Secure your spot before the time runs out!

0
0
0
0
0
0
0
0
  • Many small businesses, especially black owned businesses were not prepared to respond with the appropriate reports and financials banks needed to fund the grant and loan opportunities associated with Covid-19 funding opportunities.

  • Many small businesses rely on demand/checking accounts and online banking to operate their businesses.

  • Many small business owners don’t understand the different types of banks and what value they can deliver to their businesses. 

     

    When opportunities like COVID-19 funding came around, black owned businesses missed the application window to apply because they weren't properly prepared.

     

    If your business can use support in any of these areas, this summit is for you!

ABOUT THE SUMMIT


Are you ready to take your business to the next level? Next level growth requires you to know your numbers so you can determine the cash needed to GROW your business. It's time for you to bank on your business. Choose the best bank for your biz, establish a personal relationship with your banker and start preparing your personal and business finances to successfully bank on your business.

 

Not Your Average Banker 2020 Summit hosted by Gagne' Associates in partnership with Greater Washington Black Chamber of Commerce (GWBCC) and Industrial Bank to successfully demonstrate how and why the right banking relationships and building an ecosystem around your business are the pathway to taking your business to the next level and gain access to PPP, CARES, and other funding opportunities.


Your Host & Moderators

Andrea Coleman

Host

With over 25 years in broadcast journalism, magazine publishing, media relations management, consulting and coaching, Andrea has moderated a variety of forums and events.She has been recognized by Who’s Who in Black America and is a member of the Public Relations Society of America. 

Bridgette Gagne

Moderator

Bridgett Gagné, CPA, MBA is Managing Member of Gagné Associates CPAs PLLC, a full-service CPA firm.  Bridgett an entrepreneur and former banker develops and implements the firm’s strategic plan and oversees the overall management and governance of the firm. 

Jamie Terry

Moderator

Jamie Terry, CPA, MBA  former ‘Big 4’ Public Accountant, is co-founder of Not Your Average Bean Counter, a first level accounting (bookkeeping) program that is foundation of any business success and equips people to create opportunities to come alongside entrepreneurs. 

Kimberly Moore

Coordinator

Kimberly Moore enjoys and is wired to execute the vision and plans of organizational leaders by creating strategies and structures that succeed, cultivate relationships that deepen investment and increase results. 

Summit Takeaways

Attendees Will Hear Directly from Bankers with Access To Capital on how to...

  • Understand the different types of banks and benefits they offer.

  • Understand how their banker, accounting  and trusted advisor relationships are crucial to increasing the value of their business, gaining access to funding, accelerating their position in their markets

  • Discover the value of being part of (Greater Washington) Black Chamber of Commerce as the start of building an ecosystem around their business helping them gain access to people, education, and tools to grow their business.

COVID- 19 FUNDING OPPORTUNITIES (PPP AND CARES ACT)

COVID-19 funding opportunities (PPP and CARES Act) caught many small businesses off guard and revealed the importance of a banking relationship for a small business and access to the business and financial reporting  are needed to take advantage of these opportunities. 

 

The Not Your Average Banker Summit will help you properly prepare your business for growth!

 

0
0
DAYS
0
0
HOURS
0
0
MINUTES
0
0
SECONDS

FEATURED SPEAKERS


Learn from banking and business professionals who successfully demonstrate how and why the right banking relationships and building an ecosystem around your business are the pathway to taking your business to the next level and gain access to PPP, CARES, and other funding opportunities.

Antwanye Ford

GWBCC and Enlightened, Inc.

Antwanye E. Ford is President & Chief Executive Officer of Enlightened, Inc., a leading Information Technology and Management Consulting firm founded in 1999.  Enlightened serves federal, state, and local government agencies, and provides cyber security, software development and integration, management consulting and business process outsourcing services. An experienced entrepreneur, Antwanye also serves as a founder and the President of The Greater Washington Black Chamber of Commerce, Inc.(“GWBCC”), the leading Voice for Black Business in the Greater Washington Area, Chair Emeritus for the District of Columbia Chamber of Commerce, the Vice-Chair and Regional Director of the East Coast Region of the US Black Chambers, Inc.  In January 2018, Board Chair of the District of Columbia Workforce Investment Council, Board of the National Association of Workforce Boards (NAWB). 

B. Doyle Mitchell,  Jr

Industrial Bank

B. Doyle Mitchell Jr. leads the largest minority-owned commercial bank in the Washington Metropolitan area and the fourth largest African American owned financial institution in the country (recognized in Black Enterprise Magazine’s BE 100s List for 2019). Mr. Mitchell, the third-generation president of Industrial Bank, believes Industrial Bank has remained strong because of its mission to promote the financial and economic empowerment serving their diverse communities through high quality financial services and making a difference in the lives of the people we serve. Industrial Bank provides a full range of banking and financial services including residential, commercial, small business and SBA loans. Industrial Bank has ten branches located in Washington, DC; Prince George’s County, Maryland; Newark, New Jersey and Harlem, New York. 

Sonja Wells

CityFirst Bank

Sonja Sanders Wells is a Sr. Vice President and Interim Chief Lending Officer for City First Bank and is a nationally chartered CDFI and Certified B Corporation doing business in the DMV, Delaware and Pennsylvania and specializes in Affordable Housing, Non Profits, Charter Schools, Community Facilities and Small Business lending and financial services. Sonja currently manages a client portfolio of $50 Million and a bank portfolio of $190 Million.  For over 30 years, Sonja has been providing businesses with targeted financial recommendations and resources regarding lending, deposits and treasury management and investment strategies in the DMV and across the nation.

