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Title of CNote: "CNote | Make Your Cash Work Harder"

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When Patricia Duncan walked into American Pride Bank years ago, she had been turned away by several other lenders. As a female entrepreneur in Macon, Georgia, trying to expand into adult day care services, she couldn’t find anyone who believed in her vision—until she met American Pride banker Rolando Dixon. That initial belief transformed Patricia’s […]


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As corporate treasury teams navigate the complexities of 2026, a significant shift is occurring in how organizations manage liquidity. While previous years focused on consolidating banking relationships for the sake of simplicity, modern treasury leaders are now prioritizing diversification without disruption. This approach allows for a broader distribution of capital without in...


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When CNote first engaged with Impact Frontiers’ Investor Contribution Pilot program in 2025, we were exploring a crucial but often overlooked aspect of impact investing: How do we know our investments create change that wouldn’t have happened otherwise? Today, I’m excited to share how that initial exploration has evolved into a comprehensive framework that now ...


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In a financial landscape where headlines often highlight market volatility, corporate treasurers are increasingly focused on the core fundamentals of capital preservation and security. While size is often equated with safety, stability is more often a product of discipline, transparency, and local integration.  At CNote, we work with a vetted network of community-driven fin...


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Research from McKinsey & Company points to historic wealth shifts underway with important implications for impact investors and the underserved communities they support. By 2030, U.S. women are expected to control much of the $30 trillion in Baby Boomer financial assets, recasting who makes wealth decisions and how those decisions are made. As this wealth […]


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