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MCMINNVILLE OREGON

We know how important financing is,

learn how to make it work for you.

Fall 2017 NEXT Seminar:

Bottomline Solutions -

Making Your Money Work for You

 

cash flow graphic

Is your company on a growth trajectory?  
Do you want to:

  • Increase your cash flow using your profit and loss statement?

  • Gain valuable financial knowledge?

  • Strengthen your partnership with your lender?

You can learn from seasoned experts in this one day seminar.

Leaders in the manufacturing space are tasked with these questions in addition to growing opportunities and challenges in the field. As a response, we've created NEXT: Strategic Solutions for Advanced Manufacturing and Business. This new focus driven seminar will reveal proven tactics.

We are proud to collaborate with the Small Business Administration (SBA) to bring you critical financial tools. Businesses can learn from the experts throughout the day with our keynote and knowledgeable business resource panel.  The opportunity to connect during the networking lunch mid-day will give everyone the chance to share their insight and business resource tips. C-Level Team Members (CFO's, Financial Directors, Controllers, Accounting Managers and Business Owners) will find the most value from our NEXT programming.


THE KEYNOTE

Thursday, October 26, 10:00 am - Noon

Is your company on a growth trajectory? Have you been in business for three years or more? Do you have 15+ employees and are making $3 million in revenue? 

BUILD CONFIDENCE AND CAPITAL WITH YOUR NUMBERS 

The keynote session will help you learn how to prepare clear, concise and timely financial reports. Gain improved understanding of your financial position, and gain confidence in the numbers.

  • Measure profitability by job, division, or product line
  • Apply tactics to save time while maintaining audit integrity
  • Manage cash flow
  • Streamline tax prep and help your CPA deliver timely tax advice
  • Graph results to visualize performance against your plan
  • Make informed decisions

THE SPEAKER: 



Gloria Sica
President 
Fulcrum Drive

Ms. Sica started her business consulting and services company, Fulcrum Drive, in 1995. She is dedicated to helping business owners build value. Her approach:

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THE BUSINESS RESOURCE PANEL 

Thursday, October 26, 12:45 pm - 2:00 pm

Are you a business owner looking for access to capital resources and tools?  This resource panel will cater to ALL businesses from start-ups to mature companies.

BUSINESS RESOURCE PANEL DISCUSSION AND Q&A

Connect with small business resources that can help you thrive in today's marketplace. Learn and network with industry specialists, government resources, and other regional businesses regarding:  

  • Access to Capital
  • Contracting
  • Small Business Development Center (SBDC)
  • Veteran Business Resources
  • Family Business and Succession Planning
  • Rural Loan Program 
  • Entrepreneurial Development Loan Fund

THE PANELISTS: 

Moderator:
Larry Trujillo
Lead Lender Relations Specialist,
Small Business Administration (SBA)

Mr. Trujillo holds the role as the Director of Lender Relations with the Small Business Administration (SBA) and Portland's District Director. He oversees

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Panelist:
Steve Patterson
Mentor,
SCORE

Steve Patterson has been a mentor at SCORE since 2009 and was in the banking and finance industry for 38 years. His last position was Team Leader

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Panelist:
Dennie Houle
Regional Development Officer
Business Oregon - Marion, Polk, Yamhill Counties

Mr. Houle is a Regional Development Officer for Business Oregon. Who is the primary economic development contact for businesses, agencies, and

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Panelist:
Rob Campbell
Director
SBDC - Veteran Business Resources Officer
Business Oregon - Marion, Polk, Yamhill Counties

In 2011, less than two years after participating in his first “Veterans Mean Business” class, the Small Business Development Center (SBDC) named

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Panelist:
Mark Wickman
Founder
Family Business Cousel

Mr. Wickman is fortunate to spend his best hours and efforts convening and facilitating conversations with small businesses, families and organizations-

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Panelist:
Teresa Smith

VP & Commercial Loan Officer
Citizens Bank

Teresa grew up and graduated from McMinnville High School and attended Oregon State University. She started her banking career in 1979 as a gap stop

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WHO SHOULD ATTEND: 

  • C Level Teams
  • CFO's
  • Financial Directors
  • Controllers
  • Accounting Managers 
  • Business Owners

 

THE COST: 

Registration DEADLINE is:  October 12, 2017

Registration: $95.00 

Additional Attendees from the same company: $75.00 


 

THE DETAILS: 

MEDP's Fall 2017 NEXT Seminar:  Bottomline Solutions

Date: Thursday, October 26, 2017

Time:  9:45 am - 2:00 pm

Location: Chemeketa Community College - Yamhill Valley Campus  -- 288 NE Norton Ln, McMinnville, OR 97128


 

Join us! -- sign up for the Fall NEXT Seminar today. Limited seating is available.  

Register today for Fall 2017 NEXT:  Bottomline Solutions.

Questions? Email Heather@McMinnvilleBusiness.com

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