We're passionate professionals who want to make a difference to the world, and in the communities where we live and work. That’s why we actively participate and support these organizations with our time and our technology:

We're always looking to learn how we can better serve our customers. That's why we actively participate in organizations that support Financial Services and Professional Services firms who are growing business within SMB and the middle-markets.

Founded in 1944, the Secured Finance Network (formerly the Commercial Finance Association) is an essential resource for all organizations and professionals who deliver and enable secured finance to businesses. The hub of a vibrant community, SFNet brings together the people, data, knowledge, tools, and insights that put capital to work.

Founded in 1954, ACG is the premier M&A dealmaking community with 59 chapters worldwide. ACG’s global network comprises more than 100,000 middle-market professionals who invest, own, and advise growing companies.
We're passionate professionals who want to make a difference to the world, and in the communities where we live and work. That’s why we actively participate and support these organizations with our time and our technology:


How you connect with business owners matters as much as what you say. Join RelPro and Rivel Banking Research for best practices to master your messaging to clients and prospects.

Join Lance Rosenthal, Nicolle DeLiso and Brad Fitts for a discussion on winning new business leveraging local expertise.