North Coast SBDCEureka and Crescent City California

Lender and Financial Management Forum (Thriving Together)

Lender and Financial Management Forum (Thriving Together)

Wednesday, July 1, 2020 12:30pm to 2:30pm

Access Webinar Materials:

  • Watch recording. Lender briefings run for first 40 minutes. Agile financial planning and cash forecasting teach-in starts at 39 min 30 sec

Reopening plan guides - use for scenario planning:

Agile cash & financial management resources:

Email for a copy of the following:

  • Chat thread with resources provided during webinar
  • SBA EIDL (Economic Injury Disaster Loan) Restrictions: a list of what you can and cannot use EIDL for, with a link to the source.
  • Snapshot of a Profit & Loss Statement
  • Snapshot of a Cash Flow Statement -- pages from the template annotated to show what they can use PPP and EIDL for
  • Two Loans – showing how they must plan for cash flow if they have PPP and/or EIDL loans.


In the Thriving Together series we explore how your business can thrive despite the constantly changing conditions caused by the pandemic.

North Coast Lenders and SBDC business advisors will get together again as we did in March to bring business owners up to speed on pandemic-related lending and financial advice.

We'll review

  • Current status of pandemic related financial assistance for North Coast businesses 
  • Latest updates on PPP forgiveness -- what each PPP lender wants you to know
  • Guidance on how to request forgiveness, make best use of loan funds, keep track of money, prepare to start repaying, etc.
  • Agile financial planning and cash forecasting
  • And much more


  • Redwood Capital Bank's Jennifer Budwig
  • Coast Central Community Credit Union's Mandy Marquez
  • Redwood Region Economic Development Commission (RREDC)'s Gregg Foster & Virginia Salvi
  • AEDC Small Business Lending Center's James Schaeffer
  • US Bank's Jessica Hindley
  • Vocality Community Credit Union's Pat Neighbors
  • Fortuna Emergency Resilience Fund / Fortuna Business Improvement District's Dianna Rios
  • North Coast SBDC business advising team members Kevin Heckman, Stilson Snow, Janet DePace
Madison McLaughlin
Zoom Webinar Eureka

Apply Now

It all starts here. Complete the application and submit your request. A member of the SBDC will follow up with you and help you achieve your small business goals -- at no cost to you.
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Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or HSU Sponsored Programs Foundation.