Financial Acumen Workshop – Q12014 – Sponsor Page

Thank you for your interest in our Financial Acumen Workshop.

Here are some additional details about the terrific North Bay companies who are sponsoring this workshop:


If you’re operating a business in Sonoma County, we’d like to talk to you and see how we can help your business prosper. We have a team of bankers with years of experience with the local economy and an understanding of the needs of just about every type of business. You will be able to discuss your business’ situation in an open conversation with people who are truly interested in your success.  From expanding production capacity to adding inventory and managing cash flow, we have a of variety of options to help you achieve your business goals.   Wouldn’t you like to deal with an award–winning bank?  Our community has voted Exchange Bank: Best Company to do Business With; Best Business Bank; Best Local Bank; Best Place to Work; Business Environmental Alliance Best Practices Award.


Moss Adams is the 11th largest accounting and business consulting firm in the United States and the largest such firm in the West. The Santa Rosa and Napa offices provide accounting, tax, financial and business advisory services to middle-market companies throughout Northern California. Industries include wineries and vineyards, real estate, construction, food processing, manufacturing, distribution and technology. We also specialize in Employee Benefit Plans and comprehensive Wealth Services and Wealth Management.


Heffernan Insurance Brokers, formed in 1988, is one of the largest independent insurance brokerage firms in the United States, ranking high for its presence in the insurance industry, and for its commitment to philanthropy in the communities it serves. Heffernan provides comprehensive insurance and financial services products to businesses and individuals through its nine branch offices and approximately 400 member staff. Heffernan built its reputation and success as a leader in key industries, with a strong focus on nonprofits, manufacturing, technology, healthcare, hospitality, construction, and property owners.

Leave a Reply