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DTSTART:20220215T160000Z
DTEND:20220215T163000Z
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SUMMARY:Zions Bank Business Resource Center - Business Success Academy Workshops
DESCRIPTION:How to Prepare Your Business and Your Financials to Get a Loan \n\nConversation with Zions Bank\n\nCommunity Banking Relationship Manager Jon-Michael Patton\n\n\n\nPlease join us via Microsoft Teams invite supplied at time of registration.\n\nUnderstanding the qualifications for and seeking a small business loan can be an intimidating proposition if you've never done it before and don't know how to navigate the process. Before you approach a financial institution with your request it's advisable to do a bit of homework and some preparation\, but where do you start?\n\nIn this complimentary 30-minute\, virtual discussion using Teams technology\, you will learn about:\n\n	Income Statement- Cash flow available to service debt\n	Balance sheet- Liquidity and Leverage\n	Personal Financial Statement- Outside personal net worth\n	Projections- What qualifies and when to use them\n	Market Considerations and SBA Financing\n\nAbout Our Subject Matter Expert:\n\nJon-Michael Patton\, VP and Community Banker III at Zions Bank\, has spent the past 10 years in banking with a focus on small business and SBA Lending. He currently manages a loan portfolio comprised of small businesses with less than $10 Million in gross annual revenue and is considered to be one of the top Zions Bank commercial lenders in the state.\n\n \n\nOver his career he has counseled hundreds of companies on business plans\, projections\, business acquisitions\, and facilitated various loans from working capital to real estate purchases. Jon is also the founder of JP Financial Services LLC\, a consulting firm that focuses on the skills development of small business owners in Utah and Idaho. He volunteered over 300 hours in 2021 to the Heber City Corporation and has previously worked with various rotary clubs. He graduated with both a BS in Business Management and an MBA from WGU.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:12px\;"><a name="OLE_LINK1"><strong>How to Prepare Your Business and Your Financials to Get a Loan </strong></a></span><br />\n<strong><span style="font-size:12.0pt\;"><span style="font-size:12px\;">Conversation with Zions Bank</span><br />\n<span style="font-size:12px\;"><a name="OLE_LINK3">Community Banking Relationship Manager </a>Jon-Michael Patton</span></span></strong><br />\n<br />\n<span style="font-size:10.0pt\;">Please join us via Microsoft Teams invite supplied at time of registration.</span><br />\n<a name="OLE_LINK6"><span style="font-size:10.0pt\;">Understanding the qualifications for and seeking a small business loan can be an intimidating proposition if you&rsquo\;ve never done it before and don&rsquo\;t know how to navigate the process. Before you approach a financial institution with your request it&rsquo\;s advisable to do a bit of homework and some preparation\, but where do you start?</span></a><br />\n<strong><span style="font-size:10.0pt\;">In this complimentary 30-minute\, <u>virtual discussion</u> using Teams technology\, you will learn about:</span></strong>\n<ul>\n	<li style="margin-bottom:0in\;line-height:normal\;"><a name="_Hlk93674770"><span style="font-size:10.0pt\;">Income Statement- Cash flow available to service debt</span></a></li>\n	<li style="margin-bottom:0in\;line-height:normal\;"><span style="font-size:10.0pt\;">Balance sheet- Liquidity and Leverage</span></li>\n	<li style="margin-bottom:0in\;line-height:normal\;"><span style="font-size:10.0pt\;">Personal Financial Statement- Outside personal net worth</span></li>\n	<li style="margin-bottom:0in\;line-height:normal\;"><span style="font-size:10.0pt\;">Projections- What qualifies and when to use them</span></li>\n	<li style="line-height:normal\;"><span style="font-size:10.0pt\;">Market Considerations and SBA Financing</span></li>\n</ul>\n<strong><span style="font-size:10.0pt\;">About Our Subject Matter Expert:</span></strong><br />\n<a name="OLE_LINK4"></a><a href="https://www.linkedin.com/in/jonmichaelpatton/"><span style="font-size:10.0pt\;">Jon-Michael Patton</span></a><span style="font-size:10.0pt\;">\, </span><span style="font-size:10.0pt\;">VP and Community Banker III at Zions Bank\, has spent the past 10 years in banking with a focus on small business and SBA Lending.&nbsp\;He currently manages a loan portfolio comprised of small businesses with less than $10 Million in gross annual revenue and is considered to be one of the top Zions Bank commercial lenders in the state.</span><br />\n&nbsp\;<br />\n<span style="font-size:10.0pt\;">Over his career he has counseled hundreds of companies on business plans\, projections\, business acquisitions\, and facilitated various loans from working capital to real estate purchases. Jon is also the founder of JP Financial Services LLC\, a consulting firm that focuses on the skills development of small business owners in Utah and Idaho. He volunteered over 300 hours in 2021 to the Heber City Corporation and has previously worked with various rotary clubs. He graduated with both a BS in Business Management and an MBA from WGU.</span><br />\n&nbsp\;
LOCATION:Webinar Details: Cost: Complimentary\, but you must register to reserve a virtual seat Place: Virtual session using Teams technology Register: via Eventbrite or call 801-844-7900
UID:e.3110.1612
SEQUENCE:3
DTSTAMP:20260404T055217Z
URL:https://business.chamberwest.com/events/details/zions-bank-business-resource-center-business-success-academy-workshops-1612
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