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How to Choose Your Bank

Mar 13: 10:30-11:45

Location: Duck Duck Goose

How to Choose Your Bank

Impact Finance Center has outlined over 40 strategies you can use to align your resources with your values or the mission of your organization. Without question, one of the easiest and most important first steps you can take is looking at where your banking is and what types of activities your bank supports. In this session, Susan Graf from Amalgamated Bank (formally New Resource Bank) will outline what the criteria are for evaluating your existing banking relationships and explore how you would transition from a bank that is not aligned with your values and mission to one that is.


Susan Graf, First Vice President, Senior Commercial Banker at Amalgamated Bank, Amalgamated Bank

Earlier Event: March 13
Managing Family Dynamics
Later Event: March 13