Gonzobanker

FEBRUARY 1, 2024

Concerns about successors to today’s executive leadership teams dominated many presentations. For the bankers we talked with, acknowledging challenges—think NIM, credit, regulation, election uncertainty, unemployment and CRE—while portraying resilience created quite a few compelling narratives throughout the event.

Conference 88

Conference FDIC Arizona Industry 88

PYMNTS

DECEMBER 21, 2016

POS platform company Appetize recently announced that it had closed a $20 million investment round led by Shamrock Capital Advisors and Oak View Group, among others. Appetize provides fixed POS for iOS and Android, self-serve kiosks, handheld POS, online and mobile ordering, robust back-end inventory and reporting management tools.

Los Angeles 100

Los Angeles Company Atlanta New York 100

PYMNTS

JULY 24, 2019

s Conservative Party leadership contest is only the latest geopolitical event sparking concerns among analysts over foreign exchange (FX) markets — and corporates’ ability to react to those changes. banks will face a credit shortage following Brexit, leaving small businesses without access to capital.

Policies 143

Policies Survey Capital Marketing 143

PYMNTS

MARCH 4, 2020

In 1977, the event was crystallized into an annual occurrence by decree – though technically, women’s rights has since split the bill with world peace on March 8. This allows Visa to address the funding gap by getting capital directly into founders’ hands. And that social content and capital go much farther than just funding alone.”.

Community 181

Community Capital Leadership Training 181

Gonzobanker

JULY 10, 2020

Regardless of their viewpoints on capital recovery, now is the time for banking leaders to reevaluate their planning strategies. In a recent Fortune survey, 55% of corporate executives said they expect to return to 2019 capital spending levels sometime in 2021. Conduct event-driven scenario planning based on multiple scenarios.

Risk Management 88

Risk Management Capital Strategy social media 88

Independent Banker

NOVEMBER 30, 2022

An entrepreneur with a background in accounting and finance, CEO and chairman of the board Thomas Swenson set up Montana Business Capital Corporation in 1998 with a focus on job creation and economic development lending. Swenson’s goal has been to create a team of individuals who can manage themselves but also function well together.

Community Bank 169

Community Bank Community Montana Leadership 169

South State Correspondent

JANUARY 3, 2024

To do this, we teamed up with Jack Hubbard, Managing Partner of the Modern Banker , to bring you our collective favorites. Each book applies to any banker in a management position who faces a customer in the branch or field or any banker thinking about improving organizational performance. This book will be needed by bank CEOs in 2024.

Leadership 370

Leadership Management Strategy How To 370

Independent Banker

AUGUST 25, 2016

You can feel the energy boost at Park Bank from its leadership development program. It really gives people a sense of ownership,” explains James Hegenbarth, the bank’s president and CEO of the employees who have participated in the leadership development program. “It Wisconsin bank uses LEAD FWD Summit as a development resource.

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Conference Leadership Community Bank Community 104

PYMNTS

OCTOBER 22, 2019

Earlier this year, it made its first effort in that direction with an event in Cape Town, South Africa. Not much of a surprise, she noted, since the data also indicated that three-quarters of all dollars raised out of venture capital sources flow to firms with entirely male founding teams. “We Today (Oct. Today (Oct.

social media 106

social media Tools Atlanta United States 106

PYMNTS

MARCH 8, 2018

In a press release , the company said the round was led by Fidelity Management & Research Company. Those investors also participated in the latest fundraising event, Atom Tickets said in the press release.

Leadership 101

Leadership Industry Groups US 101

PYMNTS

OCTOBER 19, 2016

A new report by Deutsche Bank and the Economist Intelligence Unit (EIU) explored how financial managers are handling the changing winds of the economy and found that macroeconomic conditions are now top of mind as treasurers fight to grow their businesses.

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Survey Regulation Strategy Management 100

Independent Banker

APRIL 30, 2022

For this and other reasons, now is a good time to review and refresh articles, bylaws and committee charters to ensure resilience and bolster risk management. But if they see it as a risk management tool, it’s a game changer. Boards are not supposed to manage but provide oversight,” she notes, so communication flow is key.

Oregon 91

Oregon Community Bank Community Meeting 91

Insights on Business

MAY 2, 2019

Increased confidence to manage, not minimize risk – systems are under scrutiny. Organizations are looking achieve the difficult balance across ensuring proper business conduct, controlling risks with adequate capital reserves, and spending on resources and systems. Driving better outcomes.

