In the wake of recent bank failures, this episode provides crucial insights for ecommerce operators on safeguarding corporate cash through diversified treasury strategies. Cat Berman, CEO of CNote, reveals how businesses can not only de-risk their finances but also generate positive social and environmental impact by strategically deploying capital into community-focused financial institutions. Learn how to optimize your treasury for both financial resilience and brand values.
Key takeaways
Diversify cash holdings beyond traditional banks into community financial institutions to mitigate risk and generate social impact.
Align treasury management with ESG goals by directing corporate cash to impact-driven loan funds and insured deposit products.
Utilize technology platforms like CNote to streamline the process of impact investing and ensure transparency and accountability.
Understand the benefits of impact investing, including enhanced reputation, increased employee engagement, and competitive financial returns.
Implement robust liquidity management and contingency planning to ensure business continuity amidst financial sector instability.
Cat Berman is the co-founder and CEO of CNote,a women-led technology platform that deploys corporate cash into loan funds and insured deposit products at impact-driven community financial institutions that advance economic equality, racial justice, gender equity and climate change initiatives. In this episode, Cat and Dan dive into corporate treasury after the recent bank failures alongside the challenges of being a founder in the impact space.
Frequently asked about this episode
What does this episode say about corporate treasury?
Diversify cash holdings beyond traditional banks into community financial institutions to mitigate risk and generate social impact.
What does this episode say about fintech innovation?
Align treasury management with ESG goals by directing corporate cash to impact-driven loan funds and insured deposit products.
What does this episode say about impact investing?
Utilize technology platforms like CNote to streamline the process of impact investing and ensure transparency and accountability.
What does this episode say about risk management?
Understand the benefits of impact investing, including enhanced reputation, increased employee engagement, and competitive financial returns.
What does this episode say about corporate treasury?
Implement robust liquidity management and contingency planning to ensure business continuity amidst financial sector instability.
