This month we have Josie Ramirez, the Vice President of Business Development with Flash Funding. Josie is one of the most talented funding experts in Texas and her firm specializes in factoring, which is a smart and very underutilized method of bringing working capital to companies. Josie has more than 15 years’ experience in funding and provides services to companies nationwide, with a particular focus on the Southwestern and South Central US markets like Houston, Dallas, Oklahoma City,...

Cheryl O’Neill Gowen joins us today to discuss a variety of lending options available to small businesses to find solutions to best meet their needs. Cheryl and I talk about working with banks and alternative sources for lines of credit, commercial real estate, factoring of accounts receivable, purchase order and inventory financing, equipment leasing, asset-based loans, and funding for business acquisitions. Cheryl brings a fresh perspective to business funding and how to fund wisely....

Mike Scott is back to discuss his new book “ You can count on me” getting top value from both your in-person and virtual workforce. We discuss things like internal and external levels of trust, the 21 days to change a habit, and ways to avoid surprises. We delve into accountability for in-office employees as well as the virtual employee. At the end of the day, we really get to dive a little deeper into the value of having a totally accountable workforce. About The Funding University: The...

Seth Block was interviewed by Laura Breen Galante a freelance writer and editor.  Laura has done work for AAA travel, Orlando magazine, Harcourt publishing, and many others.  About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses &...

Bob Lee returns to discuss American Aerospace’s acquisition of Drone assets from PAE/ISR. This acquisition delivered assets to offset supply chain issues during the Pandemic while allowing the company to restructure and meet customer needs without missing a beat. Bob also discusses the journey he went on to finance the transaction. Starting with exploring a quick equity raise or mezzanine financing.  His goal was to find a lender that had the best synergies as they integrate the acquisition...

Art Smith has over 25 years of public company experience with a comprehensive background in technology and global telecommunications. Over the years, he has developed expertise in broad-based areas that includes corporate finance, financial operations, business development, mergers and acquisitions, strategic and tactical planning, sales and operational management, and international business.  As the founder of Digerati Technologies, Inc. (formerly ATSI Communications, Inc. – AMEX: AI), he...

Tate Parker is the Vice President of Sales for CoFace North America. He is a credit insurance expert who has been helping businesses grow and prosper for well over thirty years. He started off as a lender and then moved into the credit insurance industry. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1....

Mark Polinsky a Principal at Gateway Trade Funding. Gateway provides Purchase Order Lending and Export Funding for small to medium-sized businesses. Mark is also the owner of Lake Park Capital a company that acquires and turns around distressed businesses. https://www.gatewaytradefunding.com/ About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding...

Seth Block spoke at the Compliance Solution Conference on August 31, 2021. This is a recording of that talk.  Compliance Solutions is headed up by Mark Lammert, its Founder, and President. The company has been providing comprehensive client-centered compliance, accounting, tax, and business advisory services since 2002. The company works with all types of companies with a focus on Communication Providers.  About The Funding University: The mission of The Funding University is to Enable...

Marc Gilbert is the Founder and President of Pinnacle Advisory Services. Pinnacle provides due diligence expertise for Mergers and Acquisitions as well as Lender support. Marc has been the Chief Financial Officer for several companies including Snip Communications, Elko & Associates, and Medical Guardian, LLC just to name a few. Marc is considered a financial expert in the security and alarm industry. About The Funding University: The mission of The Funding University to Enable...

Terry Owen is the Founder and CEO of Connect Direct a technology company specializing in Digital Online advertising. Terry is also the Founder and President of Health and Wellness Professionals Inc. a national corporate health and wellness company with over 20 years of health care experience that services clients across the USA About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding...

Dale Cooper is the Founder and CEO of Xact Communications a technology company providing superior cloud-based, wireless, and traditional IP voice and data technology. Xact also has entered into the Security services, Managed Services & IOT Dale is also the Founder and President of eSquared communications a business consulting company specializing in Cost Containment & Recovery with emphasis on Business Communications, such as Local Voice, LD, Data Networks, Cloud, VOIP, Phone...

David Steen is an associate partner at Orchid Black. A growth services firm based in St. Petersburg Florida with offices in New York, Chicago and San Francisco Before joining Orchid Black, David was the co-founder of SparkVision and spent some time as the interim Chief Operating Officer for Meros Works. David is also an advisory board member to CarePro.io About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block,...