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Compliance System Analytics Data 98

PYMNTS

JANUARY 26, 2017

The centrally located city, which is globally recognized as a hub for European, African and Asian business, is placing its focus on boosting its status as a FinTech capital of the world.

Fintech 100

Fintech Regional Innovation Leadership 100

Fintech Labs Insights

OCTOBER 7, 2015

Personal Capital is a next generation financial advisor, named by CNBC as a “Top Disruptor” for our innovative approach to wealth management. This combination of high-tech and high-touch drives our ability to deliver truly personal and objective wealth management for the Internet and mobile age.

Capital 12

Capital Data Leadership Maine 12

FICO

MARCH 26, 2020

The event was to be held in March but due to Coronavirus, it has been postponed to October. In terms of steps that led me to FICO, previously worked for Capital One, a customer and consumer of FICOs solutions. When solving problems my inclination is to start with the data and use that to drive my thinking.

Analytics 52

Analytics New York Leadership Strategy 52

CB Insights

FEBRUARY 13, 2020

This growth has created major opportunities in the payments space, and companies like Stripe — the payments unicorn valued at a masive $35B — are hungry to capitalize on them. Leadership and board members. Stripe Connect and billing services help companies manage marketplaces, subscriptions. Market opportunity. Source: Finix.

Online 98

Online Company Retail Payments 98

Gonzobanker

DECEMBER 22, 2020

Banks and credit unions had to fundamentally change their delivery, support and relationship management models at scopes and speeds that were unheard of. You know that dog either has Capital One or Delta Amex. Remember that? Then, in 90 days, COVID-19 turned everything on its head. Everything. Drum roll please…. Nicely done!

Idaho 170

Idaho Community Industry Strategy 170

Independent Banker

JANUARY 26, 2016

However, capital isn’t the only or even primary need of startups, various business incubator experts agree. Some entrepreneurs have never raised capital. They’re not managed well. A bank representative would teach commercial money management, while the business owner could relate his or her real-world operating experience.

Miami 70

Miami Community Bank Community Resources 70

PopularBank

MAY 1, 2020

We are well capitalized and institutionally sound. This program allows financial relief options for our customers who have been directly or indirectly affected by recent events and need assistance with existing loans, lines of credit, credit cards, and mortgages. Popular Bank remains financially strong.

Community 95

Community New Jersey Meeting US 95

Banking 2020

MARCH 10, 2015

Kyle Enger, known for his thought leadership in the world of relationship banking on the West Coast said it best, “Traditional banks have to embrace digital lending in their hometowns to compete.”. In today’s fast-paced life, this means engaging with them through social media, as well as hosting educational events.

Community 40

Community Lending Capital Conference 40

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. BNC shareholders got a terrific premium, a 47% dividend increase, and a continued leadership role for Richard D. This year brought us: Mergers out the yin-yang. Heavy core conversions weighing us down. FinTech threats and distractions.

Conference 90

Conference Industry Community Bank Community 90

CB Insights

DECEMBER 11, 2018

Capitalizing on the opportunity in shared mobility. Tackling vehicle electrification through battery and energy management technology. Capitalizing on the opportunity in shared mobility. Tackling vehicle electrification through battery and energy management tech . TABLE OF CONTENTS. Source: The Verge.

Mobile 74

Mobile Google Apple Software 74

Independent Banker

JANUARY 31, 2022

There’s really not a lot we can’t do,” says Travis Edlund, senior vice president and regional manager of the San Antonio market for Amarillo National Bank. Edlund adds that ANB also does working capital lending, energy lending and real estate and development lending. Capitalizing on an area’s growing popularity. Deepening roots.

Texas 182

Texas San Antonio Community Bank Community 182

Jeff For Banks

APRIL 21, 2012

I learn a lot from bankers as I visit their offices, speak to them on the phone or at industry events. jfb note: I was impressed that a bank experiencing difficulties would speak about leadership instead of regulators, borrowers, lenders, etc. JeffMarsico Bank director: "A great leader has empathy, sympathy, integrity, and consistency."

