Request NSBCI Technical Assistance

Fill out the form to request Technical Assistance support for a borrower or an entrepreneur who may need a little extra guidance.

Remember to include the following:

  • Date of Request: The date you fill out this form

  • Lending Coach: The full name of the primary Lending Coach for the borrower

  • Full Name of the Business: The business name exactly as it appears in its Hubspot Deal

  • Full Name of Borrower: The name of the borrower as it appears in their Hubspot Deal

  • Borrower Email Address:  Exact email address that is connected to the Hubspot Deal

  • TA Assessment: Please describe, in 200 words or less, exactly the challenges or issues the entrepreneur is having and name the gaps or areas you identified as places to strengthen in their journey

  • TA Recommendation: Please select the various types of TA Support pathways you have already recommended to the borrower

After you submit the form, it will auto populate our Hubspot database and trigger a series of actions. If you have any questions, reach out to Duane.

NSBCI TA Referral Process and Lending Coach SOP User Guide

For full scope and understanding of the details around the step-by-step process please see the user guide:
NSBCI Technical Assistance Specialist Referral and Assignment User Guide

Meet our NSBCI TA Providers

  • Felisha Adams

    Legal Services

    Based in Crownpoint, Felisha Adams is a licensed attorney in New Mexico and the Navajo Nation who founded and manages Business Law & Policy Advisors. She is deeply specialized in Navajo Nation legal frameworks, business site leasing, business compliance, the Navajo Business Opportunity Act, the Navajo Corporation Act, and the Navajo Preference in Employment Act.

  • Nicole Johnny

    Financial Advisory Services

    Based in ABQ, Nicole is a Navajo (Diné) finance professional, impact investor, and economic development strategist. She is the Founder and CEO of 1st Sovereign Capital and has worked with firms like Raven Indigenous Capital Partners to support Indigenous entrepreneurs and economic sovereignty.

  • Pauline Joe

    Accounting & Tax Prep

    Based in Rio Rancho, Pauline Joe is the president of Accounting PAEs LLC, a Native American-owned accounting and tax firm. She specializes in tax preparation, business consulting, and helping Native-owned small businesses navigate Navajo Nation, state, and federal tax requirements (including Retail, Junk Food, and Business Activity Taxes).

Refer borrowers to upcoming TA

We’re hosting multiple TA workshops each month. And don’t forget to point them towards our YouTube channel for nearly 200 workshops, hosted by Native business owners, covering topics related to accounting, business planning, and more.