Overview
THE BUSINESS SETUP CHECKLIST: HOW TO LEGALLY AND
FINANCIALLY SET UP YOUR COMPANY
Shannon Black, a SCORE mentor, will walk you
step-by-step through the essential legal and
financial pieces every new business owner needs
in place before taking on work. She will provide
guidance to you so you can choose the right
business structure, properly register your
business, and set up key accounts like your EIN,
bank account, and bookkeeping system. She also
covers the must-haves most new owners overlook—
like licenses, insurance, and separating personal
and business finances. You will leave with a
checklist you can follow to get your business set
up correctly, confidently, and ready to grow.
THE BASICS OF SMALL BUSINESS LENDING: WHAT YOU
NEED TO GET A LOAN
Ryan Melendez, a Banker with Truist, will break
down the key pieces every lender evaluates,
including your credit, financials, business plan,
and cash flow. Whether you're just starting out
or looking to grow, this workshop will give you a
clear roadmap to approach lenders with confidence
and increase your chances of securing funding.
You'll leave with:
● A clear understanding of how the lending
process works
● The key documents and numbers lenders expect
to see
● Insight into loan options and which may fit
your business
● Practical steps to improve your chances of
approval
