Access to Capital Workshops
Upcoming Events
HUDSON VALLEY: FOOD, BEVERAGE, AND AGRICULTURE

The New York Fed, New York State Empire State Development, New York State Department of Agriculture & Markets, and Hudson Valley Agribusiness Development Corporation are co-sponsoring a workshop for food, beverage and agricultural enterprises interested in learning about traditional and alternative sources of financing and exporting strategies.

Attendees will hear from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans, tips on improving their chances for success and available opportunities and financing tools for expansion to international markets. There will be a resource expo held after the workshop.


Date and Time
Monday, October 24
10:00 a.m. - 3:30 p.m.

Location
Henry A. Wallace Center at the FDR Presidential Library and Home
4079 Albany Post Road
Hyde Park, New York 12538

Register online


Past Events

ALBANY: FOOD & BEVERAGE ENTERPRISE

Held June 24, 2014

Recognizing that firms that make, process, and sell agricultural products play an important role in the state’s economy, the New York Fed recently held a conference for NY food and beverage firms on accessing capital, co-sponsored by Empire State Development and the New York State Department of Agriculture and Markets. The goal of the event, which was held on June 24, was to provide information about the wide array of financing available for these firms, and to help them decide which types of financing would best suit their credit needs. The conference also highlighted opportunities in international markets, and identified financing tools available to assist firms with exporting their goods abroad.

Event Details
Date and Time
Tuesday, June 24
10:00 a.m. - 3:30 p.m.

Location
North Concourse, Meeting Rooms 4 & 6
Empire State Plaza
Madison Avenue
Albany, NY

Agenda
10:00am-
10:30am
Registration and Coffee Service
10:30am-
10:45am
Welcome

Shira Gans, Program and Relationship Director, Regional and Community Outreach, Federal Reserve Bank of New York
Linda LaViolette, Director, Farmers Markets, Strategic Business Development, Empire State Development
Richard A. Ball, Commissioner, New York State Department of Agriculture and Markets
10:45am-
11:30am
Panel 1: Traditional Sources of Capital

Edward A. Coates, Senior Vice President & Ag Banking Manager, NBT Bank
Cynthia Shannon, Manager, Linked Deposit Programs, Empire State Development
Thomas W. Cosgrove, Vice President, Commercial Lending Unit, Farm Credit East, ACA
Steven Willard, Senior Vice President, New York Business Development Corporation

Moderator:
William Brigham, Director, Small Business Development Center, University at Albany
11:30am-
12:30pm
Panel 2: Emerging and Alternative Sources of Capital

Kevin Catalano, Loan Portfolio Manager, Albany-Colonie Regional Chamber
Joe Landy, Senior Loan Officer, Community Loan Fund
Derek Deneckla, Founder, Food Shed Investors NY, Slow Money NYC
Brian Weiner, VP-BUsiness Development, Bibby Financial Services (Midwest), Inc.
Erica Dorn, Entrepreneur and Food Business Consultant

Moderator:
Jerry Cosgrove, Associate Director, Local Economies Project, New World Foundation
10:30am-11:00am Lunch
11:30am-
12:30pm
Panel 3: Global Access: Export Financing and Services

Michael Grossman, Senior International Trade Specialist, U.S. Department of Commerce
Claire McLeveighn, VP of Trade and Investment, New York State Empire State Development
Tim Hamilton, Executive Director, Food Export USA Northeast
Toni Corsini, NY/NJ Regional Manager, Office of International Trade, SBA
Ralph Bocchino, VP of International Trade Finance, First Niagara Bank
Thomas P. Cummings, Regional Director, Export-Import Bank

Moderator:
Kathryn Bamberger, Industrial International and Development Representative, Empire State Development
2:00pm-
2:15pm
Closing Remarks

Shira Gans, Program and Relationship Director, Regional and Community Outreach, Federal Reserve Bank of New York
2:15pm-
3:45pm
Resource Expo and Networking
 
BROOKLYN: ALTERNATIVE & EMERGING SOURCES

Held Oct. 8, 2014

The New York Fed, Office of the Brooklyn Borough President Eric L. Adams, Brooklyn Chamber of Commerce and Operation HOPE Inc. co-sponsored a technical assistance workshop for small businesses interested in learning about alternative and emerging sources of financing.

Attendees heard from lenders and experts on topics, such as crowdfunding basics, how lenders assess borrowers’ credit worthiness, online lending platforms, revolving loan funds and community development financial institutions.

