Invest: Charlotte Leadership Summit Highlights Area Strengths
This spring, our own Ted Wolfe, Charlotte President, joined regional leaders at the Invest: Charlotte 5th Edition Leadership Summit to discuss the city's future as one of the Southeast’s fastest-growing metropolitan areas. The focus was on the intersection of technology in financial services, healthcare, education access, real estate, and infrastructure.
The event, put on by Capital Analytics Associates (caa) at the Blumenthal Performing Arts Center, brought together over 250 industry executives, elected officials, and business leaders for a morning of networking and actionable discussions on the challenges and opportunities facing the region.
In her opening remarks, Abby Lindenberg, founder and CEO of caa, reflected on the company’s decade-long journey and its commitment to fostering growth and collaboration in Charlotte and beyond. “Charlotte is a great place for anyone trying to pursue endeavors in business because it is an environment where growth and support of each other is natural,” she said. “Our panels today are reflective of the key issues that are impacting the landscape both today and down the road.”
Ted Wolfe, TowneBank Charlotte president
Invest: Charlotte 5th Edition Leadership Summit was sponsored by Capital Analytics Associates and focused on the future of Charlotte as a fast-growing metropolitan area.
Ted participated in the opening panel “Tech overload: How technology in financial services presents opportunities and risks, and how leaders are navigating the future,” and emphasized the core TowneBank values and the importance of balancing technology with a human touch. “Technology is a given — we’re all in,” he said. “But we view it as a tool to enhance, not replace, our member service. As a result, the role of the relationship manager will continue evolving into a more consultative approach.”
As businesses navigate an everchanging landscape, we are grateful to caa for the opportunity to share how our experienced team of financial professionals excels at delivering consultative solutions with a personal touch.