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Events

Webinars

From business to personal finance, unlock financial growth with our live and recorded learning sessions.

Empower your financial future with CB&T webinars

At California Bank & Trust, we’re committed to helping individuals, families, and businesses grow stronger—financially and beyond. Our live and on-demand webinars offer valuable insights on topics ranging from personal finance and business banking to economic trends and fraud prevention. Whether you’re joining us for an upcoming session or exploring past events, our webinars are designed to inform, empower, and keep you one step ahead. Browse upcoming opportunities to learn with us or catch up on recordings from previous sessions at your convenience.

The SBA Financing Options to Help Your Business

The SBA Financing Options to Help Your Business webinar is an informative webinar designed to help small business owners navigate the world of SBA financing. This educational webinar features a panel of experienced professionals discussing the ins and outs of SBA loans and provides valuable insights and tips on how to secure financing for your business. Whether you are a seasoned entrepreneur or just starting out, this session is designed to equip you with the knowledge you need to make informed decisions about financing.

Market Insights

Market Moment - April 2025
Zions Wealth Director of Investment Management Anthony Valeri, CFA reviews the economy and financial markets during the first quarter and offers an outlook for the second quarter and beyond.
 
- 04/16/2025
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Market Update - April 2025

Our Director of Investment Management Anthony Valeri, CFA shares his thoughts on recent market volatility and tariff news.

-04/08/2025

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Market Moment - March 2025
The recent decline in consumer confidence and an ongoing selloff in the equity market — and what it means for investors — are the focus of our latest Market Moment video with Anthony Valeri, director of Investment Management for Wealth and Fiduciary Services.


- 03/11/2025

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Market Moment - January 2025
In this 30-minute webinar replay, our Director of Investment Management Anthony Valeri provides insights for investors as the new year gets underway. 
 
- 01/22/2025
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A division of Zions Bancorporation, N.A. Member FDIC

Equal Housing Lender, NMLS Registry 467014 or Swift ZFNBUS55

© 2026 Zions Bancorporation, N.A. All Rights Reserved.

Routing number: Northern CA Area: 121002042, Southern CA Area: 122003396, San Diego Area: 122232109

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