Cape & Coast Bank and South Eastern Economic Development (SEED) Corporation have partnered to present two free small business workshops on Wednesday, May 21, at CapeSpace in Hyannis.

The first session from 9 a.m. to noon will focus on business fundamentals. An afternoon session from 12:30 p.m. to 2 p.m. will prioritize reading and understanding balance sheets, income statements and cash flow statements, as well as how to anticipate financial needs to operate a business more efficiently.

Light refreshments and lunch will be provided, and advance registration for each session is required.

Allyson Brainson, Business Banking Market Leader, and members of her team will be available to speak with attendees and answer any questions they may have.

“We look forward to welcoming entrepreneurs and small business owners to begin the financial learning process or obtain a refresher course in sound financial fundamentals,” said Lisa Oliver, Chair of the Board, President and CEO, Cape & Coast Bank. “SEED Corp. and the Bank have formed a powerful partnership and are committed to providing access to tools and information needed for entrepreneurs to grow and thrive in today’s competitive business environment.”

Attendees will also receive free workshop materials and will be introduced to free and confidential business assistance resources available locally and regionally.

Those interested in attending one or both of the workshops must register in advance here.

HYANNIS, Mass., (April 11, 2025) – Cape & Coast Bank has received the 2024 Community Partner Award from YMCA Cape Cod, recognizing the bank’s commitment to social responsibility and its enduring partnership with the YMCA.

The YMCA Cape Cod Community Partner Award is bestowed upon a local business or organization that has made a significant contribution to the success of the YMCA’s mission. Through both financial support and active employee involvement, the bank has been an essential partner to the YMCA in addressing critical community needs, from youth programs to infrastructure investments.

“Empowering individuals to embrace new opportunities and advance in their lives is profoundly rewarding,” said Lisa Oliver, Chair, President, and CEO of Cape & Coast Bank. “YMCA Cape Cod is an invaluable resource to improve the health and well-being of community members of all ages and inspire action to make our region a better place to live, work and thrive. We are proud to be longtime supporters of YMCA Cape Cod and look forward to continuing our valuable partnership well into the future.”

One of the most significant areas of focus has been the Y Achievers Program, which helps teens, many of whom are first-generation students, prepare for college and advanced training. The bank not only provides funding for these initiatives but also has employees who volunteer their time on YMCA boards and mentor students directly, helping them navigate their often-challenging educational path.

“Cape & Coast Bank has a mission to generously uplift our communities,” said Stacie Peugh, President and CEO, YMCA Cape Cod. “At the YMCA, we see their mission in action through their committed relationship. They don’t just invest in programs; they invest in infrastructure – most recently, the Hyannis Early Education Center and the new Y in Falmouth. They know that investment in our community pays dividends for years to come.”

The partnership between Cape & Coast Bank and YMCA Cape Cod goes beyond financial support; it is a shared commitment to improving the lives of Cape Cod residents. With a focus on youth development, healthy living, and social responsibility, the bank’s ongoing contributions ensure the YMCA can continue to provide critical services and build a more resilient and connected Cape Cod for future generations.

Erik Porter, Donnie Robicheau, Allyson Brainson, Jason Bordun, Lisa Oliver, Kimberly Olson, Lee Ann Hesse, Justin Manning

Aidan Sullivan, Secondary Market Analyst at Cape & Coast Bank, has been named the 2024 Massachusetts Mortgage Bankers Association Rising Star of the Year.

The MMBA’s Rising Star award recognizes young professionals under 35 who have less than 10 years of experience in the mortgage industry and demonstrate exceptional business success, community involvement, and professional leadership.

Sullivan has been a key member of Cape & Coast Bank’s Residential Lending team for five and a half years, beginning his career in loan processing and closings before transitioning into his current role as Secondary Market Analyst. In this capacity, he has played a critical role in optimizing the bank’s loan sale strategies, managing investor relationships, and improving revenue and net interest margin.

As Secondary Market Analyst, Sullivan’s responsibilities include pricing loans, analyzing market trends, issuing daily rate sheets, and strategically locking loans with investors such as Fannie Mae and Freddie Mac. Additionally, he has leveraged technology to enhance efficiency in the bank’s secondary market operations toward seamless loan delivery and compliance.

“Please join me in congratulating Aidan on this honor. He has excelled both independently and as part of a team, fostering a collaborative environment with our Sales and Operations teams,” said Lisa Oliver, Chair, President, and CEO of Cape & Coast Bank. “His extensive knowledge of secondary markets and investors, along with his proactive approach in onboarding new investors, has  exceeded our fiscal goals and management expectations.”

Brainson and Carey to Lead Business and Commercial Banking Groups – Robicheau Returns to Cape & Coast Bank in Business Role

HYANNIS, Mass. (February 5, 2025) – Cape & Coast Bank is strengthening its Business Banking division to better support local businesses and the Cape Cod community. With increasing demand for personalized financial solutions, the Bank is proud to announce the promotions of Allyson Brainson and Robert Carey, as well as the return of Donald Robicheau.

“At The Coop, we know that behind every business is a story—of passion, hard work, and a vision for the future,” said Lisa Oliver, Chair, President, and CEO of Cape & Coast Bank. “By expanding our Business Banking team with experienced professionals who truly understand the needs of Cape businesses, we’re reinforcing our commitment to providing tailored financial solutions and local expertise that help businesses grow and thrive.”

