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Relay
(888) 205-9304
relayfi.com

Relay is a no-fee, online business banking and money management platform designed to help small businesses get crystal clear on what they’re earning, spending, and saving. With Relay, business owners can:

  • Organize expenses and cash reserves using up to 20 checking accounts
  • Issue up to 50 physical or virtual debit cards
  • Send and receive ACH transfers, checks, or wires
  • Give team members and financial advisors secure, role-based banking access
  • Get personalized customer support by email and phone

Archived Webinars

RETHINKING CASH MANAGEMENT WITH RELAY
Recorded Date August 25, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
3 SIMPLE SOLUTIONS FOR KEEPING CLIENT DATA SECURE
Recorded Date December 9, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HOW TO CONSULT CLIENTS ON CASH FLOW
Recorded Date May 27, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HOW TO REDUCE BOOKKEEPING ADMIN WITH AN OPERATING BANK ACCOUNT
Recorded Date May 12, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO UNLOCK YOUR FIRM'S CAPACITY FOR ADVISORY SERVICES
Recorded Date September 22, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
HOW TO OFFER ACCOUNTS PAYABLE AS A SERVICE
Recorded Date August 12, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE 3 WAYS A BUSINESS BANK CAN HOLD BACK YOUR FIRM AND HOW TO BEAT THEM
Recorded Date July 22, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
HOW TO GROW & SCALE YOUR BUSINESS WITH THE RIGHT PEOPLE, PROCESSES, & TECHNOLOGY
Recorded Date June 30, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
Raneel Basi

Relay
Customer Experience Specialist
raneel@relayfi.com
(888) 205-9304

Professional Bio.

Linkedin
Matas Pranckevicius

Relay
Content Marketing Manager
matas@relayfi.com
(888) 205-9304

Professional Bio.

Linkedin
Yoseph West

Relay
Co-Founder and CEO
yoseph@relayfi.com
(888) 205-9304

Professional Bio.

Linkedin
Deanna Zubrickas

Relay
Product Specialist
deanna@relayfi.com
(888) 205-9304

Professional Bio.