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MVP Series: Sources & Uses of Capital Finance Planning Workshop

March 18 @ 9:30 am - 3:30 pm CDT

Free

This workshop takes a deep dive into how to prepare, evaluate, and engage banks and investors.

Key Topics to be Covered:

  • Building a scalable working relationship with your bank
  • Finding and working with the right investment partner
  • Preparing your financial packages
  • Get your legal house in order for growth

Agenda & Speakers (all times are CST)

  • 9:30 – 10:00am – Check-in to video conference platform/networking
  • 10:00 – 10:15am – Welcome/FFI MVP Series Overview
  • 10:15 – 11:15am – Sources & uses of capital and financial packaging with Tera Johnson of University of Wisconsin – Food Finance Institute
  • 11:15 – 12:00pm – Leveraging a fractional CFO to prepare you for investment + Q&A with Heidi Huntington of AVL Growth Partners
  • 12:00 – 12:30pm – Break/networking working lunches
  • 12:30 – 1:15pm – Building a scalable working relationship with your bank/credit union + Q&A with Rachelle Poteracki of Summit Credit Union
  • 1:15 – 2:00pm – Finding and working with the right investment partner + Q&A with Dan Scalia of Johnsonville Holdings
  • 2:00 – 2:10pm – Quick break
  • 2:10 – 2:55pm – Get your legal house for growth in order + Q&A with Greg Lynch of Michael Best
  • 2:55 – 3:30pm – Panelist Q&A Wrap-up and Be the CFO Closing Comments
  • 3:30 – 4:00pm – Optional after workshop networking

The MVP Series enrollment is free for the 2020 – 2021 workshops! Funded in part through a cooperative agreement with the U.S. Small Business Administration.

Details

Date:
March 18
Time:
9:30 am - 3:30 pm CDT
Cost:
Free
Event Category:

Venue

Virtual