Wharton SBDC Workshops (03/24/05 through June, 2005)

Wharton SBDC Finance & Funding Series
March 2005
The Wharton SBDC is pleased to announce our new Finance & Funding Series.
Seminar: Meet the Lenders
Budgeting & Credit for Small Business
Workshop: Financing Process & Loan Documentation
Seminar: Meet the Benefits Providers
Workshop: Basic Financial Accounting & Taxes
Seminar: Meet the Lenders in Delaware County
Workshop: Strategic Business Planning
Budgeting & Credit for Small Business
Participants will learn:
Budgeting
How to track, prioritize, and plan spending and asset development.
The importance of maintaining accurate, complete and timely business records.
Income & expense details.
The importance of maintaining separate business & personal records.
Credit
How credit histories can impair the ability of entrepreneurs to obtain the necessary capital to run or grow a business.
How to obtain, read, dispute, and improve their credit reports.
How even modest improvements to their credit reports can have a significant impact on their credit worthiness.
This workshop is useful to entrepreneurs seeking financing and those who want information on the significance of credit.
Thursday, April 7 from 6:30 pm to 8:30 pm
Fee: $10
Register Now...
Workshop: Financing Process & Loan Documentation
Participants will learn:
Financing
Preparing for a new business with a feasibility analysis, timeline, and analysis of resources through creation of a business plan.
Credit & risk factors.
The documents required for loan requests.
An overview of the process of applying for loans.
Lending Sources.
Loan Documentation
Completing the required documents & applying for the appropriate type of loan.
What a borrower may experience after the loan application is submitted.
Credit worthiness through the "5 C's" of credit.
Terminology and resources.
This workshop is useful to entrepreneurs seeking financing and those who want information on the significance of credit.
Thursday, April 14 from 6:30 pm to 9:00 pm
Fee: $10
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Seminar: Meet the Benefits Providers
Learn about the benefits options available for small businesses. The focus will be on constructing health, retirement, & pension benefits for you and your small business. Meet with representatives from benefits providers.
This course is geared towards entrepreneurs ready to establish their businesses and established business owners.
Tuesday, April 26 from 6:30 pm to 8:30 pm
Fee: $10
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Workshop: Basic Financial Accounting & Taxes
An experienced CPA will teach you how to make good business decisions, how to monitor your business, how to comply with tax laws, and how to plan your future growth with some basic accounting tools.
Get a basic understanding of financial statements and related terms. Learn what the key financial ratios are and how to use them. Analyze if your business is strong enough to support a loan. Get a basic understanding of taxes for small business.
This course is geared towards entrepreneurs ready to establish their businesses and established business owners.
4-part course on Wednesdays, May 4, 11, 18, & 25 from 6:30 pm to 8:30 pm
Fee: $25 per part
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Seminar: Meet the Lenders in Delaware County
If you need to miss the Meet the Lenders on March 24, join us in Delaware County for our next Meet the Lenders seminar at the Delaware County Chamber of Commerce.
Co-sponsored with the Delaware County Chamber of Commerce.
Tuesday, May 10 from 8:00 am to 10:00 am.
Fee: $30
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Workshop: Strategic Business Planning
Address the quantitative and qualitative issues necessary to create a draft business plan with a situation analysis, conduct a SWOT (strengths, weaknesses, opportunities, threats) analysis, examine and develop financial projections, and identify areas of the business plan that need additional research and analysis. Critique an existing business or business idea to validate if there is a sustainable business model.
This course is geared towards entrepreneurs who are starting their businesses or who are already in business and want to take their business to the next level.
Wednesdays, June 22 & 29 and July 13 & 20 from 6:30 pm to 9:00 pm
Fee: $25 per part ($100 total); cost includes one other person working on business.
$25 per part is a special discount geared towards applicants to the New Profiteer Business Plan Competition.
Register Now...