多宝游戏下载 facilitates collaboration between Money Smart Alliance members who use Money Smart for Small Business (MSSB) through a Quarterly Town Hall Webinar. Joining the Money Smart Alliance is highly encouraged but not a requirement to participate in these one-hour events. Webinars are hosted by 多宝游戏下载 and SBA representatives and usually feature at least two speakers. This program is free but registration is required.
Upcoming Money Smart for Small Business Town Halls
Any organizational representative can attend MSSB Town Hall Webinars. Participants can:
- Understand the learning objectives of the MSSB curricula and connect it to their organization鈥檚 mission and strategic objectives.
- Learn by way of examples portrayed, how to customize the MSSB modules to meet the diverse needs of small business owners.
- Learn how to identify subject matter experts and instructors to teach MSSB modules (for instance, how to approach a financial institution to teach the MSSB Banking and Credit modules).
- Gather ideas to make the content of each module compelling and engaging.
- Connect with organizations that have a similar mission and vision and learn from their business training methodologies.
- Ask questions and share their experiences related to the adoption and implementation of MSSB.
Past Town Halls
Past Quarterly Money Smart for Small Business Town Hall Webinars offer implementation ideas. Find the presentation, video, and a brief summary of each webinar by selecting the link:
Click arrows next to headers to sort in Ascending or Descending order.
| Title | Featured | Description | Docs/ Videos |
|---|---|---|---|
| Town Hall - National Small Business Week 2023: May 4, 2023 | John 鈥淛ack鈥 Bienko, Chief Innovation Official, U.S. Small Business Administration (SBA); Ronald Kelly, Outreach Lead, State Small Business Credit Initiative, U.S. Department of Treasury; Katy Woods, Branch Manager and Certified Coach, Coastal Community Bank; and Sandra Hernandez, Acting Senior Community Affairs Specialist, 多宝游戏下载 | The 多宝游戏下载 hosted a Money Smart Town Hall webinar for National Small Business Week, featuring:
| Presentation |
| Town Hall Meeting Q2, 2022: April 28, 2022 | Mark Madrid, Associate Administrator, Office of Entrepreneurial Development, Small Business Administration (SBA); and Tyron Tyra, Vice President, Community and Minority Business Development, Commerce Lexington Inc. | This Town Hall meeting included an update from the SBA who presented April National Financial Capability Month programing and introduced their new Community Navigator Pilot Program. The webinar also featured the success story of Commerce Lexington Inc., a non-profit chamber of commerce and economic development organization who leveraged Money Smart for Small Business in the delivery of a local government-led small business grant program during the Pandemic. | |
| Town Hall Meeting Q4, 2021: November 30, 2021 | Laura Lawrence, 多宝游戏下载 Senior Community Affairs Specialist; Ken Worthey, 多宝游戏下载 Senior Community Affairs Specialist; and Sandra Hernandez, Community Affairs Specialist | 多宝游戏下载 representatives introduced the new financial education game How Money Smart Are you? and provided a recap of 2021 Money Smart for Small Business success stories. | |
| Town Hall Meeting Q3, 2020: August 6, 2020 | Sheila Farragher, Assistant Manager, HarborOne Bank, and Casandra Slade, SVP at Wintrust Financial Corporation. | The third quarter webinar highlighted HarborOne Bank and Wintrust Financial Corporation. Both banks shared their strategies to develop innovative, online learning approaches to engage entrepreneurs during the pandemic. Additionally, the financial institutions shared how they incorporated the Money Smart for Small Business curriculum, steps taken to launch their online platforms, and how they measure success. | Presentation |
| Town Hall Meeting Q1, 2020: January 23, 2020 | Vicky Mundt, Director of Entrepreneurship Education, U.S. Small Business Administration (SBA), and Carol Maria, Community Affairs Specialist, 多宝游戏下载 | This webinar features a discussion of the summary of improvements for the recently updated Banking Services and Business Credit modules. During the webinar we hear first-hand from expert training facilitators on how to navigate through both modules and the new case study used across the two modules. It includes the same content in both to underscore the interrelatedness of banking and credit. | Presentation |
| Town Hall Meeting Q4, 2020: December 12, 2019 | Nathaniel Bishop, Project Manager at the SBA鈥檚 Office of Entrepreneur Education, Patrick Alcorn, University of Texas, Arlington Veterans Business Outreach Center, and Darcella Craven, Veterans Business Resource Center, St. Louis, Missouri | During the webinar, we will hear about the SBA鈥檚 Veterans Business Outreach Centers (VBOC) and their work helping veteran-owned small businesses and veterans transitioning out of service and into entrepreneurship. The webinar highlights how both organizations incorporate the Money Smart for Small Business curriculum into their efforts. | Presentation |
| Town Hall Meeting Q2, 2019: June 20, 2019 | Genevieve Sheridan, Executive Director MERIT, MicroEnterprise Resources and Training | Our presenter, an Oregon based organization, described how she uses Money Smart for Small Business to train others on the financial aspects of owning a business. She attributed much of her success, and the knowledge she shares, to the relationship she has forged with 多宝游戏下载, and her local Community Affairs Specialist. | Presentation |
| Town Hall Meeting Q1, 2019: March 13, 2019 | Kim Cole, Community Engagement Manager for Navicore Solutions | National Award Winning Financial Education Presenter Kim Cole, shares her experience in using Money Smart for Small Business (MSSB) as a trainer for the first time. Kim sought resources from the 多宝游戏下载 MSSB curriculum after receiving a request to start a program that provided information to small business owners, specifically daycare providers. While the daycare providers skillfully managed the day-to-day operations of their centers, they struggled with the financial management component of their business. | Presentation |
