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Loan-Ready Budget & Financial Forecast in a Day

Jun
9
2026
Tue, Jun 9 11:00 AM to 1:00 PM
Topic: Financing

"Kuleana" for your business numbers - 2 Hours. From Idea or Growth to Income: Bring your Laptop, Tablet or Smartphone.

A 2-hour hands-on workshop with Mentors to guide you + complimentary 1:1 advising session $10 Early Bird Registration “Who Should Attend?” Startups / Pre-Revenue • Build first-year projections • Understand how much capital you need • Create numbers lenders expect • Stop guessing your startup costs • Validate your business idea Existing Businesses • Prepare updated projections for loans • Improve cash flow visibility • Strengthen financing applications • Print and save these new worksheets to your files for added convenience • Bring your existing financials to enter & update your numbers. Advising and individual mentoring to use SumoSum.com, the simple to use software with an AI tool that instantly validates your current business or new business idea. This "User-Friendly" Small Business AI Online software tool works with a Smartphone, Tablet or Laptop. It also creates 3 or 5-year financial forecasts, reports, charts and many other worksheets including Marketing Financials, Employee cost analysis, Product or Service Costs and more. Can be used for loans, Investors, grants, business idea validation, and growth. Get lender-ready in 2-hours. BONUS: All attendees receive access to 1 month membership to use the SumoSum software & instructional booklet plus complimentary 1:1 advising session to refine their projections and earn the SumoSum Certificate of Completion. Door Prizes: Presented at the end of the workshop. This workshop supports Hawaii’s State Small Business Credit Initiative (SSBCI) efforts to increase access to capital for local businesses.

Speaker(s): Claire Doi and Steve Sue Mentors: Cynthia Yamasaki and Emari Hunn

Co-Sponsor(s): HISBDC & ID8.org

It is a non-refundable workshop unless Hawaii SBDC Network cancels. Pre-registration required at our website www.hisbdc.org. If payment not received at the time of registration, it will be canceled automatically!


Fee: $ 10.00

We accept MasterCard and Visa. No Cash Payments. Payments must be made immediately during registration! The fee is non-refundable unless the event is canceled by Hawaiʻi SBDC.

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Location

UH Maui College (UHMC)
Noi'i Room 211
Noi'i 211
310 West Kaahumanu Ave Kahului, HI 96732