Event Details
Date and Time
Wednesday, October 8
8:00 a.m. - 12:00 p.m.

Location
Borough Hall
209 Joralemon Street, Courtroom
Brooklyn, NY 11201

Audience
Open to the public

Agenda & Presentations
8:00am-
8:30am
Registration and Breakfast
8:30am-
8:45am
Welcome

Shira Gans, Program and Relationship Director, Federal Reserve Bank of New York
Eric L. Adams, Brooklyn Borough President
Lawrence Baber Jr., Small Business Program Manager, HOPE Coalition America (Division of) Operation HOPE Inc.
8:45am-
9:15am
The Changing Small Business Lending Landscape

David Smith, Lead Consultant, Originations, FICO | Presentation
9:15am-
9:45am
Intro to Crowdfunding

Alex Feldman, CEO and Founder, CrowdsUnite | Presentation
9:45am-
9:55am
Success Story

Richard Otto and Annalisa Riordan, Gratitude Cafe, 499 Rogers Avenue, Brooklyn, NY
9:55am-
10:05am
Break
10:05am-
10:50am
Straight Talk from Alternative Lenders

Aisha Benson, Managing Director, TruFund Financial Services Inc. | Presentation
Arjun Kathuria, Director, Business Development, Biz2Credit | Presentation
Nancy Carin, Executive Director, BOC Capital Corp. | Presentation
Jarnail Singh, Financing Account Manager, NYC Business Solutions Center/Brooklyn Chamber of Commerce | Presentation

Moderator:
Michelle McClymont, Vice President Business Services/Director NYC Business Solutions Center, Brooklyn Chamber of Commerce
10:50am-
11:00am
Closing Remarks

Shira Gans, Program and Relationship Director, Federal Reserve Bank of New York
11:00am-11:45am Networking and Coffee
 

BRONX: TRADITIONAL & ALTERNATIVE SOURCES

Held Oct. 22, 2014

The Federal Reserve Bank of New York, Bronx Overall Economic Development Corporation, the Business Initiative Corporation of New York and the Small Business Development Center-Lehman College co-sponsored a technical assistance workshop for small businesses interested in learning about traditional and alternative sources of financing.

Attendees heard from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans and tips on improving their chances for success. There was a resource expo held after the workshop.

Event Details
Date and Time
Wednesday, October 22
8:30 a.m. - 12:00 p.m.

Location
Bronx Museum of the Arts
1040 Grand Concourse
Bronx, NY 10456

Audience
Open to the public
Agenda
8:30am-
9:00am
Registration and Breakfast
9:00am-
9:10am
Welcome

Shira Gans, Program and Relationship Director, Federal Reserve Bank of New York
9:10am-
10:00am
Panel 1: Traditional Sources of Capital

Stephen Bolick, Director, Strategy, American Express OPEN
Peter Izzo, Vice President, TD Bank
Donald DiMartini, SBA Director, Citibank
Robert A. Hernandez, Business Banking Officer, Popular Community Bank
Nicholas Marra, Senior Vice President, Webster Bank

Moderator:
Madeline Marquez, VP, Business Initiative Corporation of New York
10:00am-
10:50am
Panel 2: Alternative & Emerging Sources of Capital

Paul Quintero, CEO, Accion East
Akbar Rizvi, CFO, Spring Bank
Aisha Benson, Managing Director, TruFund Financial Services, Inc.
Arjun Kathuria, Director, Business Development, Biz2Credit

Moderator:
Clarence Stanley, Director, Small Business Development Center, Lehman College
10:50am-
11:00am
Closing Remarks

Shira Gans, Program and Relationship Director, Federal Reserve Bank of New York
11:00am-12:00pm Resource Expo

Coffee service

Read speaker bios for this event.
 
CANTON: FOOD, BEVERAGE & AGRICULTURAL ENTERPRISES

Held Nov. 13, 2014

The New York Fed, St. Lawrence County Chamber of Commerce, and the St. Lawrence County Agricultural and Farmland Protection Board co-sponsored a technical assistance workshop for food, beverage, and agricultural enterprises interested in learning about traditional and alternative sources of financing

Attendees heard from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans, and tips on improving their chances for success. There was a resource expo held after the workshop.

Event Details
Date and Time
Thursday, November 13
9:00 a.m. - 12:30 p.m.

