Power UP Your Business – Session 1

The Power of Your Business Community – Banking & Business Relationships

Entrepreneurs work tirelessly every day to make their business a success.
They are responsible for every aspect of their operation—managing time, processes, clients, finances, and risk. With slim profit margins and an often-unpredictable market outlook, most entrepreneurs operate in a solo state, we are Building A Strong Network of Trusted Partners

Lunch & Learn Series wearing multiple hats and making critical decisions “by themselves.”

This delicate balancing act can lead to burnout, missed opportunities, and limited growth potential. That is why building a strong community of trusted partners such as insurance agents, accounting professionals, legal advisors, bankers, and collaborators—is not just helpful, it is essential.

Building a process to secure trusted partners is critical to achieving your business goals, as it creates financial business stability and opportunities, ensuring you have dependable experts to guide and support your journey.

We Have Created Four Sessions Lead By Powerful Experts

(Two Sessions on this day)

July  9^th – Session 1 (12:00 PM – 12:30 PM)

The Power of Your Business Community – Ivette Mayo

• Why Entrepreneurs Need a Strong Business Ecosystem
  • • Reducing risk through strategic partnerships.
    • Leveraging expertise to grow sustainably.

• Partners Every Entrepreneur Needs

1. 1. Business Strategist – Partnerships & Collaborators – Industry peers, mentors, and strategic allies.
   2. Business Bankers – Banking & Relationships Experts – Building on your business connections, strategic relationships and getting access to capital.
   3. Lawyer – Legal Expert– Making sure your business documents are legal compliance to assist you to minimize risks, liability and to get paid.
   4. Business Development Expert – Local Government To Diversify Your Revenue – Having multiple revenue stream can save your business.
   5. CPA – Accounting Expert– Enhancing accounting practices and strategies and fiscal management. 
   6. Insurance Agent – Insurance Expert – Protecting your business from risks.

July 9^th – Session 2 (12:30 PM- 1:00 PM)

Banking & Business Relationships – Juanita Sanchez

Connections and Referrals

• Entrepreneurs need more than just a place to store money from their banker—they need a strategic partner who understands the nuances of growing a business.
  • • Connections – Introductions to other professionals: CPAs, attorneys, investors, business mentors.
    • Referrals to internal departments like commercial lending or treasury services as the business scales.

Zoom Link Will Be Emailed To Registered Participants.

Members – FREE

Non- Members $15

Sign Up for all 4 Sessions!