan Officer, MEDA/Fondo Adelante
Gladys Castro works with clients to provide small business loans from loan origination to closing. She helps create and maintain partnerships throughout the nine Bay Area counties and deliver presentations to promote Fondo Adelante.Gladys attended UC Berkeley where she studied Political... Read More →


Tuesday May 7, 2019 12:00pm - 1:30pm
Impact Hub 1885 Mission Street
 
Wednesday, May 8
 

10:30am

Money to Grow: Financing Your Business
A panel of experts representing SBA, an SBA Community Advantage lender, and a bank or credit union, will discuss financing options, what lenders are looking for, credit requirements, and the importance of a relationship with a financial institution.  Eligibility guidelines and loan application procedures will also be covered.

REGISTER HERE

Co-sponsorship Authorization #19-0912-17. SBA’s participation in this cosponsored activity is not an endorsement of the views, opinions, products or services of any cosponsor or other person or entity. All SBA programs and services are extended to the public on a nondiscriminatory basis.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Noah Brod, noah.brod@sba.gov.


Speakers
avatar for Marlow Schindler

Marlow Schindler

Assistant District Director for Lender Relations, U.S. Small Business Administration
Marlow Schindler serves as the Assistant District Director for Lender Relations at the US Small Business Administration, San Francisco District Office. She is a representative of the District Office in matters relating to Lenders and SBA loan programs.
avatar for Victor Hsi

Victor Hsi

Business Director, Southeast Asian Community Center
Mr. Hsi has more than 25 years of experience advising small businesses on financing, marketing, and general operations.  As a management consultant in the for-profit and non-profit sectors, he has provided hands-on assistance to hundreds of new and established entrepreneurs on business... Read More →
avatar for Al Thiel

Al Thiel

Community Loan Programs Senior Loan Officer, California Statewide CDC
Al Thiel joins California Statewide CDC as Community Loan Programs Senior Loan Officer. Al has over twenty-three years of commercial lending experience, including the last six years originating Community Advantage SBA 7(a) with two top ranked Community Development Companies(CDC... Read More →
avatar for Azer Manashir

Azer Manashir

Small Business Banking Performance Manager, Northwest Division, Bank of America
Azer Manashir is the Small Business Banking Performance Manager for the Northwest Division.  The Small Business Banking division serves business clients with annual sales between $250,000.00 and $5 Million.  Nationally, Bank of America serves 1 out of every 3 small business banking... Read More →


Wednesday May 8, 2019 10:30am - 12:00pm
SBA Entrepreneurship Center 455 Market Street, 6th Floor
 
Thursday, May 9
 

10:30am

Be Your Own Landlord: Purchasing Commercial Real Estate for Your Business
Join a panel of SBA commercial real estate financing experts to learn about how the SBA 504 loan program can help you grow your business. This free workshop is for small business owners, potential borrowers, real estate agents, commercial real estate brokers, financial planners, accountants, attorneys, architects, and anyone who wants to know more about commercial real estate ownership.
Did you know that the majority of U.S. privately held businesses are eligible for up to 90% financing to buy, build, or renovate commercial real estate via the SBA 504 loan financing program?

• Stabilize your occupancy costs
• Preserve working capital
• Purchase, build, or renovate commercial property and heavy equipment

REGISTER HERE

Co-sponsorship Authorization #19-0912-17. SBA’s participation in this cosponsored activity is not an endorsement of the views, opinions, products or services of any cosponsor or other person or entity. All SBA programs and services are extended to the public on a nondiscriminatory basis.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Noah Brod, noah.brod@sba.gov.


Speakers
avatar for Marlow Schindler

Marlow Schindler

Assistant District Director for Lender Relations, U.S. Small Business Administration
Marlow Schindler serves as the Assistant District Director for Lender Relations at the US Small Business Administration, San Francisco District Office. She is a representative of the District Office in matters relating to Lenders and SBA loan programs.
avatar for Ole Tustin

Ole Tustin

Vice President SBA Division, U.S. Bank
avatar for Rich Grant

Rich Grant

Senior Vice President, Bay Area Development Company
Rich Grant has worked in SBA lending for over 25 years.  Rich works with lenders, commercial real estate brokers and other financial intermediaries to help small business owners navigate the process of purchasing property to house their business using the SBA 504 program.  Rich... Read More →
avatar for Anna O'Brian

Anna O'Brian

Senior Vice President Business Bank Development, TMC Finance


Thursday May 9, 2019 10:30am - 12:00pm
SBA Entrepreneurship Center 455 Market Street, 6th Floor

3:00pm

Accounting and Tax 101
Rebecca is the Managing Partner and co-founder of Green Ledger CPA. Green Ledger CPA is a virtual CPA firm that offers bookkeeping, accounting and taxes to startups and small businesses nationwide.

Rebecca and Green Ledger CPA are committed to providing ProActive accounting and tax solutions that instills confidence, assurance, and peace of mind with their clients, increasing their time so they can enjoy the journey of growing their businesses.

Rebecca Casarez is a Licensed Certified Public Accountant (CPA) with a Bachelors and Masters in Accounting. She has expertise in business accounting and taxation with experience working in a variety of industries, business sizes, and structures.

Location: WeWork Market Street

REGISTER HERE



Speakers
avatar for Rebecca Casarez

Rebecca Casarez

Managing Partner, Green Ledger CPA
Rebecca Casarez is a Licensed Certified Public Accountant (CPA) with a Bachelors and Masters in Accounting. She has an expertise in business accounting and taxation with experience working in a variety of industries and business sizes.


Thursday May 9, 2019 3:00pm - 5:00pm
WeWork - Market Street 995 Market Street, Suite 1401