Small Business FinanceForum

This is the world’s first education and pitch event focused on the bedrock of the real economy. This event will not only provide businesses with an opportunity to see real companies pitch for leverage, it will show attendees and business owners how to get more financing with lower risk, and dispel many of the myths about credit, risk, and cash flow.

DATE
NOVEMBER 13 - 14PINNACLE HOTEL HARBOURFRONT
Join The 2 Day Event

Space is limited. Don’t miss this opportunity to hear from our expert panel. Learn how to secure financing as we dispel many of the myths about credit, risk, and cash flow.

Why Attend?

It’s 2 days of education and opportunity to:

  • Learn from our expert panel
  • Have confidential one-on-one meetings with bankers
  • Engage in Q&A
  • Network
  • Watch business pitch for a real bank loans

Expert Panel

No dragons, no sharks, no vultures – just OWLS (experienced individuals providing: Opportunity, Wisdom, Leverage, & Sustainable Finance).

There will be experts with experience in commercial, subordinated, and mezzanine debt as well as expert advice on balancing credit, risk and cash flow.

Schedule

Meet The OWLS

8:30-9:00


Welcome

9:00-9:30


Secret Language of Bankers

9:00-10:00


Break

10:30-11:00


Pitch Basics – Final Checklist

11:00-12:00


Lunch with OWLS

12:00-12:30


Lunch and Networking

12:30-1:00


Accelerate Your Business- 2X Bottom Line Challenge

1:30-3:00


Break

3:00-3:30


3 Keys to Successful Borrowing

(Expert Panel)

3:30-4:30


Practice Pitch Session

4:30-5:30

Credit, Cashflow & Risk Expert Panel and Q&A

8:30-10:00


Break

10:00-10:30


Dealing with the Uncertainty of Tax Changes

10:30-11:30


Which is More Expensive: Debt or Equity?

(Expert Debate)

11:30-12:00


Lunch

12:00-12:30


Lunch and Networking

12:30 – 1:30


Pitch Finalists

1:30 – 3:30


Reception and Awards

3:30-4:30

*Schedule subject to change without notice.
Confidential information will be discussed one-on-one with bankers

Pricing

Early Bird

$1,497

General Public

$2,500

Why We Need It?

Over the past 30 years in investment banking, I’ve seen speculative investing (tech, mining, startups) grow from a tiny fragment of the market to billions of dollars. Many of these investments never pan out, actually reduce employment or ship jobs overseas. Meanwhile, there is rising confusion amongst established business owners who need capital to grow or exit. Myths abound such as “debt is more expensive than equity” and “banks don’t want to lend money”. 

Qualified businesses:

  • Are established (2+ years)
  • Are profitable
  • Seeking loans of up to $2 million

Pinnacle Hotel - Harbourfront

1133 West Hastings Street, Vancouver, BC, V6E 3T3

Big Thanks to Our Sponsors


PLATINUM MEDIA SPONSOR


GOLD SPONSORS


SILVER SPONSORS