Strengthening Business Banking Leadership

• Allyson Brainson, First Vice President, Business Banking Market Leader, will lead a dedicated team focused on supporting small businesses. With more than two decades of banking experience, Brainson has been a trusted partner for local business owners since joining the Bank in 2021. Her team, which includes Glenn FitzGerald, Kathy Granlund, and Donnie Robicheau, will work closely with the Bank’s Retail Branch teams to provide hands-on guidance and financial solutions that meet the evolving needs of small business clients.
• Robert Carey, First Vice President, Commercial Banking Market Leader, will oversee a team of experienced Commercial Relationship Managers—Jamie Cannavo, Mary Lenihan, and Joni Traficante—who specialize in helping businesses with complex financial needs. Since joining Cape & Coast Bank in 2013, Carey has built strong relationships with business owners, offering strategic financial solutions that support long-term growth and success.
• Donald Robicheau returns to Cape & Coast Bank with nearly 20 years of experience in banking and a passion for supporting small businesses. Previously serving in roles such as Treasury Management Officer and Small Business Relationship Manager, Robicheau brings valuable insight and expertise to the team. As an Accredited Payments Risk Professional (APRP), he is well-versed in helping businesses navigate financial security and optimize their banking operations.

With these leadership enhancements, Cape & Coast Bank reaffirms its dedication to being a trusted financial partner for businesses of all sizes. The Bank remains committed to providing personalized service, local expertise, and innovative financial solutions—ensuring that Cape Cod businesses have the resources they need to succeed.

Cape & Coast Bank announced the planned retirement of Lisa J. Oliver, who has served as President and Chief Executive Officer since 2017 and additionally served as Board Chair since 2020. Under her leadership, the bank has evolved into a dynamic and resilient institution, achieving substantial growth while deepening its commitment to the Cape Cod community.  Oliver’s retirement, effective October 31, 2025, will conclude a successful tenure marked by her dedication to relationship management, service excellence, community involvement, and financial strength.

Over the past eight years with the bank, Oliver has spearheaded its expansion into new areas of lending across New England, including commercial construction, specialty real estate, and sponsored finance – helping to nearly double the bank’s assets to $1.6 billion. In 2018, Oliver was instrumental in creating Cape & Coast Bank Charitable Foundation Trust, a cornerstone initiative that embodies the bank’s dedication to addressing critical needs in Cape communities, from affordable housing to youth programs and social justice initiatives. Her vision has set a high standard for community banking, earning the bank local and national recognition, including accolades from Bank Director magazine for its achievements in diversity.

“It has been an honor to lead Cape & Coast Bank through such a dynamic period,” said Oliver, reflecting upon her tenure at Cape & Coast Bank. “Together, we’ve built a more agile and community-focused institution. I am confident the bank is positioned for continued growth, and I look forward to seeing its future unfold.”

While Oliver’s decision to retire considers personal and family health factors, she expressed gratitude for the opportunity to lead and strengthen the bank alongside a dedicated team.

Oliver’s visionary leadership has transformed Cape & Coast Bank into a recognized market leader, built on a foundation of client-centered innovation, strategic growth, and unwavering community focus. Her drive to position the bank as an agile, forward-thinking institution has ensured its adaptability and strength in an increasingly competitive banking landscape.

She also guided the bank, with strong dedication and support from employees throughout the organization, during the global Covid-19 pandemic. As Cape Cod’s small businesses suffered through the pandemic, Oliver responded with a strategy to quickly assist, and the bank became the first local financial institutions to offer business loan applications online.  Streamlined applications allowed for fast decisions and easier access to capital with less obstacles. Through the Paycheck Protection Program, the bank processed 1,400 loans, distributing more than $76 million in Round 1 and $44 million in Round 2 to help local businesses stay afloat during the pandemic.

Key Highlights of Oliver’s Leadership:

• Community Engagement: Under Oliver’s leadership, the bank expanded its philanthropic focus, establishing Cape & Coast Bank Charitable Foundation, which supports local nonprofit organizations through donations and community grants. Her commitment to civic involvement is further evident in her community roles, such as her board positions with the Cape Cod Chamber of Commerce and The Cape Cod Foundation.
• Financial Products and Services Innovation: Lisa recognized the unique needs of Cape Cod’s small business community and prioritized the development of new financial services, including faster access to small business loans with streamlined decision-making and improved credit solutions. The bank also launched new products including a personal payment program for consumer clients, adding convenience and flexibility.
• Operational and Technological Advancements: To enhance employee collaboration and client service, Oliver oversaw a significant renovation of the bank’s headquarters, modernizing the space to support more dynamic, tech-enhanced operations. This initiative reflected her focus on future-proofing the bank’s operations through strategic investments in technology and infrastructure.
• Industry Recognition and Leadership: Oliver has been recognized as a leader in the industry, winning awards such as the Champion for Women Award from the Massachusetts Bankers Association and being named a Woman to Watch by American Banker. She has also contributed to industry-wide initiatives, including her involvement with the American Bankers Association Women CEO Peer Group.

Oliver’s legacy at Cape & Coast Bank goes beyond her achievements; she has broken significant barriers as the first female President in the bank’s 104-year history and the first Chair of its Board of Directors. As Lisa prepares to conclude her impactful tenure, the bank is poised for even greater strides in service excellence and innovative solutions. This next chapter will honor the bank’s dedication to Cape Cod while introducing exciting enhancements that continue to position it at the forefront of community banking.

“On behalf of the Board, we are deeply grateful to Lisa for her vision, commitment, and the profound impact she has had on our organization and community,” said Gene Guill, Lead Director of Cape & Coast Bank. “She leaves the bank well-prepared for continued success, and we are confident in the strong foundation she and her team have built.”

The Board of Directors has established a search committee to guide a smooth leadership transition, with a focus on selecting an experienced bank leader who embodies the values of community banking and a commitment to client relationships, community engagement, and sustainable growth. Both internal and external candidates will be considered, with a goal of selecting a successor who will advance Cape & Coast Bank’s role as a trusted partner and leader across the region. The bank remains dedicated to building on Oliver’s legacy and advancing its mission to be the best bank for Cape Cod.