Meeting Information
How to avoid common pitfalls when financing CAPEX
Date:
Wednesday July 24, 2024
Time:
8:00am - 9:30am US/Central GMT-5:00
Location:
Two Hughes Landing
1790 Hughes Landing Boulevard, Second Floor Conference Room ( just off the elevator)
The Woodlands, Texas 77380
Directions:

Meeting capacity:

50

Suggested Donation:

Agenda:

Topic: How to avoid common pitfalls when financing CAPEX

Speaker: Tim Kubiski, Territory Manager/Equipment Finance, JP Morgan/Chase
 

CPE credit: 1.0.  You MUST be present for at least 50 minutes of the presentation.

Agenda:
- 8:00 am – 8:15 am: Chapter Announcements and Self-Introductions
- 8:15 am – 9:15 am: Speaker's Presentation
- 9:15 am – 9:30 am: Networking

Presentation: 
- Negatives when using revolving lines of credit for CAPEX purposes
- Benefits of an interim funding finance options
- Planning ahead by working with your bank on proper structuring
- Benefits of equipment finance syndication

Field of Study: Management
 

Speaker's bio: 
Tim is the Equipment Finance Territory Manager covering Oklahoma, NW Arkansas, and Houston markets for J.P. Morgan.

Tim has been in the commercial finance industry since 1999. Throughout 25+ years in the industry he has worked in risk, collections, asset management, dealer finance, and direct customer equipment finance(Sales) in Kansas, Missouri, Iowa, Oklahoma, Arkansas, Colorado, Arizona and Houston.

For meeting information, please contact:

Bryan Valencia

(281) 755-1714
Attendees
21
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