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Archives: Classes

  • Elevating Your Financial Mindset

    Elevating Your Financial Mindset

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    Elevating Your Financial Mindset as a Small Business Owner

    As entrepreneurs, our work is to find creative and ever–expanding ways to make money. As fun as this sounds many times it is actually a very stressful, anxiety–inducing reality. The majority of entrepreneurs say they experience financial stress and fear about their finances.

    Watch this empowering workshop led by Charlie Warner of Human|Work tailored specifically for entrepreneurs seeking to elevate their financial mindset.

    During our time together we will explore how to align our values with our values, understand why we experience stress and fear about money, and work to heal our relationship with our finances. We will also collectively explore strategies to overcome limiting beliefs, cultivate abundance, and harness the power of wealth consciousness to propel your business forward.

    Want to access this class? Fill out this form: Request UMLF Class Recordings and Materials

    About Us:
    Our mission is to support small business owners across the state by providing business training and funding to those who don’t qualify for traditional financing. How are we different from other financial institutions?

    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • Annual Strategic Planning

    Annual Strategic Planning

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    Kickstart your 2025 strategic planning with this guided workshop and community discussion. Led by Charlie Warner of Human|Work, this workshop is designed to help entrepreneurs and leaders create a strategy that not only drives success but also resonates with their values and vision. We’ll explore techniques to integrate personal meaning, team well-being, and customer-centered insights into your business objectives for the coming year. Through guided exercises, you’ll learn how to balance ambition with authenticity, ensuring that your plans empower both growth and fulfillment.
    Join us to create a 2025 roadmap that will help you start the new year with confidence and clarity. 


    Want to access this class? Fill out this form: Request UMLF Class Recordings and Materials 
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    About the Utah Microloan Fund:
    Our mission is to empower underserved communities throughout Utah by providing business training and funding to entrepreneurs in start-up & existing businesses that do not qualify for traditional funding sources. How are we different from other financial institutions?
    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • BOI Reporting

    BOI Reporting

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    The clock is ticking on Beneficial Ownership Information (BOI) reporting! Learn who must file, what’s required, and how to meet upcoming deadlines. Avoid costly penalties by acting now—this class will equip you with the tools and knowledge to stay compliant and file on time. Don’t wait until it’s too late, join Sarah & Rebecca from Yefira Tax Law for this informative session. 

    Want to access this class? Fill out this form: Request UMLF Class Recordings and Materials 

    Who Must Comply with BOI Reporting Requirements?
    The following entities are required to file Beneficial Ownership Information (BOI) reports:

    • Corporations: All domestic corporations, except those exempt under specific criteria.
    • Limited Liability Companies (LLCs): Domestic LLCs, including single-member LLCs, unless exempt.
    • Other Entities Created by State Filing: Any domestic entity formed by filing with a state or tribal authority.
    • Foreign Entities: Foreign companies registered to do business in the U.S. through state or tribal filings.​

    Exemptions Include:

    • Publicly traded companies.
    • Banks, credit unions, and other regulated financial institutions.
    • Tax-exempt organizations.
    • Large operating companies with over 20 employees, $5 million in revenue, and a physical presence in the U.S.

    Ensure your business is compliant with federal BOI reporting laws to avoid penalties.
    Learn more at: www.fincen.gov/boi
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    About the Utah Microloan Fund:
    Our mission is to support small business owners across the state by providing business training and funding to those who don’t qualify for traditional financing. How are we different from other financial institutions?