| Town Hall Meeting Q4, 2018: December 13, 2018 | SBA Office of Entrepreneurship Education staff and 多宝游戏下载 Community Affairs staff | SBA staff described programs and services that can complement MSSB and examples of SBA District Offices using MSSB. Three 多宝游戏下载 Community Affairs Specialist from the Atlanta, San Francisco and Chicago Regions described their technical assistance support to organizations interested in MSSB. | Presentation |
| Town Hall Meeting Q3, 2018: August 28, 2018 | Candi Jaeger | OIC is a rural nonprofit organization delivering all MSSB modules in four ways: On-site group sessions taught in 5-6 weeks; during a 5-week coaching program; for self-employment assistance program participants in 5-7 weeks; and stand-alone workshops featuring any specific MSSB module in response to local partner requests. | Presentation |
| Town Hall Meeting Q2, 2018: June 7, 2018 | Maureen Wilkinson, Sheila Farragher, and Frank Rodriguez | A robust financial education program called HarborOne U delivers business training with a goal to increase small business borrowers and expand customer base. First Florida Bank's CRA Officer reached to his peers to form a successful MSSB network involving over 12 banks. | Presentation |
| Town Hall Meeting Q1, 2018: March 29, 2018 | Cathay Bank (Headquartered in California) and Liberty Bank (Headquartered in Connecticut) | Both institutions have a strong focus on financial education and provide direct Money Smart training to individuals and entrepreneurs. Cathay Bank delivers MSSB in English, Chinese and Spanish. Liberty Bank created a 鈥淪mall Business Academy鈥 program that includes approval of a business line of credit subject to eligibility and upon completion of the training. | Presentation |
| Town Hall Meeting Q4, 2017: November 9, 2017 | SBA South Carolina District Office and Columbia University Small Business Development Center (SBDC) in Harlem, New York | A Economic Development Specialist at the South Carolina SBA Office delivers all MSSB modules via webinars. No modifications to the content were needed. The Columbia University SBDC鈥檚 offering of the MSSB Cash Flow module was so successful, they started having a waiting list end eventually began offering the training multiple times a year. Fifty to eighty participants attend each class. | Presentation |
| Town Hall Meeting Q3, 2017: August, 24, 2017 | City of Central Falls, Small Business Development Center, ACCION and Coastway Community Bank (All speakers from Rhode Island) | This program illustrates how a network of organizations can work together to maximize the benefits for MSSB program participants. Each organization plays an important and distinct role in the success of entrepreneurs. | Presentation |
| Town Hall Meeting Q2, 2017: June 8, 2017 | Urban Asset Builders, Inc. (Atlanta, Georgia) and Tampa Bay Black Business Investment Corporation (Florida) | As a champion of the Money Smart Week in Georgia, Urban Asset Builders formed an MSSB Train-the-Trainer coalition involving multiple organizations that promote a year-round MSSB training calendar. Tampa Bay BBIC created a 15-week intensive entrepreneurship program using MSSB as a foundation. Applicants pay a fee to participate and get a $2,500 stipend to start or expand their business upon completion of the training and subject to other requirements. | Presentation |
| Town Hall Meeting Q1, 2017: March 23, 2017 | Martindale Brightwood Community Development Corporation (Indianapolis, Indiana), and Atlanta Metropolitan Black Chamber of Commerce (Georgia) | Nearly ten partners facilitate MSSB workshops and provide follow-up coaching at the Martindale CDC. Parts of nine MSSB modules are taught in seven workshops geared to prepare entrepreneurs for government contracts. The Black Chamber markets MSSB sessions to specific industries and relies on their 鈥淏usiness Collaborative Network鈥 comprised of financial institutions and government agencies to teach the classes. | Presentation |
| Town Hall Meeting Q4, 2016: December 1, 2016 | 多宝游戏下载 staff | This is an overview of the MSSB Train-the-Trainer module consisting of three components: Instructor Guide, Participant Guide and slides. While the MSSB TtT training materials are designed for a three-hour session, this presentation is condensed to one hour. The presentation including a high level description of each MSSB module, a deeper look into the Cash Flow module to illustrate how the module components work, tips to design a MSSB Program, and the Money Smart Alliance. | Presentation Questions and Answers Fourth Quarter 2016 Form |
| Town Hall Meeting Q3, 2016: July 21, 2016 | United Way of Northeast Florida and Women鈥檚 Business Center at ACE Loans (Georgia) | The United Way partners with the public library system to provide MSSB. Almost two dozen partners are involved in facilitating the workshops and promoting them. Participants receive help with personal finances before they are eligible to take an MSSB class. The WBC is part of ACE, which is an SBA and USDA lender, and a Community Development Financial Institution (CDFI). ACE offers MSSB in English and Spanish preceded by one-on-one counseling sessions to entrepreneurs seeking a business loan. | Presentation |
| Town Hall Meeting Q2, 2016: April 21, 2016 | Minority Business Development Center Richmond (Virginia) and Purdue University Extension Marion County (Indiana) | The Richmond Minority Business Development Center focuses on disadvantaged business enterprises and offers three MSSB sessions per year, one module per week from 4-6 pm. Low interest loans up to $25,000 are available for eligible participants that complete the training program. The Extension program in Marion County found value in MSSB because rural businesses are usually offered technical training to manage a farm but not business concepts to maintain a successful business. | Presentation |
| Town Hall Meeting Q1, 2016: January 21, 2016 | 多宝游戏下载 Staff | This is an overview of three important MSSB product developments in 2015: Launching of the MSSB Good Fit, Planning and Cash Flow modules; availability of all 13 modules for online download, and Spanish translation of all 13 modules. An overview of the Credit Reporting, Time Management and Risk Management modules is also provided. | Presentation Transcript |