Banking Blind Spots: Mistakes to Avoid at All Costs
Time: 10:00–10:45 | Location: Lake Hollingsworth A
About this session
SouthState Bank, Suncoast Credit Union, MIDFLORIDA, Citizens Bank & Trust
It’s not always what you don’t have that hurts your business — it’s what you didn’t know to ask. In this candid and practical panel discussion, a group of experienced local bankers will pull back the curtain on the most common (and costly) mistakes business owners make when it comes to their financial relationships.
From poor documentation and misunderstood credit lines to missed conversations with your banker, these blind spots can quietly derail your ability to grow, scale, or survive a sudden challenge. You’ll learn what lenders really look for in your financials, how to avoid red flags, and what to put in place today to stay ready for your next opportunity.
Panelists include:
- Mike Clanton – SouthState Bank
- Brandon Martinez – Suncoast Credit Union
- Chrissy Schaff – MIDFLORIDA Credit Union
- Brian Yates – Citizens Bank & Trust