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CSBM Business Continuity Update 


With COVID-19 continuing to alter the way we work and how we ensure our teammates and clients are safe, our hearts are with those who have been personally impacted by this pandemic. We continue to adapt our Business Continuity Plan to provide uninterrupted financial services during these critical times. We want to provide an update as to how we are protecting your team and ours.

Working Remotely:
Our Consultants will continue to work remotely through the end of the year. Our technology infrastructure, including cloud-based accounting systems and bill payment platforms, allows for our team to work seamlessly via secure, remote connections.

Our Office Protocols:
While our offices remain open to CSBM employees with limited capacity, we are advising all of our employees to work remotely, practice social distancing and we have suspended in-person meetings. We are also providing additional cleaning and disinfecting measures in our office.

As this situation evolves, your CSBM Consultant will proactively reach out if there is additional support we can provide. In the meantime, if you have any further questions about our response to COVID-19, please contact your Consultant.

Thank you for your continued trust and business. 

Sincerely,

Karen Daniels
President & Chief Operating Officer
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