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Sponsored by Uplinq Financial Technologies, How have banks responded to the needs of diverse-owned businesses and what is expected in the future? Multicultural programs have traditionally been important to banks as they address CRA and LMI requirements.

In many banks, consumer banking is the delivery system "elephant" that dwarfs small business banking by scope and volume. Frequently, major Consumer Banking initiatives divert or push aside small business banking efforts. Does it have to be this way? More than "where does small business belong?", how can retail strategy and small business strategy align more effectively to generate better results for both?

Elevate your knowledge with Ben Walter's invaluable insights into what he's learned about serving small business, working in financial services, and leading teams and people in his 25-year career.

More women have started businesses during the pandemic -- and since then -- compared to white males. Why? What do women entrepreneurs need to begin their journey as small business owners?

The right mix of products for small businesses - what's working, how is it evolving?

How do different banks' definitions of small business affect their marketing, sales, branch, credit/risk, product, and operational approaches to this segment? This session will explore the benefits and drawbacks of different segmentation strategies, and the implications for acquisition, service, support, and profitability

*CE Eligible* Segmenting and engaging small businesses (in new ways) and offering them products and services based on their distinct needs so as to engage and deepen relationships via digital and/or banker relationship.

Small businesses have faced an unprecedented series of challenges over the past few years and accessing traditional finance can be challenging for business owners during the best of times, but in a tough economy it can seem nearly impossible.