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News and Notices

Bank & Banker Relationships 101 Business Workshop in Auburn July 11

A free business workshop sponsored by the Urban Center for Innovative Partnerships (IPZ) #15 Auburn and the City of Auburn Office of Economic Development will be presented by Bankers Capital Management on Thursday, July 11 from 3:30-5 p.m. in the Auburn City Council Chambers located at 25 West Main St.


1.  The Importance of Bank & Banker Relationships

  • Communications - The critical nature of how, when and why
  • Financial Reporting - Content, Form & Frequency
  • The 'critical partner' relationship. Why is it so important?
  • The Importance of Bank & Banker Relationships:
  • How important is it to your enterprise?

2.  Choosing Your Banker Wisely

  • What kind of Banker do you need? Experience, Title, Authority, Internal Influence, Personality, and Approach
  • Know your bank's focus and capabilities; business vs. consumer vs. real estate
  • What is their appetite and approval process? Knowing your bank's lending capacity

3.  Bank Products & Services

  • Lending Products & Services - Deposit and Operational Services; Loan underwriting standards, process, approval benchmarks and timing

4.  Business Plans that Work

  • The importance of creating and maintaining your Business Plan

5.  Banking Negotiations

  • Product pricing, rates, structure, collateral and personal guarantees.
For more information contact, Doug Lein at (253) 804-3101 or email dlein@auburnwa.gov.