Make 2024 your year to remember! Claudia Herrmann will kick off our 2024 webinar series with “Setting and Achieving your Goals in 2024” Part 1 which is focusing on setting your goals and Part 2 is the methodology to achieving your goals, which will be presented February 1.

In this workshop we will be covering understanding your credit score, checking your credit score and reports, getting started with credit and protecting your credit.

Maria Hazan-Cohen is a Community Manager in Dallas, Texas for Community & Business Development. She is a local ambassador for Chase whose job is to build and nurture relationships with key community leaders, nonprofit partners and small businesses at the neighborhood level. Maria hosts financial health workshops, facilitates non-profit partnerships and offers community programming. She is helping to advance racial equity by supporting Black and Latinx communities with tools and resources to help them improve their financial wellbeing.
With over 30 years of experience in the financial services industry, Maria has held a number of positions including Branch Manager, Relationship Banker and Assistant Branch Manager. Prior to this role, Maria served as Banking Center Manager for Chase at the Gus Thomasson and Town East. She is currently a member of Adelante, BOLD, Women on the Move and PRIDE, and serves on the board of Youth Guidance Dallas Advisory Council.

In this workshop we will be covering building a positive credit history, reducing your credit utilization, and dealing with delinquent debt.

Tirsza Brooks is the Community Manager responsible for the financial health strategy in Irving and Grand Prairie, TX. As a local ambassador for Chase, she is tasked with building trust in underserved communities and nurturing relationships with key community leaders, nonprofit partners and small businesses to bridge the gap at the local level. Tirsza hosts financial health workshops, facilitates non-profit partnerships and offers community programming. She is helping to advance racial equity by supporting Black, Hispanic and Latino communities with tools and resources to help improve their financial wellbeing. With over 10 years of strong leadership and business development experience in the financial services industry spanning across Wealth Management, Merchant Services and Retail Banking, Tirsza brings an abundance of knowledge that includes Real Estate and Small Business Lending knowledge. Tirsza is passionate about the work she is doing, helping to close the racial wealth gap in underserved communities. She currently serves on the board of the Greater Irving-Las Colinas Chamber of Commerce and their Diversity, Equity and Inclusion committee.

: The Small Business Administration (SBA) offers a variety of programs and services to support small businesses at all stages of development. Whether you are looking to start a new venture, grow your existing business, expand into new markets, or recover from a disaster, the SBA has resources and partners to help you succeed. In this workshop, you will learn about:

The SBA loan guaranty and venture capital programs that can help you access capital for your business needs.
The SBA direct loan programs that can help you recover from natural disasters and rebuild your business.
The SBA management and technical assistance training programs that can help you plan, launch, and grow your business with the help of expert counselors and mentors.

You will also learn about the SBA counseling assistance program which has a network of over 1,400 resource partners, such as SCORE, SBDC, WBC, VBOC, and Apex Accelerators, that provide free or low-cost counseling, training, and networking services to small businesses across the country. You will discover how to find and connect with the SBA and its partners in your local area and online.

Don’t miss this opportunity to learn how the SBA and its programs and services can help you achieve your small business goals. Register today and get ready to start, grow, expand, and recover your small business with the SBA.

The federal government is the largest buyer of goods and services in the world, and it has a strong commitment to support small businesses, especially those that are owned by women, minorities, veterans, and other disadvantaged groups. By becoming a certified small business and pursuing set-aside contracts, you can access a huge and diverse market for your products and services, and gain a competitive edge in the federal marketplace.
In this workshop, you will learn about:
• The benefits of supplier diversity and federal contracting for your small business, such as increased revenue, improved reputation, and enhanced innovation.
• The eligibility criteria and certification process for various SBA small business programs, such as 8 (a), HUBZone, WOSB, and SDVOSB.
• The types and sources of set-aside and sole-source contracts, and how to find and bid on them effectively.
• The best practices and resources for succeeding in federal contracting, such as developing a capability statement, marketing your business, and building relationships with contracting officers and prime contractors.
Don’t miss this chance to discover how federal contracting opportunities can help you grow and expand your small business. Register today and get ready to take your business to the next level with the SBA.

Join us for an enlightening webinar as we talk into the significance of Beneficial Ownership Information Reports (BOI) in today's regulatory landscape. Led by industry experts, this session will provide invaluable insights into why BOI is crucial for businesses, and regulatory bodies alike.

Key Highlights:

1. Understanding BOI: Gain a comprehensive understanding of what Beneficial Ownership Information entails and its pivotal role in combating financial crimes such as money laundering and terrorism financing.

2. Compliance Requirements: Explore the regulatory frameworks surrounding BOI and learn how organizations can ensure compliance effectively to avoid penalties and reputational risks.

3. Mitigating Risks: Learn strategies to identify and mitigate risks associated with beneficial ownership, empowering organizations to make informed decisions and safeguard their operations