Put on Your Green Visor:
Money is what matters
Guest Panelists:
Pam Hedblad, Principal
Abbott, Stringham & Lynch
View Member Bio ›
Joan Young, Broker, CBI®, CBB®
Sunbelt Business Advisors
View Bio ›
Stephanie Jones, Vice President, Area Region Business Banking Manager, South Bay, Greater Bay Division
Wells Fargo Bank
View Bio ›
Every number tells a story. Convert your financials into words and those words into actions. Get the inside scoop from seasoned financial professionals on What Your Financials Say about Your Business.
Tuesday, August 19, 2008
New! Member Orientation: 4:30pm to 5:00pm
5 O’Clock Seminar: 5:00pm to 5:45pm
Registration and networking: 5:45pm to 6:30pm
Dinner and Presentation: 6:30pm to 8:30pm
Location: Silicon Valley Capital Club
50 West San Fernando, San Jose, CA :: MAP IT ›
PRE-REGISTER NOW ›
Cost increases after Friday, August 15th.
Speaker Bios
 Stephanie Jones is a career banker with over 31 years of banking experience at Wells Fargo Bank. Her current position is the Area Region Business Banking Manager for the San Jose Greater Bay Division, where she overseas the management of two teams of Business Relationship Managers who specialize in working with small business owners with annual revenues of $2 million - $30 million. Prior to her current role, Stephanie was recruited to the San Jose Market for the Business Banking Manager position to expand the development of a team of Business Relationship Managers. With over 8 years of experience working to assist small business owners from Business Development Officer, Managing a Business Center to Senior Business Relationship Manager, Stephanie has gained extensive expertise in commercial lending and other related financial services. A rare breed in banking who can still say, “I started out as a teller,” Stephanie continues to be a highly respected leader not only within Wells Fargo Bank, but with clients, and the community.
Her community service work has included active organizing and participation in many Wells Fargo community events from teaching Junior Achievement classes, working on Habitat for Humanity Home projects, and supporting Food Bank and other non profit organization events. She was a former Advisory Board Member for the Oakland Women’s Initiative Group, Week of Caring Coordinator for several years in a row at Wells Fargo, and former Board Member on the Martin Luther King Jr. Freedom Center. Stephanie is frequently asked to speak on behalf of Wells Fargo Business Banking at many community based events and seminars.
 Joan Young has been assisting buyers and sellers in small businesses since 1980. Her diverse business experience ranges from manufacturing and distribution to retail, publishing, advertising, placement services, direct sales, and business and franchise consulting. Committed to strong work ethics, Joan focuses on integrity and professionalism. Her goal is to achieve the desired results for both sellers and buyers. “Win-Win” best describes Joan’s approach to all of her transactions.
In 1980, Joan co-founded a national franchise company and owned two franchises herself. She has been VP for three national franchise companies, and in 1990 started FRANNET of the Bay Area, Inc. (FRANNET is the largest franchise consulting group in North America). Joan has had the distinction of owning one of the top FRANNET offices, and was named “Franchise Consultant of the Year” four times since she began. In 2000, Joan acquired SUNBELT BUSINESS ADVISORS, Greater Bay Area, which is part of the largest business brokerage/intermediary firm in the world. Sunbelt has over 300 offices worldwide with over 30 offices within California.
Joan is a member of the California Association of Business Brokers (CABB), has served on their board of directors, and holds the Certified Business Broker (CBB®) designation. She also belongs to the International Business Brokers Association (IBBA) wherein she has been awarded the prestigious and coveted Certified Business Intermediary (CBI®) designation and has served on the President’s Advisory Council for Sunbelt Business Advisors Network.
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Reminder:
Dress at the Silicon Valley Capital Club is business attire and no jeans are allowed. Gentlemen must wear jackets.
Where to Park:
Parking after 5:30pm is free with validation from the Club in the underground parking lot of the Knight-Ridder Building (the “Fairmont Parking Garage”). The parking lot is located between South Market and South First Street in downtown San Jose.
Driving Directions:
The Silicon Valley Capital Club and parking garage is located between South Market and South First Street in downtown San Jose, on the 17th floor of the Knight-Ridder Building. For additional directions, please call 408.971.0300 or visit their web site, http://www.sanjoseclub.com. :: MAP IT ›
From HWY CA-87: Merge onto CA-87. Take the SANTA CLARA ST exit toward JULIAN ST. Take the SANTA CLARA STREET ramp toward DOWNTOWN SAN JOSE. Turn RIGHT onto W SANTA CLARA ST. Turn RIGHT onto S MARKET ST. Turn LEFT onto W SAN FERNANDO ST.
FROM HWY 280: Merge onto CA-87 N. Exit at SANTA CLARA-JULIAN EXIT and take the SANTA CLARA STREET ramp toward DOWNTOWN SAN JOSE. Turn RIGHT onto W SANTA CLARA ST. Turn RIGHT onto S MARKET ST. Turn LEFT onto W SAN FERNANDO ST. Parking garage is on the right just past the San Jose Museum Store.
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5 O’Clock Seminar
CASH FLOW IS QUEEN!
Presented by:
Carla Cobb Davis, CEO
DBC Groups, Inc.
Jennifer Dizon, Partner
Hood & Strong LLP
5:00-5:45pm
Without cash flow, even a thriving company can close their doors. CASH FLOW IS QUEEN!
1. What happens to a emerging business that needs extra capital to move forward?
2. What happens if a large contract comes in and you have a 60 day net payment? How do you keep you cash flowing for the rest of the business?
3. What if you have a large cash outlay for several months and your cash flow becomes a problem and your upcoming contract pipeline is looking good but you need cash this month…now?
Carla Davis, CEO, DBC Groups Inc., will present a number of alternative financing solutions that can assist you through those CASH FLOW periods of distress.
Jennifer Dizon, CPA and Partner Hood and Strong, will cap it off with the impact on companies that choose these alternate financial solutions.
NEW! Download the printable .pdf flyer for this event!
Now you can download event flyers and e-mail them to your friends and business associates! Right-Click and choose “Save Link As” or “Save Link Target As” to download the file.
 August 08 Event ›
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