Next level Financials, a 3-Part Series

Event description

Take your business to the next level with a deep dive into small business financials.

Join us for this free, 3-part workshop series designed to help small business owners better understand, analyze, and leverage their financial data—and get direct access to capital-ready lenders.

Whether you're intimidated by financial statements or seeking to strengthen your capital-readiness, this series will leave you feeling more confident and equipped.

This 3-part series is produced by the SBA Maine District Office hosted in collaboration with the Brunswick Downtown Association.

Workshop Schedule & Details

Module 1: Preparing and Understanding Financial Statements

Tuesday, August 19, 2025 | 3:30 PM – 5:30 PM

Led by Raynor Large from Coastal Enterprises Inc. (CEI), this session will break down the key components of small business financial statements and explain why they matter for your success.

Agenda:

• Welcome (5 minutes)
• Guest Introductions (5 minutes)
• CEO Elevator Pitch (20 minutes)
• Training & Q&A: Understanding Your Financial Statements (90 minutes)

Module 2: Examining Your Own Financial Statements

Tuesday, August 26, 2025 | 3:30 PM – 5:30 PM

Bring your financial statements and meet 1:1 or 2:1 with financial experts in small group breakouts. Get personalized insights into your business numbers and make sense of what they really mean.

Agenda:

• Guest Introductions (15 minutes)
• CEO Elevator Pitch (20 minutes)
• Breakout Discussions with Experts (85 minutes)

Module 3: Lender Panel – Accessing Capital with Traditional & Non-Traditional Lenders

Tuesday, September 2, 2025 |3:30 PM – 5:30 PM

Meet local lenders and get a behind-the-scenes look at how to prepare for financing conversations. Understand what different lenders look for and how to strengthen your application.

Agenda:

• Guest Introductions (15 minutes)
• CEO Elevator Pitch (20 minutes)
• Lender Panel & Q&A (85 minutes)