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Finance Symposium
March 15, 2018 @ 8:00 am - 5:30 pm
Registration for the Finance Symposium will open shortly. Please review the requirements and registration instructions below before registering:
You MUST be registered with the Finance Symposium by March 9th to participate.
- Only one (1) person per company may register. That person may have a second company representative accompany them however, that person must be added at the time of registration.
- Online Registration for One-on-One appointments will be updated in real time. When appointments are made, slots will appear as “Reserved.” Time periods that are still open, will appear as “Open.”
- All reserved requests will be honored.
- Each participant may have a maximum of Three (3) appointments.
- Meetings are NOT transferable.
- You will receive an email confirming your schedule. Please print out your schedule with the instructions by selecting “Print Schedule”.
- The day of the event you must check in at least 20 minutes before your scheduled appointment or your appointment will be given to another firm waiting.
- The day of the event there may be open appointments resulting from either late attendees or no shows. If you wish to meet with more than your three (3) scheduled financial institutions, you must request to be placed on the “Text Wait List” (TWL) and provide your mobile number. You will be notified of availability. Upon receipt of notification confirm by responding “Yes” within 10 minutes.
- Registration deadline March 9th, 2018
The financial representatives have requested that attendees bring the documents listed below. Although it is not mandatory, in order to have the most productive meeting it is highly recommended that you bring as many of the documents as possible. Please bring the most recent documents.
No. | Financial
Institution |
Services | Recommended
To Bring |
1. | BB&T | · Financing · Lines of Credit · Loans · Owner Occupied Commercial Mortgages |
· Accounts Receivable/Aging Report for Last 90 days · 2 Years Business and Personal Tax Returns · 2017 Profit and Loss statement & Balance Sheet |
2. | Citibank | · Financing · Loans · Lines of Credit · Owner Occupied Commercial Mortgage |
· Business and Personal Tax Returns for past 2 years · 2017 Profit and Loss · statement & Balance Sheet · Accounts Receivable Aging Report for Last 90 days |
3. | First National Bank | · Lines of Credit · Loans · Term Loans |
· Accounts Receivable/Aging Report · Balance Sheet · 2 Years of Business and Personal Tax Returns · Year to date Profit & Loss Statement |
4. | Harbor Bank | ·Loans ·SBA Lending |
·Financial statements |
5. | Industrial Bank | ·Revolving Line of Credit ·Term Loans ·SBA Lending |
·Capability Statement ·Marketing Materials ·Personal Financial Statements ·Pro Forma Statement for 2018/2019 |
6. | Liquid Capital
|
· Financing · Line of Credit · Loans |
· Accounts Receivables/Payables · Aging Statement · Balance Sheet · Capability Statement · Income Statement · Most recent financial statements |
7. | US Small Business Administration | · SBA Surety Bond Guarantee Program | · Company Capability Statement |
8. | Wells Fargo Bank | · Loans | · Line of Credit · Accounts Receivables/Payables · Aging Statement · Balance Sheet · Capability Statement · Income Statement |