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Charlotte: Who Holds the Keys to Capital? From Banks to Private Credit: Building the Right Capital Strategy

March 9, 2027 @ 8:00 am - 9:30 am EST

PROGRAM DESCRIPTION

The way companies access capital is changing. As banks face increasing regulatory pressures, tighter lending standards, and evolving risk requirements, CFOs are exploring new sources of financing—including private credit, alternative lenders, and emerging financial solutions.

What does this mean for finance leaders trying to fund growth, acquisitions, working capital needs, or strategic investments? The question is no longer just “Can we get financing?”—it’s “What is the right capital partner for our strategy?”

Join banking leaders, private capital experts, and experienced CFOs for a candid discussion on the evolving capital landscape. Explore the advantages and trade-offs of traditional bank financing versus private credit, what borrowers should consider when evaluating financing options, and how CFOs can build stronger relationships with capital providers.

This discussion will provide practical insights into choosing the right funding partner, preparing for today’s lending environment, and navigating new opportunities in corporate finance.


KEY TAKEAWAYS

  • Understand how the lending environment has changed and why accessing traditional bank capital has become more complex.
  • Compare the advantages and considerations of traditional bank financing versus private credit solutions.
  • Learn what lenders and investors look for when evaluating companies and credit opportunities.
  • Explore how CFOs can determine the right capital strategy based on growth goals, risk tolerance, and business needs.
  • Gain insights into emerging financial trends and how innovations such as digital payments and new financial technologies may impact corporate finance.

SPEAKERS

Speakers will be announced soon! 


EVENT POLICIES AND RESOURCES

Please visit our Events Policies and Resources page for information about chapter leadership, support, CPE, attendance, cancelations and more.


SPONSOR PARTNERS

Thank you to our valued Sponsor Partners.  This event is open to members, sponsors, and special guests.

 

Tickets

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Charlotte March 2027 Program Non-Member Ticket
$ 65.00
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Who's coming?

One person is attending Charlotte: Who Holds the Keys to Capital? From Banks to Private Credit: Building the Right Capital Strategy

Venue

Bank of America Tower, Charlotte (CHA)

620 S. Tryon Street 33rd Floor
Charlotte, NC 28202 United States

CPE

Networking Time
8:00am - 8:30am
Program Time
8:30 - 9:30am
Instructional Method
Group-Live
CPE Eligible
Yes