Greater Green Bay Chamber recently issued the following announcement.
Coffee Break with Wipfli - Building Banking Relationships
Tuesday, September 21, 2021
9:30 AM to 10:15 AM
Event Description
During this Coffee Break with Wipfli's Green Bay team, Lamarr Banks and Matthew Kee from the Greater Green Bay Chamber welcome Ryan Kauth with Greenleaf Bank along with Lonny Charles from Wipfli to discuss the value in building banking relationships.
Many business owners, small business executives, and entrepreneurs are not 100% sure what a financial institution is looking for, while business bankers and commercial lenders have expectations of their borrowers. Join us for a candid conversation about building a long-term relationship with your financial institution and your lender.
Main points/what you will learn
How financial institutions "risk rate" their lending opportunities
What your lender wants to know and why
How business bankers and lenders keep communication open during the loan application process, once the loan documents are signed, and every quarter and year afterwards
Who should watch
Small business owners
Small business executives, such as CEOs, CFOs, controllers, and accountants
Small business advisors, such as business attorneys, CPAs, commercial insurance professionals, financial planning professionals, marketing professionals, and executive coaches
Entrepreneurs thinking about their debt or equity options
Those who want to start a business soon or someday
Why you should watch
If you are still not convinced that this short Coffee Break will cut through the banker-speak and really tell you how it is, then do know that about half of small business owners do get
financing from a financial institution. Are you prepared to interview a few financial institutions to see if there is a mutual fit?
Location: Zoom - information will be emailed the day before the event.
Register at https://us02web.zoom.us/meeting/register/tZAudOypqjMpHtAKzsJ6Bd19WKZCcEjG3IPq
Original source can be found here.
Alerts Sign-up