Strategize Financial Management Post-Grant: Maximizing Opportunities and Mitigating Risks

2023 Caravanserai Project Webinar Series

Date: December 15th, 2023

Time: 9:00 – 10:30 AM PST

Location: Virtual

In the bustling realm of both nonprofit and for-profit ventures, one of the pivotal moments arrives post-receiving a grant or investment. It’s a juncture where success isn’t just about securing funds but navigating the intricate financial landscape. Designed for this important stage of a venture’s existence, the webinar unfolds as a roadmap for entrepreneurs’ financial fortitude and best practices.

Learning Outcomes

  • Development of accurate and timely internal accounting system;
  • Monitoring the health of a venture using your accounting systems;
  • Increasing familiar with Balance Sheets & PLs; 
  • The importance of developing 90-day cash flow projections and 1-year profit projection;
  • Products/services pricing;
  • Accessing additional capital for growth 
  • Establishing good commercial banking relationships
  • Setting up KPIs( key performance indicators). 


Eugene E. Valdez, President & CEO, The Loan Doctor and Associates, Inc.

Eugene E. Valdez is the President & CEO of The Loan Doctor and Associates, Inc. DBA The Loan Doctor. Since 2016, the company is a full service banking and finance consulting company whose target market are CEOs of privately owned businesses primarily located in the Inland Empire. 

Prior to 2016 Mr. Valdez was a commercial banker for over 38 years holding senior lending positions with such banks as Bank of California, Wells Fargo, Community Bank and Citizens Business Bank. His specialty was serving the needs of privately owned businesses with annual sales of $250,000 to $50,000,000.

Mr. Valdez earned his MBA from USC and his BA from UCLA. In his spare time he is a part time professor at Oak Valley College in Colton, CA. He teaches strategic planning, entrepreneurship and business finance. 

CEO to Rainmaker

Mr. Valdez is also the lead of the CEO to Rainmaker Podcast which is a monthly small business educational show featuring the subject of finance & loans. Content is designed to elevate a small business CEO’s financial executive skills. CEO to Rainmaker is available on a variety of podcast networks including Apple Podcasts, Spotify, Google Podcasts and Amazon Music.

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