Institute for Banking and Finance

June-July 2004 Seminars

How to Create a Business Plan

The Entrepreneur and His Banker: Planning for Success!

June 30, 2004

Seminar Leader: Vincent Petrini-Poli

Most small businesses in the United States are within their first year of existence. Many business people do not have the skills to create a formal, realistic business plan. This seminar will bring together the banker and his client in establishing reasonable/reachable business goals. You will learn how to design a program specific to your business customer's needs. You will learn how to create a working relationship, avoiding surprises to the satisfaction of both parties. This seminar is intended to be interactive and will include practitioner-oriented examples.

Topics to be covered:



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