Bank Ready Initiatives: Tea Time with Lisa & Denage
This course is designed to teach you about being bank ready for SBB lending opportunities. We will discuss PPP loans, understanding your credit scores, how to understand your business financials, what an underwriter reviews, and why you need life insurance/ retirement planning for my business. Week 1- SBA/ PPP Loans – What do I need to know? Week 2- Understanding Credit Scores - Why is it important to have a good score? Week 3- Understanding My Financials – What is a balance sheet, income statement, & tax returns/ CPA? Week 4- What does an Underwriter need to approve my deal? Week 5- Why do I need Life Insurance? Retirement Planning?
Speaker(s): Lisa Lee, Multi-Financial Center Leader Denage Piper, Commercial Relationship Manager JoAnn Lawrence, Deputy District Director Patrick Bell, Deputy Commissioner for Minority Affairs
Co-Sponsor(s): SBA Hancock Whitley Citizen's Bank and Trust Louisiana Department of Insurance Mid-city Redevelopment Alliance
Fee: No Cost