Your Financial Picture

Your Financial Picture

Tuesday, June 25
9 AM - 9:40 AM
9:55 AM - 10:35 AM

Presented by Capital One

On top of everything it takes to run a business, managing your business finances can feel overwhelming. Join a panel discussion with key financial advisors here to help WBEs navigate the financial and banking landscape. Business bankers will discuss how you can find and manage the money needed to start and run a successful business, as well as how to take it to the next level while managing cashflow. A certified public accountant will discuss relevant tax law changes. The panel will also cover building relationships with your core team of financial advisors for greater success.

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Speakers

Michael Monroe, Vice President, Senior Business Banker, Capital One

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Michael Monroe is a Vice President at Capital One in the Business Banking group. His 13 years in banking and finance has been focused on building transformational relationships with clients to create a cash and time cushion through credit, treasury, and depository solutions that align with business owners goals. Outside of work, Michael has served on several community boards including Big Brothers Big Sisters of the Desert, Trust for the National Mall, and O Street Museum and Mansion. Michael is running the 2019 Marine Corp Marathon supporting the Semper Fi Fund. Michael and his wife and three daughters live in McLean, Virginia.     


Linda Hamilton, CPA

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Linda is a CPA, CGMA, speaker and strategic business advisor in New York City. Linda is a certified consultant in the One Page Business Plan method and the One Page Exit Plan.

She also holds certifications in several accounting technology solutions including QuickBooks Online and Xero.

Through her firm, she advises domestic businesses and nonprofits, as well as international companies doing business in the U.S on tax matters. Planning starts with knowledge and Linda empowers WBEs to grow their companies in her Vision to Value Business Planning Workshops and Master Mind groups. She also provides strategic financial advice, financial reviews, and goal setting, as well as remote CFO and controller services.


Chetan Somina, Vice President, Senior Business Banker, Capital One

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With 18 years of experience in the financial services industry, Chetan is focused on Business Banking and providing trusted advice clients. He takes keen interest in understanding why someone started a business and what they want to achieve in the short and long term.