It’s been one year since the collapse of Silicon Valley Bank (SVB) and other financial institutions. Much has changed in the macroeconomic environment since then, and savvy finance professionals have evolved their approaches to banking and protecting their finances as a result.
Last March, in one of our most highly-reviewed webinars of the year, we assembled a panel of experts in the finance and banking industry to talk about what we learned from SVB, and what businesses should do next. One year later, we’ve brought back our panel to discuss what’s changed in the banking industry, including recent events at New York Community Bancorp (NYCB) and the Federal Reserve's ongoing monitoring of the financial sector's health. With the increasing trend of uninsured deposits and the growing reliance on manual diversification strategies for asset protection, the need for innovative, scalable solutions has never been more critical.
In this webinar, we'll delve into the evolving banking landscape, and take a deep dive into solutions that can help businesses manage, optimize, and protect your company’s cash and working capital efficiently. Join us to learn how to transform your financial operations, providing peace of mind and strategic advantages in today's volatile market.
Learning Objectives:
Centime
Founder and CEO
bc@centime.com
(478) 570-7892
As Founder and CEO of Centime, BC is on a mission to help small-to-medium-sized businesses thrive by giving them the tools to manage cash and optimize working capital. BC started his first company in 1996 with a company called FutureTense which revolutionized the digital publishing industry on the web with a first-generation content management system (CMS). Since then, he’s started companies across multiple domains like security (Memento) and accounts payable automation (MineralTree), and cash management (Centime).
As a seasoned, successful serial entrepreneur, BC loves solving large, long-standing problems through the innovative application of technology. He has a Master of Science in Visual Studies from the Massachusetts Institute of Technology.
First National Bank of Omaha
Executive Vice President
David E. Cota, Executive Vice President, First National Bank of Omaha (“FNBO”), leads the company’s Business Customer Segment, managing its full range of business and institutional investment services across the enterprise. The group comprises Small Business Banking, Commercial Banking, Commercial Real Estate, Agri-business Banking, Commercial Payments, Capital Markets, Institutional Investment Management and Tributary Capital Management. David serves on the board of directors for FNBO and is the chair of the company’s Impact by FNBO steering committee which governs the bank’s overall community development and corporate philanthropy.
David joined First National in 1999, and previously served as Executive Vice President of the Wealth and Investments division, which administers more than $32 billion in assets and includes FNBO’s Wealth Management and Investment Services businesses. Prior to joining the bank, David worked for JP Morgan Chase in Dallas, Texas.
David is a graduate of Texas Christian University and is active in the Omaha community having served on a number of non-profit boards including the Greater Omaha Chamber, CUES, Children’s Scholarship Fund, Omaha Children’s Museum, Omaha Symphony, Madonna School, JDRF, the DREAM Foundation and the Westside Schools Bond Oversight Committee
Centime
Director of Product Management
Andrew Waters is the Director of Product Management at Centime, where he leads the development of impactful AP, AR, and Business Banking solutions for growing businesses. His experience includes roles at Groundspeed (now Insurance Quantified), where he brought AI to bear on the complex problems faced by commercial insurers, and MineralTree (now part of Global Payments), which he helped establish as an early leader in AP Automation. He now sees AP as just one facet of the broader Cash Management challenges that businesses face.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222