Event Details

Finance + Accounting Forum: Business Loans: The Truth in What Banks Are Looking For

Wednesday, May 17, 2023

12:00 - 12:45 p.m. PT


With current economic changes and the increased cost of doing business, there are many questions and much consternation over how to secure a business loan. Summer Jeffus​, Naturally North Bay Board Member and VP of Regional Business Development of Exchange Bank​, will demystify the process and break down how to choose the right type of loan and the qualification criteria to secure it.


Join Naturally North Bay on Wednesday, May 17th at 12:00pm where Summer will share the inside scoop on the different types of loans available, a typical list of documents banks ask for, and what bankers look for to decide on a loan (spoiler alert: tell your story through your business plan!). In addition, she will provide tips and recommendations for businesses to consider as they maneuver through these challenging economic times. You will also hear from a company and their experience with their successful banking experience and participate in a Q&A session.

Speakers

  • Ramsay Brown (VP, Commercial Relationship Manager at Exchange Bank)

    Ramsay Brown

    VP, Commercial Relationship Manager at Exchange Bank

    https://www.exchangebank.com
    view more
  • Summer Jeffus (VP Regional Business Development Officer at Exchange Bank)

    Summer Jeffus

    VP Regional Business Development Officer at Exchange Bank

    https://www.exchangebank.com/

    Summer brings over 18 years of experience in business management, promotions, and marketing in the wine, agribusiness, food manufacturing, and restaurant industry. She provides local specialized financial leadership and community support as the VP of Regional Business Development at Exchange Bank.

    view more

Community

Connect with 24 people attending this event

CLTMRBCLBE