CFO and Controllers SIG - Weighing Financing Options - How to Evaluate Options When You Need Capital

Special Interest Group Event

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

Presenter:

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)

 

4/24/2019

7:30 AM - 9:00 AM

Cordia Partners
8330 Boone Blvd
Suite 350 (Main Conference Room)
Vienna, VA 22182

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Thank you to Cordia Partners for providing the venue!
 

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4/24/2019