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Resources

Women Accessing Capital – Training Sessions

100 Level podcasts are available to the general public at no charge.

200 and 300 Level podcasts are available only to WIPP dues-paying members. WIPP membership dues include UNLIMITED access to all WIPP’s podcasts, including Women Accessing Capital, as well as Give Me 5, Entrepreneurs, Energy & Environment and Women And Tecnhology Today trainings.

To become a member of WIPP, please click here or call the Membership Office at (415) 434-4314.

100 Level: Preparation and Foundation: Are you Really Ready to Seek Money?
200 Level: Securing Credit and Understanding the Process
300 Level: Maintaining Business Processes

Additional Resource Materials

100 Level: Preparation and Foundation: Are you Really Ready to Seek Money?

Training 101A: Putting Your Financial House in Order

Session Date: November 12, 2010 and April 28, 2010
This course creates a framework of preparing your company for capital. Topics covered include:
• 4 Critical Financial Techniques
• Managing Company Cash Flow
• Top 10 Financial Tips
• Choosing the Right Entity Type
Course Instructor: Nicolina A. Stewart, CPA, PFS, CLU, ChFC, President and CEO, Capital Management Advisors, Inc.
Click here to listen to the podcast • Click here to view the presentation • Click here for helpful links, provided by the instructor

Training 101B: Putting Your Financial House in Order

Session Date: April 21, 2011
Whether you plan to seek funding from a bank or private investor, you must have your basic financials in order first. Topics covered included:
• What basic financial statements and personal financial information you will need to
produce
• Review a well-structured income statement and balance sheet
• Understand how lenders will analyze your financials and know what to expect ahead
of time
• PLUS tips on business planning and forecasting!
Course Instructor: Michelle Hoffman, CEO, Hoffman CFO Consulting
Click here to listen to the podcast • Click here to view the presentation

Training 110: Putting Your Business in Order: The Business Plan

Session Date: May 4, 2010 and December 9, 2010
Topics covered include:
• What do banks and investors really want to see in your business plan?
• Write a strong, marketable business plan to win the investment you need
• Not for startups, this webinar is designed for small business owners committed to
expanding their businesses
Course Instructor: Mary Ellen Hickman, Brand Management and Marketing Strategy, Hickman Consulting Partners, LLC
Click here to listen to the podcast • Click here to view the presentation

Training 111: Putting Your Business in Order: Increasing Profitability

Session Date: June 22, 2010 and March 31, 2011
Get your business in financial shape. We’ll discuss how to:
• Focus on the best customers for your business
• Rethink your marketing tactics to deliver higher return on investment
• Rework pricing and discounts to bring in more cash
Course Instructor: Mary Ellen Hickman, Brand Management and Marketing Strategy, Hickman Consulting Partners, LLC
Click here to listen to the podcast • Click here to view the presentation

Women Accessing Capital Presents:
WATT Training 117: Perspectives on Investing in Technology for Your Small Business

Session Date: May 10th, 2011
This dual session will provide insight into why and how to invest in your company’s technology – both from the small business and lender perspectives.
Small Business Perspective: Terri McNally, President, Global Capital Ltd.
• Get a Small Business view of upgrading your technology and the tax benefits gained
from these modifications.
Spotlight on AT&T Capital: Steven Klepper, Director of Sales
• Learn about the who, what and why of this financing and leasing option for
technology investment
• PLUS get tips on getting engaged with AT&T Capital and being competitive for funding

Training 120: Putting Your Business in Order: Build Your Team

Session Date: March 22, 2011 and August 23, 2011
A discussion of the importance of:
• Having an advisory team, who is on it, and defining their roles
• Learn how to find the players
• Examining various business models to utilize an advisory team
Course Instructor: Nicolina A. Stewart, CPA, PFS, CLU, ChFC, President and CEO, Capital Management Advisors, Inc.
Click here to listen to the podcast • Click here to view the presentation •
Click here for helpful links, provided by the instructor

