Upcoming Events
Event cancelled due to inclement weather.
COBLESKILL, NY: FOOD, BEVERAGE, AND AGRICULTURE
The New York Fed in partnership with the New York State Department of Agriculture and Markets, Center for Agricultural Development and Entrepreneurship (CADE), SUNY Cobleskill, 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.
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 and alternatives to traditional bank loans. There will be a resource expo held after the workshop.
Date and Time
Tuesday, December 3, 2019
10 a.m. - 2 p.m. (registration & breakfast begins at 9 a.m.)
Location
SUNY Cobleskill Ballroom
106 Suffolk Circle
Cobleskill, New York 12043
Past Events
BROOKLYN: FOOD, BEVERAGE, AND AGRICULTURE
The New York Fed in partnership with New York State Department of Agriculture and Markets, Hot Bread Kitchen, SlowMoney NYC, Hana Kitchens, Bronx Cookspace, the Entrepreneur Space and Brooklyn Small Business Development Center are co-sponsoring a workshop for food, beverage and agricultural enterprises interested in learning about traditional, growth and alternative sources of financing; and how to successfully deliver a business pitch.
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 and alternatives to traditional bank loans. Attendees will also learn how to deliver a business pitch. There will be a resource expo held after the workshop.
Date and Time
Thursday, October 24, 2019
10 a.m. - 2 p.m.
Location
Community Room, Borough Hall
209 Joralemon
Brooklyn, NY
Agenda
9:30am-
10:00am |
Registration & Coffee |
10:00am-
10:15am |
Welcome
Eric Adams, Brooklyn Borough President
Congresswoman Nydia Velazquez (77th District)
Linda LaViolette, New York State Department of Agriculture and Markets
|
10:15am-
11:00am |
Panel 1: How to Perfect Your Pitch & Be Attractive In the Eyes of a Lender
Camille Newman, Local Community Development Corporation of East New York
Avi Leshes, Brooklyn Chamber of Commerce
D.K. Smith, Brooklyn Innovation Center and the Brooklyn Angels
Rob Walsh, 1010 WINS Radio & Columbia University, School of Public and International Affairs
Moderator: Kathrine Gregory, Mi Kitchen Su Kitchen.
|
11:00am-
11:45am |
Panel 2: Growth Capital
Brian Gurski, TruFund Financial Services
Michael Nixon, Bronx Overall Economic Development Corporation
Larry Pontillo, U.S. Small Business Administration
Moderator: Marisa Casellas-Barnes, Federal Reserve Bank of New York
|
11:45am-11:55am |
Break |
11:55am-
12:40pm |
Panel 3: Alternative Sources of Capital
Daniel Maffezzoli, Accel Foods
Leslie Morales, Loan Consultant, Accion East
Idowu Odedosu, Director, Food Business Pathways
Moderator: Christine Rico, CFO on Speeddial, Slow Money NYC
|
12:40pm-
12:45pm |
Closing Remarks
Marisa Casellas-Barnes, Federal Reserve Bank of New York
|
12:45pm-
2:30pm |
Resource Expo and Networking
(Lunch provided)
|
PUERTO RICO: ACCESS TO CAPITAL FORUM
The New York Fed in partnership with Pathstone, will host an Access to Capital Forum. This event, for entrepreneurs, start-ups, and small business owners, will offer resources, technical assistance, and individualized mentoring sessions.
Date and Time
Thursday, September 19, 2019
8:30 a.m. - 1:30 p.m.
Location
Complejo Ferial de Puerto Rico
Avenida Rafael Cordero Santiago
Ponce, Ponce 00716
Puerto Rico
ALBANY: FOOD, BEVERAGE, AND AGRICULTURE
The New York Fed, New York State Department of Agriculture and Markets, Hudson Valley AgriBusiness Development Corp., New York State Empire State Development, University at Albany-Green Scene and Columbia Economic Development Corporation are co-sponsoring a workshop for food, beverage and agricultural enterprises interested in learning about traditional and alternative sources of financing; and how to successfully deliver a business pitch.
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 and alternatives to traditional bank loans. Attendees will also learn from peers about how to deliver a business pitch. There will be a resource expo held after the workshop.
Date and Time
Wednesday, June 12, 2019
10:00 a.m. - 2:30 p.m.
Location
SUNY Albany - Campus Center Multi-Purpose Room
1400 Washington Avenue
Albany, NY 12222
Agenda
9:30am-
10:00am |
Registration |
10:00am-
10:15am |
Welcome
Mary Ann Johnson, Deputy Director, Hudson Valley AgriBusiness Development Corp.
Marisa Casellas-Barnes, Associate Director, Federal Reserve Bank of New York
Dave Valesky, Deputy Commissioner, NYS Agriculture & Markets
Mary Ellen Mallia, Director of Sustainability, University at Albany
|
10:15am-
11:00am |
Panel 1: Traditional Sources of Capital
Gary Pereira, Business Program Specialist, USDA
Ann Finnegan, VP Commercial Lending/Development Finance, Kinderhook Bank
Emili Ponte, Loan Officer, Farm Credit East
Moderator: Michael Tucker, CEO, Columbia Economic Development Corp.
|
11:00am-
11:45am |
Panel 2: Non-Traditional Sources of Capital
Martha Lane, Business Development Specialist, Columbia Economic Development Corporation
Linda MacFarlane, Executive Director, Community Loan Fund of the Capital Region
Kevin Egolf, Co-Founder, Local Farms Fund
Moderator: Todd Erling, Executive Director, Hudson Valley AgriBusiness Development Corp.
|
11:45am-11:55am |
Break |
11:55am-
12:40pm |
Panel 3: How to Successfully Deliver Your Pitch
Brian Zweig, Principal, Business Opportunities Management Consulting
Ted Berndt, Owner, Battenkill Valley Farms
Nimai Gupta, Owner, Gopal Farm
Rebecca Shim, Owner, Phoencia Honey Co.
