Inside Banking: What Business Owners Need to Know - In Person + Online
Details
Inside Banking: What Business Owners Need to Know
Understanding Business Banking, Credit,Lending, AI & Banking Relationships
📍 In Person + Online
Saturday, September 5, 2026
11:30 AM
Attend in person or join us online via Zoom
.
🎟️ Registration Required
**Register here:**
www.mxttg.com/events
Join us for an educational, in-person + online workshop designed to help business owners better understand banking, business credit, financial products, and how AI can support financial preparation.
What We'll Cover
🏢 Business Structure
Understand how your business is structured and what you should have in place when establishing and developing your banking relationships.
🏦 Banking Relationships
Learn how to build professional relationships with banks and business bankers and better understand the role those relationships can play in your overall business strategy.
📊 Business Credit Profile
Learn the difference between personal and business credit, how business credit profiles work, and what business owners should understand about establishing and maintaining their business credit.
💳 Business Banking Products
We'll discuss business banking products and services, including:
• Business checking & savings
• Business credit cards
• Lines of credit
• Business loans
• Treasury & cash-management services
• Other business banking solutions
🤖 AI for Financial Preparation
We'll also cover practical ways business owners can use AI as an assistant to:
• Organize and analyze financial information
• Review financial statements and identify questions for your CPA
• Create financial summaries and reports
• Organize documentation
• Prepare for conversations about future capital needs
AI is a tool to assist with preparation and organization — not a replacement for your CPA, financial advisor, banker, or other qualified professional.
Who Should Attend?
• Small Business Owners
• Entrepreneurs & Startups
• Established Businesses
• CPAs & Accountants
• Business Attorneys
• Financial Planners & Advisors
• Business Bankers
• Consultants & Business Professionals
📍 In Person + Online
Saturday, September 5, 2026
11:30 AM
Attend in person or join us online via Zoom
.
🎟️ Registration Required
**Register here:**
www.mxttg.com/events
📧 Questions: hello@mxttg.com
Come learn, ask questions, and connect with other business owners and professionals while gaining a better understanding of the banking side of your business.
*This workshop is educational and informational in nature and does not guarantee financing, approval, investment returns, or any specific financial outcome.*