Inside the Banker’s Mind: How Lenders Evaluate Your Business and What It Takes to Access Capital

Accessing capital is not simply about filling out a loan application. It is about understanding how lenders think, how risk is evaluated, and how your business story and financial performance come together in the underwriting process. The goal is to help entrepreneurs approach financing strategically rather than reactively by giving them practical insight into the banking process. Participants will learn: • How banks analyze revenue trends, profitability, and cash flow • The key financial indicators lenders focus on when underwriting loans • The difference between being a good business and being capital ready • When to approach a bank and how timing affects approval decisions • The role your story, financials, and advisory team play in the credit process The session will also emphasize how business owners can build long term relationships with lenders and position their companies for sustainable access to capital as they grow.

Speaker(s): Mr. Rashard Todd, VP | Business Community Manager, City National Bank

Co-Sponsor(s):

The webinar login will be provided to webinar registrants the day of the webinar. Webinar registration will end 30 minutes before webinar start time.

Fee: No Cost