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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.

Funding Success: SBA Insights on Financing in the Current Business Climate

The Funding Success: SBA Insights on Financing in the Current Business Climate webinar is an informative webinar designed to help small business owners navigate how to start, grow or strengthen their business. In this SBA focused webinar, industry professionals will guide you through today’s evolving financing landscape with clear, actionable insights. Learn about start up or acquisition financing, explore strategies for business acquisition and debt refinancing and discover effective ways to optimize working capital to support ongoing operations and growth.

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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