RELATIONSHIPS WITH MONEY
WITH
Menu
RELATIONSHIPS WITH MONEY
Maximize your funds in our 4-week
small business interactive program with panels and workshops.
Are you a new, current, existing, or aspiring entrepreneur looking to gain information on business finances, taxes, credit, building generational wealth, and the confidence to walk into a bank prepared to receive a business loan or line of credit? Then, this cohort is for you.
Join us for our “Relationships With Money” cohort in partnership with Frost Bank. Local leading financial experts as well as Frost Bank personnel will walk us through what it takes to understand and effectively use various financial skills to set our business up for success.
“Relationships With Money,” is a transformative 4-week program designed exclusively for small business owners and entrepreneurs committed to building bankable businesses. This program will also be coupled with two social networking mixers to help entrepreneurs build their network along with a post wellness event for entrepreneurs to decompress and practice mindfulness. This comprehensive program aims to empower you with the financial knowledge and tools needed to navigate the complex landscape of business finance successfully.
April 2 – Relationships With Money cohort mixer: Meet the speakers, mentors, partners, team, and participants
April 9 Week 1: Know Your Numbers – Bookkeeping & Business Financials Workshop
Get ready to master the art of financial organization and management. In our first week, we’ll delve into a hands-on bookkeeping workshop. Learn the fundamentals of maintaining accurate records, creating financial statements, and understanding the pulse of your business through numbers. By the end of this week, you’ll have the skills to keep your financial house in order.
April 16 Week 2: Leveraging AI & Monetizing Relationships in Your Business
In the digital age, harnessing the power of artificial intelligence is essential. Discover how AI can revolutionize your business operations, from automating routine tasks to gaining valuable insights into your financial data. Our experts will guide you through practical applications, ensuring you leave equipped to leverage AI for increased efficiency and informed decision-making.
April 23 Week 3: Building a Solid Credit Profile & Understanding Your Financials
Unlock the secrets to establishing and maintaining a strong credit profile for your business. Week three is dedicated to navigating the financial landscape and understanding how a solid credit history can open doors to funding and growth opportunities. Learn strategies to enhance your creditworthiness and position your business for success when dealing with banks and financial institutions.
April 30 Week 4: Learn from the Experts – CPA’s, Attorneys, & Financial Advisors
Our final week brings you face-to-face with industry experts. Engage in insightful discussions with certified public accountants (CPA’s), seasoned attorneys, and successful serial entrepreneurs. Gain practical advice, learn from real-world experiences, and ask your burning questions to a panel of professionals who have navigated the challenges and triumphs of entrepreneurship.
Pitch for a chance to win capital for your business! $$$
Location:
Soiree Coffee Bar
320 Singleton Blvd
Suite 190
Dallas, TX
TESTIMONIAL
Thank you again for the opportunity to be a part of the Relationship with Money Financial Literacy Program. I can’t express enough how this program propelled me forward mentally, and financially.
When I initially applied, I didn’t think anything of it but after the first kick off mixer I was able to go home with a financial blueprint for my business. I must admit, I didn’t think it could get better until the following workshops addressed retirement plans for entrepreneurs, home owning, and lending.
I took the knowledge from these workshops and purchased a home for me and my family. This program has allowed me to obtain the knowledge to apply immediate action. I began focusing on my pitch deck since I thought that after the last class, the learning process was complete. The week prior I participated in three local pitch contests with my deck, all of which I lost. I was discouraged to pitch at RWM, I contemplated giving up, but I also considered persevering through the pain, just to learn that I placed third.
Not only did I leave with $1500, but I also left with a clear grasp of what my company really needed to succeed. The biggest victory of the year for me came from the judges' feedback. The reason being is because I understood the gap between the feasibility and the scalability of my startup. In conclusion, I am grateful for this program, the partners who helped pull it off, and my peers who I can help in areas in which I am strong in.
It was a great honor to have collaborated and sponsored the ‘Relationship With Money Financial Literacy Program + Pitch Competition.’ The relationships we made through this program are ones I hope grow with Frost for years to come.
The Frost Philosophy is the combination of our mission statement and our core values of caring, integrity and excellence. What I have enjoyed most about working with COSIGN is that your team shares the same values that we live by. You all displayed a true care to impact the lives of the ones you serve and that even included our internal partners. You went above and beyond to do what was right and best for the community as a whole. And lastly, your team executed every detail of this program with excellence through intentional collaborative efforts, open communication and high effectiveness.
Thank you for your partnership and overall commitment to serving the entrepreneurship community well. Hopefully, through our partnership we continue to have the opportunity to help the next generation of entrepreneurs and influencers grow and prosper.
Don’t hesitate to let us know how we can assist you as you continue to expand Cosign and establish relationships in communities that have been underserved. Thank you for your support.
Jason Hendricks
TESTIMONIAL
It was a great honor to have collaborated and sponsored the ‘Relationship With Money Financial Literacy Program + Pitch Competition.’ The relationships we made through this program are ones I hope grow with Frost for years to come.
The Frost Philosophy is the combination of our mission statement and our core values of caring, integrity and excellence. What I have enjoyed most about working with COSIGN is that your team shares the same values that we live by. You all displayed a true care to impact the lives of the ones you serve and that even included our internal partners. You went above and beyond to do what was right and best for the community as a whole. And lastly, your team executed every detail of this program with excellence through intentional collaborative efforts, open communication and high effectiveness.
Thank you for your partnership and overall commitment to serving the entrepreneurship community well. Hopefully, through our partnership we continue to have the opportunity to help the next generation of entrepreneurs and influencers grow and prosper.
Don’t hesitate to let us know how we can assist you as you continue to expand Cosign and establish relationships in communities that have been underserved. Thank you for your support.
Tristen Paige Wilson
Assistant Vice President, Frost Bank