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Business Financial Management Seminar

NJSBDC at Rutgers-Newark/RNSBDC

Tuesday, September 19, 2017 from 8:30 AM to 1:00 PM (EDT)

Business Financial Management Seminar

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RSVP Sep 19, 2017 Free  

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Rutgers Newark SBDC in Collaboration with the Excelsior Growth Fund presents the “Business Financial Mangement Seminar”. Topics include:

  • Financial Management
    Effective financial management is critical to running a successful small business. The process includes accurate bookkeeping, timely financial reporting and informed decision making using financial data. This session will introduce small business owners to the key elements of all three steps in that process.

  • Securing a Small Business Loan
    Access to the right type of capital is critical to growing a small business. This session will educate attendees on understanding the various financing options and which ones are the best fit, given the life cycle of that business. We will also give insight on what lenders are looking for so business owners can be best prepared when applying for financing.


Excelsior Growth Fund (EGF) helps New York State small businesses grow by providing streamlined access to business loans and advisory services. EGF’s signature product, the EGF SmartLoan™, provides up to $100,000 in fast, transparent, and affordable financing through a secure online platform. Larger loans up to $500,000 are also available. EGF is a nonprofit organization and is certified by U.S. Department of Treasury as a Community Development Financial Institution (CDFI). Learn more at

As an affiliate of New York Business Development Corporation ( and The 504 Company (, EGF can also facilitate access to a full suite of alternative financing products.




Alek Marfisi 
Alek Marfisi owns Upwind Strategies, a small business consultancy and professional services company that makes a matching microloan to entrepreneurs in developing countries for every hour of consulting it provides. In his career, Alek has logged over 11,000 hours consulting to small companies from a myriad of industries. For the 790+ clients he has consulted to, he has helped to create and retain over 1,000 jobs nationally and fundraise over $75 million.


Yahaira Núñez
Assistant VP – Business Development and Advisory Services at Excelsior Growth Fund

Yahaira has more than a decade of experience working with small businesses in NYC, specifically in the areas of finance and growth. In her role at Excelsior Growth Fund, she oversees business development activities and manages strategic partnerships. She also works closely with the Lending and Advisory teams to provide small business owners with access to financing and technical assistance.


Carol O’Connell
Assistant VP and Business Advisor for Excelsior Growth Fund

Carol has worked in commercial banking for 20+ years, primarily conducting risk assessment of small-to-medium size business loans. She joined Excelsior Growth Fund’s Business Advisory Services team in February 2016. In that capacity, Carol works directly with small business owners, offering workshops and one-on-one technical assistance on the best practices for financial management and accessing capital.

Have questions about Business Financial Management Seminar? Contact NJSBDC at Rutgers-Newark/RNSBDC

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When & Where

Rutgers Business School
1 Washington Pl
Bove Auditorium
Newark, NJ 07102

Tuesday, September 19, 2017 from 8:30 AM to 1:00 PM (EDT)

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NJSBDC at Rutgers-Newark/RNSBDC

The New Jersey Small Business Development Center (NJSBDC) at Rutgers-Newark is the premier provider of strategic, growth focused business training and technical assistance services to established small businesses and    start-up entrepreneurs. With the Center’s motto to offer the “Right Strategy, Smart Growth, Infinite Possibilities” supports our mission to help entrepreneurs and business owners start  and grow sustainable, successful small business through the delivery of appropriate training and technical assistance services and programs.

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Business Financial Management Seminar
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