Location
Campus Center, State University of New York at Canton
34 Cornell Drive
Canton, NY 13617

Audience
Open to the public

Agenda & Presentations
9:00am-
9:30am
Registration and Breakfast
9:30am-
9:45am
Welcome

Shira Gans, Program and Relationship Director, Federal Reserve Bank of New York
Robert G. Andrews, Chair, St. Lawrence County Agricultural and Farmland Protection Board
Brooke Rouse, Executive Director, St. Lawrence County Chamber of Commerce
9:45am-
10:35am
Traditional Sources of Capital

Mike Haycook, Manager of Potsdam Office, Farm Credit East | Presentation
Andrew Rice, Agricultural Banking Officer, VP, Community Bank
Brian Bund, Assistant VP, NYBDC
Mollie Pulver, VP and Senior Agricultural Relationship Manager, NBT Bank | Presentation
Gary Pereira, Business Programs Specialist, Rural Development, USDA | Presentation

Moderator: Michelle Collins, Business Advisor, Canton SBDC
10:35am-
10:45am
Break
10:45am-
11:35am
Alternative and Emerging Sources of Capital

Brian Weiner, Business Development, Bibby Financial Services (Midwest), Inc. | Presentation
Michelle Capone, Director of Regional Development, Development Authority of North Country | Presentation
Tom Plastino, Chief Financial Officer, St. Lawrence County IDA
Melinda Little, Coordinator, Point Positive, Inc. | Presentation

Moderator: Kate Fish, Executive Director, Adirondack North Country Association
11:35am-
11:40am
Closing Remarks

Shira Gans, Program and Relationship Director, Federal Reserve Bank of New York
11:40am-12:30pm Resource Expo & Networking
Additional Resources
 
STAMFORD: EMERGING SOURCES

Held Nov. 14, 2014

The New York Fed and Business Council of Fairfield County in partnership with the Connecticut Small Business Development Center, Connecticut Technology Council, Connecticut Women's Business Development Center and Ferguson Library co-sponsored a technical assistance workshop for small businesses interested in learning about non-traditional sources of financing.

Attendees heard from online lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, and tips on improving their chances for success. There was a resource expo held after the workshop

Event Details
Date and Time
Friday, November 14
7:45 a.m. - 10:00 a.m.

Location
Sheraton Stamford Hotel
700 Main Street
Stamford, CT 06901

Audience
Open to the public

Cost
$30 registration fee covers the share incurred by the Business Council of Fairfield County.

Agenda
7:45am-
8:00am
Registration & Breakfast
8:05am-
8:15am
Welcome

Christopher Bruhl, President and CEO, The Business Council of Fairfield County
Claire V. Kramer, Assistant Vice President, Federal Reserve Bank of New York
8:15am-
8:45am
New Products from New Players (Non Bank Lenders)

Andrea Gellert, SVP of Marketing, OnDeck
Nathaniel Cotanch, Head Analyst, Onevest
Walter K. Booker, Senior Vice President of Partnership Development, Fundation

Moderator: Gary Breitbart, Director of Growth Company Advisor Services, The Business Council of Fairfield County
8:45am-
9:30am
Show Me the Money: How Local Small Businesses Sourced Capital

Peyman Zamani, CEO, Logicbroker, Inc.
Manish Chowdhary, CEO, GoECart
Bret Bader, CEO, Owlstone, Inc.

Moderator: Emily Carter, State Director, Connecticut Small Business Development Center (SBDC)
9:30am-
9:35am
Closing

Javier Silva, Associate Director, Federal Reserve Bank of New York
9:35am-10:00am Networking & Coffee
Additional Resource
Download speaker bios for this event.
 
SYRACUSE: FOOD, BEVERAGE & AGRICULTURAL ENTERPRISES

Held Nov. 18, 2014

The New York Fed and U.S. Small Business Administration co-sponsored a conference for food, beverage, and agricultural enterprises in Upstate New York interested in learning about traditional and alternative sources of financing.

Attendees heard from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans, tips on improving their chances for success, and available opportunities and financing tools for expansion to international markets. There was a resource expo held after the workshop.

Event Details
Date and Time
Wednesday, November 18
8:00 a.m. - 1:00 p.m.

