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Watch the Recording


EVENT RECORDING
Planning capital
with confidence
Optimizing cash flow
and investments

 
Access the Presentation
 
In today’s rate environment, even well-capitalized businesses may be rethinking how they deploy and preserve cash. As interest rates remain elevated and policy continues to evolve, a more deliberate, strategic approach to liquidity is critical for maintaining flexibility and positioning for growth. In this webinar, specialists from our Treasury, SBA Lending and Equipment Finance teams provided practical suggestions, opportunities and real-world examples to help you strengthen your working capital strategy and make informed decisions for the months ahead.

KEY TAKEAWAYS
  • Understand how proactive capital planning supports growth in fluctuating markets
  • Explore treasury tools that simplify operations and improve cash visibility
  • Learn about equipment leasing and tax strategies and how to apply them to your capital strategy
  • See where SBA lending can create the most long-term value in today’s rate environment 
YOUR FIRST CITIZENS PANEL

Kristen Saranteas
Treasury Management Services Executive


Jennifer Champion
Director of Equipment Finance & Leasing


Adrienne Sipe
Executive Director, SBA Lending

Disclosures

This information is provided for educational purposes only and should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. First Citizens Bank (or its affiliates) neither endorses nor guarantees this information, and encourages you to consult a professional for advice applicable to your specific situation. Account openings and credit are subject to bank approval.

First Citizens Bank and its affiliates are not responsible for the products, services and content for third party vendors. Any and all third-party trademarks, logos, and service marks referenced herein remain the property of their respective owners.