2025 Annual Meeting And Luncheon

Key Topics & Panels

Funding Fundamentals: What You Really Need to Know

• Personal vs business credit

• Loan readiness checklist

• Structuring your business for investment

Bankable & Investable: How to Get in the Room and Get the Check

• What banks, investors, and lenders look for

• Pitching basics

• Risk assessment from the funder’s lens

Alternative Funding Sources: Beyond the Bank

• CDFIs, microloans, grants, pitch competitions

• Crowdfunding success strategies

• SBA loans and government contracts

Panel: Real Stories from Funded Founders

• Entrepreneurs sharing how they got funded

• Lessons learned, pitfalls, and what they wish they knew