Do you know the top three reasons why businesses fail?

TOGETHER LET'S CHANGE THOSE STATISTICS

Monetize Your Mission Strategic Business Retreat is a full-day event for consultants, solopreneurs, and service based business owners who are ready to scale but need cashflow to make that happen

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Join us for a full day of building your FINANCIAL CAPACITY and preparing to finance your dreams

Friday, July 26, 2019

Greenbelt, Maryland

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WE ARE HELPING A MILLION ACHIEVE A MILLION OR MORE

It's an opportunity to collaborate with other like-minded business owners while you unravel your financing needs

 

HERE'S WHAT YOU CAN EXPECT

You won't want to miss a minute of this retreat!

FRIDAY, JULY 26, 2019

8:30 AM - 4:30 PM

8:30am                  
Doors open (program begins promptly at 9:00am)
 
9am                          
Check your cashflow needs and determine the right time and circumstances to obtain working capital.  We will take a deep dive into financial statements and bank accounts and discuss the exact moments you should consider borrowing from a lender and why it's necessary to obtain financing early.  
 
10:30am                 
Consider the five Cs of credit.  During this session, we will review the critical areas banks are evaluating as they make their lending decisions.  We will identify possible gaps which may exist in your business and establish strategies to close those gaps quickly. 
 
12pm                         
Lunch & Networking
 
1pm                          
Craft your pitch. Gear up to prepare your package and get ready to present to a lender.  During this session you will learn insider secrets to solidify an enticing package and get the cash you need to fund your dreams. 
 
2:30pm                    
Cast your net!  Ever wondered how you can get access to banks that actually lend to small businesses?  Stick around for the full day and you will be in for a real surprise!  This session will blow your mind!  My access secrets will be revealed!  Who knows, you just might walk away with more access than you ever thought possible. 

We promise you will walk away with a brand new perspective about your business!

This is NOT just another workshop or motivational event! This is a hands-on, interactive, and collaborative retreat designed to help you gain clarity and confidence to buiild capacity and increase cashflow.

HERE'S WHAT YOU GET

Retreat Workbook

On-Site Coaching & Consulting

Access To Business Scaling Concepts Included In Beyond The Plateau

PLUS THIS......

Collaboration With Like-Minded CEOs

Continental Breakfast

Networking Lunch

HERE'S WHERE THE MONETIZING BEGINS

Event Location

Capital Office Park Conference Center

6404 Ivy Lane, Suite 114

Greenbelt, Maryland 20770

MEET YOUR STRATEGIC BUSINESS ADVISOR

Lisa D Anderson, CPA

Strategic Business Advisor and Virtual CFO to small businesses and the owner of Anavo Transformation Solutions LLC where she serves as a leading and recognized expert on organizational growth, financial management and leadership development.   She has worked for thirty years helping small and medium sized businesses grow and maneuver their way through the maze of aggressively competing marketplaces. Lisa has established a track record of successfully helping companies get beyond the plateau and positioned for growth while protecting their bottom line and growing shareholder stakes.

During this Strategic Business Retreat, you will learn, follow and build upon a strategy to magnify your mission, build capacity and ultimately scale your way to a million dollar business.   I am looking forward to helping you grow your business and your team.

GUEST PRESENTERS

Cesar Jordan

Vice President, M&T Bank

Cesar Jordan has worked in the banking industry for over 20 years.  He has worked as a Credit Manager, Loan Operations Manager, Residential Mortgage Consultant and for the last eight years as Business Banker.  With his operational and advisory experience, he understands the unique changes in the banking industries and is able to deliver solutions for various clientele.  Most specifically, Cesar has a passion for helping small businesses grow and is focused on helping them thrive.  His area of expertise is in Cash Flow Management, Treasury Services and Business lending which includes working capital and real estate financing.   Cesar is a Clark Atlanta University graduate, where he earned a bachelor’s degree in Business Administration

Carl Hairston

Executive VP & Lending Officer, City First Bank

Carl L. Hairston is Executive Vice President and Chief Lending Officer for City First Bank where he is responsible for the strategic direction and on-going execution of the Commercial Banking Group. Most recently, Hairston was Regional Vice President having overseen the growth of M&T’s National Capital Business & Professional Banking Group where he successfully led the lending and servicing team spanning Washington DC; Prince George's County, MD; Arlington, Alexandria and McLean, VA encompassing twenty four branches. Carl has over 27 years of financial services experience holding various banking roles at M&T Bank, Fleet Bank (now Bank of America), Fleet Community Development Corporation, KeyBank, NA, and Empire of America Federal Savings Bank.

Diane Brown

Executive Vice President & CEO, Prince George's Community Federal Credit Union

As Executive Vice President and Chief Operating Officer of Prince George’s Community Federal Credit Union, Diane Brown’s passion is in assisting the residents & businesses of the county to grow and excel financially. Over her career, she has helped many individuals and businesses achieve success and fulfill their dreams through her work as a leader in the banking industry.

She started her banking career in the management training program with M & T Bank, formerly Citizens Savings Bank. She has also held leadership positions at SunTrust, Citibank & PNC Bank.

An award winning professional in banking, Diane is committed to helping and serving the community.

Benjamin Copeland

President & CEO, Copeland Financial Services

Benjamin worked for a large local National Bank as a vice president for over 20 years before venturing out on his own. He started Copeland Financial Services, LLC before the start of his banking career as a part-time tax preparation service 40 years ago. He left Banking in 1996 to pursue Copeland Financial Services full time and expanded his services to include investment products and services, estate, retirement and insurance planning.

He also established Nationwide Land Title & Escrow Services, Inc. that same year to offer residential and commercial loan settlements to banks, mortgage companies, credit unions and law firms. His ultimate goal was to offer a full spectrum of financial services. In 2001, he opened a mortgage company to complete his complement of financial services. Bottom line?  Ben knows about financing!

HEAR WHAT OTHERS HAVE TO SAY ABOUT OUR RETREATS

 
 
 
 

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