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BofA Advancing Access to Capital and Economic Opportunity series
In this training series from April to May 2023, Small Business Owners will learn how to create a Personal Financial plan to effectively manage their personal and business finances successfully.

Participants only need to register once for all sessions.

All workshops are held on Tuesdays from 1pm-2pm (1-hour).

Topics Covered:

-04/18/2023 Personal Financial Management: Banking, Budgeting, Spending, Fraud, and Identity Theft
-04/25/2023 Setting Financial Goals Part I: Bill Management, Spending Allocation, Setting Financial Goals and Building Healthy Credit
-05/02/2023 Setting Financial Goals Part II: Managing Debt, Savings, and Setting a Budget
-05/09/2023 5 C’s of Credit: Credit, Cash Flow, Capital, Collateral, Character.
-05/16/2023 Introduction to Access to Capital Directory
Apr 18, 2023 01:00 PM
Apr 25, 2023 01:00 PM
May 2, 2023 01:00 PM
May 9, 2023 01:00 PM
May 16, 2023 01:00 PM
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Valerie Rivas
VP Small Business Community Officer @Bank of America
Valerie Rivas is a Vice President, Small Business Community Officer at Bank of America who is dedicated to the Los Angeles County. She is a Small Business advisor who specializes in new and emerging businesses in underserved and multi-cultural areas. Valerie has over 19 years of experience in the finance industry. Valerie understands a business owner’s unique needs and focuses on recommending financial solutions tailored to help her clients save time in managing their finances and grow their business.