Whether you are contemplating adding direct deposit for payroll, renewing an operating line of credit, or obtaining a term loan for an office renovation, you are eventually going to meet with your commercial banker. From the 2008 banking crisis to today’s prosperity, the banking industry has changed. This session will focus on the impact of those changes on your business, and how you can position your firm to get the best deal from your bank.

Speaker: Phil Von Buchwaldt, Washington Trust Bank
As a vice president and commercial loan officer, Phil is directly responsible for a large and diverse portfolio of clients for whom he serves as a single point of contact within the bank. He counsels prospective and existing commercial clients by reviewing their overall financial position and advising them on financing options to help them achieve their business goals. Phil holds a BA in Marketing and an MBA in Finance from Santa Clara University. He joined Washington Trust Bank in 2005 and holds board positions with the Salvation Army, the Construction Financial Management Association, and AAU basketball.

No shows and cancellations after 12:00pm on April 15 will not be refunded. 

5:30pm arrival/social. 6:00pm welcome/dinner. 6:30pm to 7:30pm speaker’s presentation. The chapter will hold its annual business meeting after the presentation. Chapter members, please stay to cast your vote for the election of officers and discussion of other chapter/national business.