Angel Investing for Startups
December 6, 2022, 1:00 pm - 2:00 pm
Learn how you can accelerate your company's growth through angel investments.
In The Know
Funding Your Startup with BDO
December 7, 2022, 10:00 am - 11:30 am
Join us to learn about the funding options available for your startup!
Planning for CRM success
December 13, 2022, 1:00 pm - 3:30 pm
Join us to start or enhance your CRM (Customer Relationship Management) tool skills!
Women in Business Awards
November 18, 2022, 11:00 am - 2:00 pm
Recognizing the leadership and success of women in our business community.
October Newsletter
Read our October 2022 newsletter and sign up to receive future editions and event notices.
Financing for Entrepreneurs
October 11, 2022, 2:00 pm - 3:00 pm
This presentation will cover differentiating between personal and business credit, credit basics, what to prepare for the Bank, understanding cash flow, types of credit and where to search for government funding.
September Newsletter
Read our September 2022 newsletter and sign up to receive future editions and event notices.
Sales Bootcamp Session 1: Sales Planning
September 22, 2022, 9 a.m. - 11 a.m.
In this sales planning session, we will focus on high-level goals like revenue and the activity targets that lead to revenue.
Sales Bootcamp Session 2: Sales Process
September 29, 2022, 9 a.m. - 11 a.m.
This session will cover topics like email scripts, call scripts, handling major objections, and most importantly the steps in your sales process.
Sales Bootcamp Session 3: Sales Systems + Tools
October 6, 2022, 9 a.m. - 11 a.m.
In this session, we will cover many components of a CRM including contacts, accounts, deals, past activities, and future activities.
How to Become a Client
01
Complete the Become a Client form online.
02
We’ll schedule you a meeting with an advisor.
03
Meet with that advisor to plan your next steps.