Jeff Phillips

Live Oak’s Q2 Business Pulse, powered by Barlow Associates, revealed that 64% of small businesses anticipate meeting or exceeding their financial goals for the current fiscal year. In addition, small businesses increased capital spending throughout the second quarter despite lower sales and profits. Check out the link below for more insights on the health and activity of US small businesses. https://lnkd.in/ehBqEYNi

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Great article on Diane Moua!

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Implementing proper accounting procedures is vital for avoiding major customer issues. Even the largest of organizations struggle to implement proper processes and procedures. No matter how small your organization is, having solid plans in place can mitigate these types of issues. https://lnkd.in/gDrSRuyi #Accounting #SmallBusiness #PPPLoans #CustomerService #FinancialManagement

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This article speaks volumes on Judy!

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UMB Bank buys Heartland for all stock. Interesting that the market accepts a 3-year plus tangible capital earnback even after UMB raises $200mm in new equity. This also will be another test case about how serious regulators are about mid-sized bank M&A and antitrust/industrial policy. Plain vanilla deal that would have been ushered through in the past. #banks #mergersandacquistions https://lnkd.in/dDJhz-9Y

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What kind words from Bryan Traylor, CMB, AMP of Centier Bank! “We use iEmergent and I will say without a doubt that is one of the best return on investments I have—in all of my vendors. We were using a competing product then went to iEmergent and it’s amazing technology but then also substantially cheaper than what we were paying elsewhere.” Watch the full The Mortgage Collaborative "The Last Week in Mortgage Today" episode here: https://lnkd.in/dA5WvuRc #ROI #mortgage #data #realestate

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As Small Business Week wraps up, we’re sharing the Kansas City Business Journal's Table of Experts’ strategies for small businesses. Matt Fitch, our Managing Director of Business Banking and SBA, joined other local leaders to discuss how small businesses can address challenges such as a tight labor market, rapidly changing technologies, lots of marketing noise and elevated interest rates. Read the full article: https://trst.in/eOfoQM

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U.S. Bancorp Impact Finance is thrilled to help households, non-profits, and businesses in select communities save as much as 20% on their monthly electricity costs. Through an innovative collaboration with Walmart and Reactivate, Impact Finance provided the tax equity that created seven community solar projects in Illinois and New York. Approximately 90% of the households will qualify as low-to-moderate income and the partnership is expected to help more than 5,000 households. #USBImpactFinance #usbank

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Made it to Sioux Falls. That’s the Big Sioux River behind me. I will be at the Grand Falls Casino & Golf Resort in Larchwood, IA for the Annual Dakota Credit Union Association Conference. Thursday the 16th, I will be speaking on "Unlocking the Power of AI in Financial Services". If you will be in attendance, please connect with me. SRM (Strategic Resource Management) #artificialintelligence #generativeAI #GenAI, #LLM #technology

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One of our core values at Associated Bank is, "Listen Then Act". As a Relationship Manager talking to business owners and executives I am listening to try and achieve as many of the following primary objectives that I can satisfy: 1) Ways to save you money 2) Find ways that you can generate more revenue 3) Make your life easier Hitting all three is my trifecta and is the recipe on how we can Achieve Together. #AssociatedBank #CustomerSuccess #BusinessGrowth #RelationshipManagement #SaintLouisBusiness

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Are you just embarking on your wealth journey or finally transitioning into the golden years of retirement? At Associated Bank Private Wealth, we can guide you through strategies like tax planning, wealth transfers and everything in between—all designed to reflect your unique goals. Let’s create a plan together. http://spr.ly/6045eAmvZ

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“As a privately owned bank, MidFirst truly aligns with its customers, employees and communities to create long-term value, without the pressure publicly traded banks face in managing quarterly earnings.” This sets us apart from other banks because it allows us to truly align with our customers, employees, and communities for the long term. #communitybanking #truetoyou #relationshipbanking #midfirstbank

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As businesses struggle with the cost of doing business and financial institutions continue to hunt for deposits, key insights from the voice of the customer are essential to thriving in today's dynamic landscape and beyond. Join Barlow Research’s Joel Mueller, Managing Partner & Research Director, in Columbus on May 21 for an exploration of “The State of Business Banking in 2024.” To learn more about the conference or secure your spot today, visit www.barlowresearch.com! #businessbanking #smallbusinessbanking #marketresearch

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