Are you ready to evolve from a tactical operator to a strategic, financially empowered CEO?

WBENC LIFT CEO Catalyst, a multi-session strategic growth program brought to you by Wells Fargo, is designed to help entrepreneurs shift from managing the details to mastering the big picture. Through expert-led sessions, curated resources, and actionable strategies, you’ll gain the clarity, confidence, and financial intelligence to lead your business into the future.

This program combines five virtual learning sessions, access to exclusive WBENC eLearning resources, and a high-impact in-person activation at the WBENC National Conference, designed to help you transform leadership into a growth engine.

Throughout the program, participants will build their CEO Catalyst Playbook—a living, evolving document that captures strategy, financials, and growth plans, creating actionable takeaways for long-term success.

Session 4: Design a Funding Readiness Strategy
(in collaboration with the WBENC LIFT Entrepreneur Financial Readiness series)

Learn how to organize and articulate the core facts of your business, financial performance, credit and compliance status, funding requests, and growth strategy into a persuasive capital story that clearly communicates the strategic use of funds. Equip yourself with the confidence to present a narrative that resonates with lenders and investors.

Similar to your business capability statement which describes your business core competencies, a funding readiness statement helps you create your capital narrative to successfully unlock the capital needed to grow and scale.

Participants will also receive access to exclusive WBENC eLearning resources, including a Funding Readiness Checklist, after attending the session.


Save the Dates for Upcoming Sessions!

*Denotes Virtual Sessions from 2:00-3:30pm ET.

Can’t attend every session? No problem. While WBENC CEO Catalyst is designed as a multi-part program, each session delivers actionable strategies you can apply to your business. Reserve your spot today and take the first step toward leading with vision and impact!


WBENC LIFT CEO Catalyst is part of the WBENC LIFT Financial Center of Excellence.

 

 


Speakers