Session Description

Using Cash Flow as a Conversation Tool

Wednesday, September 23, 2026

11:30 a.m. to 12:30 p.m.

Cash flow analysis is often underused as a relationship asset. This session focuses on using cash flow collaboratively—to support understanding, alignment, and better decisions

LEARNING OUTCOMES:

1. Ways to make cash flow discussions more accessible and useful
2. How to use analysis to support—not intimidate—customers
3. Ideas for strengthening trust through shared financial clarity