Beyond the Bank: Small Business Alternative Financing Summit

Join us for an opportunity to hear and learn from small business advocates, policymakers, civic leaders, and industry experts about alternatives to bank loans for small business financing. Panels will cover the ins and outs of small business financing, industry perspectives on the small business financing space, and the case for small business financing transparency. Panelists are still being added, so be sure to check back for the most up-to-date lineup!

Discounted tickets are available for nonprofit staff members, community organizers, and community members with lived experience. Please contact hello@woodstockinst.org for more information.

Tickets: $20 each
REGISTER HERE.

Agenda

9:05 AM – 09:15 AM

Welcome

09:15 AM – 10:05 AM

Panel 1: Nonbank Lending: What, Who and Why?

Moderated by Xochitl Flores, Cook County Bureau of Economic Development

Panelists:

• Joyce Klein, Aspen Institute
• Brad McConnell, Allies for Community Business
• Song Chae, Founders First Capital Partners
• Jay Goltz, Goltz Group (Small Business Owner)

10:05 AM – 11:00 AM

Panel 2: What Access Costs: Industry Perspectives on Small Business Lending

Moderated by Horacio Méndez, Woodstock Institute

Panelists:

• Phil Goldfeder, American Fintech Council,
• Leigh Lytle, Equipment Leasing and Financing Association

11:00 AM – 11:10 AM

Snack and Refreshments Break

11:15 AM – 12:10 PM

Panel 3: Is It Always Sunny in California? The Case for Transparency & Lessons Learned

Moderated by Rep. Mary Beth Canty

Panelists:

• Heidi Pickman, CAMEO Network
• Louis Caditz-Peck, Responsible Business Lending Coalition
• Armen Meyer, California Department of Financial Protection & Innovation

12:10 PM – 12:15 PM

Closing Comments