Training 125: Putting Your Business in Order: Doing the Research

Session Date: October 19, 2010
   • Researching your industry, competition and customers is crucial to your business
   • Learn how the right type of targeted research helps you identify opportunities and
     threats in your business and better prepare you moving forward
Course Instructor: Loy Sheflott, Principal/President, Consumer Financial Service Corporation
Click here to listen to the Podcast • Click here to view the Presentation

Training 130: Understanding Your Funding Sources

Session Date: January 25, 2011
Evaluate and understand various funding sources and discuss the pros and cons of each. A resource list of groups and organizations that help businesses get the funding they need will be provided.
This webinar will explore:
   • Financial Statements & Credit Scores: What you need to have and know for successful
   funding
   • Using Your Money: Owners investment capital and loans, cash draws on credit cards,
   and bootstrapping
   • Using the Money of Others: Friends and family, Banks, AR Factoring and Private equity
Course Instructor: Michelle Hoffman, CEO, Hoffman CFO Consulting
Click here to listen to the Podcast • Click here to view the Presentation

Training 131: Improving Cash Flow with Strategies for Increasing Income

Session Date: April 24, 2012

• The 3 Most Important Considerations for Increasing Income
• How to Catapult Your Financial Destiny

• The Secret “Icing on the Cake” for Increasing Cash Flow

• The Dynamic Duality of Giving while Making More Money
• What Truely Provides Financial Freedom

Course Instructor: Camille Gaines, CEO and Founder, Financial Woman
Click here to listen to the podcast • Click here to view the presentation

Training 132: Creating a Culture of Courage™: The New Leadership Challenge

Session Date: November 9th, 2011
In an ever-evolving business landscape, courage is an increasingly vital skill; we can no longer be averse to taking risks or remain complacent. Creating a Culture of Courage enables every employee and every organization to meet the demands of an uncertain future. You’ll learn how to create a strong, productive could be culture/team etc that not only embraces, but thrives on change. In her humorous, poignant presentation, Cindy Solomon will leave you realizing that you can accomplish anything – in both your personal and professional life!
Come curious, leave courageous.

Course Instructor: Cindy Solomon, Keynote Speaker, Consultant, Executive Coach
Click here to listen to the Podcast • Click here to view the Presentation

Training 133: Alternative Financing to Manage Your Cash Flow

Session Date: September 8, 2010
Whether for business growth or to increase your contracting capacity, find out your options to accessing capital, and how to be prepared.
In this Course you will learn:
   • Financing Terminology 101
   • Timing – Get things in place when you need to
   • Financing – Learn what you can and can’t negotiate
Course Instructor: Amy Horn, Executive Vice President, Federal National Payables, Inc.
Click here to listen to the Podcast • Click here to view the presentation

Training 134: Alternative Funding: Finding Non-Profit Lenders for Your For-Profit Business

Session Date: June 2, 2011
Course topics include:

   • Uncover the ins and outs of Mission Driven Lenders
   • What are they? Who offers them?
   • Where do you find these lenders? What kind of capital can they offer?
   • Is this a good option for my business?

Course Instructor: Connie Evans, President and CEO, Association for Enterprise Opportunity

Training 135: New Ways to Fund Your Business: Explore Equipment Leasing

Session Date: July 19, 2010
Learn about the advantages of equipment leasing such as: preserve bank lines, 100% financing, trade depreciation for a lower rate, and match asset life to finance term. Other topics covered include:
• What types of assets should you lease?
• How liens are filed on equipment
• Full Financial Packages v. Application Only – Plus filling out a credit application
• FICO scores and how they are calculated
• Leasing industry – large corporations with cash lease their assets – you should too!
Course Instructor: Terri McNally, President, Global Capital, Ltd.
Click here to listen to the podcast • Click here to view the presentation • Click here to view Equipment Leasing and Finance Association’s (ELFA) Equipment Finance 101, provided by the instructor

Training 140: Picking the Right Bank

Session Date: June 3, 2010
Getting the right people on your side can make all the difference.
• It’s not one size fits all.
• What kind of bank is the best fit for your business?
• Ways to make sure you are getting enough attention from your financial institution.
Course Instructor: Sydnee Stein, Vice President/Business Development Officer, EagleBank
Click here to listen to the podcast • Click here to view the presentation