Location
New York State Fairgrounds, Empire Room
581 State Fair Blvd.
Syracuse, NY 13209

Audience
Open to the public

Agenda & Presentations
8:00am-
8:30am
Registration and Breakfast
8:30am-
8:40am
Welcome

B.J. Paprocki, Syracuse District Director, U.S. Small Business Administration
Shira Gans, Program and Relationship Director, Federal Reserve Bank of New York
8:40am-
9:30am
Traditional Sources of Capital

Tom Cosgrove, Vice President, Commercial Lending Unit, Farm Credit East | Presentation
Christy Marshall, Farm Loan Chief, USDA Farm Service Administration (FSA)
Gary Pereira, Business Programs Specialist & State Energy Coordinator, USDA Rural Development (RD) | Presentation
Dave Reaske, Vice President, New York Business Development Corp
Peggy Adams, Executive Director, Greater Syracuse Business Development Center
Lee DeAmicis, Business Banking Regional Manager, M&T Bank

Moderator: Valerie Shoudy, Lender Relations Specialist, U.S. Small Business Administration
9:30am-
10:20am
Alternative Sources of Capital

Derek Denckla, Founder, Food Shed Investors NY, Slow Money NYC | Presentation
Brian Weiner, Business Development, Bibby Financial Services (Midwest) Inc. | Presentation
Seth Mulligan, Vice President, Innovation Services, The Tech Garden
Brian Pincelli, Principal Planner, Central NY Regional Planning and Development Board
Andrew Fish, Executive Director, Cayuga Economic Development Agency

Moderator: Chris Fowler, Executive Director, Syracuse First
10:20am-
10:40am
Networking Break
10:40am-
10:55am
Rob Simpson, President & CEO, Centerstate CEO
10:55am-
11:45am
Global Access: Export Financing & Services

John Tracy, International Trade Specialist, U.S. Department of Commerce
Dan Duffy, Vice President, J.P Morgan Global Trade and Loan Products
Kathryn Bamberger, Industrial International Development Representative, NYS Empire State Development
Gregory Smith, Regional Director-Eastern Region, Export-Import Bank of the U.S.
Mary Hoffman, Associate State Director, NYS Small Business Development Center
Daniel Rickman, District International Trade Officer, U.S. Small Business Administration

Moderator: Steven King, Executive Director, Central New York International Business Alliance
11:45am-
11:50am
Closing Remarks

Shira Gans, Program and Relationship Director, Federal Reserve Bank of New York
11:50am-1:00pm Resource Expo & Networking
Additional Resource
Download speaker bios and contact information for this event.
 
NEWARK: EMERGING AND TRADITIONAL SOURCES

Held Nov. 19, 2014

The New York Fed and the New Jersey Institute of Technology (NJIT) School of Management, in partnership with the NJIT Enterprise Development Center (EDC), NJIT Innovation Acceleration Center, Greater Newark Enterprises Corporation, and Atlantic Federal Credit Union co-sponsored a technical assistance workshop for small businesses interested in learning about non-traditional sources of financing.

Attendees heard from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, available alternatives to traditional bank loans, tips on improving their chances for success, and available opportunities and financing tools for expansion to international markets. There was an opportunity for networking following the workshop

Event Details
Date and Time
Wednesday, November 19
8:30 a.m. - 11:30 a.m.

Location
NJIT, Campus Center Atrium
150 Bleeker Street
Newark, NJ 07102

Audience
Open to the public

Agenda & Presentations
8:30am-
9:00am
Registration & Continental Breakfast
9:00am-
9:10am
Welcome

Paul S. McAuliffe, Executive Director, OEB, Federal Reserve Bank of New York
Reggie J. Caudill, Dean, School of Management, New Jersey Institute of Technology
9:10am-
9:45am
New Products from New Players (Non Bank Lenders)

Nathaniel Cotanch, Head Analyst, Onevest | Presentation
Candace Klein, Chief Strategy Officer, Dealstruck, Inc. | Presentation
Walter Booker, Senior Vice President, Partnership Development, Fundation | Presentation

Moderator: Jonathan Shofet, Managing Director, Neuberger Berman Private Equity
9:45am-
10:20am
Traditional Sources of Capital

Steven Gomez, Executive Director, Greater Newark Enterprises Corp
Daniel Czerniawski, Chief Operating Officer, Atlantic Federal Credit Union
Preston D. Pinkett III, Chairman and CEO, City National Bank of New Jersey

Moderator: Michael Ehrlich, Associate Professor, NJIT
10:20am-
10:30am
Break
10:30am-
11:05am
Show Me the Money: How Local Small Businesses Sourced Capital

Heath Ahrens, Founder and CEO, iSpeech (EDC)
Jonathan Loor, President, Local Battles,(Greater Newark Enterprises Corporation)
Carron White, Co-Founder, PrettyTendr, (Innovation Acceleration Center)

Moderator: Hari Ganapathy, Vice President of Business Development, Dun & Bradstreet Credibility Corp.
11:05am-
11:10am
Closing

Javier Silva, Associate Director, Federal Reserve Bank of New York
11:10am-11:30am Networking & Coffee
Additional Resource
Download speaker bios for this event.
 
