Event

Finance with AI for Small Business Owners

Nov 19 3:00 pm — 5:00 pm
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Event Details

Presented by Bizzaly in partnership with Silicon Valley SBDC – Northern CA Network. This in-person training workshop helps small business owners cut through AI hype and put it to work on real financial tasks. 

Attendees will leave with a repeatable prompting framework and a set of ready-to-use prompts for budgeting, forecasting, cash flow analysis, and fundraising – plus a clear sense of where AI helps most and where a human still needs to check the work. 

Nationally, 76% of small businesses now use AI in some form, and 91% of those using it report a revenue boost – yet most owners still don’t feel confident using it for anything beyond drafting text. This workshop provides you with the tools and confidence to run your finances for decision-making with ease. 

Cover Topics:

1. What Is AI?
• Demystifying artificial intelligence and large language models
• How today’s AI tools actually work – and where the industry stands right now


2. How to Use AI Effectively
• The CLEAR prompt method: Context, Lens, Expected Outcome, Assets, Review
• A repeatable framework for getting usable results on the first try


3. AI for Finance
• Forecasting – modeling best-case, worst-case, and likely revenue scenarios
• Budgeting – drafting a starter budget and categorizing expenses in minutes
• Cash flow analysis – spotting trends and risks before they become a crisis
• Fundraising – drafting pitch narratives and prepping for investor Q&A
• Grant writing – turning your facts into a funder-ready narrative
• Guardrails – what to verify, and what never to paste into a chat window

This workshop is brought to you by the Bizzaly team – your business ally for putting AI to work smarter.

Date: 19th November, 2026

Time: 3 PM – 5 PM

Location: Dr. Martin Luther King Jr. Library, (SJPL Workspace, 3rd FL)

150 E San Fernando St., San Jose, CA 95112

**Free parking with validation is available at the Fourth Street Garage (44 S 4th St. San Jose, CA 95112)**

Meet the Bizzaly Team:

Hemant Kamath
Co-Founder, Bizzaly
• 20+ years of experience in finance & operations
• Previously at Amazon, Coursera, Houzz, and multiple startups
• MBA, University of Washington
• Passionate about helping small businesses grow smarter with AI

Arti Chavan

Co-Founder, Bizzaly
• 20+ years in sales, marketing & business planning
• Previously at Meta, Microsoft, and startups
• MBA, Indiana University
• Community volunteer and small-business advocate

Shine Lee
Business Development Manager, Bizzaly
• Focused on marketing & business operations
• Previously at Dayforce, NerdWallet, and startups
• Built an AI-enabled community app

The information provided in this webinar and any supplementary materials provided to registrants are intended for educational and informational purposes only and does not constitute professional financial or legal advice. No registrant should act or fail to act on the basis of any material contained in this webinar without obtaining proper financial, legal or other professional advice specific to their situation. The Northern CaliforniaSmall Business Development Center, and its host, the HSU Sponsored Programs Foundation, specifically disclaims any liability, loss or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the information presented in this webinar. By registering for this webinar you acknowledge and agree that you have read, understood, accept and agree to the above disclaimer and that under no circumstances shall the Northern California Small Business Development Center or it’s host, the HSU Sponsored Programs Foundation, be held liable for any claims, losses, or damages of any kind or nature arising out of or in any way related to the information provided in this webinar and/or the registrant’s use of or reliance on said information.

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