| 05/14/2026 (60 min) The Blueprint for Profitable Growth (4 of 4): Hiring Help to Grow Your Business – Employees & Independent Contractors | |
| 05/13/2026 (90 min) Credit Clash: Mastering Personal vs. Business Credit Like a Pro | |
| 05/12/2026 (60 min) The Blueprint for Profitable Growth (3 of 4): The 90-Day Micro Strategy | |
| 05/06/2026 (60 min) Built to Scale Series (4 of 4): Lender Ready | |
| 04/29/2026 (60 min) Built to Scale Series (3 of 4): Money In Motion: Banking Solutions That Work for Your Business | |
| 04/22/2026 (60 min) Built to Scale Series (2 of 4): Mastering Your Business Cash Flow | |
| 04/17/2026 (60 min) Windows of Opportunity | |
| 04/14/2026 (60 min) The Blueprint for Profitable Growth (2 of 4): Profitability by Design – Time Management | |
| 04/08/2026 (60 min) Built to Scale Series (1 of 4): Becoming a Commercial Property Owner | |
| 03/26/2026 (60 min) Hack the Bank: Strategic Financing for Growth & Contracts (4 of 4) – When the Bank Says “No” – Navigating Alternative & Private Capital | |
| 03/19/2026 (60 min) Hack the Bank: Strategic Financing for Growth & Contracts (3 of 4) – Real Estate as a Growth Engine (Rent Replacement Strategy) | |
| 03/12/2026 (60 min) Hack the Bank: Strategic Financing for Growth & Contracts (2 of 4) – Funding the Win – Capital for Contractors & Procurement | |
| 03/11/2026 (60 min) From Survival to Scale: How Capital Changes the Game for Small Businesses | |
| 03/11/2026 (90 min) Credit Clash: Mastering Personal vs. Business Credit Like a Pro | |
| 03/10/2026 (60 min) The Blueprint for Profitable Growth Series (1 of 4): Profitability by Design – The Laws of Profitability | |
| 03/05/2026 (60 min) Hack the Bank: Strategic Financing for Growth & Contracts (1 of 4) – Decoding the Underwriter’s Approval | |
| 2/26/2026 (60 min) What the IRS Expects: A Practical Guide to Small Business Tax Filing (Slide Deck Only) | |
| 2/12/2026 (60 min) QuickBooks for Small Business Owners (2 of 2): Everyday Tasks with QuickBooks Online | |
| 2/10/2026 (60 min) QuickBooks for Small Business Owners (1 of 2): Getting Started with QuickBooks Online | |
| 1/15/2026 (60 min) Financial Bootcamp for Small Business Owners (4 of 4): Forecasting & Planning for Growth | |
| 1/13/2026 (60 min) Financial Bootcamp for Small Business Owners (3 of 4): Budgeting & Cash Flow Management Made Easy | |
| 12/11/2025 (60 min) Financial Bootcamp for Small Business Owners (2 of 4): ABC’s of Financial Statements Continued | |
| 12/09/2025 (60 min) Financial Bootcamp for Small Business Owners (1 of 4): The ABC’s of Bookkeeping and Accounting | |
| 11/20/2025 (60 min) Smarter Retirement Planning for Business Owners (3 of 3): Advanced Retirement Planning Strategies | |
| 11/18/2025 (60 min) Mastering the Essentials of Business Ownership, Planning, and Digital Marketing: Managing Cash Flow – Practical Problem-Solving | |
| 11/18/2025 (60 min) Available Grants for Business Owners | |
| 11/13/2025 (60 min) Smarter Retirement Planning for Business Owners (2 of 3): Retirement Plans for Established Companies | |
| 10/30/2025 (60 min) Smarter Retirement Planning for Business Owners (1 of 3): Starting a business is exciting—but have you thought about your retirement? | |
| 10/21/2025 (60 min) Available Grants for Business Owners | |
| 08/19/2025 (60 min) Available Grants for Business Owners | |
| 08/07/2025 (60 min) Smart Financing for Small Business Growth: Understanding Small Business Financing Options | |
| 07/31/2025 (60 min) Smart Financing for Small Business Growth: Demystifying the Lending Process | |
| 07/15/2025 (60 min) Available Grants for Business Owners | |
| 06/17/2025 (60 min) Available Grants for Business Owners | |
| 05/20/2025 (60 min) Available Grants for Business Owners | |
| 05/20/2025 (60 min) Financial Bootcamp for Small Business Owners: Employees & 1099 Contractors | |
| 05/7/2025 (60 min) BofA Business Fundamentals: Access to Capital 101 | |
| 05/1/2025 (60 min) Mo’ Money Fewer Problems: The Inside Scoop on Business Loans by Genwest Capital Advisors – Business Loan Application Forms and Package Explained | |
| 04/24/2025 (60 min) Mo’ Money Fewer Problems: The Inside Scoop on Business Loans by Genwest Capital Advisors – Understanding the 5C’s of Credit | |
| 04/22/2025 (60 min) Credit Clash: Mastering Personal vs. Business Credit Like a Pro: Secrets to Financial Empowerment | |
| 04/17/2025 (60 min) Mo’ Money Fewer Problems: The Inside Scoop on Business Loans by Genwest Capital Advisors – Intro to Alternative Business Loans | |
| 04/15/2025 (60 min) Available Grants for Business Owners | |
| 04/10/2025 (60 min) Mo’ Money Fewer Problems: The Inside Scoop on Business Loans by Genwest Capital Advisors – Buying Real Estate properties using SBA, CA State Guarantee and USDA Loan | |
| 03/26/2025 (60 min) BofA Business Fundamentals Series I (1 of 5): Building Business Credit | |
| 03/25/2025 (60 min) Financial Bootcamp for Small Business Owners Series II (1 of 3): Budgeting & Cash Flow Management | |
| 03/18/2025 (60 min) Available Grants for Business Owners | |
| 03/12/2025 (60 min) BofA Business Fundamentals Series: Building a Financial Foundation | |
| 02/19/2025 (60 min) Available Grants for Business Owners | |
| 01/23/2025 (60 min) QuickBooks for Small Business Owners: Everyday Tasks | |
| 01/21/2025 (60 min) QuickBooks for Small Business Owners: Getting Started | |
| 01/21/2025 (90 min) Credit Clash: Mastering Personal vs. Business Credit Like a Pro! | |
| 01/14/2025 (60 min) Available Grants for Business Owners | |