who is ibank
DESCRIPTION
ibank.com overview on who we are and what we do to help small businesses find funding.TRANSCRIPT
CEOS Training Guide
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CEOS = Customers – Employees – Owners - Suppliers
Our MissionOur Mission
1)Mission statement2)Core Values3) Promise4) Mantra/Purpose 5)Track Record6)Graphic of What We Do7) Mgt Team8) The Sharing process
Agenda
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Our MissionOur Mission
Making Small Business Happen
Mission
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Our SuccessOur Success
OUTSTANDING Customer Service
INTEGRITY in our Activities
NOTHING is Impossible with GOD
KINDNESS in our Relationships
EXCELLENCE in Everything We Do
Core Values
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Inspire Virtuous Leadership
Build S.M.A.R.T. Business Strategies
Assemble Influential Professionals
Nurture Business Relationships
Keep you Well Informed
Our PromiseOur Promise
i
B
A
N
K
iBank Promise
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Financial Success
Find - Manage - Share - Explore - Inspire
iBank Mantra/Purpose
Our MissionOur Mission
“ Find ”Post & Search
A nationwide network of Influential Professionals;
Lenders - Insurers – Investors – Lawyers
Accountants - Consultants
Financial Success: FIND
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Our MissionOur Mission
“ Manage “Plan & Manage
Bookkeeping - Business Plans - Company filings Credit Management
Financial Success: MANAGE
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Our MissionOur Mission
“ Share “Community Development
Best practices, Q&A, Relationships, Forums, Blogs
Financial Success: SHARE
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Our MissionOur Mission
“ Explore “Learn & Grow
Library - News - Events – Resources
Financial Success: EXPLORE
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Our MissionOur Mission
“ Inspire “Lead & Motivate
Leadership, Quotes, CD’s, Books, Videos, Speeches
Financial Success: INSPIRE
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Founded Feb 14, 2000
Our Founder’s 13th Company
He founded a $2 billion public company
We are America’s #1 Online Small Business Financial Network
We have over 500,000 small business users
We add 1500 new small business users added monthly
Our users post over $1.7 billion monthly in loan requests
iBank Track Record
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Our MissionOur MissionThe Small Business Market Place
27 million small business
25.4 million have less than 20 employees
19.9 million are sole proprietors
7.8 million are women owned
62,000 start-up monthly
Represent over 60% of GDP
Create up to 80% of new jobs
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Vendors
Major advertisers
Strategic Partners
Business Network
Customers
ProfessionalNetwork Centers
Mortgage
Capital
Insurance
News
Forums Network Collaborate
Manage Share Explore Inspire
RE leasing
Planning
Accounting
Business Network VAULT (Green Center Planned)
Chambers of Commerce
Blogs Events Q&A Best Practices
Legal
Credit Mgt.
HR
Consulting
Property Mgt.
IT
Asset Mgt
Bus. Opp.
Eqpt. Leasing
Loans
PostSearch Doc mgt Meet
Business Associations
Business Network
Functionality
Small Businesses
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Find
• Connect with Service Professionals• Global network of City, State & Nationwide funding sources, insurance agents,
Investors, lawyers, accountants, consultants and others.
• Store and Share Documents • For storage of important and critical business information (tax returns, documents,
records, videos, etc) in case of fire, flood or theft.
• Hold Virtual Meetings • Live video meetings with persons located anywhere at anytime, sharing documents,
white boards, pictures, and videos.
• Source Competitive Business Products and Services• Post to our exclusive network of professional service providers for your instant need
of lenders, consultants, insurance agents, investors, lawyers, accountants
Member Benefits
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• Collaborate with other Business Owners• Talk to a professionals in an instant with the VAULT professional search directory
• Ask Questions – Get Answers• Quick low cost credit information on your personal and business and your suppliers
and customers
• Get the Right Information in Real-time• Blogs, speeches, articles, IExec opinions, definitions, and best practices for growing
your business
• Source In-House Business Services• In-house paralegals, accountants, SBA approved business plan writers, credit
repair and credit building experts discounted products, free services and web marketing professionals
Member Benefits
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Mr. Phibbs joined iBank in 2008. He has over 10 years experience in the software development industry. He previously worked with major companies executing web technologies and data base architectures for large scale legacy systems and start-up Internet banking web sites.
Mr. Markel founded iBank in 2004. He created the largest mortgage REIT on the American Stock Exchange, IMH. IMH grew to more than $1.7 billion in assets from November 1995 to August 1997, when Mr. Market sold his interest to Imperial Credit Industries, Inc. He was formerly Senior Vice President of Lepercq Capital Partners, a New York City based investment bank. Founder and former Chairman of the Second Harvest Food Bank in Orange County, and Knight in the Order of Malta,
Ken Phibbs, Chief Technology Officer:
Thomas Markel Jr., Chairman & Chief Executive Officer:
Management
Mr. Hardaway joined iBank in 2008. He has held several senior finance positions in both public and privately held companies. He was formerly Senior Vice President and Chief Financial Officer of the US operations of Ingram Micro Inc., the world’s largest distributor of micro computer products.
Ronald Hardaway, Chief Financial Officer:
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Our SuccessOur Success
If your skills include;Helping – Advising – Teaching – Sharing - Inspiring
If your Virtues include:Patience - Understanding – Kindness - Generosity
If your methods of conducting Business includes being:Honest – Forthright - Creative – Respectful -
Transparent
If you possess;High Integrity - Strong Work Ethic – Vision
Please Join our Team
CEOS Profiles
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Our SuccessOur Success
Introduce yourselfSay Hello (first name)? Wait for responseIntroduce yourself:- name title and company – Wait for
Response
State a fact: In 2004 you posted a loan request in our system seeking $100,000! or If you don’t have a fact state why you are calling!
Offer a FREE benefit“what's in it for them”. ( We are helping small business find money, manage books, business plans, and credit) Do you need back office or financial resources? Wait for response
Give everyone something for FREE (business physical questionnaire and a Free liens and background check valued at over $300 May I send these to you. If you have his email confirm email if not ask for it. let’s do business together again– offer to post a need – offer to provide a quote
Say thank you and what time to call back
The Sharing Process
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3151 Airway AvenueBuilding G-3Costa Mesa, CA 92626 Tel: (877) 999-6465
Thomas O. Markel [email protected]
Thomas O. Markel [email protected]
Local Business Office
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