QUEENS: ONE-ON-ONE RESOURCE CLINIC

Held Feb. 26, 2015

The New York Fed in partnership with the Queens Economic Development Corporation and the Queens Chamber of Commerce with support from the New York Fed’s Asian Professional Network Alliance will co-sponsor a free resource clinic for small businesses. The clinic will offer an opportunity for attendees to receive one-on-one advice from several non-profit organizations on a wide range of topics, including which types of lending products are currently available, which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, and tips on improving their chances for success.

Event information in Spanish, Korean and Mandarin

Event Details
Date and Time
Thursday, February 26
8:30 a.m. - 11:00 a.m.

Location
Bulova Corporate Center Conference Room
75-20 Astoria Blvd.
Jackson Heights, Queens, NY 13302

Audience
Open to the public

Agenda
8:30am-
9:00am
Registration & Continental Breakfast
9:00am-
9:05am
Welcome

Seth Bornstein, Executive Director, Queens Economic Development Corporation
Jack Friedman, Executive Director, Queens Chamber of Commerce
Javier Silva, Associate Director, Federal Reserve Bank of New York
9:05am-
9:15am
Event Orientation and Overview of Lending Landscape for Small Business Entrepreneurs and Independent Workforce Participants

Moderator: Javier Silva, Associate Director, Federal Reserve Bank of New York
9:15am-
10:55am
Resource Clinic Service Providers

Attendees can register for one-on-one appointments with the following service providers:

Sante Antonelli, Dir. of Business Services, Queens Economic Development Corporation
Lloyd Doaman, Senior Loan Officer, TruFund Financial Services, Inc. (Confirmed)
Daniel Delgado, Loan Consultant, Accion East (Confirmed)
Lloyd Cambridge, Director, NYC Business Solutions (Confirmed)
Jessie C. Lee, Director, Tri-State Business Opportunity Fund (Confirmed)
Fernando, Renaissance Economic Development Corporation (Confirmed)
Rodney Santiago, Manager of Lending Services, BOC Capital (Confirmed)
U.S. Small Business Administration (SBA) (Confirmed)
LAGCC SBDC Rosa Figueroa (Invited)
10:55am-
11:00am
Closing
 
MOHAWK VALLEY: FOOD, BEVERAGE & AGRICULTURAL ENTERPRISES

Held May 19, 2015

The New York Fed, New York State Empire State Development, New York State Department of Agriculture & Markets and Mohawk Valley Edge will co-sponsor a workshop for food, beverage, and agricultural enterprises in upstate New York interested in learning about traditional and alternative sources of financing and exporting strategies.

Attendees will hear from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans, tips on improving their chances for success, and available opportunities and financing tools for expansion to international markets. There will be a resource expo held after the workshop.

Event Details
Date and Time
Tuesday, May 19
10:00 a.m. - 2:00 p.m.

Location
Amphitheater
Herkimer County Community College
100 Reservoir Road, Herkimer, NY 13350
Albany, NY

Audience
Open to the public

Agenda & Presentations
10:00am-
10:30am
Registration + Continental Breakfast
10:30am-
10:40am
Welcome

Javier Silva, Associate Director, Community Engagement
Federal Reserve Bank of New York

Linda La Violette, Director of Farmer’s Markets, Strategic Business Developnment,
Empire State Development

Commissioner Richard Ball
New York State Department of Agriculture & Markets

10:40am-
11:10am

Traditional Sources of Capital

Craig Pollock, Sangerfield Branch Manager, Farm Credit East | Presentation
Tom Serwatka, Business Lender, First Source Federal Credit Union | Presentation
Dave Manzelmann, VP and Market President for Mohawk Valley, M&T Bank | Presentation
John Flocke, Outreach Coordinator, USDA Farm Service Agency

Moderator: Gary Pereira, Energy Coordinator and Business Programs Specialist, USDA Rural Development | Presentation

