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

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

  • Tax Ready 2023 Workshop - November 15th - Register
  • Tax Ready 2023 Workshop - December 12th - Register