Stay Tuned for Our 2025

Upcoming Events Calendar!

In the meantime, take a look at our events in 2024...

Elevate Your Organization: Business and Accounting Principles for Success

January 11th, 2024 | Lunch-and-Learn Seminar

Tim Petrey—Managing Partner at HD Davis CPAs, CEO at White Glove Payroll, and the founder at the Penguin Collective & Incubator—shared key strategies, principles, and best practices to help entrepreneurs take their business to the next level. Areas of discussion included the importance of financial management, understanding financial statements and how they directly correlate to company success or failure, and the business lessons Tim has learned throughout his entrepreneurial journey.

Business Accounting & Legal Assistance Grant Program

January 16th, 2024 - February 20th, 2024 | Cohort 2

Business owners participated in VP's 6-week Business Accounting & Legal Assistance Grant program in order to obtain up to $10,000 in grant scholarship for accounting & legal services. The grant was given upon completion of the program, which included attendance of all six classes [one class a week for six weeks] and a completed business plan. Each participant also walked out of the program with a better understanding of business plan development, legal & insurance principles, strong marketing, tax returns, and financial statements. Participants graduated on February 20th, 2024.

Financial Literacy: Budgeting, Saving, & Investing in Your Business

February 22nd, 2024 | Lunch-and-Learn Seminar

Mr. Anthony Clark, Branch Manager & Assistant Vice President at Huntington National Bank, presented at February's lunch-and-learn seminar with entrepreneurial tips on budgeting, saving, and investing in your company. 

Business Branding

March 15th, 2024 | Lunch-and-Learn Seminar

Noel Powers, founder of NFactor Coaching, shared secrets from America's top brands that would allow entrepreneurs to attract long-term customers, maximize engagements & profits, and become the "go-to" choice in their market.

Valley Partners' First-Annual Women's LeadHERship Summit 2024

March 21st, 2024

Over 350 women gathered to celebrate strong, powerful, female leaders in the Valley for Valley Partners' first-ever Women's LeadHERship Summit. The summit included dinner, a panel discussion, Judge Carla Baldwin as the keynote speaker, a live band, women-owned business vendors, and networking opportunities. 

Entrepreneurship | Lunch-and-Learn Seminar

April 18th, 2024

Entrepreneurs attended a free class to learn the roadmap from starting their business to receiving the funding they need. Several professional business advisors presented at the seminar, such as a banker, accountant, insurance agent, and attorney. This seminar was for all aspiring entrepreneurs, startup companies, and existing businesses. Topics of discussion included: process of starting a business, business plan and financial projections, marketing/Sales Strategies, loan programs, & state of Ohio MBE/WBE/EDGE/VFBE certifications.

Sales & Marketing Strategies

May 30th, 2024 | Lunch-and-Learn Seminar

Devyn Bellamy, Senior Marketing Manager—Partner Ecosystem, shared new approaches on how entrepreneurs can level up the sales and marketing strategies of their business, detailing techniques that are designed to unlock new ways to generate revenue. This education included tips on how to stay ahead of industry trends, refining sales tactics, and improving every entrepreneur's current marketing strategy.

Business Accounting & Legal Assistance Grant Program

September 10, 2024 - October 15th, 2024 | Cohort 4

Business owners participated in VP's 6-week Business Accounting & Legal Assistance Grant program in order to obtain up to $10,000 in grant scholarship for accounting & legal services. The grant was given upon completion of the program, which included attendance of all six classes [one class a week for six weeks] and a completed business plan. Each participant also walked out of the program with a better understanding of business plan development, legal & insurance principles, strong marketing, tax returns, and financial statements. Participants graduated on October 15th, 2024.

Shield Your Business: The Power of Proper Insurance

September 19th, 2024 | Lunch-and-Learn Seminar

Ellie Platt, owner of Platt! Insurance, presented insurance-focused topics such as risk management, assessing every entrepreneur's business' coverage needs, and different types of business insurance. 

Valley Partners' Ninth-Annual Golf Outing 2024

September 27th, 2024

Valley Partners hosted our 9th annual Golf Outing in September of 2024! We are thankful for those who attended, sponsored, and/or donated to this event—as proceeds were utilized to enhance our efforts for small business lending in order to help emerging, underserved entrepreneurs and businesses secure credit.

Banking with the Valley's Partners: Funders Roundtable Event

October 17th, 2024

Bankers, non-profits/foundations, financial institutions, & municipality representatives attended Valley Partners' Funders Round Table event. We were proud & honored to share the work we've done across the region so far & appreciated those in attendance taking the time to learn more about our impact as a CDFI organization. We are also thankful for our keynote speaker, Shaundretta Boykins—the Ohio Department of Development's Manager of Business Development and Entrepreneurship, for providing valuable information on state-level funding opportunities! We are honored to have her support as she continues to champion & cheer us on.

Legal Business Principles

November 7th, 2024 | Lunch-and-Learn Seminar

Attorney Brittany Brantley shared details on how entrepreneurs can keep their business safe by staying informed on Beneficial Ownership Information (BOI) reporting, learning how to avoid penalties such as $500 a day. Additional best practices were shared on how business owners can protect your business the right way, ensuring your entrepreneurial success isn’t threatened by compliance issues.