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Time to Think, Act, and Do Business Completely Out of the Box!
Why you should attend?
A Unique Collaboration between a Bank, A Credit Union a Local Financial Advisor, and a Groundbreaking Fintech.

  • Learn How to Increase Revenue During Economic Uncertainty
    Discover outside-the-box revenue strategies used by resilient businesses.
  • Explore Procurement Opportunities
    Understand how to position your business to secure government and private sector contracts.
  • Discover Resilient Industries
    Learn which industries are thriving and how your business can align or collaborate.
  • Unlock Access to Capital—Smarter and Easier
    Learn how access to capital is evolving and what you can do today to become more fundable.
  • Why Banking Local Matters More Than Ever
    See how local banking relationships can fuel your growth and give you an edge.
  • Get Introduced to GeeGoals: The Future of Business Banking & Lending
    Be among the first to experience a platform that personalizes financial offers and business connections—forever changing how small businesses access capital.
  • Network with Like-Minded Business Owners & Bankers
    Make valuable connections that could open doors to funding, partnerships, or new customers.
  • Get Inspired by Community
    Learn how collective support and sharing knowledge can protect and grow your business in uncertain times.
Events in Foothill Ranch, CA
Financial Education
Financial Freedom
Banking & Lending Professionals
Lean Manufacturing
Sustainable Community

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