Taking Care of Business Series
Changing Banks with Confidence: A Business Owner’s Perspective
Making a change to something as foundational as your banking relationship can feel overwhelming, especially when you’re focused on running your business day to day.
That’s why we’ve invited a panel of local business leaders who’ve been through this process themselves. They come from a range of industries and each has a unique story to share about what led them to make a change, how they approached the transition, and what they learned along the way.
The goal is to give you real-world insights and practical advice. Whether you’re actively considering a switch or just want to be better prepared for the future.
Meet Our Panelists
Please send me a free recording!
Our Panelists
MODERATOR
Chelsey Paulson
Keystone Group International
Chelsey Paulson is the VP of Client Growth at Keystone Group International. She partners with executive teams to align leadership, culture, and strategy for long-term growth. With over 20 years of leadership and consulting experience, Chelsey specializes in guiding CEOs and executive teams through transitions and growth challenges. Her work helps organizations rebuild trust and clarify purpose, ultimately driving performance.
PANELIST
Scott Brown
EdFinMN
Scott Brown is the co-owner and co-founder of EdFinMN, a provider of back-office and CFO services for educational organizations. Scott holds an MBA from the University of St. Thomas and is an active CPA in Minnesota. His background expands from an auditor, to a nonprofit board member, to traditional school districts.
PANELIST
Jennifer Hildebrand
PE Services
Jennifer Hildebrand is the President & CEO of PE Services, a civil engineering and construction services firm. She has a master’s degree in Business Management from Augsburg University and has over 30 years of experience in civil infrastructure. She has guided PE Services through a period of rapid growth.
PANELIST
Chad O’Connor
Ascension Point
Chad O’Connor has over two decades of experience in accounting and financial leadership. He has served as CFO across multiple industries including professional services, manufacturing, and distribution.
Note: The views expressed by speakers or other third parties in Choice Bank webinars, events are those of the speaker or third-party and not, necessarily, of Choice Bank. Furthermore, the presentation of any material or information by a speaker or third party regarding any specific opinion, commercial product, process, or service by trade name, trademark, manufacturer, or otherwise, does not constitute or imply Choice Bank’s endorsement or recommendation of such opinion, process, service, item, or organization. Any such material or information presented by a speaker or third-party in any format at a Choice Bank event, without limitation, is for informational purposes only.