Naples: Bank on Success – Strategies to Safeguard Your Business!

This session will feature a panel discussion followed by a mini workshop, providing even more opportunities to learn and engage. Our knowledgeable speakers will share practical tips and strategies to help you make informed decisions that protect your financial interests.

Sponsors

1. Priority Business Solutions
2. LMCU
3. Gulf Coast Business Bank
4. BankUnited

Emcee

Karen Mosteller, CPA, CHBC Markham Norton Mosteller Wright, P.A. – Karen is a Certified Public Accountant and a Certified Healthcare Business Consultant, working in public accounting since 1986. She was named a partner with Markham Norton Mosteller Wright, P.A. in 2000 and is recognized for providing strategic business solutions to a wide variety of organizations. Her passion is helping businesses navigate the fast-paced changes in their respective industries. Karen offers valued added expertise and practical advice in the various stages of consulting, from strategic planning to implementation of marketing as well as helping to build financial and operational plans. She assists with restructures, mergers, and acquisitions and understands how a successful organization operates in all phases, from start-up to company growth. She is a problem-solver and has the ability to understand the needs of businesses and their administrators.

Panelists

Marcus Moody, Vice President ot Commerical Lenders Lake Michigan CU of Florida –  Marcus is a member of the Above Board Chamber of Florida Marcus brings over 17 years of experience in the banking industry, with the last 6 years dedicated to his role as Vice President, Commercial Lender. He holds a Bachelor of Arts degree in Economics from Kentucky State University, specializing in Business Administration. Marcus excels in loan portfolio management, mergers and acquisitions, cash flow analysis, and maintains high standards for customer care. He is also adept at leveraging resources to enhance process efficiencies. As a Commercial Lender, Marcus asks questions to figure out exactly what clients need and what they’re trying to accomplish. After identifying short and long-term goals, he creates tailored financial solutions to support their business success. Marcus provides a seamless customer experience from beginning to end and is passionate about delivering excellent customer care to  end and is passionate about delivering excellent customer care to every member.

Jonathan Gabel, CEO Priority Business Solutions – Priority Business Solutions specializes in building long term mutually beneficial relationships with merchants of all industries including Hospitality, Food and Beverage, Resort/Lodging, Wholesale Business to Business, Retail, eCommerce and all services and trades. Our focus on personalized relationships and value allows us to get to know you and your business in depth in order to provide solutions best fit for your operation. In regards to merchant account and payroll processing, POS solutions and creative funding, ALL servicing is handled locally, right here in SWFL. Jonathan is a member of the Above Board Chamber of Florida.

Lisa Portnoy Hurm | VP | Market Leader Lee and Collier Counties for BankUnited – Lisa Portnoy has spent 37 years in the banking industry, with the past 12 years as VP Market Leader for BankUnited. Lisa started her career as a part time teller in Citibank NY and moved up the ranks quickly, becoming a vice president by age 25. In 1996, Lisa relocated to Florida and continued her banking career. Throughout the 3 decades, one thing has remained the same, Lisa’s passion to help clients grow and succeed in their business. She does that with a mantra of exceptional customer service—and being available to her clients whenever they need her. Lisa is a member of the Above Board Chamber of Florida

Stephen G. Murray, Vice President, Treasury Management at Gulf Coast Business Bank – Steven is a knowledgeable business banker with over 21 years’ experience.  Serving Fort Myers and Southwest Florida, Steven helps businesses of all sizes streamline their daily cash management functions, increasing profitability and productivity, while effectively managing risks.  He easily establishes a genuine rapport with clients, having familiarity with diverse cultures and personalities.  With his comprehensive product knowledge, Steven is able to quickly recommend solutions for each client’s unique needs.  He prides himself on his transparency to the client while providing a consultative approach to each and every business owner he encounters.  Steven is a responsive partner in the business community and prides himself on his out-of-the box solutions for his clients. Steven is a graduate of Emerson College in Boston with a degree in Business Communications.  He is an avid golfer and pickle ball player.  He has served on numerous charitable boards throughout his banking career.  Steven has two adult grown boys and lives in Fort Myers with his wife Kristine. Stephen is a member of the Above Board Chamber of Florida

Feature Non-Profit:

Brittni Brown, VP of Philanthropy at United Way of Collier and the Keys