Co-host Chuck Adams sits down with Kendall Shelton of Umpqua Bank to discuss how manufacturers can tackle financial challenges and grow with the right banking partnerships. Drawing on his 16 years in banking, Kendall shares success stories and strategies, including leveraging lines of credit, optimizing cash flow, and using cybersecurity tools to safeguard businesses. They explore the importance of consultative relationships and building the right team to make informed financial decisions that drive long-term success.

If you’re ready to learn how to make your manufacturing business thrive, this episode is packed with insights. Let’s get growin'!

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Guest Information:

Kendall Shelton - VP, Commercial Relationship Manager

Umpqua Bank

+1 208 296-9350

kendallshelton@umpquabank.com

Co-host Chuck Adams sits down with Rich Gibble from DelCam Capital to dive into one of the toughest challenges in manufacturing: people. From fostering culture and retaining talent to navigating generational transitions and implementing ownership incentives, Rich shares strategies they use to build engaged teams and strengthen the legacy of U.S. manufacturing businesses. They also discuss how DelCam approaches automation, innovation, and the integration of AI without losing the human touch.

If you’re into real talk and behind-the-scenes insights from people who get it, this one’s for you. Let’s get growin'!

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Chuck Adams is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC. Any questions should be directed to Chuck.Adams@coeptiscapital.com.

Today's Episode 1 of the Industrial Growth Exchange focuses on the important world of insurance. Co-host Chuck Adams and guest Rob Oldroyd of Moreton & Company get into the good, the bad, and ugly of business insurance in manufacturing environments, stories, and the importance of having an insurance partner in your corner!

If you’re into real talk and behind-the-scenes insights from people who get it, this one’s for you. Let’s get growin'!

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Guest Information:

Rob Oldroyd - Property & Casualty Broker

Moreton & Company

M: +1 801 541 4889

E: roldroyd@moreton.com

www.moreton.com