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Finance: Cash Flow, Employee Retention Benefits and End-of-Year Best Practices

November 13, 2018
6:00 pm
- 8:30 pm

Companies with healthy finances are more prepared for growth. As we approach the end of 2018, please join NAWBO Silicon Valley for an evening of financial mini-workshops and expert Q&A to address our most impactful money questions, avoid any year-end red flags and uncover opportunities to launch into 2019 financially strong.

Our program will include mini-sessions on:

Cash Flow: Understanding working capital and how to leverage it for growth. Presented by Kathy Ta of Bank of America
Employee Retention: Improving our bottom line. Presented by Lauren Mader of Merrill Lynch
End-of-Year Best Practices: A rapid-fire expert Q&A With Donna Sooter of Sooter Consulting, Ramina Atanos of Chexperts Payroll Solutions and Jennifer Dizon of Hood & Strong LLP

The evening will include dinner, networking and no-host bar at the Silicon Valley Capital Club.

Special thanks to our speakers:

Kathy Ta,Vice President Senior Small Business Banker, Bank of America

Lauren Mader, Financial Advisor, Global Wealth & Investment Management, Merrill Lynch, Pierce, Fenner & Smith Inc.

Donna Sooter, CEO/President and Advanced QuickBooks Online Advisor at Sooter Consulting

Ramina Atanos, CPA, CEO, Chexperts Payroll Solutions

Jennifer Dizon, CPA, Assurance and Advisory Partner Hood & Strong LLP

6:00 Dinner, networking
6:30 Welcome
7:00 Speakers with Q&A
8:30 Wrap up, networking

NAWBO-SV Member & Guests of Member:  $55
General & Non-member:  $70

Parking at the Capital Club is FREE after 5:30.



November 13, 2018
6:00 pm - 8:30 pm
Event Category:


Silicon Valley Capital Club
50 West San Fernando Street 17th Floor
San Jose, CA 95113

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