11:10am-
11:40am
Alternative Sources of Capital

Mark Feane, Executive Director, Herkimer County IDA | Presentation
Steven R. Smith, Executive Director, Mohawk Valley Economic Dev District
Peter Zawko, Vice President, Economic Development, Mohawk Valley Edge
Derek Denckla, Founder, Food Shed Investors New York | Presentation

Moderator: Kenneth Tompkins, Regional Director, Mohawk Valley Regional Office, Empire State Development | Presentation
11:40am-
12:10pm
Global Access: Export Financing + Services

John Tracy, International Trade Specialist, U.S. Department of Commerce
Kathryn Bamberger, Industrial International Development Representative, NYS Empire State Development
Grace Connors, U.S. Small Business Administration

Moderator: Steven King, Executive Director, Central New York International Business Alliance | Presentation
12:10pm-
12:15pm
Closing

Chelsea Cruz, Sr. Analyst, Community Engagement
Federal Reserve Bank of New York

Samantha Baldock, Excelsior Fellow,
Empire State Development
12:15pm-
1:30pm
Resource Expo + Networking
Lunch Provided
Additional Resources
 
LONG ISLAND: FOOD, BEVERAGE & AGRICULTURAL ENTERPRISES

Held June 24, 2015

The New York Fed, NYS Empire State Development and Long Island Development Corporation co-sponsored a workshop for food, beverage and agricultural enterprises on Long Island interested in learning about traditional and alternative sources of financing and exporting strategies.

Attendees heard from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans, tips on improving their chances for success and available opportunities and financing tools for expansion to international markets. There was a resource expo held after the workshop.


Event Details
Date and Time
Wednesday, June 24
9:00 a.m. - 1:30 p.m.

Location
Suffolk County Community College
121 Speonk Riverhead Road
Riverhead, NY 11901

Audience
Open to the public
 
FINGER LAKES: FOOD, BEVERAGE & AGRICULTURAL ENTERPRISES

Held July 22, 2015

The New York Fed, NYS Empire State Development, NYS Department of Agriculture & Markets and New York Wine and Grape Foundation co-sponsored a workshop for food, beverage and agricultural enterprises in the Finger Lakes region interested in learning about traditional and alternative sources of financing and exporting strategies.

Attendees heard from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans, tips on improving their chances for success and available opportunities and financing tools for expansion to international markets. There was a resource expo held after the workshop.


Event Details
Date and Time
Wednesday, July 22
10:00 a.m. - 2:30 p.m.

Location
Finger Lakes Community College
3325 Marvin Sands Drive
Canandaigua, NY 14424

Audience
Open to the public
 
JERSEY CITY: STAGES OF BORROWING—WHERE TO GO AND WHEN?

Held Sept. 23, 2015

The New York Fed and Federal Deposit Insurance Corporation will co-sponsor an evening workshop for small businesses in Jersey City, New Jersey, interested in learning about sources of financing as well as the process of borrowing.

Attendees will hear from lenders and experts on the many stages of borrowing and learn where to go and when. There will be a resource expo held after the workshop.

Event Details
Date and Time
Wednesday, Sept. 23
6:30 p.m. - 8:35 p.m.

Location
Hudson County Community College, Culinary Conference Center
Jersey City, NJ

Audience
Open to the public
Agenda
6:30pm-
7:00pm
Registration
7:00pm-
7:10pm
Welcome

Darnell T. Sutton, Community Affairs Specialist, Federal Deposit Insurance Corporation
Javier Silva, Associate Director, Community Engagement, Federal Reserve Bank of New York
7:10pm-
8:10pm
Stages of Borrowing—Where to Go and When?

Steven Gomez, Executive Director, Greater Newark Enterprises
Richard Garcia, Vice President , North Jersey Federal Credit Union
Preston D. Pinkett III, Chairman and CEO, City National Bank
Frank Erwin, President and Co-Founder, Infusion Funding LLC
Walter K. Booker, COO, Intellectual Capital Group

Moderator:
Jay Savulich, Managing Director of Programs, Rising Tide Capital
8:10pm-
8:30pm
Networking and Resource Session
8:30pm-8:35pm Closing Remarks
 
RISING ENTERPRISE SUMMIT

The New York Fed, State University of New York, Operation Hope, GreenPath Financial Wellness, Access Latina and FindSpark co-sponsored a free, half-day event for rising and aspiring entrepreneurs. Experts guided attendees through conquering student loan debt, creating a business plan, accessing capital and marketing through social media. Representatives from RocketHub, Happy Mango, Kiva Zip, GreenPath Inc., Operation Hope and the Minority Business Development Institute attended.

