DBA Digest for September 29, 2023

2023 Delaware Trust Conference - Attend

In-Person! Live-Stream! On-Demand!

There's still time to register for the 2023 Delaware Trust Conference. For your convenience the Conference will be live at The Chase Center on the Riverfront, AND live-streaming, on October 17 & 18, AND on-demand through November! See the agenda via the link below and register today!

Climb Aboard the Kalmar Nyckel for a Special Monday Evening Reception October 16th!

There's still room and still time to register for the 2023 Delaware Trust Conference kick-off reception on Delaware's tall ship, the Kalmar Nyckel. Be there, Monday, October 16, 4 to 6 p.m. Tickets to this exclusive reception event are just $150. Platinum and Diamond Sponsors receive two free registrations to the reception with their sponsorships. Space is limited! Contact Corinne Stayton to reserve your spot today!

Women Connect - November 2nd - 9:00 to 4:30

University & Whist Club, Wilmington

Join us for the next Women Connect event, Thursday, November 2, 9:00 a.m. to 4:30 p.m., at the University & Whist Club in Wilmington. Topics include: “The Return to Work” Post-Pandemic Challenges and Silver Linings;  The 6 Pillars of Self Care, Building Self Care into Your Life; and Emotional Intelligence. There will also be plenty of networking opportunities. Only $149 for the full-day pass ($99 for a half-day pass). Register today for this exciting day of Engagement, Empowerment, and Networking!

Business Writing Workshop

November 1, 2023, 9:00 am - 4:00 pm

Time equals money in the work world, so creating clear documents quickly that can be understood easily is crucial. Join Linda Comerford, Comerford Consulting for this rewarding on-line course via Zoom, Just $199 per person for DBA members! ($249 for non-members)

Workshop Objectives: After attending this course, participants will benefit from an increased ability to:

• Identify varied audiences and purposes for writing;
• Polish rough edges of their writing style in paragraphs, sentences, words, and format;
• Write more effective documents while following a more efficient writing process; and,
• Apply course concepts to their actual writing samples.

Taking the Grr out of Grammar

November 8, 2023, 9:00 am - 12:30 pm

Surveys show that 80% of those in the business world tend to say, “Grr!” a lot when editing a document. Join Linda Comerford, Comerford Consulting for this valuable on-line course. Just $99 per person for DBA members! ($149 for non-members)

Workshop Objectives:  This half-day course helps participants do the following when writing and editing:  

• Analyze why correct documents are so important;
• Identify the errors that tarnish a writer’s image;
• Learn practical, current grammar and punctuation rules;
• Practice correcting grammar glitches and punctuation pitfalls; and,
• Demonstrate understanding of the rules through a pre- and post-quiz.

Opportunity LIVES Here Symposium - Nov. 1

Inspired by the philosophy that “prosperity is something everyone can realize,” State Senator Darius Brown launched this initiative in partnership with the Riverfront Development Corporation of Delaware and the Delaware River and Bay Authority. Opportunity LIVES Here promises to transform the Three Rivers area – defined by the confluence of the Brandywine, Christina, and Delaware Rivers – into an economically, culturally, and thriving community. The agenda includes; Building an Economic Ecosystem, Investing in Our Neighborhoods, Access to Capital, and When Opportunity Presents Itself.

Opportunity LIVES Here Symposium, Wednesday, November 1, 9 a.m. – 12 p.m.

Chase Center on the Riverfront, Wilmington.

Bank of America Private Bank Market Minute

Heading into the final week of September, major equity indexes like the Dow, Nasdaq, and S&P 500 are all facing consecutive monthly declines. For the S&P 500 (-2.9%) and the Nasdaq Composite (-3.6%), it was the worst weekly decline since March. While the S&P 500 recorded its largest one-day loss in six months last Thursday, yields surged to decade-plus highs—the yield on the 30-year Treasury bond rose to the highest level since 2011, as the 10-year Treasury yield settled at 4.49% last Thursday, the highest since 2007. The Federal Reserve (Fed) held interest rates steady last week, while also signaling they expect to keep rates higher further into 2024.

12th Annual Financial Institutions and Law Enforcement Cybersecurity Conference

October 12, 2023 | 9:00 a.m.-4:30 p.m.

The Federal Reserve Bank of Philadelphia invites you to attend “Emerging Threats and Technology” on Thursday, October 12, from 9:00 a.m. to 4:30 p.m. Increase your understanding of security threats and new developments in the tech world through a day of virtual learning and discussion. 

At the 12th Annual Financial Institutions and Law Enforcement Cybersecurity Conference, you’ll learn the latest information to help keep your institution safe from cyberthreats. Session topics include: trends in fraud; crime and law enforcement issues for banks; identifying risks when outsourcing to third party vendors; free tools from the federal government to remediate commonly found vulnerabilities; and, artificial intelligence.

Santora CPA Group Announces Appointment of a New Principal

Santora CPA Group, a Newark-based Certified Public Accounting and Consulting firm, is pleased to announce that Kevin J. Gobeil, CPA has become a Principal in the firm. He is a 2010 graduate of the University of Delaware with a Bachelor of Science Degree in Accounting. Kevin joined SCG full time in May 2013. He received his CPA license from the State of Pennsylvania in January 2013 and the State of Delaware in February 2016. Kevin is a key member of SCG’s Tax Department, as well as a member of the American Institute and Delaware Society of Certified Public Accountants. 

AI Implementation – Cautionary Tales and Words of Wisdom Thursday, October 12 • 12:00 - 1:00 p.m. ET • Zoom

It’s hard to go a day without hearing about AI. The topic has infiltrated the business world, as many companies try to determine best practices, navigate opportunities, and avoid legal pitfalls. Our AI panelists will address the topics head-on and share how their industries and organizations are adapting and balancing the benefits and risks of this evolving technology. While we won’t have all the answers, we hope to assist you by sharing the experiences of others and highlighting some of the practical, technical and legal considerations.

Cinnaire Awarded $60 Million in New Markets Tax Credits from US Treasury Department to Advance Social Impact Efforts

Cinnaire has been awarded a $60 million New Markets Tax Credit (NMTC) allocation from the U.S. Department of the Treasury’s Community Development Financial Institutions Fund (CDFI Fund). These tax credits incentivize private sector investors to partner in community financing efforts.

Cinnaire plans to focus its allocation of the award to fund projects that support education, vocational training, and job opportunities across its footprint. Since 2009, Cinnaire is a 10-time recipient of this federal allocation with awards totaling more than $534 million.