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Lindsey Meyer: Cash Flow Confidence Starts With The Right Questions

Lindsey Meyer: Cash Flow Confidence Starts With The Right Questions

Lindsay Meyer

For Lindsay Meyer, CTP, Vice President – Treasury Management at First Business Bank, the best business conversations come from a genuine curiosity. After 20 years in banking, she has learned that the fastest way to help a business or nonprofit is to determine how money moves through the organization before making recommendations.

“Every client has friction points that standard banking solutions overlook,” Meyer says. “My job is to ask the questions that get to those and build solutions that fit their daily operations.”

That approach has shaped her work across Northeast Wisconsin, where she partners with manufacturers, service businesses, school districts, municipalities, and nonprofits in Appleton, Green Bay, and Stevens Point. She focuses on improving cash flow, mitigating fraud, increasing payment efficiency, and maximizing earnings on idle funds, with strategies built around each client’s reality rather than off-the-shelf bundles.

A recent partnership with a nonprofit client illustrates her approach. Meyer reworked the organization’s banking setup to include expanded deposit insurance coverage, stronger fraud protection, and an earnings structure that funnels more dollars back into the mission. The result gave the leadership team peace of mind and freed up resources that directly support the people they serve.

Her commitment to community work runs alongside her client work. Meyer serves on the Stevens Point Area YMCA Board and the Apple Creek YMCA advisory board for the Fox Cities YMCA, supporting organizations that welcome people of every age and background. She previously chaired the Women’s Fund of Portage County, helping channel resources to women and girls across the region. Earning her Certified Treasury Professional designation in 2020 required its own kind of persistence, including the detective work of finding an open testing location during a stretch when most were closed.

Whether she’s strengthening a nonprofit’s finances or helping create spaces where people feel they belong, Meyer keeps coming back to the same idea: people thrive when someone takes the time to understand them first.

Connect with Lindsay at First Business Bank to talk through your cash management and fraud prevention needs.

Products and services are offered by First Business Bank®, a wholly owned subsidiary of First Business Financial Services, Inc®. (Nasdaq: FBIZ), and First Business Specialty Finance, LLC®, a wholly owned subsidiary of First Business Bank. First Business Bank specializes in Business Banking, Private Wealth, and Bank Consulting solutions. Business Banking includes Commercial Banking (Commercial Lending, Treasury Management, Company Retirement Plans, and SBA Lending). First Business Specialty Finance, LLC focuses on Equipment Finance, Asset-Based Lending, Accounts Receivable Financing, and Floorplan Financing solutions. First Business Bank also offers Private Wealth (Financial Planning, Investment Management, Trust & Estate Administration, and Private Banking) and Bank Consulting (Investment Portfolio Services, Asset Liability Management, ALM Process Validation) solutions. Member FDIC. Equal Housing Lender.

To help the government fight the funding of terrorism and money laundering activities, U.S. Federal law requires financial institutions to obtain, verify, and record information that identifies each person (individuals or businesses) who opens an account. What this means for you: When you open an account or add any additional service, we will ask you for your name, address, and taxpayer identification number that will allow us to identify you. We may also ask to see other identifying documents. Member FDIC

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