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Mass Bankers Association

Mass Bankers has been a devoted champion and supporter of Massachusetts banks since 1905. Banking has the power to change communities, one person at a time, one business at a time. By supporting our banks, we like to think we can change Massachusetts, too. Were here for banks to be there. Weve spent over a century creating resources, changing policy, and providing a common ground for banks in Massachusetts to be the best they can be. Because all of us can be better. Massachusetts banks provide support, education, and opportunity for the members of their communities. At Mass Bankers, our job is to make sure our member banks are able to do their best work. From providing educational resources to advocating for meaningful change, we make sure that banks in Massachusetts have all the tools they need to support the people around them. We support our member banks through: • Professional Development • Advocacy • Member Services • Community Website http://www.massbankers.org Phone 617-523-7595 Industry Banking Company size 11-50 employees 40 associated members Headquarters Boston, MA

4Liberty, Inc.

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Connected Risk Solutions

Connected Risk Solutions is a suite of wholesale specialists designed to connect our agency partners with the expertise and products needed to propel new business success and best serve clients with complex risks. We provide insurance information and programs to those who serve the healthcare industry, the professional liability needs of real estate firms, and the ever-growing need for cyber insurance across a wide range of industries. Our team of experts knows what agents expect and have built that knowledge into every part of the process. Highland Risk Services is one of the largest wholesale brokers producing insurance for retail agents who specialize in healthcare facilities. In addition to providing the professional and general liability coverage, we also offer work comp solutions to our agents using one of our premier programs. We are here to make you competitive and successful! If you need a broker that can make deals happen - call Highland Risk today!

MAP

We are a Performance Improvement Consulting Firm Increase profitability and productivity with our proven Management System™. It is an accountability system that creates focus and alignment driving breakthrough results for your business. WHY WORK WITH US? 1. RESULTS Over 15,000 organizations and 170,000 business leaders accelerated their leadership and management performance through our proven MAP Management System™. 2. EXPERIENCE Our consultants are former CEOs and entrepreneurs with a track record of success who work with you every step of the way on business strategy and implementation. 3. LONGEVITY Weve been around since 1960 and worked on an incredibly diverse range of challenges across all industries and sizes. Are you ready to take your business to the next level?

A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?