Moderator: Mary Ann Johnson, Deputy Director, Hudson Valley AgriBusiness Development, Corp.
|
12:40pm-
12:45pm |
Closing Remarks |
12:45pm-
2:30pm |
Resource Expo and Networking
Lunch provided
|
LONG ISLAND: FOOD, BEVERAGE, AND AGRICULTURE
The New York Fed, New York State Empire State Development, and the Long Island Food Council are co-sponsoring a workshop for food, beverage and agricultural enterprises interested in learning about traditional and alternative sources of financing and procurement 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 procurement opportunities. There will be a resource expo held after the workshop.
Date and Time
Thursday, September 27, 2018
9:00 a.m. - 2:00 p.m.
Location
Hofstra University, Student Center
1000 Fulton Avenue
Hempstead, NY 11549
Agenda
9:00am-
9:30am |
Registration and Breakfast |
9:30am-
9:45am |
Welcome
Dean Herman Berliner, Zarb School of Business, Hofstra University
Javier Silva, Associate Director, Community Engagement, Federal Reserve Bank of New York
Linda LaViolette, Special Assistant, Department of Agriculture and Markets
Michael Tucker, Executive Director, Long Island Food Council
|
9:45am-
10:25am |
Panel 1: Traditional Sources of Capital
Gary Pereira, Business Program Specialist, USDA
John Topolovec, Vice President, Middle Market Lending, TD Bank
Larry Pontillo, SBA Lender Relationship Specialist, US Small Business Administration
Eduardo Ekel, Regional Export Finance Manager, Small Business Administration
Moderator: Javier Silva, Associate Director, Community Engagement, Federal Reserve Bank of New York
|
10:25am-
11:10am |
Panel 2: Alternative sources of Capital
Christine Rico, Founder and Consulting CFO, Slow Money
Alyssa Campbell, Director, Kiva
Hon. Joseph J. Kearney, Executive Director Nassau County Industrial Development Agency
Cynthia Colon, Manufacturer, Technology, Resource Consortium, Stony Brook University
Moderator: Nickolas Terzulli, Attorney, Farrell Fritz Attorneys at Law
|
11:10am-11:20am |
Break |
11:20am-
12:05pm |
Panel 3: Essential Procurement Services
Edgard Hernandez, Director, Procurement Technical Assistance at LaGuardia Community College
Richard Foy, Regional Director, Eastern Region, Exim Bank
Kathryn Bamberger, Global NY Representative, New York State ESD
Mark Wan, Assistant Vice President, Federal Reserve Bank of New York
Moderator: Sarah Barton, Department of Agriculture and Markets
|
12:05pm-
12:10pm |
Closing Remarks |
12:10pm-
2:00pm |
Resource Expo and Networking
Lunch provided
|
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
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
9:00am-
9:30am |
Registration and Breakfast |
9:30am-
9:45am |
Welcome
Dean Herman Berliner, Zarb School of Business, Hofstra University
Javier Silva, Associate Director, Community Engagement, Federal Reserve Bank of New York
Linda LaViolette, Special Assistant, Department of Agriculture and Markets
Michael Tucker, Executive Director, Long Island Food Council
|
9:45am-
10:25am |
Panel 1: Traditional Sources of Capital
Gary Pereira, Business Program Specialist, USDA
John Topolovec, Vice President, Middle Market Lending, TD Bank
Larry Pontillo, SBA Lender Relationship Specialist, US Small Business Administration
Eduardo Ekel, Regional Export Finance Manager, Small Business Administration
Moderator: Javier Silva, Associate Director, Community Engagement, Federal Reserve Bank of New York
|
10:25am-
11:10pm |
Panel 2: Alternative sources of Capital
Christine Rico, Founder and Consulting CFO, Slow Money
Alyssa Campbell, Director, Kiva
Hon. Joseph J. Kearney, Executive Director Nassau County Industrial Development Agency
Cynthia Colon, Manufacturer, Technology, Resource Consortium, Stony Brook University
Moderator: Nickolas Terzulli, Attorney, Farrell Fritz Attorneys at Law
|
11:10am-11:20am |
Break |
11:20am-
12:05pm |
Panel 3: Essential Procurement Services
Edgard Hernandez, Director, Procurement Technical Assistance at LaGuardia Community College
Richard Foy, Regional Director, Eastern Region, Exim Bank
Kathryn Bamberger, Global NY Representative, New York State ESD
Mark Wan, Assistant Vice President, Federal Reserve Bank of New York
Moderator: Sarah Barton, Department of Agriculture and Markets
|
12:05pm-
12:10pm |
Closing Remarks |
12:10pm-
2:00pm |
Resource Expo and Networking
Lunch provided
|
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
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
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
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
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