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Financial Workshop for Small Business Launch & Growth
– Great Overview and Pathway to Seed Money


Saturday, February 2, 2019 from 9:00 AM to 4:30 PM CST

Registration: 8:30AM
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HCC West Loop
5601 West Loop South
Room C142
Houston, TX 77081

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Lalitha Raman

About Us:
SCORE is an all-volunteer group with real-world business experience, dedicated to your success.

Our Mission: Help small Businesses succeed. 

Our Mantra: We educate, counsel, mentor.

Founded in 1964, SCORE is a non-profit association and a Resource Partner of the U.S. Small Business Administration.
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For all startup and existing business owners. Plan now to understand the numbers that create success for your business.  This workshop prepares you for the “why, how and what’s next” when it comes to understanding your past, knowing where you stand now and what you need to do to analyze and estimate the numbers you and your investors/lenders need to know to back you and propel you to sustainable success.  Use this day to change your future!     

Bonus feature for this session  is meeting people that can change your life!  Hear from and network with financial resource partners from Houston’s entrepreneurial eco-system, including: Small Business Administration; LiftFund; Wallis State Bank; and Amegy Bank.

This workshop is required for all teams applying for our Business Plan Competition.  We will offer this workshop again a few more times for your convenience.

Session 1 – Understanding Cash Needs

  • Understanding how much money you need
  • Negotiating to save money – a framework
  • Collecting money and making a profit – its a learn-able art
  • Forecasting for success

Session 2  – Loans – The Good, the Bad, and the Ugly  

  • Understand how much you should borrow
  • What loan type is best for you
  • Loan sharks: How to avoid predatory lenders

 Session 3 Topics:  “Are You Doing a Good Job?”  

  • The basics for measuring your hard work
  • Importance of understanding your financials
  • Building a real asset
  • Connections: Relationships for success

Funding Panel – Bonus feature for this session is meeting people that can change your life!  Hear from and network with financial resource partners from Houston’s entrepreneurial eco-system, including:

  • LiftFund –  Richard Gianni – President, East Texas Region, President, Houston Market
  • Wallis State Bank – Nasr Khan – Executive Vice President, Chief Lending Officer, Wallis State Bank
  • Amegy Bank – Peter Ellen – Senior Vice President, Amegy Bank of Texas

Gianni   Khan  Ellen

Featured Presenter: David Regenbaum
 Entrepreneur in Residence at the HCC NW Center for Entrepreneurship
 V.P. HCC Foundation
 Faculty & Mentor for 10,000 Small Businesses
 Entrepreneurial Curriculum Developer & Advocate

David Regenbaum was Owner and Operator of Association Management, Inc. (AMI) from 1979-2010. AMI achieved remarkable growth and prestige under his leadership for over 36 years, resulting in AMI becoming the leading community association management firm in Texas, managing over 300 communities consisting of over 100,000 homes and commercial units. Many of his innovative management philosophies and practices have become industry standards.  In 2010, he sold AMI to FirstService Residential Houston, the largest community association management company in America.  Regenbaum then served as President of FirstService Residential Houston for the next four years, before “retiring.”  Much to our benefit, David’s altruistic encore career is dedicated to empowering Houston’s startup and existing small business owners and to instilling entrepreneurial skills in the greater Houston area workforce through Houston Community College!  

Featured Presenter: Rebecca Schultz has two decades of lending experience, with a focus on commercial lending and business banking. As an experienced entrepreneur, Schultz owned two businesses for many years, a retail store and a full-service day spa.  In 2014, both businesses were sold and Schultz returned to her passion, helping small business owners. As a commercial loan officer for TDECU, Schultz’s goal is to develop valuable relationships that support both the clients she serves and the community that depends on them.   

Register Now!
Fee: $25 / $35 for walk-ins
Includes Continental Breakfast & Lunch

Free for HCC Student/ Faculty/Staff, FREE for 10 veterans after January 19


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