Weather Financial Storms: A CFO & Credit Officer’s Survival Guide for Small Business Owners
Is your small business struggling to navigate rising tariffs, fluctuating demand, or tightening credit markets? Economic uncertainty doesn’t have to sink your business—if you’re armed with the right strategies. Join fractional CFO Alice Zhang and credit expert Keanna Vear in this actionable webinar designed to equip small business owners with the tools, insights, and confidence to survive—and even thrive—during turbulent times.
We'll be discussing topics including:
💼 Cash Flow Crisis Management: Practical steps to stabilize cash flow, prioritize expenses, and avoid liquidity pitfalls.
🔐 Credit Access Secrets: How to strengthen your credit profile, negotiate with lenders, and secure funding—even in a tough market.
📉 Risk Mitigation Tactics: Proactive strategies to identify financial vulnerabilities and build a resilient business model.
📈 Scenario Planning Mastery: Prepare for the unexpected with dynamic forecasting tools tailored for small businesses.
🛠️ Real-World Case Studies: Learn from businesses that successfully weathered recessions, supply chain disruptions, and inflation.
Why Attend?
Expert-Backed Guidance: Get actionable advice from finance professionals who’ve helped businesses survive crises.
No Jargon, Just Clarity: Complex financial concepts broken down into simple, executable steps.
Live Q&A: Bring your toughest questions and get personalized answers to your business’s unique challenges.
Who Should Join:
Small business owners and entrepreneurs facing financial headwinds.
Leaders preparing for potential economic downturns.
Financial managers seeking proven crisis-management frameworks.
Turn uncertainty into opportunity
Reserve your spot now and receive a free checklist: "10 Immediate Actions to Safeguard Your Business Finances."
About the co-hosts
Alice Zhang is the founder and CEO of myPocketCFO. She is passionate about making financials a superpower for CPG brand builders. She has a knack for “reading a founder’s story out of your financial statements.” Previously, she served as the CFO at Premise Data ($146M raised from Valor, Social Capital, and GV) and as a fractional CFO for several CPG brands. Prior to this, she worked as the finance country head for Xerox's Greater China office and at McKinsey. Alice graduated from Wharton Business School with an MBA.
Keanna Vear is an advisor to myPocketCFO, and brings 10 years of experience as a commercial lender. Her foundational credit training comes from her banking and credit fund experience at Silicon Valley Bank and Trinity Capital, where she underwrote venture debt, ABLs, and equipment loans for businesses that built physical products. Most recently, she has spent the last 5 years in senior credit roles for various fintech startups, including Flexport Capital and Settle. With an extensive background in assisting a countless number of brands secure alternative financing for sustainable growth, Keanna will empower you with knowledge to make informed choices that can steer your CPG brand toward financial success.
Some areas where she can assist include:
- Recommendations on debt structures, including referrals to capital financing partners
- Review of financial statements/models with tailored recommendations to best meet the needs of lenders
- Assistance with debt restructuring/consolidation