Community Bank 70

Community Bank Community Groups Lending 70

Independent Banker

AUGUST 31, 2021

The disruption, it turned out, had been caused by a food distribution event. The event was a resounding success, putting 2,300 boxes of food, 2,300 gallons of milk and 1,200 turkeys into the hands of hard-hit families. COVID-19’s effects had resulted in one of the toughest years anyone in the community could remember.

Community Bank 196

Community Bank Community National Fresno 196

CB Insights

MAY 23, 2019

Crescent Ridge Capital Partners’ elaborate Ponzi scheme. Select Investors: AllianceBernstein, Lightspeed Venture Partners, Glade Brook Capital Partners. Select Investors: CapitalG, Goldman Sachs Investment Partners, Pritzker Group Venture Capital. Select Investors: BlackRock, Norwest Venture Partners, Sands Capital.

Fraud 78

Fraud Las Vegas Company Video 78

PYMNTS

MAY 11, 2019

Anki , which had raised over $200 million in venture capital, announced this week that it will be laying off its entire staff, shutting down its website and shuttering its operation. We’re doing our best to take care of every single employee and their families, and our management team continues to explore all options available.”.

Google 189

Google Technology US Marketing 189

Gonzobanker

DECEMBER 19, 2022

2022 was the year the fintech industry and venture capital firms figured out that banking is harder than everybody thought. There’s nothing more Gonzo than a CEO who simply bleeds the soul of front-line relationship managers, and Brager could write a bestselling book on this topic. with Coinbase alone attracting $86 billion.

Community 216

Community Fintech Industry Innovation 216

Gonzobanker

DECEMBER 22, 2015

Bank project management offices. A phenomenally successful $50+ billion private/wealth management bank with a customer list to die for probably won’t hurt on the reference list. Roboadvisor Future Advisor acquired by establishment asset management giant BlackRock for $150M. Vendor management. “I Conversion of the Year.

Community Bank 60

Community Bank Apple Community Technology 60

Gonzobanker

DECEMBER 14, 2023

Meanwhile, technology changes continued at a breakneck pace, with generative AI the biggest topic around management tables. Importantly, Huntington has continued to focus on digital investments and its strong legacy of product management to remain a progressive regional bank. Nobody is quite sure which side this seesaw will land on.

Fintech 194

Fintech Community Regional Technology 194

CB Insights

NOVEMBER 29, 2017

The following is a guest post by Paul Asel, managing partner of NGP Capital. Current events are communicated worldwide instantly. In logistics, data-first companies are disrupting warehousing, food production & delivery, and fleet management. But China’s leadership position goes far beyond its data potential.

Industry 53

Industry Data Innovation Technology 53

CB Insights

JULY 23, 2020

While corporate tenants and building management may have different policies, having the proper tools and procedures in place to screen employees and visitors will be crucial to policy enforcement. Managing the flow, operation, and sanitization of elevators will be a key component in instilling confidence in returning employees.

Meeting 101

Meeting Tools Company Survey 101

Lars Markull

DECEMBER 29, 2019

It felt too much like somebody is just describing different events without a real story. Still interesting but too often it was a describing of events and not much of a story. High Output Management. This book was on my reading list for some time, and I finally managed to read it.   Entrepreneurship. Recommended.

Trends 40

Trends San Francisco Leadership Maine 40

Lars Markull

DECEMBER 29, 2019

It felt too much like somebody is just describing different events without a real story. Still interesting but too often it was a describing of events and not much of a story. High Output Management. This book was on my reading list for some time, and I finally managed to read it. Entrepreneurship. Recommended.

Trends 40

Trends San Francisco Leadership Maine 40

Gonzobanker

FEBRUARY 7, 2018

Big announcements like JP Morgan Chase’s to hike the pay of 22,000 workers and build 400 new branches certainly had bankers inspired to show some level of investment and even civic leadership from the tax break. Many banks are at or past the regulatory “suggested” 300% of total capital and can’t pull this revenue lever any more.

Taxes 75

Taxes Video Analytics Arkansas 75

PYMNTS

JULY 25, 2018

The leadership situation at the Consumer Finance Protection Bureau (CFPB) has been something of a complicated story since original Director Richard Cordray stepped down last fall. So ends that leadership battle for the CFPB. From there, it became a matter for the lawyers as the issue went to court. But is a new one beginning?

Leadership 100

Leadership Los Angeles Policies Texas 100