McMurtry Financial Services, LLC


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McMurtry FInancial Services, LLC



2024 FInancial Symposium





It's All About Accessing Capital!

April 24, 2024





Learn. Gain Resources. Network.



Our overarching mission has stayed the same year after year providing access to resources in our community for businesses of diverse backgrounds and socioeconomic status to increase their financial capacity and strengthen the longevity of for-profit and non-profit businesses in Southeast Wisconsin.


In 2024, our focus was All About Accessing Capital and attendees were equipped with information, tangible resources, and an increased network to move their organizations from where it is today to the next level.


Thank you all who joined us and brought such great energy! We could feel the enthusiasm in the room all day long, and it made the event truly special. A big shout-out to our incredible session speakers, generous sponsors, and amazing collaborative partners. We're excited to be building a supportive community of business owners—both for-profit and non-profit—while connecting you with top experts to boost your financial success!



It was 'All About Accessing Capital'!



Financial experts from banking institutions, community development financial institutions, and local foundations provided insight into what is needed for organizations to obtain loans and grants to enhance their operations and fulfill their mission.


Small business owners and organizational leaders came together to unlock a wealth of opportunities for growth and success. We navigated the ins and outs of financial management as a crucial step in the sustainability of small businesses and nonprofit organizations.



Shout out to Cheryl and Tim McMurtry for not only teaching us but entertaining us and actually dare I say loving on all of us yesterday... Continue to learn because the more you know the more you can share!"



Krystle Rodgers, Business Development Manager at Best Ed Business



"Making money is one thing, knowing how to use it for growth and longevity is another!"



Angela Mallett, Honey Bee Sage Wellness & Apothecary



"Today's symposium hosted by McMurtry Financial Services, LLC and Cheryl McMurtry was a GAME CHANGER!!!!!! The information was highly impactful for anyone desiring to start or grow a business. AS a business owner, I've been empowered. I can't wait for next year!"



Melva Henderson, Melva Henderson Ministries



It was inspiring to see the bank, community leaders, CDFIs, local economic development, and local library business services come together to support entrepreneurs. Congratulations on a job well done!



Tamika Stafford, V.P at US Bank



2024 Gallery



Thank You Sponsors



CEO Level



Executive Manager Sponsor



Business Partner Sponsor



Financial Friend Sponsor



Looking for ways to support?



As a sponsor of the McMurtry Financial Services, LLC Financial Symposium, you get the opportunity to build brand awareness and collaborate with us to strengthen the financial viability of small businesses and nonprofit organizations in Southeast Wisconsin.


Elevate your brand, connect with your target audience, and make a lasting impact by becoming a sponsor of the McMurtry Financial Services, LLC Financial Symposium. We look forward to welcoming your organization as a key partner in making our annual event a success.


Contact us to become a Sponsor!

"The Symposium was full of encouragement, motivation, knowledge, and wisdom that we can take back to our table and utilize for the future success of our business. Our business is like our baby, we trust McMurtry Financial Services, LLC to pour into our business and we receive the things it needs to grow. We recommend anyone who has goals and a purpose for their business to check it out and be open to receiving what you may need in the process."



Pierre Williams,
Community Hauling and Lawn Care





Connect. Partner. Grow.



262-307-2244

INFO@MCMURTRYFINANCIALSERVICES.COM

MCMURTRYFINANCIALSERVICES, LLC



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