Join Us for an Informative Lunch & Learn on Maximizing Banking Relationships!
Teaching Topics & Takeaways
As your business grows and evolves, so do your financial needs. Join us for an informative and interactive event designed to help you make the most of your relationship with your bank. Discover how to find the right financial partner, what questions to ask, and how to align your banking strategy with your business goals. Learn about the financial products successful business owners use, when to consider them, and how to access them. Share experiences, hear best practices, and walk away with tools to strengthen one of your most critical business relationships.
Presenter Bio: Chad Halverson – From Banking Leader to Business Owner: Maximizing Your Banking Relationship
With over 20 years of experience in the financial industry, Chad Halverson has worked at the intersection of business banking, sales enablement, and product strategy. Having spent nearly two decades at U.S. Bank, progressing from branch management to leading national business banking strategy, Chad has firsthand knowledge of what it takes for business owners to build strong, productive relationships with their banking partners.
Throughout his career, Chad has led enterprise-wide initiatives that enhanced digital banking experiences, streamlined sales enablement, and designed go-to-market strategies that empowered business owners to access the tools they need for success. Whether optimizing sales incentive programs, expanding commercial lending opportunities, or driving digital transformation, his expertise has helped countless businesses navigate banking relationships with confidence.
Now, having transitioned from the corporate world into launching his own local business, Chad brings a unique perspective, understanding the challenges of small business ownership from both sides of the banking relationship. As an entrepreneur, he knows what truly matters when selecting the right financial partners and leveraging banking solutions to fuel growth.
Outside of work, Chad enjoys spending time with his wife and three children, embracing the outdoors through hunting, fishing, and hiking. He believes in the power of physical fitness for mental well-being and approaches both business and life with an active, strategic mindset.
Today, Chad is excited to share his insights on how business owners can make the most of their banking relationships, ensuring that financial institutions aren’t just service providers, but strategic partners in success.
Date: Wednesday, June 4, 2025
Time: 12:00 PM – 1:30 PM
Location: The Puyallup Sumner Chamber of Commerce | 323 N Meridian Ste A Puyallup, WA 98371
Spaces are limited, so be sure to register early!
