From Books to Bank

Leave with a clear plan to become capital-ready.

Date: Wednesday, March 25, 2026

Time: 05:00 PM - 07:00 PM

Location: IMA Members Lounge,

4950 Sepulveda Blvd, Culver City, CA 90230

RESERVE YOUR SEAT

What attendees will learn:

Contractors & Subcontractors

  • Preparing to bid on public or private projects

  • Seeking bonding capacity or working capital

  • Navigating prequalification requirements (LA Metro, City, Ports, etc.)

  • Wanting cleaner, lender-ready financial statements

  • The specifics that lenders / prime contractors look for when qualifying or denying you

  • The financial reports you must have - and the process to be able to have reliable reports ready

  • Red flags that get bids rejected so you are not declined

  • The “fix list” for the next 30 days” - real tactical steps you can take

Who should attend this event?

Small & Mid-Sized Business Owners

  • Planning to apply for a loan or line of credit

  • Experiencing cash flow challenges

  • Growing faster than their financial systems can support

  • Tired of being reactive instead of proactive with their numbers

Businesses Seeking Funding in the Next 6–12 Months

  • SBA loans

  • Commercial financing

  • Equipment or expansion loans

  • Strategic growth capital

Founders Who Want to Be “Capital-Ready”

  • Unsure what lenders actually look for

  • Want clarity on required financial reports

  • Need to strengthen internal controls

  • Ready to position their business for long-term stability

Ana R. Valdivia, CPA

is the Founder of IntelliChoice Solutions, where she serves as a trusted financial partner to small and mid-sized businesses. With 25+ years of experience and a passion for empowering entrepreneurs, Ana specializes in building clean, reliable financial systems that help business owners access capital, win contracts, and grow with confidence.

Event Speakers Include:

Charlotte “Gigi” Dumas

is the Founder of Synario’s Strategic Solutions, bringing 28 years of experience in Mortgage and Business Lending. She helps business owners answer one critical question: What story do your financials tell? Through her Capital Readiness & Risk Defense framework, she reviews businesses like an underwriter and assigns a Green, Yellow, or Red rating — determining whether they can truly sustain debt, payroll, and real-world pressure before seeking capital. Her mission is to ensure business owners are capital-ready before opportunity knocks.

Samuel Marshall, CSBC

is a seasoned Senior Business Banking Consultant and Vice President with over 12 years of banking experience and more than 20 years in sales and business advisory. He specializes in helping small and mid-sized business owners access tailored financial solutions, strengthen lender relationships, and navigate capital strategy for growth and operational success.