Description
In recognition of Money Protection Month, join Teri and Kelsey for a practical master class focused on protecting your business from both day-to-day financial threats and long-term financial strain. Teri will cover fraud prevention, treasury management tools, and account strategies that help safeguard business funds. Kelsey will share a lending perspective on how thoughtful credit structure and proactive financing can help protect cash flow and support sustainable growth. Together, this session will provide business owners with actionable insights to strengthen both financial security and financial stability.
Key Takeaways:
Treasury Management and Fraud Protection
•    Common fraud risks businesses face today
•    Red flags to watch for in day-to-day account activity
•    Treasury management tools that can help reduce exposure
•    How account sweep and related solutions can support cash management and protection
Lending and Financial Structure
•    Why proactive borrowing is better than reactive borrowing
•    How the right credit structure can help protect working capital
•    Ways financing can support growth without overextending the business
•    Why aligning debt with cash flow and business goals matters



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