Topic: Weighing Loan Options: Key Considerations When Evaluating Multiple Loan Offers (It's more than just the rate)
This session will provide you a sense of what underwriters look for when considering financing options. The presenter for this meeting is Jenn Mathias, Founder & COO, One Degree Capital; Jenn's presentation is designed to be interactive. Be sure to bring your questions!
Objectives: During this discussion, participants will learn:
What credit underwriters look at first on your financial statements
Key components of a term sheet
7 things banks don’t want you to know about financing
Jenn Mathis, Founder and COO
One Degree Capital For over 17 years, Jenn Mathis has advised more than 5,000 business owners on finding and securing over $100 million in capital for expansions, real estate purchases, acquisitions, equipment, working capital, start-up costs and more. In 2010, Jenn co-founded One Degree Capital with one goal in mind: to be the nation’s most trusted business capital advisor.
Time: Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)
Fraud and executive impersonation continues to be a large problem affecting individuals and organizations every day. This presentation is designed to provide you with information on common types of fraud, executive impersonation and how to protect your organization from being victimized. Our team will lead the discussion and address questions on the risks associated with executive impersonation and the increase in Internet Fraud attacks across the industry.
During this discussion, participants will:
Receive an overview of common types of Fraud
Learn about executive impersonation and the various risks associated with it
Become more knowledgeable about how to protect yourself from executive impersonation
Gaye Boyette is a Relationship Manager in M&T’s Business Banking Division, covering the Northern Virginia market. She has nine years of banking experience with M&T Bank, and an additional ten years international banking experience in the UK. She has a diverse client base reflecting the NOVA market with more emphasis with Government Contractors. Gaye earned a Bachelor of Arts degree from Florida State University. She currently resides in Arlington County with her family.
Lourdes Ortuso is a Treasury Management Consultant in M&T’s Mid-Atlantic region, covering the Northern Virginia and Central Virginia markets. She has fifteen years of banking experience with M&T Bank, and an additional five years of banking experience with other institutions. By working with multiple banking departments, Lourdes has gained expertise in both the commercial and retail functions of financial institutions. Lourdes earned a Bachelor of Arts degree in Psychology from George Mason University. Lourdes currently resides in Fairfax County with her family.
Time: Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available) more info...