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:
Community Involvements
We’re active in the communities that serve our clients.
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 also active in the communities where we live and work.
Check out our latest webinars
How to Drive Better Sales Conversations with Relationship - Based Intelligence
May 24, 2022Watch this interactive webinar from RelPro, Vertical IQ, and Selling From the Heart on the importance of leveraging Business Intelligence and Industry Intelligence to better tailor your conversations. It’s not just about the data or the relationships, it’s about how you put them into action.
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Practical Advice for Finding New Clients in 2022: What Bankers Need to Know this Year
May 11, 2022In this exclusive webinar, hear from Chief Door Opener Caryn Kopp of Kopp Consulting and our own CEO Martin Wise as they share practical, need-to-know advice for Business Development professionals in banking about what is working now in business development.
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