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Tricks and Tips Workshop on Navigating Funding from Banks and Investors

March 12, 2024


5:00 - 8:00 pm


No Fee

FREE Tricks and Tips Workshop on Navigating Funding from Banks and Investors

This workshop will be of particular interest to Women participating in the Women's Pitch Contest sponsored by SCORE Washington District. The Women's Pitch contest is April 25th, 2024. Learn more about this event, https://www.score.org/seattle/2024-womens-pitch-contest.

Are you ready to elevate your entrepreneurial journey?

  • Unlock the skills you need to propel your business to success.
  • Craft the Perfect Pitch: Learn the art of presenting your business idea effectively, capturing attention and interest.
  • Navigate Funding Choices: Understand the diverse range of financing options available and discover how to secure the funding that aligns with your business goals.

Meet Your Presenters: Joe Heinrich and Carrie Callaway Cardy  

This workshop is presented by SCORE Business Mentor Joe Heinrich. Joe is a retired CPA having worked for 12 years with KPMG, an international accounting firm, and 22 years with Coca-Cola Enterprises Inc. in various finance executive positions. Over the past 11 years since his retirement, Joe has helped hundreds of small business owners make their businesses more profitable, eliminated problems with their accounting, assisted them in obtaining financing for their business and helped them save thousands of dollars of Federal and Washington taxes. He also presents the “Tax Saving Strategies for Small Businesses” and “Tax Essentials for New and Existing Business Owners” workshops for SCORE. For more information about Joe, visit his LinkedIn profile here: Joe Heinrich

Carrie Callaway Cardy is a Subject Matter Expert on Small Business Lending who has over 20 years of experience in business banking and is currently a Senior SBA Relationship Manager at KeyBank. She grew up helping out in her family’s business which played a large role in her career choices. She has a passion for business owners and has seen firsthand the impact entrepreneurship can have on a family. Carrie specializes in business acquisitions, expansions, start-ups, construction projects and owner-occupied real estate. She has a Business Degree from Richmond University in London and a Master’s degree in Public Policy and Community Economic Development from the University of Minnesota. Carrie volunteers regularly mentoring and teaching in the entrepreneur space, including teaching business planning classes for SCORE. For more information about Carrie, visit her LinkedIn profile here: Carrie Callaway Cardy

Hosted by SCORE Washington District, which provides you no-cost Small Business Workshops: Empowering you with the knowledge and skills to make informed decisions for your small business journey. All workshops, between one to three hours in length, are taught by experienced business persons and Certified SCORE Mentors.

Secure your virtual seat now for an evening that could reshape your entrepreneurial path!


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