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Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 10/17/2013 10:40 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 1807
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 10/3/2013
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 


Notes:
• Uploading new YouTube videos.
• Tech support.
• Organizing expenses and invoices for interns. Made a couple of calls to interns and contacts. Also called and left a message for a couple other bankers that my dad recommended that I go see.
• Went in to town to get some files from one of the interns and ended up talking with 3 different bankers. I spent half an hour to 45 minutes with each banker. I spoke with one of the bankers, a good friend; I then went and talked to the other two bankers. I got tons of good information and each one had similar things to say. It all came down to the fact that adilas is considered software and somewhat of an intangible asset. Even though we have a great product and tons of potential, the banks are required to meet certain requirements in cash flow (capital), collateral, credit score, and character (type of person and/or business). All in all, I had a three hour schooling on the ins and outs of banking and lending. Great information and I really enjoyed it. I was super glad that all three bankers were very nice and listened to my story, needs, wants, and ideas. They each gave me a bunch of feedback and I really appreciate the info. Great use of a day. Good stuff.
• Sat down with my wife and discussed what I had learned and what options we have to play with. She doesn’t like to talk about debt or borrowing very much, I can understand that.
• Created the October training flyer and posted things online.