Brian Stigliano

Brian has over 14 years of experience with a focus on investment management, tax, estate, and retirement planning. You can talk to Brian about: Why financial planning becomes even more important in a bear market How to build a portfolio specific to your goals Human behavior and avoiding investing mistakes

Michael Maiorana

Michael has over 27 years of experience across all markets of Foreign Exchange, and helped Leumi’s clients in various issues related to their investments.You can talk to Michael about: How to assess your Foreign Exchange exposure Evaluate hedging strategies and products Understanding markets trends and their impact: G-20 currencies, products including FX Spot, NDFs, Outrights … Read more

John Madrigal

John has over 23 years experience in financial services, primarily in senior business management and strategy in Corporate and Commercial Banking.You can talk to John about: Fraud landscape and how to mitigate risk Automating invoice capture and vendor payments 3 ways AP automation can reduce your risk of payment fraud

SBA PPP Loan Forgiveness

What you need to know about loan forgiveness as part of the Small Business Administration(SBA) Paycheck Protection Program (PPP)* The SBA issued interim final rules on the PPP on April 3, 2020 and updated the PPP Information Sheet forBorrowers accordingly. The PPP allows small businesses to access unsecured loans to cover payroll,insurance premiums, mortgage, rent, … Read more

SBA PPP Updated FAQ Employee Size Standard*

The Small Business Administration (SBA) updated its Frequently Asked Questions (FAQ) on Paycheck Protection Program (PPP) Loans regarding the employee size standard*  On May 5, 2020, the SBA issued a new guideline for PPP applicants. It was published as Question #44 in the Paycheck Protection Program Loans Frequently Asked Questions (FAQs). Question #44 provides further … Read more