Advocate for Small Biz Programs this Summer Recess | AI for Finance

In this Must Know…

Summer Recess: Take Action for Small Business Programs

Congress will be on recess during August. When they return, they’ll begin work on the Fiscal Year 2026 Appropriations package, which must pass by September 30 to avoid a shutdown. While the President proposed major cuts to SBA, the CDFI Fund, and USDA rural development programs, it’s up to Congress to decide.

This is your chance to act—use the summer recess to meet with legislators and share how these cuts would affect your organization and the small businesses you serve.

Our updated Summer Recess Guide has talking points, sample scripts, and more. And let us know how your efforts go!

Train-the-Trainer: AI for Finance

Join the final session of our AI Essentials series on July 23, 2025 at 10:00am PT / 1:00pm ET!

This session will cover AI for Finance, where you’ll learn:

  • Uses of AI for Finance
  • Financial Management & Templates
  • AI Bookkeeper
  • Business Planning & Loan Readiness
  • Forecasting & Growth
  • Financial Analysis

For Your Clients: Medicare Guide Webinar

Do your clients have questions about Medicare and group health plans? Our friends at Public Private Strategies and AARP are hosting a webinar on July 24, 2025 at 11:00 am PT / 2:00pm ET. Small business owners, HR professionals, and benefits managers will receive practical guidance on how to support employees as they become eligible for Medicare—while staying compliant and maintaining a competitive edge as an employer of choice.

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