Training 150: Increasing Financial Health – The 5 Steps to Grow Your Money

Session Date: February 21, 2012
The 5 key steps every woman must take to embrace their own financial destiny:
• The very first step to start growing your money
• A common reason why women often sabotage their own financial health
• Simple systems that invite wealth
• The quickest way to get on track for reaching financial goals
• One common mistake investors make with their money and how to avoid this costly mistake

Course Instructor: Camille Gaines, CEO and Founder, Financial Woman
Click here to listen to the podcast • Click here to view the presentation

Training 190: Business Strategic Planning

Session Date: May 17, 2012
A discussion of the importance of:
• Organizing your mission, vision and objectives
• Developing policies, plans, projects and programs
• Utilizing resources to enhance business
• Yearly performance and progress evaluation
• Setting goals
Course Instructor: Michelle Dolberry- Thompson, President, EMDO Enterprises and WIPP Director of Strategic Initiatives
Click here to view presentation. • Click here to listen to podcast.

Training 198: Understanding and Accessing Venture Capital and Angel Investors

Session Date: November 15, 2011
In this session, you’ll learn:
• What is venture capital and who accesses this market?
• Who are angel investors and what does an angel investment mean for your company?
• Tips for presenting you and your company to venture and angel investors.
Course Instructor: Amy Millman, Springboard Enterprises
Click here to listen to the podcast • Click here to view the presentation

200 Level: Securing Credit and Understanding the Process

Training 201: How to Build Your Presentation for the Bank/Investors

Session Date: August 26, 2010
Ready to talk to a bank or investor? Create a strong presentation and compelling pitch to close the deal. We’ll step through exactly what you need to know in order to get the investment your business needs. Designed for small business owners with a proven history of success.
Course Instructor: Mary Ellen Hickman, Brand Management and Marketing Strategy, Hickman Consulting Partners, LLC
Click here for the Podcast and Presentation

Training 207: Setting up an Accounting System For Government Contractors

Session Date: December 14, 2010
This course will focus primarily on QuickBooks, as we:
• Learn how to structure an accounting system
• Overview of DCAA cost requirements for accounting systems
• PLUS hands on use of the SF 1408 as a class guide
Course Instructor: Michelle Hoffman, Hoffman CFO Consulting
Click here for the Podcast and Presentation

Training 210: Putting Your Legal House in Order

Session Date: July 13, 2010 and April 13, 2011
Topics covered include:
• What is the bank looking for from a legal perspective?
• What is the process and major areas of investigation and concern?
• How to prepare well in advance
Course Instructor: Aileen Pisciotta, Executive Counsel PLC
Participants must be WIPP dues-paying members to access the Podcast and Presentation.
Click here for the Podcast and Presentation.

Training 255: Financing Your Business: Conventional Financing v. Investor Cash

Session Date: June 16, 2010
• Business owners who are looking for an outside cash infusion into their business must understand the pros and cons of conventional financing v. investor cash.
• Although it may seem like a good idea to avoid debt by finding an investor who will
exchange cash for stock in the business, there are federal and state securities issues as well as the problem of dealing with a minority shareholder in your business.
Course Instructor: Lucy Benham, Attorney-at-Law, Lucy R. Benham PLLC
Participants must be WIPP Dues-paying members to access the Podcast and Presentation.
Click here for the Podcast and Presentation.

Training 285: Your Loan Application was Rejected. What Next?

Session Date: July 29, 2010
You thought you were ready for a loan. Why did you get turned down? Get the inside scoop from an experienced banker. This course will spell out what to do if your bank rejects your application for a line of credit or loan and set you up for success on your next application. The course will also touch on alternative financing.
Course Instructor: Sydnee Stein, Vice President – Business Development, EagleBank
Participants must be WIPP dues-paying members to access the Podcast and Presentation.
Click here for the Podcast and Presentation.

