Loan-Ready Budget & Financial Forecast in a Day

A 2-hour hands-on workshop with Mentors to guide you + complimentary 1:1 advising session $10 Early Bird Registration - CODE: EARLY - After June 5th, $15 “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): Steve Sue and Claire Doi Mentors: Cynthia Yamasaki and Johanna Tokunaga

Co-Sponsor(s): ID8.org & HiSBDC.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! This training event is supported by federal taxpayer funds. By registering, I certify that I am legally authorized to receive services funded by U.S. taxpayer dollars, in accordance with applicable federal law and Executive Order 14218 ‘Ending Taxpayer Subsidization of Open Borders’ (February 19, 2025). The Hawai‘i SBDC is a program of the University of Hawai‘i at Hilo funded in part through a Cooperative Agreement SBAOEDSB250164-02-00 SBA 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. Hawai‘i SBDC services are extended to the public on a nondiscriminatory basis. Language assistance services are available for individuals with limited English proficiency as well as reasonable accommodations can be made for persons with disabilities if requested at least two weeks in advance. Please contact Hawai‘i SBDC at info@hisbdc.org to make arrangements. Hawai‘i SBDC is an Equal Opportunity Employer.

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.