Craig Stacy is the Operating Partner and Co-Founder of Warrior Energy Partners. He is also the founder of Zero Point Capital. Craig has spent the better portion of his career in upper level management holding the CFO,COO and CEO titles for various companies including Shiloh Industries and GDX Logistics Capital Group. He is a turnaround expert who has bought several companies out of bankruptcy and successfully turned them around. About The Funding University: The mission of The Funding...

James Wright is the Co Founder and CFO for JC3 Ventures. JC3 Ventures primarily focuses on marketing/branding and strategic capital and debt structures for start-ups, acquisitions and re positions for most operating concerns with special emphasis in the services industry. Our founding partners have over fifty five years of combined experience in these fields. He is also the Owner of EVP Information Services.  EVP Information Services has always focused on enhancing telecommunications since...

Preston Zapffe, CFP® is the Principal at Family CFO, a multi-family office focusing on education and support for entrepreneurs, small business owners and modestly wealthy families who are trying to navigate their own financial journeys.  (www.famcfo.com) Preston is also passionate about his volunteer work with the Financial Literacy Foundation.  The Foundation delivers education and counseling to workplaces who value providing financial wellness as art of their employee benefits.  When...

Ron Williamson has spent the majority of his career as a Factor and an Asset Based Lender. He has helped many entrepreneurial businesses succeed by providing them the funding capital they needed to grow.  Ron started Wilco Capital in 1992. Today Wilco is a successful alternative lender providing factoring and accounts receivable lines from $50,000 up to 2 million dollars. Geographically they serve companies east of the Mississippi. About The Funding University: The mission of The Funding...

Kristine Kelly has spent her career in investments, specifically alternative investments and real estate.  She has advised hundreds of entrepreneurs, executives, and equity investors.   Her expertise reflects the breadth and depth of a career spanning private equity and capital markets.  Ms. Kelly specializes in technology, real estate, and product companies. As the founder and principal of K.A. Kelly & Co., she works with high net worth and corporate clients to develop and execute...

Adam Cox is the founder and managing principal for Pendleton Capital. He will share with us his expertise in Purchase Order Financing and Factoring.  He will tell us why these forms of financing, in many cases, can supercharge the payout when a company is sold. Later Adam will give us some advice on how to avoid letting your funding source stifle your ability to grow.  Adam is the current President for the Houston Chapter of The Secured Finance Network.  About The Funding...

Tom Kirby is a highly accomplished executive with over 13 years of experience in international asset management, investment banking, and trading. His recent experience focused on CLO portfolio management, which builds upon a background based on restructuring and distressed debt situations across both Europe and North America. He is skilled in developing strategies for maximizing value in distressed and “special” situations, analyzing complex multi-jurisdictional situations, implementing...

Bob Lee has over 20 years of experience as an independent financial consulting providing all levels of financial and accounting support (CFO services) to over 15 companies. Versatile financial and analytical skills, supporting litigation (securities fraud), and general investment banking/capital markets applications. He is currently the CFO for American Aerospace Technologies Inc. This company American is focused on Infrastructure surveillance through AI and Machine learning.  They are...

Mike Scott is an in-demand expert on Accountability. He started his company Totally Accountable Systems 30 years ago and has worked with over 3000 companies worldwide.  His belief is “every employee, should be your best employee”. Mike’s proven accountability process, TAS, eliminates the behavior that costs companies money. Mike is here today to share his secrets to turning good companies into industry leaders and customers into life-long fans. About The Funding University: The mission of...

Art Smith has over 25 years of public company experience with a comprehensive background in technology and global telecommunications. Over the years, he has developed expertise in broad-based areas that includes corporate finance, financial operations, business development, mergers and acquisitions, strategic and tactical planning, sales and operational management, and international business.  As the founder of Digerati Technologies, Inc. (formerly ATSI Communications, Inc. – AMEX: AI), he...

Christopher Reinecker is a CPA with almost 30 years of experience in public accounting, manufacturing, technology, health care, energy, and professional services. Areas of expertise include corporate finance, profit improvement, management reporting, and strategic planning. Mr. Reinecker has provided strategic CFO services to emerging and mid-sized companies experiencing rapid growth, transitioning to new management or ownership, or in need of interim support. Mr. Reinecker worked in public...

Welcome to The Funding University Podcast. Learn about the origin of this show and what you will get from it. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass:...