Skip to content

About us

Commercial Banking, Reimagined: A Conversation for Business Owners & Trusted Advisors

Join a curated group of business owners, professional advisors, and centers of influence for an engaging, no-fluff conversation about full-scope commercial banking—what it should look like, what’s changed, and how the right banking strategy can quietly unlock growth, liquidity, and peace of mind (^▽^).

This meetup is designed for those who don’t just want a lender—they want a true banking partner who understands cash flow cycles, credit structures, risk, and long-term strategy across the entire balance sheet.

Who should attend:
• Business owners and executives
• CPAs, attorneys, brokers, and consultants
• Advisors who influence financial decisions

What we’ll cover:
• What “full-scope” commercial banking really means (beyond loans)
• Common gaps business owners don’t realize are costing them money
• How strong advisor–banker alignment creates better outcomes for clients
• Real-world scenarios, insights, and open discussion—not a pitch

Why attend:
• Build meaningful relationships with peers and trusted advisors
• Gain practical insight you can use immediately
• Connect with professionals who value depth, integrity, and long-term thinking

Come for the insight. Stay for the relationships. Leave with a clearer view of how commercial banking can work for you, not the other way around (╯°□°)╯︵ ┻━┻—in a good way.

Group links

Organizers

Photo of the user Emery Y.
Emery Y.

Members

2

This content is available only to members