From Capital to Catalyst: Using Capital, Forecasting, and Legal Insight to Scale with Confidence
Your bank is more than a source of capital—it’s a key partner in your success. Yet too often, businesses only engage their lender when they need something—or worse, when there’s a problem.
The most successful companies take a different approach: they leverage relationships, strategy, and the right advocates to communicate early, provide transparency, and build credibility before it’s tested—so when challenges or opportunities arise, they have the trust and flexibility to move forward.
McDonald Hopkins' Kathryn Doran will be joined by Blaine Klusky (Hearken Advisors), Aaron Moak (PingWind Inc.), and Christopher Turley (Potomac Bank) to break down the roles of financial and investment bankers, explore how to position your business as a strong borrowing partner, and share insights to help you connect with the right capital at the right time.
During this webinar, you'll learn how:
- Strong proactive communication builds lender trust—and why silence damages it
- Your banker becomes your internal advocate—and what they need from you
- To handle covenant pressure or financial challenges proactively
- To identify flexibility in banking relationships—and how to maximize it
- Banking, legal, and finance can be your winning combination
Speakers
Blaine KluskyFounder and Principal | Hearken Advisors, Inc.
Aaron MoakChief Executive Officer | PingWind Inc.
Christopher TurleySVP, Director of GovCon and SBA Lending | Potomac Bank