Comprehending Beneficial Ownership Information Reports (BOI)
Online - WebEx TX, United StatesJoin 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
Understanding Impact Health Sharing: Affordable Healthcare for Entrepreneurs, Small Business Owners, and Individuals
Online - WebEx TX, United StatesIntroduction to Impact Health Sharing:
1.Alternative healthcare solution for entrepreneurs, small business owners, and individuals.
2.Not insurance, but a community-based sharing model.
3.Founded on 41-year-old concepts with patented technology.
Maximize Profits: Leveraging Advanced Payment Processing and Business Internet for Small Business Success
Online - WebEx TX, United States•Enable payments from various channels: in person, online, mobile, call center, etc.
•Streamlined reconciliation process for effortless financial management and Internet service at a service for your Business.
60th Annual SER National Conference
Irving Convention Center 500 W Las Colinas Blvd, Irving, TX, United StatesJoin us for an incredible FREE event! Enjoy inspiring speakers, educational entrepreneurial workshops, and training—all with complimentary parking. Plus, don't miss out on our limited FREE vendor tables. End the day on a high note at our evening reception, complete with an open bar, delicious hors d'oeuvres, and exciting raffles. See you there!
2024 SER STEM Day
Online - WebEx TX, United StatesWe are over the moon to announce our special guest speaker for this year's event - Former NASA - National Aeronautics and Space Administration José Hernández! 🛰️ Join us on April 5th as he takes us on a cosmic journey and shares his awe-inspiring experiences from space exploration. 🌠 But that's not all - did you know Amazon made a movie about his incredible journey? 🎬 Get ready for an out-of-this-world adventure in science, technology, engineering, and mathematics! 🚀 Save the date and prepare to be inspired! 🌏✨
Sign up today!
The Entrepreneurial Mindset
Online - WebEx TX, United StatesThis is a captivating webinar designed for those seeking to unlock their entrepreneurial potential and take their business ideas to the next level. We will explore the fundamental aspects of the entrepreneurial mindset, from growth mentality to resilience in the face of challenges. Through practical examples, inspiring case studies, and proven strategies, you will learn to cultivate the confidence, creativity, and determination necessary to succeed in the business world. We invite you to discover how to transform your thoughts and attitudes into concrete actions that lead you towards the entrepreneurial success you aspire to achieve.
Elevating Your Sales: Keys to Success in the Sales World
Online - WebEx TX, United StatesThis is a webinar titled "Elevating Your Sales", where we will explore two fundamental pillars for the success of the modern seller. Firstly, we will discuss the importance of having a "vitamin person, in your professional life”: someone who supports you in achieving your goals and is there during challenging times. We will learn how to cultivate strong and supportive relationships that drive your development as a seller. Secondly, we will delve into the art of becoming a true sales professional. You will discover strategies and techniques to prepare yourself and understand the sales process, as well as to authentically connect with your target audience.
We invite you to learn with us to acquire the necessary tools and achieve success in the competitive world of sales.
Entrepreneurial Resources that Matter
Online - WebEx TX, United StatesAre you a small business owner looking for ways to grow your venture? Do you want to learn about the resources available in the Dallas Ecosystem to help you scale your business? If so, join us for this workshop where we will cover:
- Where to find funding, training, networking, and other opportunities in the Dallas Ecosystem.
- How to overcome the common challenges of scaling a small business, such as hiring, marketing, and managing cash flow.
- Why mentorship is important for small business owners and how to find a mentor who can guide you.
Build Your Personal Brand, Grow Your Business!
Online - WebEx TX, United StatesPersonal branding is the process of creating and communicating a unique identity that showcases your value, skills and personality. In this workshop, you will learn how to define your brand attributes, differentiate yourself from others in your field, and leverage the power of AI to market the brand called you. You will also discover the difference between personal branding and influencer marketing, and how to use both strategies effectively to grow your business.
The 5 C’s of Credit Pt. 1
Online - WebEx TX, United StatesWhen you apply for a loan, the most important question being answered through the application is “are you credit worthy?” In other words, how WILLING and ABLE are you to pay back your loan.
The 5Cs are a way to determine your credit worthiness and whether you are ready for a loan. At UTB, we use the 5Cs to determine if a loan will help you start, grow or stabilize your business.
Isaac Elizondo has worked in the banking and financial services industry for over 18 years and has won several awards in retail banking for his goal setting achievements. Prior to his banking career he worked in the commercial real estate industry mostly in land acquisitions, office leasing and development. Isaac was also a small business owner for a short time in the insurance and financial advising field and later selling his company and joining one of the largest Community Development Financial Institutions in the United States as a Regional Director. He is now working with United Texas Bank promoting CRA loans, helping women, minority and low to moderate income areas seek financing through the United Texas Bank loan programs.
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