Financial Advice & Solutions

2023 Financial Confidence Survey Report

While businesses of all different sizes have their own unique challenges, overall, women-owned businesses in the $3M+ revenue segment express more confidence in their abilities across the board. This is unsurprising due to a direct correlation between revenue and resources such as finances, educational opportunities, and talent retention.

Webinar Replay - Mind Your Money Story: Stop the Scarcity Spiral and Confidently Ask for What You Want

As women, we face blocks that prevent us from feeling free and confident around our money. Most of the time these blocks are out of our control, but what we can control is our relationship with money. This 1-hour webinar delves into a woman's relationship with her money. 

Thinking about Starting a Business? Here’s What Women Need to Know.

Starting your own business is overwhelming, exciting and a little (or a lot) daunting. And if you’re breaking into a male-dominated space, it can feel impossible. The good news is that you’re not alone. With women-owned businesses and entrepreneurship on the rise, it’s an exciting time to venture out on your own. 

Empowering Women to Achieve Financial Confidence

In the United States, women are making remarkable strides in various fields, including education and the workforce. They now earn more college and graduate degrees than men, comprise half of the workforce, and are steadily closing the gender gap in middle management.

Safeguarding your business - A cybercrime and fraud protection video series with Ken Gavrity

Join our Executive Vice President of Commercial Payments as he discusses the rise of digital fraud, emerging cybercrime trends, the red flags to watch out for, and how to help protect your business from cyberattacks, scams, and fraud.

2022 Financial Confidence Survey Report

As we continue to push forward in a post-COVID-19 reality, women in business have shifted their concerns. Uncertainty about the economy and rising inflation are major factors in professionals’ confidence levels. Despite the changing market, women in business feel confident about their futures.

Goal-Setting Tips for Entrepreneurs

Whether it’s a personal New Year’s resolution or a business plan goal, there are best practices to help ensure success in goal setting.

Build Your Accounting Dream Team

To build and sustain a solid foundation in business, every owner needs advisors. The “big three” often mentioned are accountant, banker and attorney.

2021 Financial Confidence Survey Report

While 2020 was all about facing unprecedented challenges and reshaping the way we do business, 2021 is about finding opportunities for growth amidst change.

Webinar Replay - Closing the Retirement Savings Gap for Women: How Sustainable Is Your Plan?

Learn the retirement savings gap factors for women and how you can act today to plan for a more financially secure retirement.

Raising Capital

Are you unsure of how to approach raising capital for your business? You are not alone! To help you prepare for the journey, we’ve talked to two experts who have wise words for women business owners.

Webinar Replay – Fraud Awareness: Tips and Best Practices

Gain insights from fraud experts to help protect you and your business from emerging threats, including email and unemployment fraud.