As a small business owner, you’re often short on time, resources and support. To help you focus on what’s important, this site offers a range of business tools and white papers, all free and available for immediate download.Provide your basic contact information to download our feature white paper, Double Your Sales in 90 Days. It offers five concrete steps to give your business a boost, including how to implement a short-term sales strategy and develop a marketing plan and budget.Once you’ve received your white paper, an Umpqua small business advisor will reach out to see if there’s anything else we can do to help you grow your business. If you have any questions in the interim, don’t hesitate to email us.
“All revenue is not equal. Don’t sacrifice profit and strategy for a sales growth number.”
– page 4
From dentist's offices to dance studios, running a business takes vision, passion and guts. It also takes financing, and whether you need to launch a product, promote a service, or hire your first (or fifteenth) employee, we have the people and the programs to help you grow.
Finding new ways to boost
profit is hard, but small changes make big improvements. Check out five ways to
increase your profit with tips from our white paper.
When you own a small
business, planning growth or managing daily operations can seem overwhelming.
That’s why we’re here with a helping hand. Zero in on a game plan with our cash
flow forecast tool.
Whether you’re a seasoned CEO or budding business owner, a solid business plan is key. Streamline the process with our business plan template.
Kingsley Lee loves to build-build trust, build relationships, even build houses! In fact, the same things that make him a dedicated volunteer with Habitat for Humanity make him a stellar Umpqua Business advisor: he starts every project with a strong foundation of experience and expertise, he loves working alongside a skilled team, and he's dedicated to improving our communities-and their businesses-in lasting and meaningful ways.
NMLS # 834513
Annette Campista believes that small businesses owners have a huge impact on our local communities’ economic health. She’s proud to know that by helping these companies grow, those dollars will be infused back into our community. In her free time, Annette also volunteers at the Latino Network and the Hillsboro Schools Foundation, a nonprofit that enhances public education for kids.
NMLS # 834058
Jim calls Umpqua home because he feels like he can make a difference in the lives of his customers and his community. He says the best part of his job is helping turn someone’s ideas and dreams into something tangible. Jim is the proud father of two little girls, so he spends just about all his spare time enjoying family activities. He’s also volunteered at the Oregon Food Bank for seven years and counting.
NMLS # 832585
San Francisco, CA
Every business owner has a story, and Mary Wong loves hearing all of them. She enjoys sitting down with business owners to discuss their ambitions and learn about what drives and inspires them. Armed with that information, Mary then helps them achieve financial success. Mary also enjoys serving her community by volunteering for her local PTA and "Community Boards," an organization that specializes in conflict resolution for teens.
NMLS # 724357
As a former small business owner, Alana Ferrie knows what makes a great business relationship, and she loves providing the same caliber of service as a banker that she appreciated as a client. Whether she's helping a local business plan for their next stage of growth, or volunteering as a financial coach with Hopelink, Alana is proud to help members of her community take control of their financial future.
NMLS # 730824
For Justin Curry, there's something exciting about taking a new idea, giving it some TLC, and watching it grow. That's what he does every day for his small business clients. "It's the American dream in action, and I get a front row seat," he says. Besides being a financial whiz, Justin is also an accomplished drummer. He puts those skills to good use giving free lessons to kids in his community.
NMLS # 837701
John Hyun loves making a difference in people's lives. Whether he's helping a local business fund their first storefront, or building a new house with Habitat for Humanity, he's dedicated to getting to know the people he works with, and finding the best ways to help them grow and thrive. He especially enjoys the collaborative element of advising businesses, and sharing in the successes of a well-crafted plan.
NMLS # 834544
Helping people grow is what George Wang does best. As an Umpqua business advisor, he gets to know the businesses in his community on a personal level, so he can pinpoint how best to help them succeed. As a team manager, he empowers his colleagues to find the most dynamic solutions for their clients. And as a community volunteer with Junior Achievement, he equips community youth with the financial basics they need to thrive.
NMLS # 834220
To support businesses in our community, we sell their goods in select Umpqua stores and pass on all the proceeds. There is no cost to the business, and they don't even have to be an Umpqua customer. Watch this short film to see how Local Spotlight helped Northwest Wools.
Local businesses help our communities grow and thrive, and we want to return the favor. We offer an extensive range of services designed to help you streamline, simplify, and pursue possibility wherever it arises — including a robust commercial lending platform with $12 billion in business loans across the West.
It was only when I started a relationship with Umpqua that I felt
that I had finally found a true community bank. They provide an extraordinary
level of personal customer service and even host events that give me a
wonderful opportunity to connect with other businesses. They are truly
As a Creative Director, I love Umpqua's sincere approach to user
experience. They just really get it. I love that I can walk in and it's always a
comforting, easy, human transaction. Makes it a drag to ever have to bank
anywhere else. Plus, as a local small business owner, I've always gotten
incredible support, both in product offerings and in advice for making the right
decisions. Put simply, Umpqua is the best.”
At our first meeting, Umpqua Bank helped me open the right accounts
and advised about business credit and savings. They continue to check in to make
sure I'm on track with the goals we set. I love not having to think about my
banking. Umpqua does that for me, so I can focus on what my clients
As a self-funded company, we searched for a business banking
partner that sees us as more than just an account. We wanted a bank that
understands what it is like to start a business, to understand our stages of
growth and understand our vision as we build our future. Umpqua has been there,
done it themselves, and have not forgotten what it is like.”
I love working with Umpqua because they are fast and efficient in
assessing my needs, and taking action. Their commercial bankers work with my
varied schedule to help facilitate a whole host of business needs easily and
effortlessly, from checking accounts to wire transfers to lines of
We love Umpqua! They put a priority on getting to know us and our
business on a personal level, and the service is better than any other bank in
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