We have asked our clients, “What does Customer Service Excellence mean to you?” This session will be an open review and discussion of their responses. Our panelists will share the tools they have implemented, and those they have planned, to remain successful in the constantly evolving customer journey. This will be a broad discussion of how lenders view the customer today and what next steps are on the horizon to stay “in tune” with their customer base.

The API-first world is here, and it’s more important than ever to be prepared to lead your organization in this interconnected ecosystem. In this session, our panel of experts will cover the latest industry trends and share real-world examples of how companies are leveraging APIs and other digital tools to empower their employees, deliver their products and services digitally, and improve their customer’s experience through partnerships and collaborations. Discover how to stay ahead of the curve and make the most of the API-first world.

The US has seen massive changes in its economy over the last five years. With a global recession on the horizon and time of raising rates, how will businesses bear out? Do we expect the pace of change to continue? What areas should we be wary of? What are the new expectations of small business borrowers? This roundtable asks industry thought leaders across the product spectrum to share their views on how our industry is changing and what to expect.

Remote work is here to stay, and it’s more important than ever to make it work for your culture and bottom line. Join our session for a spirited conversation about what’s missing, the challenges and benefits, and what employers are doing to make remote work WORK. We’ll discuss best practices for maintaining a good culture, training tools, DEI, and coordinating the balance between those in the office and those working remotely. We’ll also delve into the role of employee feedback, success measurement, and unintended benefits such as a more diverse workforce and the ability to tap into a wider pool of talent.

Join us for an interactive panel discussion on how mission-driven investments can support small business success. Our panel of experts will share their insights on the role of lenders in driving the financial success of small businesses and discuss how to strike the right balance between portfolio performance and living out your mission in meaningful ways. Attendees will learn about tools and strategies for using capital to make a difference and explore best practices for measuring and improving the success of small business borrowers.