Banking Basics: What Every Business Leader Must Know

Learn how to build a strong banking relationship for your small business.

Introduction

• Build a strong banking relationship

1. Building a Banking Relationship

• Benefits of a real banking partnership

2. The Banking Ecosystem

• Where you belong in the banking ecosystem
• Identify the right bank for you
• Get to know your banking team
• Get to know your banking products

3. Banking and Lending

• Two types of loans businesses use frequently
• The basics of revolving lines of credit
• The basics of term loans
• What you should know about loan approval
• What you should know about loan documents

4. Understanding Treasury Management

• What is treasury management?
• The business documents your bank will need

Conclusion

• Practical next steps for business banking