Brandon Johnson

Bank of America

For the past 6 years at Bank of America, Brandon Johnson has roles with increasing responsibility servicing both clients and employees. He has assisted many personal and business clients throughout their financial journeys to provide successful solutions to help them achieve their goals. In his current role at Bank of America, Brandon is on a strategy team focused on the financial needs of employees through programs, products and education. 

Kimberly A. Blackwell

PMM

Kimberly Blackwell is CEO of the omni-channel brand agency, PMM with over 20 years’ experience in consumer product goods (CPG). Kimberly’s been called a powerhouse, a curator of consumer connections, and well known for her brand engagement, communications, commerce and culture. Kimberly’s career reflects a demonstrated track record  from startup to scale for consumer product goods companies, leading successful large-scale transformation initiatives, optimizing financial management of P&L, managing across deal lifecycle, budgeting and planning, risk management, adapting to changing markets, emerging markets and global business environments. Kimberly is a founding member and serves as an advisory member to the recently listed Legacy Acquisition Corp (NYSE: LGC.U) where she contributed and led areas of the company’s $300M+ IPO, M&A target transactions and integrations.

T.J. Merlo

Live Oak Bank

T.J. Merlo, Vice President of Government Contract Finance., has been with the government contracting group since 2016. He works to provide government contractors primarily with working capital solutions and M&A financing. TJ joined Live Oak Bank in 2015 reporting to the Chief Credit Officer to monitor the Bank’s portfolio.

Rozalynn Goodwin

Gabby Bows

Rozalynn Goodwin and her seven-year-old daughter Gabrielle solved the age-old problem of disappearing hair barrettes by inventing GaBBY Bows -- the first and patented Double-Face Double-Snap Barrette.  Engineered to prevent hair slippage, GaBBY Bows are saving families time, money and frustration. Rozalynn and Gabrielle have been featured on The Real, The Harry Connick, Jr. Show, The Tom Joyner Morning Show and The Today Show, and in Kiplinger Magazine, The Washington Post, Chicago Tribune, U.S. Chamber of Commerce Free Enterprise Magazine, JET.com, Essence.com and Madamnoire.  Gabrielle, an award winning teenpreneur, has been recognized as the 2015 South Carolina Young Entrepreneur of the Year, the youngest to ever receive this award, a national finalist in the 2015 U.S. SBA InnovateHER Competition, a 2016 SCORE and Sam’s Club American Small Business Champion, and the 2016 SCORE Foundation Outstanding Diverse Business of the Year and  the 2018 Black Enterprise Teenpreneur of the Year.

Gina Paige

African Ancestry

Dr. Gina Paige co-founded African Ancestry, Inc. (AfricanAncestry.com) in 2003 and pioneered a new way of tracing African lineages using genetics. This new marketplace for people of African descent made tracing their roots more accurate and reliable.  Paige travels the world helping people demystify their roots and inform on identities so that they may better understand who they are by knowing where they’re from.  Sought after by the world’s leading media outlets such as CNN, 60 Minutes the Breakfast Club and icons, Gina has worked with Oprah Winfrey, John Legend, Chadwick Boseman, Spike Lee, Condoleezza Rice and The King Family  helping them demystify their roots so that they may better understand who they are by knowing where they’re from.  Dr. Paige launched her first business at age 8, with a magazine purposed to raise money for family trips. She went on to start “Pik-A-Pak” Care Packages as a Stanford University graduate, helping families stay connected with their children while away at school.

Bridgett Gagné

Gagné Associates

Bridgett Gagné, CPA, MBA is Managing Member of Gagné Associates CPAs PLLC, a full-service CPA firm; and is co-founder of Not Your Average Bean Counter (NYABC), a concierge bookkeeping firm designed to develop well-trained and employable bookkeepers.  Bridgett an entrepreneur and former banker develops and implements the firm’s strategic plan and oversees the overall management and governance of the firm.  She works with clients in accounting system implementation, business process improvements, audit and tax support, regulatory compliance and monitoring, board governance activities, as well as audits.  As co-founder of NYABC, Ms. Gagné develops curriculum, teaches bookkeeping and provides coaching to aspiring bookkeepers and accountants.  She serves as Treasurer of the US Black Chambers, Inc. and is a Mayoral appointee to the DC Board of Accountancy.  Ms. Gagné is also a member of the American Institute of Certified Public Accountants (AICPA), Greater Washington Society of CPAs (GWSCPA), and the Division of Firms.

SPONSORS


READY TO GET PREPARED FOR GROWTH?

Learn how to maximize your banking relationships by attending this virtual summit.

Yes! Please, register me for free access to this virtual event on Saturday May 2, 2020 from 10am-2PM.


ABOUT US

Gagné Associates CPAs PLLC is a full service CPA firm offering audit, accounting, financial management and consulting services to organizations across the Nation. We provide an approach to financial management that gives client relief knowing that we will alleviate the uncertainty around managing their accounting. 

 

Not Your Average Bean Counter is a division of Gagné Associates, that trains book keepers by equipping them with knowledge, skill, and mindset to be successful.  

 

  • WeWork, 80 M St SE, WDC 20003

  • info@gagne-associates.com

  • (202) 379-4844

© Copyrights by Gagné​ Associates. All Rights Reserved.