Event Details
Date and Time
Friday, March 18
12:00 p.m. - 4:00 p.m.

Location
The SUNY Global Center
116 East 55th Street
New York, NY 10022
Agenda & Presentations
12:00pm-
12:45pm
Registration and Pizza
12:45pm-
1:00pm
Welcome
Nancy L. Zimpher, Chancellor, The State University of New York
Anand Marri, Vice President, Outreach & Education, Federal Reserve Bank of New York
1:00pm-
1:30pm
Conquering Your Student Loan Debt
Chris Dlugozima, Community Relations Coordinator, GreenPath Inc. | Presentation | Handout
1:30pm-
2:30pm
Follow the Yellow Brick Road: Accessing Start-Up Capital
Katherine Lynch, New York Program Manager, Kiva Zip | Handout
Kate Hao, Founder, Happy Mango
Brian Meece, Co-Founder & CEO, RocketHub
Pamela DeLuca, Assistant Director, Women's Venture Fund

Moderator:
Jason E. Klein, Founder & CEO, On Grid Ventures LLC and Chairman, Harvard Business School Alumni Angels of Greater NY
2:30pm-
3:30pm
Workshops
Sessions run concurrently.

Workshop A: First Things First
Led by Pedro Barry, Small Business Program Manager, Operation Hope. Learn the do's and dont's of developing a business plan. | Presentation

Workshop B: Savvy Credit
Led by Liz Duncan-Gilmour, Executive Director, Minority Business Development Institute. Learn how to develop a business budget and review your business financial statements. | Presentation

Workshop C: Shark Tank
Led by Cornell D. Green, Principal Instructor, Entrepreneur Program, Operation Hope. Learn how to successfully pitch a business plan. | Presentation

Workshop D: Mad Wo(Men)
Led by Julizzette Colón Bilbraut, Founder & Mastermind, Monitor SN. Learn how to become a social media marketer and successfully position your business to maximize your exposure and increase your client base. | Presentation

3:30pm-4:00pm A Success Story
Victoria Flores, Co-Founder, Lux Beauty Club | Presentation
4:00pm-4:15pm Closing
Javier Silva, Associate Director, Community Engagement, Federal Reserve Bank of New York
Joanna Constant, CUNY Scholar, Community Engagement, Federal Reserve Bank of New York
4:15pm-5:00pm Networking and Refreshments
Additional Resource
Download speaker bios and contact information for this event.
 
PUERTO RICO: BRIDGING MARKETS

The New York Fed is co-sponsoring an event for small businesses with the nonprofit Pathstone Inc. Attendees will learn about the different ways small businesses can access capital on the Island as well as how to export goods and services. Representatives from USDA Rural Development, Export-Import Bank, U.S. Commercial Service, Puerto Rico Export Company and Puerto Rico Farm Credit are scheduled to attend.

Event Details
Date and Time
Wednesday, April 20
8:00 a.m. - 1:30 p.m.
Location
Complejo Ferial de Puerto Rico
Ponce, Puerto Rico
Contact
Javier Silva
Associate Director, Community Engagement
Javier.Silva@ny.frb.org
Agenda
8:00am-
9:00am
Registration and Continental Breakfast
9:00am-
9:15am
Welcome
Javier Silva, Associate Director, Community Engagement, Federal Reserve Bank of New York
Javier Zapata, Deputy Director, Economic Development Director for Puerto Rico, Pathstone, Inc.
9:15am-
10:45am
Access to Capital for Small Business Owners
Lucienne Gigante, President, AccessLatina
Eric J. Boneta, Gerente, Proyectos Especiales y Alianzas, Banco de Desarrollo Económico
Jorge Dulzaides, Chief Lending Officer, Puerto Rico Farm Credit
Everardo Vélez, Director de Préstamos, Corporación para el Financiamiento Empresarial del Comercio y de las Comunidades
Danna Quiles, Director, Business & Cooperative Programs, Rural Development, USDA

Moderator:
Javier E. Zapata Rodriguez, Deputy Director, PathStone, Inc.
10:45am-
11:00am
Break
11:00am-
12:15pm
How to Access Markets Outside of Puerto Rico
David Pérez Larson, Director, Centro de Comercio Internacional, PR SBDTC
Dayanira Diaz, Director, Promo Export, Puerto Rico Trade and Export Company
Elena Méndez, Regional Director, Eastern Region, Export & Import Bank of the United States
Jose F. Burgos, Director, U.S. Commercial Service, U.S. Department of Commerce

Moderator:
Rosa Uriarte, Pathstone, Inc.
12:15pm-
1:45pm
Lunch
Recursos en Español

Descarga el programa y el anuncio para este foro.

