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Recap of the "Make Your Business Bankable: Strategies for Financial Success" Event

Updated: Jun 20

On May 31, 2024, the VABA office at 1211 Embarcadero, Oakland, CA, hosted an exceptionally successful event, "Make Your Business Bankable: Strategies for Financial Success." This evening workshop and networking session exceeded all expectations, providing valuable insights and opportunities for entrepreneurs and business leaders.



Event Highlights

Co-Host and Support: The event was co-hosted by the Umpqua Commercial Banking Group, with significant support from their team, including Erik Larsen (SVP, Middle Market Commercial Banker), Seth Shorett (VP, Sr. Client Solutions Manager), and Brad Aris (SVP, Market Director). Their expertise and dedication were instrumental in making the event a resounding success.


Workshop Insights: Participants were treated to a wealth of knowledge from top banking professionals and seasoned business leaders. The workshop focused on making businesses more attractive to lenders and investors, providing practical strategies for financial success. The interactive panel discussion allowed attendees to pose specific questions and receive tailored advice, adding immense value to the session.


Networking Opportunities: The structured networking activities facilitated connections among like-minded entrepreneurs, potential investors, and financial experts. These interactions fostered partnerships, mentorship opportunities, and potential funding prospects, making the event a hub for entrepreneurial growth and collaboration.



Notable Speaker: Philip K Cooke Among the distinguished speakers was Philip K Cooke, Founder and COO of Successor VC, who manages a $350 million USD investment fund specializing in AI companies at the Series A stage. Philip shared invaluable experiences to help entrepreneurs understand the investor's perspective when evaluating financial situations and choosing a banking partner. His session included a lively Q&A segment, where he enthusiastically addressed various topics, providing deep insights and sparking interesting discussions.



Key Benefits:

  • Direct Access to Experts: Attendees gained insights from senior banking professionals and successful business leaders.

  • Interactive Panel Discussion: The dynamic discussions offered personalized advice and practical solutions for financial challenges.

  • Networking Opportunities: The event provided a platform to build valuable connections with peers and industry leaders.


About Umpqua Bank

Umpqua Bank, the co-host of the event, is committed to making the hardest parts of running a business easier. They offer a range of tailored business solutions, including:

  • Cash Management: Streamlining cash flow with tailored solutions.

  • Loans & Lines of Credit: Securing financing to achieve business goals faster.

  • Credit Cards: Providing flexibility in business spending.

  • Business Checking: Offering checking options to improve the bottom line.


Umpqua Bank, headquartered in the Northwest with over $50 billion in assets and more than 300 locations, emphasizes building economic vitality through a hands-on approach to business banking. They prioritize learning the ins and outs of each business to provide customized advice, whether for building foundations or accelerating growth.


The "Make Your Business Bankable" event was an outstanding success, providing attendees with valuable insights, practical advice, and ample networking opportunities. Special thanks to the Umpqua Bank team and Erik Larsen for their crucial support and co-hosting. We look forward to hosting more events that continue to empower and connect the entrepreneurial community. Stay tuned for future VABA events designed to help you unlock new financial opportunities and drive your business towards success.


Join VABA: Empowering Business Excellence

As the Vietnamese American Business Association (VABA), we are dedicated to empowering Vietnamese American businesses and entrepreneurs. By joining VABA, you become part of a supportive community that offers:

  • Networking Opportunities: Connect with industry leaders, fellow entrepreneurs, and potential investors.

  • Educational Resources: Access workshops, seminars, and events that provide valuable insights and strategies for business success.

  • Advocacy: Benefit from our efforts to advocate for policies that support small businesses and entrepreneurs within the Vietnamese American community.

  • Business Development: Take advantage of mentorship programs, consulting services, and exclusive resources designed to help your business thrive.

Join us today and be part of a thriving network that fosters growth, innovation, and success within the Vietnamese American business community. Together, we can achieve greater heights and make a lasting impact.


For more information and to become a member, contact us at: info@vabaus.com


VIETNAMESE AMERICAN BUSINESS ASSOCIATION




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