This program is designed to provide valuable insights into building and maintaining a strong relationship with your bank. Participants will learn about the essential preparations required when seeking a loan or line of credit, and gain an understanding of how bankers evaluate your business and financials, as well as the importance of building a long-term relationship with your banker. This session is ideal for firm owners, financial managers, and anyone looking to enhance their knowledge of banking relationships.

Presenters: 

Kyle Baker, is a Vice President at BOK Financial in Denver, managing a diverse book of commercial clients across various industries. His focus lies in building relationships and fostering new connections for clients as they navigate the growth of their company. A an eight year veteran of the banking industry, Kyle helps to tailor financial and treasury management solutions that provide executive leaders strategic support to accomplish their goals.

David Marusiak is the Regional Manager of Commercial Banking at BOK Financial in Boulder, CO. With over 20 years in the banking industry, Dave is responsible for the Commercial Bank in the State of Colorado. With goals of asset growth and quality portfolio management, Dave’s focus on collaboration, strong relationships and putting the client’s needs first help to achieve and maintain their world class team.