Financial Wellness Collaborative
Fund 17, Go.Be., Propeller, and Thrive New Orleans have expanded our Financial Wellness Collaborative, sponsored by JPMorgan Chase. This is a free program designed to assist entrepreneurs and small business owners bolster their overall financial health through a series of workshops and one-on-one individualized support in areas such as assembling loan packages and financial statements, building business projections, establishing Quickbooks accounting systems, filing business taxes, and raising credit scores.
Below is an overview of the upcoming workshops and offerings. Contact Propeller's Director of Capital Access, Patrick Hernandez, with any questions.
Fall/Winter 2023:
Business Certifications | Fund 17
- LLC/EIN Workshop - September 6th
- LED: SEBD & Hudson Initiative Workshop - September 13th
- DBE/SLDBE/DOTD Workshop - October 10th
Making Accounting Work for Your Business | Propeller
- Financial Accounting 101 - July 20th
Credit Score Building and Credit Counseling | Thrive New Orleans
- Ongoing counseling available - contact Bernadette Carriere to learn more.
- Workshop - October 2023
- Increase Your Credit Score Workshop- November 20th - Register
Quickbooks | Thrive New Orleans
- Contact Bernadette Carriere to learn more.
Financial Projections | Go.Be.
- Getting to Growth (Part I): Building Business Budget - September 28th @ 6pm
- Getting to Growth (Part II): Using Financial Projections to Plan for the Future - October 5th
Growing Your Business Through Loans | Propeller
- Ongoing advising and loan package preparation available - Schedule a 1:1 Consultation with Patrick Hernandez.
- Meet the Lenders Workshop - October 30th
Tax Preparation | Fund 17