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Heritage Bank of Commerce

The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849

Breckpoint

Breckpoint is dedicated to helping brokers and employers build alternative risk solutions outside of the traditional insurance providers. For employers seeking an alternative to fully-insured group benefit plans or self-insured groups for workers compensation, Breckpoint empowers groups to take advantage of the transparency, control, and underwriting profits generated by high performing self-funded plans. - Self funded benefit administration plans - Self-insured group administration for workers compensation - Captive Management - Risk Management services We believe in Leading Together. This is the essence of Breckpoint. We are here with you through every step of this benefit journey. Your Breckpoint team provides the stellar service you deserve and we look forward to helping you manage your alternative risk programs.

Market USA Federal Credit Union

Market USA, a full-service financial institution, was originally chartered in 1953 to serve Giant Food employees in the Mid-Atlantic region. Throughout the years our membership has grown to include additional grocery store chains such as Giant of Carlisle, Stop and Shop, and BI-LO, as well as over 80 select employer groups. As a member-owned, not-for-profit cooperative, we exist solely to bring our membership innovative products and services with low loan rates, competitive dividend rates, and low or no fees. Benefits of membership include free checking, a variety of loan and deposit products, mobile services, financial education and counseling, access to thousands of surcharge-free ATMs, discounts on insurance products, and much more. Our top priority is our members financial success. Members are our shareholders and each member has one vote. In addition, we are governed by a volunteer board of directors who look out for the best interest of members, not stockholders.

Domestique

Fair. Rude. But fair. Lets take the second question first. In competitive cycling, Domestiques are riders who lead the pack, breaking headwinds to make the journey easier for the team. And its the love of doing the hard, foundational, gritty and unglamorous work that informs everything we do. Now, to your first question. Domestique is a management consultant company that helps businesses scale through go-to-market operations (aka Revenue Operations or RevOps). Not sure what that answer means? No sweat. We, in the next paragraph. will make it as long-winded as possible. We are Rhys Williams and Alex Biale, co-founders of Domestique. We have a combined 25+ years in go-to-market operations experience, translating CEO questions like "lets move up market" and "lets expand internationally" into best-in-class operations. Our expertise informed the development of a GTM operational framework that we use to help companies create, accelerate and optimize their revenue engines. And our understanding of building, scaling, funding and preparing your company for exit is what sets our expertise apart. Our mission? Empower your business to unlock growth levers to do great things. (What are growth levers? Theyre things like Capacity Planning, Lead Scoring, Customer Segmentation, Comp Strategy, and other terms that sound like things we just made up). Growing a business is hard and too often companies fail because they lack the preparation, agility and connective tissue to get through the hard part. We help by though strategic and technical services to align your business strategy with your go-to-market playbook. Because visualizing your goals, your outcomes and life-changing moments—thats where you come in. Getting you from mile marker to mile marker—thats where we come in. After all, thats our role as your Domestique—Your accelerator. Your guide. Your teammate.

First Pacific Bank

First Pacific Bank is a growing community bank catering to individuals, professionals, and small-to-medium sized businesses throughout Southern California. With a history that spans 17 years, the bank offers a personalized approach, access to decision makers, a broad range of solutions, and a commitment to delivering an exceptional customer experience. First Pacific Bank operates locations in Los Angeles County, Orange County, San Diego County, and the Inland Empire. For more information, visit firstpacbank.com or call 562.947.1920.