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Financial First Weekend Series - November 2023 - FINAL SERIES THIS YEAR

  • Comerica BusinessHQ home to the VWEC 5201 E. R.L. Thornton Freeway Dallas United States (map)

Get connected to the Veteran Women's Enterprise Center (VWEC)

Financial First Weekend Series!

(Must have attended the November 4th Session to participate)

We are delighted to extend an invitation to our exclusive and highly informative Financials First – Weekend Series, designed to equip you with the essential tools and knowledge to master your business financials. In collaboration with American First National Bank, this program offers an unparalleled opportunity to receive hands-on technical assistance and one-on-one support, totaling 16 hours of interactive training spread across two Saturdays.

Throughout the series, our expert instructor will guide you through the intricacies of effectively tracking profits and losses, analyzing cash flow for consistent growth, and understanding and documenting equity and dividends. Moreover, you will gain invaluable insights into relevant financial ratios, and discover the significance of maintaining an up-to-date business plan.

By the end of this comprehensive program, you will emerge with a business financial outlook that is truly "BATTLE READY" to overcome any capital challenges that lie ahead. One of the highlights of the series is the chance to pitch your finances for one of three matching grants for $1500, $750, and $500. These grants can be utilized to support existing and/or to open new secured business credit card and/or lines of credit in partnership with a VWEC financial institution.

To ensure a highly engaging and personalized experience, our Financials First – Weekend Series is limited to a maximum of 10 to 15 attendees per session. This intimate setting allows ample time for one-on-one interactions, and engaging group activities.

As an attendee, you can expect to walk away from this program with the knowledge, skills, and ability to effectively communicate your financial standing, while developing a comprehensive financial package that positions you to access capital as needed for the growth and expansion of your business.

We sincerely believe that the Financials First – Weekend Series will be a transformative experience for your business.

Secure your spot today to join us on this exciting journey towards financial empowerment and success.

Presenting Partner: American First National Bank

MEET THE PRESENTER:

Michael Bailey is Executive Vice President, Chief Compliance Officer and Community Reinvestment Act Officer (CRA) for American First National Bank. In this role, he oversees the financial institutions’ Corporate Compliance Program and, coordinating with the legal counsel, is responsible for establishing standards and policies pertaining to regulatory requirements to help ensure legal, and proper conduct, for making sure these standards are communicated and institutionalized across the Financial Institution, and for monitoring the financial institutions’ compliance with these standards and policies. As CRA Officer, Mr. Bailey sets lending, investment, and community service targets and manages numerous activities required to achieve the financial institutions CRA objectives.

Before his current role, Mr. Bailey was SVP, Bank Secrecy Act Officer. He was responsible for coordinating and monitoring day-to-day Bank Secrecy Act/Anti-Money Laundering & Terrorist Financing compliance and charged with managing all aspects of the BSA/AML compliance program and with managing the bank’s adherence to the BSA and its implementing regulations.

Prior to joining American First National Bank, Mr. Bailey worked at Briggs and Veselka, where he was a Senior Auditor. In this capacity, he executed control testing focused on credit, operational, compliance, financial reporting and technology risk and for interviewing business process owners to create process documentation, executing test work, and independently documenting audit findings.

Mr. Bailey has more than 19 years of experience in the financial services industry. He received his BBA-Accounting degree from the University of Houston, Bauer College of Business.

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This Financial First Weekend Series is made by and for entrepreneur women associated with the military, where you can count on leaving MISSION READY to achieve your business financial goals.

Female Veterans, active duty, reservist, and military spouses REGISTER NOW for SATURDAYS November 4th & 18th Financial First Weekend Series, you must attend both dates to complete the course.

All graduates are eligible to compete for matching grants of up to $1,500 to open and/or increase business secured lines of credit.

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November 15

Culminating the 2023 Chase Bank, Breakfast with a Banker Series with an Unforgettable Finale in the City of Allen

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November 21

Strategic Plan: 6-Week Writing Clinic - Session 3: Strategies, Tasks, & Objectives - Sales & Marketing