Texas Mezzanine Fund invites business owners and community partners to a morning of practical financial education, expert insights, and relationship-building.
The workshop will feature business testimonials, a moderated capital-access panel, and a focused discussion on tax strategy, wealth planning, investing, and retirement transition.
Participants will hear from lending, community-development, and financial-services professionals while learning about resources that can support business growth and long-term financial planning.
EVENT SCHEDULE
8:00 AM
8:30 AM
WELCOME & TESTIMONIALS
9:00 AM
CAPITAL ACCESS PANEL
Krystian Reyes, VP, Community Development Banking, PNC Bank
View Bio
Krystian Reyes, Vice President of Community Development Banking at PNC Bank, will moderate a discussion featuring Walter Abrego, Relationship Manager at PNC Bank; Benjamin Vann, Founder & CEO, Impact Ventures; Liliane Spenle, Senior Program Manager of LiftFund; Derric Hicks, Chief Executive Officer of Texas Mezzanine Fund, and Daniel Villegas, Chief Lending Officer of Texas Mezzanine Fund.
This session will help business owners better understand the financing landscape and the resources available to support business growth. Panelists will discuss traditional and community-development financing options, common barriers to accessing capital, and practical steps businesses can take to strengthen their funding readiness.
Attendees will gain guidance on identifying appropriate capital sources, preparing for conversations with lenders, and building relationships with organizations working to expand access to funding.
10:45 AM
BREAK
11:00 AM
TAX STRATEGY, WEALTH PLANNING, INVESTING AND RETIREMENT TRANSITION
Derric Hicks, CEO, Texas Mezzanine Fund
View Bio
Derric Hicks will moderate a focused financial-planning session featuring Kendall Marshall, EA, CTRS, Ph.D. (h.c.), of ClearChoice Financial Group Inc., and Earl Jefferson, CFP®, President of 7th Harvest Investments. The session will address tax strategy, wealth planning, investing, and preparing for retirement or business transition.
Kendall Marshall, EA, CTRS, Ph.D. (h.c.), ClearChoice Financial Group Inc.
View Bio
Earl Jefferson, CFP, President, 7th Harvest Investments
View Bio
12:30 PM
NETWORKING
The workshop concludes with an opportunity for attendees to network with speakers, participating organizations and fellow business and community leaders.
EVENT SPONSOR
COMMUNITY PARTNERS
CLEARCHOICE FINANCIAL GROUP, INC.
UDDIN DEVELOPMENT CONSULTING
BOB SIFFERMANN, SCORE
KEVIN ELMORE, TCCD
DENISE HUGINNIE, ACI PEOPLE
PARKING
Complimentary event parking is available in the designated Event Guest Parking area. Guests should enter from Pegasus Park Drive and follow the event parking signs. Reserved spaces and brewery parking should not be used.
QUESTIONS
For questions about the workshop, registration or event logistics, please contact Elizabeth Yount
Email: eyount@tmfund.com
Phone: (972) 777-6824 or (415) 763-9054