562.843.7801 [email protected]
562.843.7801


​Banking & Finance
Business Summit
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May 18, 2016  
1:30 pm - 3:45 pm
 

Sponsored by: 
Banking and Finance professionals met to present and discuss current business topics in the industry. This was an excellent educational, networking and business development opportunity. 

Cost:
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  • Banking and Finance Business Summit  - $20.00/person Pre-Paid ($30 at the Door)
  • Includes Linked !n Long Beach Business Mixer from 5:30-7:30 pm at Comerica Bank
  • Includes Printed Contact Information of all Pre-Registered Attendees
Location: 
​Pacific Coast University, School of Law 
1650 Ximeno Ave. Suite 300
Long Beach, CA 90804  

Time: 1:30 pm - 3:45 pm

Free Parking
Agenda:

​1:30 - 2:15  PM- Check-in, Networking and Welcome by Alan Armijo - Power Partners USA

2:15 - 2:30 PM - "Personal & Business Owner Finance - Managing Debt" - presented by Jim Mills-Winkler from Waddell & Reed, Inc.  - Identifying the red flags that keep you from increasing your personal and business wealth.   

2:30 - 2:45 PM - "Alternative Business Financing " presented by Cisco Gonzalez from Business Funding 4 You  -   Alternative Financing - What it is about and how small businesses and industries are using specialized loan products in today’s banking and finance environment.      

2:45 - 3:00 PM - "Real Estate Financing - Recent Past and Future". Learn how financing and interest rates impact property values & pricing " presented by Valerie Condon from Keller Williams Coastal Properties 

3:00 - 3:05 PM - About Comerica Bank - Adalita Silva, VP Banking Center Mgr. 

3:05- 3:20 PM - "Small Business Cash Reserve Principles" presented by Adalita Silva from Comerica Bank.  Learn how to set up and build a cash buffer from inventory, debtors, business costs and unused assets.  

​3:20 - 3:45 - Q and A to the Panel  - Moderator - Alan Armijo from Power Partners USA ​

Banking and Finance Summit Panel Speakers 

Adalita Silva - Comerica Bank

Adalita Silva is a Banking Professional with 36 years of experience in the Financial Industry. She earned her Bachelor’s degree at the University of Phoenix and her MBA at the American Intercontinental University. 
Valerie Condon - Keller Williams Realty
​
​As a premier real estate agent in Long Beach, I’m here to provide you with all the resources and information you need to buy or sell real estate.
Cisco Gonzalez - Business Funding 4 You

​Cisco has over 13 years of experience in the commercial lending space and has worked with 3 of the largest financial institutions in the nation. With this experience Cisco has helped many business owners across the nation and Canada obtain the funding they need to stay in business and grow the business with alternative business financing.
Jim Mills-Winkler - Waddell & Reed Inc. 

​Mr. Mills-Winkler joined Waddell & Reed as a Financial Advisor in 2004. Mr Mills-Winkler provides comprehensive financial planning, wealth management solutions and investment strategies for individuals, families, business owners, and organizations at all levels.  
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