SCORE East Bay 


Wednesday June 7, 2017 from 9:30 AM to 1:00 PM PDT

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Cal State Center East Bay 
1000 Broadway
Suite 109
Oakland, CA 94607

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Finding Money to Start & Grow Your Business (Oakland)

Led by SCORE Counselors and Business professionals: Barbara Lippard, Kathy Donovan & Jo Baig

Workshop Fee ($35) - Includes FREE download of our 17 chapter guide “How to Start & Manage your Small Business”

Overview:  Learn about the types and sources of funding available to help you start and grow your business, and what you need to know to maximize your chances to obtain that funding.

You will learn and discuss:

  • Types and sources of funding
   - Personal:  personal savings, family and friends, home equity loans, credit cards

   - Traditional:  banks and SBA loans                                                                                                        - Non-traditional:  angel investors, venture capital, crowdfunding, KIVA/Zip, Y-Combinator, incubator

  • What lenders and investors consider in making decisions 
   - Business plan
   - Financial statements

   - Credit history

  • What you should do to maximize your chances to obtain funding

- Have a thoughtful, well-researched and realistic business plan                                                     --   - Know your SWOT:  strengths, weaknesses, opportunities and threats


 Barbara Lippard - Barbara was an investment manager of Time, Inc.’s Venture  Capital Group, investing in high technology companies, and was also Vice  President, Director of Corporate Development, for SAMI, a division of Time, Inc.

 She is also the founder of Beechgrove Ventures, a consulting firm assisting small  businesses with planning, funding and financial management issues.  Barbara has  been a volunteer for SCORE for 20 years, and has counseled many clients during  that time.  She currently is co-chair of the East Bay Chapter.  Previously, she served as a member and treasurer of SCORE’s Board of Directors and as Director of SCORE’s San Francisco District.

 Kathy Donovan - Kathy has 35 years of banking experience, with a concentration  in lending to small businesses, large corporate customers and consumers.  In  recent years, Kathy has focused her efforts at SCORE and, before that, at  Women’s Initiative for Self Employment,  on helping entrepreneurs and small  business owners.

 Kathy holds a BA from Georgetown University and an MBA from New York  University.  She is a world traveler, speaks some Spanish and is fluent in Portuguese.  Education is her passion!

 Jo Baig - Jo has 32 years in banking, including service as a branch manager of  Bank of the West.  Her experience includes extensive work with small and medium  sized businesses.