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Category: Lunch and Learn Best Practices in Bank Relationship Management

Best Practices in Bank Relationship Management


October 9, 2024

Unlock the full potential of your nonprofit's banking relationships with insights from industry experts Patricia Mullin and Laurel Egan Kenney. Drawing on decades of experience, Patricia and Laurel will guide you through essential strategies to elevate your nonprofit's financial partnerships. In this engaging and informative session, you will explore:

    • Strategic Bank Partnerships: Learn what constitutes a strategic bank partnership and why it's crucial for your nonprofit's success.
    • Evaluating Banking Relationships: Discover how to assess your current banking relationships to ensure they align with your nonprofit's goals and needs.
    • Capitalizing on Relationships: Gain tips on how to leverage your banking relationships to maximize benefits and support your organization's mission.
    • Identifying Warning Signs: Understand the red flags that may indicate issues in your banking relationships and learn how to address them proactively.
    • Negotiating for Success: Explore the techniques to achieve a “win/win” relationship with your banking partners.

Whether you're new to nonprofit financial management or looking to enhance your existing banking relationships, this session offers valuable insights and practical advice to help you build and maintain effective partnerships with financial institutions. Don't miss this opportunity to learn from seasoned professionals and strengthen your nonprofit's financial foundation!

Register here

 

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