Attendees attending this event, please bring your laptop and have the following documentation loaded on your computer for upload:

a. Briefly describe the firm’s major field(s) of operation;

b. Articles of incorporation, corporation by-laws, certificate of formation, partnership agreements, and joint venture agreements;

c. Names and addresses of members and officers of the business and board of directors in the case of corporations;

d. Names and addresses of capital investors and the amount of capital contributed. Gifted ownership shall not be considered;

e. Firm federal and state tax returns for the past three consecutive years;

f. Most current income statements and balance sheets;

g. Resumes of all principals, partners, officers and/or key employees of the firm. Show home address, telephone number, education, training and employment dates;

h. Number of shares of all classes of stock issued, and stock outstanding in the case of a corporation;

i. Proof of ethnicity and gender (i.e. Photo ID, driver’s license, birth certificate, passport and /or green card);

j. The affiliation of the firm or any of its owners, officers or directors with any other business entity;

k. A complete list of major and real personal property holding of the firm;

l. A complete listing and copy of signature cards for all banking institutions with which the firm is affiliated;

m. A complete listing of previously attained certifications and listing of all legal entities which denied certifications;

n. Copies of office lease/rental agreements or deeds, and mortgages when home based