NRH Ask The Experts: Finance & Investing
Bring your questions on all things financial, such as –
– Banking services that improve operating efficiency and reduce fraud risk;
– What banks look for in considering your loan request;
– Ideas for connecting your endowment to your funders;
– What are the NY or NJ Secure Choice or the MyCTSavings Programs? (Replace with What is Secure Act 2.0 and why you should care)
And more!
Please note we will cap these sessions at 30 and it is first come first serve.
Meet Experts:
Andrea S. Kantor is a Managing Director on Webster Bank’s Not-For-Profit Banking team. A 25+ year banking veteran, she has specialized in working with not-for-profit organizations for over 13 years, providing customized financing and cost-effective banking services. Andrea has significant experience with taxable and tax-exempt financing to support capacity building, program expansion and working capital. By understanding the unique challenges and opportunities facing not-for-profits in a dynamic landscape, she brings valuable insight to financing structure and general banking services designed to keep operations running smoothly so leadership can focus on their mission. Andrea is a lifelong volunteer, board member and passionate advocate and currently serves on the board of American Red Cross for Long Island, the NYC and Long Island Imagine Awards Committees, UJAs Long Island Advisory Committee, among others. She also serves on Webster Bank’s Diversity, Equity, Inclusion & Belonging Council.
Matt Thompson is a Serial Non Profit Board Member and Financial Advisor with Morgan Stanley
