Beyond the Pitch
Get Your Business Ready for the Bank!
2SJ Consulting will provide the attendees with a plan on what banks look for in providing credit to companies. Based on our blogs, “The 5Cs of Credit”, we explore how these principles will help explain how banks evaluate lending opportunities. As part of the workshop we will work with the attendees on how to prepare a narrative on the business and financial projections. Finally, we will address when is the right time to seek financing.
2SJ Consulting is a boutique consultancy specializing in small and medium sized businesses. With extensive experience in business planning, banking relationships, finance strategy, and cash flow management, we are your partner.
Our professional team has worked with businesses in a variety of fields, and our experiences have given us the insight into what your providers are requesting of you.
Sue Bottiggi – Sue spent 35 years in wholesale banking, spanning both middle market, national accounts, and wealth management. She has extensive experience in financial analysis for individuals, corporations, and real estate.
Judi Levine, J.D. – Judi has counseled a diverse array of business clients for over 40 years. These clients include small, privately held companies to mid-size and international public companies. She has guided these clients from start-ups through the sale of their companies.
Sue Wenk – Sue has extensive experience in financial reporting, credit analysis, and turnaround strategies. She has had a varied career in banking including operations, credit, and lending, including asset-based lending.
9:30a – Registration & Networking
10:00a – Workshop Begins
11:30a – Workshop Concludes & Networking Resumes
Free! (Coffee included)
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