300 Level: Maintaining Business Processes

Training 330: Collections and Maintaining Cash Flow

Session Date: January 18, 2011
Cash is king! How can you make sure to collect what you are owed and keep the cash flowing in your business?
   • You’re a creditor – what does that mean?
   • Collections lawyers – if you think you need one, it’s too late!
   • Payment terms – make your customers want to pay!
   • Contract remedies – include teeth that keep you out of court!
   • Collection calls – turn them into business development opportunities!
   • Final Demand letters – why they aren’t necessarily the last word!
Course Instructor: Aileen Pisciotta, Executive Counsel PLC
Participants must be WIPP dues-paying members to access the Podcast and Presentation.
Click here for the Podcast and Presentation.

Training 345: The Agony and the Ecstasy of Finding and Making an Acquisition

Session Date: September 16, 2010
Going through an acquisition is time consuming and stressful, so knowing what to expect and having a game plan can be the difference between success or failure. Topics covered include:
   • Finding, negotiating, financing, closing and integrating an acquisition.
   • Explore the various business strategies that lead to an acquisition along with finding
the target companies.
   • Objectives and issues that the company you are trying to purchase has as it relates to
the transaction and post transaction life so you are prepared to address them during
the courtship.
   • Negotiating the transaction, financing and closing the deal are critical, as well as
understanding the impact on the seller and your organization
Course Instructor: Eric Oganesoff, Managing Director, Focus LLC
Participants must be WIPP dues-paying members to access the Podcast and Presentation.
Click here for the Podcast and Presentation.

Training 347: Leveraged Buyouts (LBO): How To Buy A Company For Little Cash

Session Date: February 18, 2011
Learn how Leveraged Buyouts (LBO) Can Expand Your Market Share, Capabilities and Customer Base!
This webinar will explore:
• What is an LBO? Understand the Mechanics and Goals of an LBO
• When is an LBO right for your company? Things to Consider and Successful LBO
Strategies
Course Instructor: Sheri Orlowitz, Principal, SLOCO Consulting Group
Participants must be WIPP dues-paying members to access the Podcast and Presentation.
Click here for the Podcast and Presentation.

WIPP Special Presentation:
Understanding Trends and Opinions in Access to Capital in Today’s Marketplace

Session Date: June 2, 2010
How do your fellow business owners feel about the economy, access to capital and general business outlooks for 2010? Hear the results of the WIPP Access to Capital Survey from Q1 and compare your insights and expectations as you begin to formulate your plan for the remainder of 2010 and 2011.
Presentation by: AllPoints Research and Consumer Financial Service Corporation
Click here to listen to the podcast • Click here to view the presentation

Women Accessing Capital — Resource Materials

For current news on Access to Capital, check out the WIPP website by clicking here.

WIPP Access to Capital 2010 Statistics

Women, Money and Opportunity offers: Helpful Small Business Resources

Maria on Money: Blog by Maria Coyne for KeyBank – Dedicated to offering actionable tips to help women business owners navigate business trends while continuing to grow – professionally and personaly.

Small Business Lending Fund (SBLF) Information:
• Program Factsheet
• “Getting Started” Guide for Banks
• Preferred Term Sheet
• Preferred Term Sheet for CPP or CDCI Refinancing
• Application Instructions
• Small Business Lending Plan Guide for Banks

MyMoney.Gov
This is the U.S. government’s website dedicated to teaching all Americans the basics about financial education. The resources on MyMoney.gov can help you maximize your financial decisions. Throughout the site, you will find important information from 20 Federal agencies and Bureaus designed to help you make smart financial choices.
• Click here to go to their page on Growing Small Business
• Click here for the article “Ideas for Growing a Small Business: Tips on getting loans
and managing money”

The SBA has a new website – Click here!
• The SBA offers free, online courses, as well as financial assistance information.
• Click here for a Business Loan Application Checklist
• Click here for a SBA Loan Application Checklist
• SBA Office of Advocacy – Includes full agency reports

Useful Articles:
• Women and Retirement Planning
• Why Are Women-Owned Firms Smaller Than Men-Owned Ones?
• Changing Jobs? Take Your 401(k) and…Roll It!
• Contracting Business Magazine: “Seller Beware: Put Your Financial House in Order” (Jan. 09)