How to Secure a Business Loan

Are you an established business owner looking to obtain financing to grow your operation? Don't know who to approach, how to prepare, what lenders are looking for or how your proposal will be evaluated? Then plan to attend this dynamic, insightful workshop where you will learn how to position your request and improve your chances for success. Through lively discuss and examples, our expert presenters will help to demystify the lending process. Topics will include the role of the business plan in financing requests; the steps in the application process; how loan applications are evaluated by lenders; and what you can do today to move toward your goal of obtaining a business loan. The session will include a Q&A period, so bring your questions and concerns.

Speaker(s): Frank Casale and Peter Dorsey. Frank Casale, Regional Vice President at TD Bank, has been in the banking industry for nearly 30 years. He was born, raised and educated in Rhode Island and is committed to the community and the overall economic well-being of the State. Frank currently serves on the Boards of Miriam Hospital, the Providence Center, the Northern RI Chamber of Commerce and the RI Bankers Association. Peter Dorsey has spent his career lending money to small RI businesses, first in banking and more recently as President of The Business Development Company (BDC). The BDC operates a little outside the box, funding companies that can't get all the money they need from traditional sources. A Warwick resident, Peter actively volunteers with Junior Achievement and the Social Enterprise Greenhouse.

Co-Sponsor(s): Rhode Island Society of CPAs

Fee: $ 55.00

Payment onsite by check or credit card on day of event.