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Let's Talk About Money: A Small Business Financial Summit

Let's Talk About Money: A Small Business Financial Summit

Tuesday, October 20, 2026 (12:00 PM - 5:00 PM) (EDT)

Description





Tuesday, October 20, 2026  |  Doors open at noon

Are you really in control of your money?

Most small business owners aren't — not because they're bad at business, but because nobody ever showed them the specifics. How do you word an invoice so it gets paid in 15 days instead of 60? What do you actually say when you raise your prices? What does a lender look at before deciding you're worth the risk?

This summit answers those questions. No theory, no general advice. One afternoon of rapid-fire, practical solutions from people who do this for a living.

Register Now

What you'll walk away with

01

Invoice language and follow-up scripts that get you paid faster

02

A word-for-word script for raising prices without losing customers

03

A loan-readiness checklist: what lenders want to see, and what quietly disqualifies you

04

Tools to manage cash flow, protect your margins, and stop guessing at your numbers

Come early and meet the people who can help

Doors open at noon. Before the program begins, spend an hour at Platt Court meeting lenders, accountants, and financial partners face to face — the kind of conversations that usually take three emails and a week to arrange.

Whether you run a storefront, a services firm, or a one-person operation, you'll leave with strategies you can put to work the next morning.

Agenda

12:00 PM – 5:00 PM

Tabling  |  Platt Court

1:00 PM – 4:10 PM

Main Program  |  Auditorium

Emcee: Ramon Ray, Founder at ZoneofGenius.com & Manhattan Chamber Board Member

1:10–1:12 PM

Opening Remarks

Jenny Mith, Executive Director, Fordham Foundry

1:12–1:20 PM

Manhattan's Money Problem

Manhattan Chamber of Commerce

1:20–1:25 PM

Sponsor's Remarks

Con Edison  |  TD Bank  |  Wells Fargo

1:25–1:40 PM

From First Hire to Growing Team: What It Really Costs to Have Employees

John Belle, Chief Revenue Officer (CRO) at Justworks

1:40–1:55 PM

Your Five Numbers

Ramona Cedeño, CPA CFP, Founder & CEO at Fibrick

1:55–2:25 PM

The Number I Got Wrong PANEL

Loren Feldman, Founder, Editor-in-Chief at 21 Hats
Alice S.D. Smith, Director of Sales at Puttery
Brad Lassiter, CEO at LastTech
Dianna Rose, Principal at Dianna Rose & Associates
Patrick Hall, Co-Owner at Élan Flowers

2:25–2:45 PM

Build Your 13-Week Cash Flow Forecast

Leo Zhang, VP, Finance, Strategy & Business Growth at Pursuit

2:45–3:00 PM

Borrowing Without Getting Burned

Jessica Johnson-Cope, CEO at Johnson Security Bureau, Inc.

3:00–3:15 PM

Prosperity Starts with One Number

Ruchi Pinniger, Founder, CEO at Watch Her Prosper®

3:15–3:30 PM

Getting Paid

Amanda Grannis, Litigation Attorney, Associate at Tannenbaum Helpern

3:30–4:00 PM

The Money Clinic LIVE Q&A

Loren Feldman, Founder, Editor-in-Chief at 21 Hats
Amanda Grannis,  Litigation Attorney, Associate at Tannenbaum Helpern
Leo Zhang, VP, Finance, Strategy & Business Growth at Pursuit
Ramona Cedeño, CPA CFP, Founder & CEO at Fibrick

4:00–4:10 PM

Your 30-Day Commitment

Manhattan Chamber of Commerce

Where

Fordham University, Gabelli School of Business at Lincoln Center

140 W 62nd St, New York, NY 10023

Steps from the 1 train at 66th St and the A/B/C/D at 59th St–Columbus Circle

Who you'll meet at Platt Court

Tabling runs 12:00–5:00 PM. Stop by before the program, during breaks, or after.

TABLE 1 Registration  |  Manhattan Chamber of Commerce & SBRN

Tables 2–5

Banking, Credit & Financial Tools

2  TD Bank

3  Pursuit

4  Ridgewood Savings Bank

5  Pacific National Bank

Table 6

Risk Management

6  Forest Hills Financial Group

Tables 11–13

Sponsors & Partners

11  Con Edison

12  Fordham University

13  Chamber Business Referral Groups

Tables 14–15: More exhibitors to be announced

Thank you to our sponsors

Sponsored by

TD Bank Con Edison
Fordham University Pursuit Ridgewood Savings Bank Wells Fargo

Interested in sponsoring? Explore sponsorship opportunities

Fordham University - Gabelli Business School
140 W 62nd St
New York, NY 10023 United States
Tuesday, October 20, 2026 (12:00 PM - 5:00 PM) (EDT)
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