    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • Humanizing Your 2024 Annual Review

    Humanizing Your 2024 Annual Review

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    Look back on your last year of business to form key takeaways, lessons learned, and how to form insights for the year ahead.
    As we approach the end of the calendar year, it can be helpful to reflect on the past 12 months, celebrate accomplishments, and uncover valuable lessons from the challenges faced. This workshop, led by Charlie Warner of Human|Work will guide you through a humanized approach to reflecting on your venture’s performance over the past year. 
    We’ll explore how to make your reflection process not only productive but also personal and meaningful. Through guided prompts and group discussions, you’ll have the opportunity to look beyond numbers and achievements to connect with the human side of entrepreneurship: how the year shaped you, impacted your team, and aligned with your core values. By humanizing the retrospective process, we create a supportive space for honest reflection, allowing you to carry forward not just strategies but renewed purpose and insight into the year ahead.

    Want to access this class? Fill out this form: Request UMLF Class Recordings and Materials 
    ​
    About the Utah Microloan Fund:
    Our mission is to support small business owners across the state by providing business training and funding to those who don’t qualify for traditional financing. How are we different from other financial institutions?

    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • Identifying Your Brand Voice

    Identifying Your Brand Voice

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    Define your core values, find the right tone, form your brand’s identity, and craft your messages effectively.

    Join us for a hands-on class on shaping a clear, authentic brand personality that resonates with your audience. Participants will learn to define core values, find the right tone, and craft messages that reflect their brand’s identity. By the end, you will have practical tools to communicate consistently across your channels, build stronger connections with your customers, and have a strong and authentic brand.
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    Want to access this class? Fill out this form: Request UMLF Class Recordings and Materials 
    ​
    About the Utah Microloan Fund:
    Our mission is to empower underserved communities throughout Utah by providing business training and funding to entrepreneurs in start-up & existing businesses that do not qualify for traditional funding sources. How are we different from other financial institutions?
    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • Develop Your Business Plan

    Develop Your Business Plan

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    Plan Your Path: How to Develop Your Business Plan Class

    Business plans are important tools for all entrepreneurs, startups, and small business owners and are essential for planning a solid path forward. In this workshop, led by Charlie Warner of Human|Work, we will explore the key elements of a solid business plan, how to utilize your plan effectively, and how to reorient when plans don’t go as planned. We will cover the essential elements of business planning and how to use your plans to get funding, reduce overwhelm, and improve your leadership. 

    By the end of the workshop, you’ll have not only a deeper understanding of what makes a business plan effective but also a tangible framework tailored to your specific goals. The session is interactive and collaborative, offering opportunities to receive feedback, ask questions, and connect with like-minded professionals. Whether you’re a first-time entrepreneur or an established business owner looking to pivot, this workshop will equip you with the skills and confidence to craft a business plan that drives growth and ensures long-term success.

    Want to access this class? Fill out this form: Request UMLF Class Recordings and Materials 

    About the Instructor: 
    Charlie (she/they) is a self–described wanderpreneur and loves exploring our human relationships with work. She specializes in strategic alignment and supporting individuals and organizations in orienting to their Core Purpose & Values. She has her MBA and teaches strategy and leadership as an Adjunct Professor. Charlie mentors leaders, entrepreneurs, and anyone interested in aligning their work.

    About Us:
    Our mission is to support small business owners across the state by providing business training and funding to those who don’t qualify for traditional financing. How are we different from other financial institutions?

    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • Customer Relationship Management

    Customer Relationship Management

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    This class will introduce you to the basics of Customer Relationship Management (CRM) and why it’s so important for your business. A CRM helps you keep track of your customers, remember important details, and follow up with them easily. This makes customers feel valued, which keeps them coming back and spreads positive word-of-mouth. You’ll learn how to use a CRM to stay organized, build stronger relationships, and ultimately grow your business—no tech experience needed!

    Want to access this class?     Fill out this form: Request UMLF Class Recordings and Materials 

    About the Utah Microloan Fund:
    Our mission is to empower underserved communities throughout Utah by providing business training and funding to entrepreneurs in start-up & existing businesses that do not qualify for traditional funding sources. How are we different from other financial institutions?
    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • Lead with Clarity

    Lead with Clarity

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    Lead with Clarity: Elevating Communication & Feedback for Business Success

    Good business requires good communication—with staff, with suppliers, with customers. In this workshop, led by Charlie Warner of Human|Work, we will strengthen our communication skills, learning how to convey messages effectively and how to give and receive feedback in ways that work. We’ll explore the key components of impactful communication, including tone, body language, and message framing, while offering practical techniques for handling difficult conversations, navigating conflicts, and fostering collaboration. Whether you’re leading a team or managing client relationships, this session will equip you with the tools to communicate confidently and clearly.

