Digital Health KC: Healthcare 201 Series

Healthcare 201

Program | Beyond the Pitch: What Every Founder Should Know About Their Banker

Panelists:
Theodis Watson | Director, Business Banking
Amanuel  Tegegne | Business Banker

Session Description: 

Behind every early-stage success story is a web of smart decisions—and often, a great relationship with a banker. In this interactive fireside chat, a seasoned banker pulls back the curtain to share real stories of how founders have navigated growth, risk, and opportunity with the right financial partner. From setting up operating accounts and understanding credit options to exploring venture debt and managing runway, you’ll hear what early-stage companies have done right—and what they wish they’d known sooner. This session will cover common questions new clients have, red flags to avoid, and how to build a relationship that goes far beyond transactions.

Come with questions, stay for the stories, and leave with something even better: a go-to connection at the bank who’s truly in your corner. Networking before and after the session makes this the perfect opportunity to turn insight into action.

By the end of this session, attendees will:

• Understand how to set up operating, payroll, and reserve accounts that align with their stage and growth goals.
• Gain clarity on early-stage credit options—what’s available, when to apply, and how to prepare.
• Learn the basics of venture debt—how it works, when it makes sense, and what banks look for.
• Know how to manage runway and capital more strategically through treasury tools and account structures.
• Be more confident navigating everyday financial tools, from wires and sweeps to forecasting and reserves.
• Leave with a real contact at the bank and a better sense of what a strong founder–banker relationship looks like.