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Understanding Systemic Financial Risk

The Stanford Math Grads Didn't See it Coming

Crises happen slowly and then suddenly. And once fault lines start to shift, our normalcy bias becomes a liability. We can't anticipate how things will unfold.

It may feel like your traditional industrial world is well insulated from the Silicone Valley tech start-up scene, but is it?

How will your bank be impacted by instability? How will your customers? And their customers?

If the financial and business hotshots were caught by surprise, it can happen to any of us.

Remember, when Bear Stearns was "rescued" on March 16th, 2008 it seemed like things were under control. 183 days later Lehman collapsed and we were off to the races!

🚨Watch now on demand!🚨 πŸ‘‰

Too Many Risks to Quantify

We all face known and unknown risks; direct and indirect risks. So rather than try to mitigate each risk we need to understand the types of risk we'll face due to what Ben Thompson called "destabilization and resultant lack of trust" in Monday's Stratechery.

What if your bank changes underwriting or limits your access to funds? It almost doesn't matter why (regulation, their mistakes, impairment of a couple of large clients, etc.) it's still your problem.

And what if your customers' financial condition changes quickly because of their own banking challenges, or because of the impairment of large customers of theirs?

We can't anticipate or protect against all situations. But we can prepare and mitigate risk.

This webinar will help to understand what's happening, how to gauge your exposure and possible steps that you can discuss with your expert advisors.

Understanding and Mitigating Your Risks

I'll be joined by commercial financing expert Brent Mathews and receivables insurance expert Dan Schobel. Together this duo will help to unpack what's happening and how it might impact your firm in the coming months. They'll also share some tips for how you can proactively mitigate some risks for you and your firm (not advice, just ideas for you to discuss with your professional advisors!), including:

  • How to interpret your bank's balance sheet
  • When and how to draw down credit facilities to maximize cash and resilience
  • How to protect deposit balances for short-term availability and long-term viability
  • Risks of intertwining corporate and personal banking relationships
  • Anticipating customer impairment and protecting receivables - even if they want to pay, but can't
  • Project cancellation & progress payment considerations
  • DIF vs. FDIC
  • Managing loan covenants as you diversify cash balances
  • How to manage working capital
  • Using receivables credit insurance

No Simple Solution

We've known hard times were coming. We didn't know what would trigger them, or when.


This graph is clear. Raising rates (blue line) leads inexorably to recession (vertical grey bars.)

So here we are. That's got lots of implications for business operations, marketing and sales - but today, this week and next, the priority is financial stability.

Watch it on demand now πŸ‘‰ to learn from Brent and Dan. These folks know their stuff!

30+ Minutes To Proactively Build Financial Resilience

We can't control what's happening globally, nationally, with regulatory bodies, or with our customers.

But we can take prompt actions for our firms.

 The simple form will take you right to the recording. πŸ‘‰


Watch Now!

Dan Schobel, Brent Mathews, and Ed Marsh



Dan Schobel has been working with companies to safeguard their receivables for over 16 years. He advises companies of all sizes on methods to better protect and collect their domestic and foreign receivables while decreasing financing costs, freeing up cash flow and increasing sales flexibility. Dan was with Coface North America for 14 years before joining Volo Fin in 2021 to become a broker working with all trade credit insurance providers in the market giving him greater flexibility to provide his clients with the best structure, pricing and coverage available.



Brent Mathews has worked in commercial finance since 2003 across a range of credit types – factoring, asset-based lending, commercial real estate, and cash flow lending for a variety of types of companies from commercial finance companies and large banks to a family-owned finance company and a small bank. The use of funds included acquisitions, growth capital, working capital, turnaround financing, dividend recapitalizations, and refinancings. Brent was most recently with BankProv, a small, publicly traded Massachusetts bank that is future-focused. Brent provided cash flow acquisition financing for private equity groups, family offices and independent sponsors buying lower middle market (less than $5MM EBITDA) companies across the U.S.


Ed Marsh Headshot

Ed Marsh is the founder of Consilium. He works with industrial manufacturers to help them improve revenue growth through improved sales performance, digital marketing, and business strategy. He's written frequently about the challenges and importance of sales CRM and marketing automation systems for capital equipment manufacturers.