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Resource Corner

Bankers on the Road
Banker Jonathan Smith Quote

True Grit: How One Banker Helps Clients Achieve Success

Learn how SVP Jonathan Smith helped a CRE client achieve success.

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Banker Leslie Fischman with Quote

Building Trust Through Client Collaboration

Learn how banker Leslie Fischman builds trust through client-centered collaboration.

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Image of Banker Tomas with Quote

Bankers on the Road: The Power of Listening

Learn how one banker helped a company grow by prioritizing listening.

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Banker Patricia Lubian and Quote

Building Community in Commercial Real Estate

Learn how one banker tackles the "impossible" with teamwork and trust.

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Small Business
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How to Use Debt Strategically for Sustainable Growth

Learn how smart business borrowing can lead to growth opportunities.

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Cash Flow & Accounting: How to Master Both

Learn more about maintaining strong cash flow and accounting best practices.

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5 Signs Your Business is Financially Strong

Running a financially resilient business helps weather uncertainty. Here’s how to set your business up for success.

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6 Key Tips to Maximize Your Health Savings Account (HSA)

Learn how to take the most advantage out of your HSA account!

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HOAs
HOA Loans vs. Special Assessments

HOA Loans Vs. Special Assessments

Learn the pros and cons of choosing HOA loans vs. special assessments for capital projects.

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In 2023, BEC accounted for $2.9 Billion in losses

5 Ways HOAs Can Prevent Financial Fraud

Learn how HOAs can prevent the most common types of financial fraud.

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HOAs risk daily fines of up to $500

The Corporate Transparency Act and HOAs

Learn about the Corporate Transparency Act and how it affects HOAs.

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Fraud Prevention
hacker with mask on table

Emerging AI Voice Clone Impersonation Scams

In this first article of our AI Voice Clone series, learn about these emerging scams.

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the word scam on top of money

What is Money Flipping and How Do I Protect Myself?

Learn how to protect you and your business from money flipping scams.

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Lock on a keyboard

Protect Your Business: Double-Sided Spoofing

Learn about Double-Sided Spoofing and how to protect you and your business.

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Paying with a phone

Why Digital Payments Need AI-Powered Fraud Prevention

Learn why AI-Powered fraud prevention is essential for digital payments.

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All content is for informational purposes only and does not constitute legal, tax, or accounting advice. You should consult your legal and tax or accounting advisors before making any financial decisions.