Make Your Business Bankable
A Capital One Stratight Talk Series Event
Contact
Lalitha Raman713-487-6565
lraman611@yahoo.com
The KBC-Plus
More than just a meeting facility and events center, The KBC is also home to several community enterprises who partner with The KBC in providing services. They include:
- The Empowerment Community Development Federal Credit Union
- M.D. Anderson Cancer Center
- Neighborhood Centers, Inc. Headstart Program
- OfficeWorks Graphic Design & Copying
- The Pointe Bookstore
- Victory Prep Academy
Understanding Your Credit Report: Business vs. Personal
The workshop will provide an overview of concepts necessary to understand the correlation between personal and business credit. Discuss Dun & Bradstreet report (D&B) and the new Credit Card Act. Personalize your plan for improvement.
Financial Statements Overview and Cash Flow Forecast
It is imperative that you know the “stories” that financial statements tell you. This session will focus on the preparation of a Cash Flow Forecast to be used by both (i) start-ups as part of a Business Plan to obtain initial financing and by (ii) ongoing businesses as a critical management tool.
Access to Capital
This is one of the most important issues facing small business today. This panel discussion will be interactive with members of the lending community including Capital One Bank, the US Small Business Adminsitration (SBA), LiftFund, People Fund and Houston Business Development, Inc. (HBDI). Ask the questions that are on your mind and learn about the various opportunities to borrow money to start or grow your business.
Presenters
Marina Perez - Chief Executive of Education and Development
Marina has over two decades of experience in the personal finance and the credit industry. Over the years, she has provided hundreds of presentations both in English and Spanish. Her extensive expertise ranges between basic budgeting and savings presentations to Identity theft/Scams workshops. Marina is a Fair Credit Reporting Act (FCRA) certified counselor and received her Neighborworks certification related to prevention and foreclosure mediation and is recognized as a credit authority.
Mike Fadden - SCORE Mentor
Mike has founded three private companies in the energy sector. He was CEO of two and EVP of the third. At various times, he has been involved in (i) oil and gas marketing and risk management, (ii) business development, (iii) acquisition and divestitures and (iv) financing (both public offerings and private placements) of acquisition targets and for general corporate growth and (v) acquisition of hydrocarbon raw materials for a major chemical company.
Mike also managed a hydrocarbon exploration program for the chemical company and, early in his career, he was a staff accountant for what was at that time one of the Big 8 accounting firms.