    Want to access this class? Fill out this form: Request UMLF Class Recordings and Materials 

    About the Utah Microloan Fund:
    Our mission is to empower underserved communities throughout Utah by providing business training and funding to entrepreneurs in start-up & existing businesses that do not qualify for traditional funding sources. How are we different from other financial institutions?
    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • Tax Milestones

    Tax Milestones

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    Your Business’s Lifecycle: Tax Milestones

    Taxes! A topic business owners typically avoid and rarely understand. In this workshop, led by Sarah Barlow and Rebecca Taylor of Yefira Tax Law, we will explore the lifecycle of a business to walk through and point out different waypoints where you will need to take tax into consideration, think through different opportunities and challenges, and ways to plan for the future of your business, answering questions along the way.
    Through thinking about your own business lifecycle and walking through the lifecycles of hypothetical businesses, you’ll come away with a map outlining milestones that trigger critical tax events and how to use tax planning to approach them. By the end of the workshop, you’ll (hopefully) be less afraid of taxes and understand how and when to seek help for different tax issues as well as tools to help you think through different scenarios in your business. The session is interactive and collaborative and will equip you with information to help you feel confident in moving forward in your business.
    Want to access this class? Fill out this form: Request UMLF Class Recordings and Materials 

    About Yefira Tax Law:
    Yefira Tax Law is working to revolutionize the way businesses and business owners interact with and use tax planning in their businesses. We believe that by understanding and using tax planning, businesses and business owners can use tax planning as one of the tools in their kit and will be empowered to move their business forward with confidence. We work with businesses and business owners to create a model and plan that is designed for them to meet their needs. Learn more at yefirataxlaw.com.
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    About the Utah Microloan Fund:
    Our mission is to support small business owners across the state by providing business training and funding to those who don’t qualify for traditional financing. How are we different from other financial institutions?

    The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business microloans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital. Learn more at www.umlf.org

  • Humanizing Negotiations

    Humanizing Negotiations

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    Many people find negotiations intimidating, however with appropriate preparation and a clear intention for a win–win, negotiations can be connecting and highly rewarding conversations. During this workshop, we will explore how to humanize negotiations and provide you with the tools you need to feel confident and aligned in your business conversations.
    We will explore a wide range of negotiation contexts including pricing, compensation, terms, and purchasing. You’ll receive a helpful framework for navigating your thoughts, feelings, and uncertainties while practicing our negotiation skills in a comfortable environment.

    Want to access this class?     Fill out this form: Request UMLF Class Recordings and Materials 

    About the Instructor: 
    Charlie (she/they) is a self–described wanderpreneur and loves exploring our human relationships with work. She specializes in strategic alignment and supporting individuals and organizations in orienting to their Core Purpose & Values. She has her MBA and teaches strategy and leadership as an Adjunct Professor. Charlie mentors leaders, entrepreneurs, and anyone interested in aligning their work.

    About Us:
    Our mission is to empower underserved communities throughout Utah by providing business training and funding to entrepreneurs in start-up & existing businesses that do not qualify for traditional funding sources.
    How are we different from other financial institutions? The UMLF helps people who:

    • Are just starting out and don’t have an operating history
    • Don’t have enough collateral for a conventional loan
    • Have had life events that have had a negative impact on credit scores

    We are designed to support business owners by offering small business loans. Our application and loan process is simple and can provide funds for equipment, inventory, or working capital.

    ​Learn more at www.umlf.org