Blog & Tools
Between you and your money, you can make it happen. We can help.
Between you and your money, you can make it happen. We can help.
Webinar
What if you know how much money you were spending and saving—not just once in a while, but every day? Lucky for you, Summit's Climbr® is an online tool to help you do all that and more. In this session, learn how to utilize Climbr to keep track of finances, create budgets, monitor expenses, set goals and get transaction alerts to remind you of upcoming bills. You’ll leave with the confidence to own your money management with this online tool that puts you in control.
Create a financial plan by following these easy money saving tips. Start saving in a way that fits your lifestyle and will set you up for financial success.
Effective money management is critical to your entrepreneurial success. This session will guide you in organizing your money, separating your personal and business finances, opening business accounts, and setting yourself up to get the support and financing you need to grow. You’ll learn strategies to manage an irregular income and resources that can help you achieve personal and business success.
Managing money between home and work can be hard and often uncertain. A panel of credit union and entrepreneurial experts discuss the connection between personal and business money. Learn what it takes personally to self-fund your business, and how you can work to get the money you need from outside sources to grow and thrive. We’ll cover tips for success including managing your money, knowing who to ask for help, common questions to ask, and resources available.
Learn the nuts and bolts of a winning business plan, plus what financial institutions look for in a business and business plan during the loan application process.
Learn practical steps to address financial anxiety, like how to develop a savings and spending plan that includes debt reduction, ways to improve communication with your family about common goals and tips on how to increase your cash flow to reduce stress.