 
NIAGARA FALLS: FOOD, BEVERAGE, & AGRICULTURAL ENTERPRISES

Held June 27, 2016

The New York Fed, New York State Empire State Development, New York State Department of Agriculture & Markets and the Small Business Development Center at Niagara County Community College are co-sponsoring a workshop for food, beverage and agricultural enterprises interested in learning about traditional and alternative sources of financing and exporting strategies.

Attendees will hear from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans, tips on improving their chances for success and available opportunities and financing tools for expansion to international markets. There will be a resource expo held after the workshop.

Event Details
Date and Time
Monday, June 27
10:00 a.m. - 2:30 p.m.
Location
Conference and Event Center Niagara Falls
101 Old Falls Street
Niagara Falls, New York 14303-1244
Event Flyer
Download the event flyer.
Agenda and Presentations
10:00am-
10:30am
Registration and Breakfast
10:30am-
10:40am
Welcome

Hon. Paul A. Dyster, Mayor, City of Niagara Falls, New York
10:40am-
11:40am
Traditional Sources of Capital

Denise Mylnarick, Vice President & Sr. Business Banking Relationship Manager, M&T Bank | Presentation
Ed Urbanik, Branch Manager, Farm Credit East | Presentation
Mark Martin, Business Banking Regional Manager, M&T Bank
Mark Merrill, VP Retail Lending, Tompkins Bank of Castile
Christen Trewer, Farm Loan Manager, USDA Farm Service Agency (FSA)
Gary Pereira, Business Programs Specialist and State Energy Coordinator, USDA Rural Development | Presentation

Moderator:
Paul Hoffman, Lender Relations Specialist, U.S. Small Business Administration | Presentation
11:40am-
12:40pm
Alternative Sources of Capital

Jack Wood, Chairman and CEO, Allegany County IDA | Presentation
Bill Vogt, Director of Housing and Community Development Services, Chautauqua Opportunities for Development Inc.
Gerald Manhard, Chief Lending Officer, Erie County IDA | Presentation
Harry Sicherman, President of The Harrison Studio, Representative for Niagara County IDA
Cheryl Clements, Founder and CEO, PieShell | Presentation

Moderator:
Jack McGowan, Executive Director, Buffalo Angelst | Presentation
12:40pm-
1:40pm
Global Access: Export Financing and Services

Erin Cole, Senior Vice President, Global NY, Empire State Development | Presentation
Lynn Oswald, Director, Small Business Development Center, Niagara County Community College | Presentation
John Manzella, President & CEO, World Trade Center Buffalo Niagara

Moderator:
Rosanna Masucci, Director, U.S. Department of Commerce
1:40pm-
1:50pm
Closing Remarks

Chelsea Cruz, Program Manager, Federal Reserve Bank of New York
Samantha Baldock, Excelsior Fellow, Empire State Development
1:50pm-
3:00pm
Resource Expo and Networking Lunch
 
ROCHESTER: FOOD, BEVERAGE, AND AGRICULTURE

Held July 29, 2016

The New York Fed, New York State Empire State Development, and the New York State Department of Agriculture & Markets are co-sponsoring a workshop for food, beverage and agricultural enterprises interested in learning about traditional and alternative sources of financing and exporting strategies.

Attendees will hear from lenders on a wide range of topics, including which types of financing are most appropriate for their needs, what lenders look for in potential borrowers, alternatives to traditional bank loans, tips on improving their chances for success and available opportunities and financing tools for expansion to international markets. There will be a resource expo held after the workshop.

Event Details
Date and Time
Friday, July 29
10:00 a.m. - 3:00 p.m.

Location
Thomas Flynn Campus Center
Brighton Campus
Monroe Community College
1000 E Henrietta Road
Rochester, New York 14623
 
Contacts
Chelsea Cruz
Senior Analyst, Community Engagement
212 720-7969
chelsea.cruz@ny.frb.org