Every community thrives when its small businesses do.
Finli runs your organisation's small business education end to end — multilingual sessions, tools owners use the same day, and reporting your team can put in front of an examiner. It carries your brand. We do the work.
They don’t need another pitch. They need someone in their corner.
An owner spends the week selling, running the job, chasing the invoice and making payroll, and worries about cash flow, late payments and fraud in whatever hours are left. They remember the organisation that actually helped.
What they tune out: rate promotions, cold outreach that opens with an ask, a sponsorship with no follow-through, generic content, and a programme built around the sponsor’s funnel.
What they never forget: teaching on what is actually worrying them, sessions in the language they think in, someone who understands their trade’s cash cycle, a tool they can use the same day, and a real person to follow up with.
What gets taught
A 12-session core track
A year that builds from stability to growth: cash flow, getting paid faster, fraud, pricing, capital readiness, business credit, practical AI, hiring and a year-end plan.
A library to mix and match
Sponsors assemble their own series from the wider library, which is refreshed as policy, conditions, technology and new risks move.
Industry tracks
Built around the real cash cycles of trades, care, food and hospitality, retail, health practices, agriculture, property, professional services and mission-driven organisations.
Community tracks
For solopreneurs, first-year businesses, immigrant entrepreneurs, women, veterans and rural owners, delivered with community partners.
In English, Spanish and Mandarin
Sessions are delivered in the language the owner thinks in, not translated slides read aloud.
Tools, not just slides
Every session ends with something usable: a 13-week cash forecast, a fraud response plan, a 30-day action plan, and the <a href="/free-tools/">free calculators</a>.
Core track themes
- Cash flow and resilience
- Getting paid faster
- Fraud, scams and cyber protection
- Pricing and margins when costs keep rising
- Access to capital and loan readiness
- Business credit and fundability
- Practical AI with guardrails
- A tech stack without subscription creep
- Hiring, contractors and payroll basics
- Finding your next customers
- Owner financial security
- Year-end review and next-year plan
Everything your organisation needs. Nothing you have to build.
Your brand, everywhere
Landing pages, marketing, decks, toolkits and replays are produced in your brand. No Finli logos.
Live, expert-led sessions
Single sessions or a full annual series of 60-minute webinars, hosted and run by Finli.
You own the output
Recordings, registrants, attendance data and leads belong to your institution, not to us.
Reporting built for CRA consideration
Registration, attendance, LMI and demographic verification and staff engagement hours, formatted for a CRA file. Your examiner decides how any activity is treated.
Staff and partner enablement
Quarterly training for your team on problem-based conversations rather than sales scripts. Hours may count as qualifying community service time.
Industry guides for your bankers
How each business type actually operates — cash cycle, seasonality, pressure points and what to ask. <a href="/banker-guides/">Read the guides</a>.
Licences you can gift
Give small businesses access to the Finli platform for invoicing, payments and cash flow visibility as part of the programme.
Embeddable free tools
Calculators and an invoice generator you can drop into your own site with a single snippet.
A debrief after every session
Warm leads, poll results and engagement signals go back to your team, with optional office hours for owners who want more.
Zero product selling. Full institutional control.
Align on strategy
We map your markets, the verticals in your book and your CRA priorities, then sequence the curriculum — and resequence it as conditions change.
Approve every slide
Each session goes through a content approval document covering objectives, messages, tone, polls and citations before anything is produced.
We deliver and host
Finli runs the programme end to end. Your staff appear as subject-matter experts, panellists and community speakers.
Report and follow through
You get registrants, attendance, engagement, poll results and the CRA workbook, then toolkits, replays and office hours go out to the owners.
If your organisation wants measurable impact for small businesses, this is the programme
Banks and credit unions
Programming that earns deposits, sticky operating relationships and documented community impact.
CDFIs and lenders
Turning informal records into verifiable cash flow, so fundable businesses surface earlier and loans carry less risk.
Government and economic development
Programmes owners actually use, with outcomes tracked independently rather than self-reported on a survey.
Corporate philanthropy
Community investment that produces adoption you can point to, not just attendance.
Nonprofits and foundations
A complete programme your team can run without building it, with the data that keeps funders engaged.
We bridged the two worlds we know intimately
Built inside a fintech
The curriculum comes from running a small business platform: real fraud attempts, real settlement timelines, real collection behaviour.
We are a small business too
Same cash cycles, same payroll, same week. The material is written by people who live it.
A Certified B Corp
Finli is a Public Benefit Corporation, a Certified B Corp and a Certified Social Enterprise. The mission sits in how the company is structured.
Government contracting experience
Municipal, state and federal programmes, including contracting paths through CDFI-supporting partners.
Bank-grade process
SOC 2 Type II, vendor-risk readiness and a compliance-first approval workflow. <a href="/security/">See security and trust</a>.
Strictly educational
No product pitches, no investment or tax advice, no account opening required to attend. Statistics used in sessions are public and sourced.
Common questions
Whose brand is on it?
Who owns the registrants and the data?
Does this count for CRA?
Is anything sold during a session?
Can we start with one session instead of a series?
Start with a 30-minute conversation
Bring your questions about deposits, launch or a specific industry. A first call is for answering them — a full walkthrough for your wider team comes after, whenever you want it.