Small Biz Building - How to work with a Bank - IN-PERSON ONLY TRAINING

Event description

This is a no-cost event! Registration is encouraged as seating is limited. 

This is an IN-PERSON WORKSHOP ONLY. The workshop will be held at the UTSA Downtown Campus, Durango Building, Room 2.316. 

Join the UTSA SBDC and Broadway Bank for this session. Join us as we walk step-by-step, through the process, questions, documents that a small business lender will ask of you.  Set yourself up to succeed as you build your small business with your bank.

Navigating the financial landscape is crucial for small businesses seeking growth and stability. This webinar will guide you through the process of working effectively with banks, offering insights into building strong financial relationships and accessing the resources you need to succeed.

Agenda:

1. Introduction to Banking for Small Businesses
   • Overview of banking services for small businesses
   • Key terms and concepts
2. Choosing the Right Bank
   • Factors to consider when selecting a banking partner
   • Comparing different banks and their offerings
3. Building a Relationship with Your Banker
   • Establishing trust and open communication
   • Tips for effective engagement
4. Preparing for a Bank Meeting
   • Essential documentation and information to present
   • Understanding what banks look for in a business
5. Accessing Business Loans and Credit
   • Types of loans and credit options available
   • Application process and requirements
6. Managing Business Accounts
   • Best practices for account management
   • Utilizing banking tools and services effectively
7. Troubleshooting Banking Issues
   • Common challenges and solutions
   • How to resolve disputes and seek assistance
8. Strategic Financial Planning
   • Leveraging banking resources for growth
   • Planning for future financial needs and opportunities