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Friday, June 27
 

9:00am PDT

PNC Bank Presentation
Friday June 27, 2025 9:00am - 9:30am PDT
PNC Bank will host a featured workshop at the 5th Annual BELL Summit focused on advancing economic opportunities for diverse entrepreneurs. In this session, attendees will gain valuable insights into their small business banking services, access to capital programs, and supplier diversity initiatives.
Speakers
avatar for Eva Bryant

Eva Bryant

Assistant Vice President | Client & Community Relations, PNC Bank
Eva M. Bryant serves as Assistant Vice President, Client and Community Relations for PNC Bank in San Diego County. In her role, she coordinates employee engagement and volunteerism, organizes client and community events, and works to establish the PNC footprint in the region. Eva... Read More →
Friday June 27, 2025 9:00am - 9:30am PDT
UC San Diego Park & Market 1100 Market St, San Diego, CA 92101, USA

9:30am PDT

US Bank Presentation
Friday June 27, 2025 9:30am - 10:00am PDT
Join US Bank for an exclusive company presentation at the BELL Summit, where representatives will share insights into their small business banking services, capital access programs, and supplier diversity opportunities. Learn how to position your business for funding, build a strong banking relationship, and explore potential partnerships with one of the nation’s leading financial institutions.
This is a must-attend session for entrepreneurs looking to scale with strategic financial support.
Speakers
avatar for Claudio Burgin

Claudio Burgin

Business Access Advisor - Assistant Vice President, US Bank
Over 20 years of banking and financial services experience serving the San Diego Market.Supports minority owned small businesses in achieving their financial goals by providing resources, tools and networks that promote sustainable growth. Bachelor of Arts degree in International... Read More →
Friday June 27, 2025 9:30am - 10:00am PDT
UC San Diego Park & Market 1100 Market St, San Diego, CA 92101, USA
 
Saturday, June 28
 

9:30am PDT

Being Financially Prepared with Bonding and Insurance
Saturday June 28, 2025 9:30am - 10:00am PDT
Don’t Let Paperwork Hold You Back from Major Government Contracts
June 28th | 9:30 AM
Too often, small businesses miss out on lucrative government contracts—not because they lack the skills or capacity, but because they aren’t financially prepared. Understanding bonding and insurance requirements can be the game-changer that positions your business for serious growth.
In this essential session, Being Financially Prepared with Bonding and Insurance, Surety Professional Tracey Lawrence will demystify the financial credentials you need to compete—and win—in the world of government contracting.
Tracey will break down:
  • The different types of bonding and insurance required for public contracts
  • What underwriters look for when issuing bonds
  • Common mistakes that lead to costly delays
  • How to strengthen your financial profile to secure bonding
  • Real-world examples of how businesses overcame barriers to become contract-ready
Whether you're just launching your first contract bid or preparing to scale into multi-million-dollar opportunities, this session will equip you with the knowledge and tools to become fully compliant, financially sound, and contract-ready.
Don't let paperwork be the barrier—get the insights you need to move forward with confidence.
Speakers
avatar for Tracey L Lawrence

Tracey L Lawrence

Surety Professional, Heis Surety
Tracey Lawrence is a Surety Professional with 25 years of experience meeting the bond needs of businesses that do or desire to participate in government contracting. She has been actively involved in all aspects of the surety business. She’s held underwriting positions with appreciable... Read More →
Saturday June 28, 2025 9:30am - 10:00am PDT
UC San Diego Park & Market 1100 Market St, San Diego, CA 92101, USA

1:00pm PDT

Alternative Business Funding: Mission Driven Finance
Saturday June 28, 2025 1:00pm - 1:30pm PDT
Access to capital remains one of the biggest barriers for small businesses—especially for those led by women, people of color, and other underrepresented founders. But traditional bank loans aren’t the only path to funding.
Join Oralia Alvarez, capital access advocate and financial strategist, for an insightful session on alternative funding sources that are transforming the small business landscape. In this workshop, you’ll discover how Community Development Financial Institutions (CDFIs) and impact-driven organizations like Mission Driven Finance are supporting businesses that often get overlooked by traditional lenders.
Oralia will walk you through real-world examples of how entrepreneurs have successfully secured capital using non-traditional methods, and provide actionable tips to help you do the same. From flexible lending programs to mission-aligned investment opportunities, this session is designed to help you understand the evolving funding ecosystem and find the right fit for your business goals.
What You’ll Learn:
  • What CDFIs are and how they differ from traditional financial institutions
  • How organizations like Mission Driven Finance evaluate funding opportunities
  • Real-life strategies used by founders to access mission-aligned capital
  • Steps to prepare your business for alternative lending and investment
  • How to align your values with your funding strategy for long-term success
Perfect for startups, early-stage ventures, and small businesses seeking capital to scale with purpose, this session is your roadmap to financial resources that truly work for you—not against you.
Speakers
avatar for Oralia Alvarez

Oralia Alvarez

Director of Business Development, Mission Driven Finance
Oralia is an ecosystem builder, mentor, advisor, and angel investor to small businesses and startups. Having played a leading key role in the growth and expansion of one of the largest platforms for diverse-led businesses, providing accelerator programs, funding, and advisory support... Read More →
Saturday June 28, 2025 1:00pm - 1:30pm PDT
UC San Diego Park & Market 1100 Market St, San Diego, CA 92101, USA
 
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