video or webinar icon
On-demand
|
10.9.24
|
50mins

Effective Cash Management Strategies w/ Bridge Bank & Pilot

Join James Thomas from Bridge Bank and Cole Levin from Pilot to learn cash management strategies for tech startups. James and Cole will cover cash flow management, including cash flow forecasting, scalable payment solutions, building strong banking relationships, and more. Learn how to optimize liquidity, manage risks, and maintain compliance that will fuel sustainable growth.

James started his career at Wells Fargo 20 years ago, leading teams in Home Mortgage, Business Banking, and Treasury Management. His entrepreneurial spirit led him to co-found a successful hospitality company, expanding it to 12 locations before selling part of it in 2022. Returning to banking in 2023, he joined Western Alliance Bank as the Head of Treasury Management.

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Watch here:

Cash Management Strategies Webinar

Hear from:

Cole Levin
Principal, CFO Services
Pilot
James Thomas
Head of Treasury Management Sales
Bridge Bank, part of Western Alliance Bank

Hear from:

Featured Topics:

Learn key strategies to manage your startup’s finances effectively. This webinar covers:

  1. Cash Flow Management: Create forecasts and build reserves for financial stability.
  2. Payment Solutions: Implement scalable, automated payment systems.
  3. Banking Relationships: Partner with tech-focused banks for tailored solutions.
  4. Liquidity Management: Invest surplus cash wisely and secure credit for flexibility.
  5. Risk Management: Hedge currency risks and ensure adequate insurance.
  6. Financial Reporting & Compliance: Maintain regular reporting and legal compliance.
  7. Working Capital: Optimize receivables, payables, and inventory for cash flow health.

Perfect for startup founders and finance teams aiming for sustainable growth!

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