South State Correspondent

MAY 30, 2023

This is the time for bankers to offer loan structuring solutions to help customers solve business problems, mitigate risk, and manage balance sheets and cash flows. However, managing the bank’s interest rate risk with longer-duration loans is necessary. Therefore, fixed-rate for longer terms may be the best fit for these borrowers.

Examples 195

Examples Course Community Management 195

Perficient

MARCH 2, 2021

Both operations and IT leadership should incorporate all of these dimensions into their cloud migration evaluation efforts. Perficient’s Oracle Supply Chain Management practice has advised clients in multiple industry verticals and in varying stages of this journey to the cloud.

Exercises 322

Exercises Comparison Apple Meeting 322

South State Correspondent

NOVEMBER 29, 2023

The Recency Trap in Banking Background Consider how much of your bank’s operating, sales, and marketing effort is spent acquiring new customers versus growing your existing customers. Recency Trap Experiment Of course, please don’t take our word for it. Many banks fall into the “recency trap.”

Marketing 195

Marketing Regional National Nashville 195

PYMNTS

FEBRUARY 21, 2019

In a new PYMNTS webinar, Karen Webster and Danielle Lackey, chief legal officer at expense management provider Motus , spoke about those changes, and how companies can get with this trend to save money and even make employees happier. Mileage Misconceptions. Different Programs. Different Programs.

Taxes 128

Taxes San Francisco New York City Case Study 128

PYMNTS

FEBRUARY 21, 2020

The IRS is committed to fairness in the tax system, and we want to remind people across all income categories that they need to file their taxes,” said Paul Mamo, director of collection operations for the agency’s small business and self-employed division. The iconic door-to-door brand is of course Avon.

Taxes 141

Taxes Boston Florida Course 141

PYMNTS

SEPTEMBER 19, 2019

Things have changed of course, because the very nature of payments has changed, and is changing. Cash management becomes a continuous process, throughout the business day. Indeed, the broader embrace of real-time payments, and real-time management of treasury functions, will take a little time, as savvy observers have prognosticated.

Management 116

Management Operations Payments Course 116

PYMNTS

NOVEMBER 16, 2020

We’ve noted that the stage has been set for M&A to ramp up, due in part to lower corporate taxes, which gives firms higher profits, which in turn gives them more money to both extend loans (building up customer bases) and have money in hand to pursue deals. PNC sold its stake in Blackrock for $15 billion, adding to its dealmaking ability.

Google 189

Google Course Strategy Innovation 189

PYMNTS

NOVEMBER 16, 2017

It was a nice crash course early on,” Wu said. And the team got another crash course in tax compliance after the first year, when a lack of planning left them scrambling at tax season to hunt down information and vendors — some of whom had since gone out of business. It just took a while to find the right one.

Taxes 115

Taxes Compliance Course Payments 115

PYMNTS

NOVEMBER 19, 2019

The compliance burden of a legal marijuana business having to manage regulations that vary by state, and between the state and federal level, has created a banking conundrum for a market forced to rely heavily on cash. The current regulatory landscape means not all FIs will be comfortable servicing this industry.

Company 109

Company Compliance Payments Taxes 109

Jeff For Banks

FEBRUARY 4, 2023

Overall, the US economy is on a path of recovery, but the pace and strength of the recovery will depend on the course of the pandemic and the success of vaccination efforts. Additionally, the implementation of new policies by the government, such as changes to taxes and regulations, could also influence economic outlook.

United States 78

United States US Cyber Security Taxes 78

PYMNTS

MARCH 23, 2020

The cascade effect of multi-state lockdowns has had a chilling effect on any number of verticals, from airlines, of course, to hotels. To get a sense of how deep the disruption has been, she told Webster that her husband runs an accounting, tax and financial consulting business for smaller firms such as restaurants and day care facilities.

New York 183

New York Course Massachusetts Industry 183

PYMNTS

SEPTEMBER 9, 2019

Payments, of course, are a vital part of the whole legal betting process. However, with so much potential tax revenue on the line, Cregan said, there are heavy incentives that favor mobile. “As Lack of confidence will lead to lower tax revenues.”. “The NFL stands to make $2.3 Digital Wallets. More Innovation.

Innovation 137

Innovation Payments Taxes User Experience 137

PYMNTS

AUGUST 3, 2020

Instacart offers a compelling case study, as it has come to dominate the third-party grocery delivery market over the course of the pandemic partly because it brought online ordering to brick-and-mortar supermarkets that previously had limited capabilities. as W-2 employees. million workers.

Payments 211

Payments Taxes Case Study Examples 211

Jeff For Banks

MARCH 27, 2022

Branch managers were unaware of their P&L, lenders were unaware of the ROE of their portfolio. Imagine, holding lenders accountable for the continuous pre-tax profit and ROE improvement of their loan book, like the table below. Knowing the CEO's passion about being a superior financial performer, of course it would!

Montana 78

Montana Taxes Strategy Leadership 78

PYMNTS

JANUARY 28, 2019

The rules mandate that eCommerce marketplaces operated by tech juggernauts such as Amazon and Flipkart (and, by extension, Walmart , which owns 77 percent of Flipkart) won’t be able to sell offerings that come from companies in which they have equity stakes – translating into part-ownership, of course. In tandem, more than 1.1

Course 188

Course National Online Google 188

Abrigo

APRIL 15, 2015

The media, of course, feeds the frenzy with television shows, articles, podcasts and a steady stream of click bait, aimed at illuminating the opaque world of valuation. To accurately ascribe a value to a company, a manager must first project cash flows into the future. by running through the company’s operating structure.

New York City 150

New York City Operations Exercises New York 150

Abrigo

DECEMBER 30, 2016

Even if you are among the many people who fear public speaking more than they fear death, chances are that you will be required to present financials to clients or managers at some point in the coming year. Furthermore, sub-par financial presentations can actually lower your perceived value by clients or managers.

Taxes 170

Taxes Data Analysis Examples 170

PYMNTS

NOVEMBER 15, 2016

In a recent column featured in Forbes , the thinking goes that online retail has managed to disrupt the lives of many a brick-and-mortar retailer. The 800-pound gorilla in the space is Amazon, of course, with impressive reach and scale. That comes even as Overstock’s top line has been growing, indicating operational pressures.

Retail 100

Retail Bitcoin Taxes Online 100

PYMNTS

OCTOBER 23, 2020

The coronavirus changed all of that, of course. And increasingly, of course, payments — which connect the links in all supply chains, after all – will continue to pivot to the digital realm. Where We Are Now. The monetary system is always a story of innovation and evolution,” Sheard told Webster.

System 208

System Policies Course Innovation 208

PYMNTS

AUGUST 5, 2019

In a new PYMNTS discussion, Karen Webster and Zac Cohen, general manager at Trulioo , used that lawsuit as a stepping off point to talk about how criminals get past anti-money laundering and other laws designed to keep payments honest, and what above-the-board firms and operations can do to stop it.

Company 163

Company Payments Fraud Meeting 163

PYMNTS

SEPTEMBER 6, 2016

It may seem like global expansion for the expense management company, but according to CEO David Barrett, it’s simply a reflection of the already globalized operation of the company. In fact, he says, expense reporting and accounting management has always had to be capable of supporting international corporate spend.

Report 100

Report Management Technology Tools 100

PYMNTS

MARCH 16, 2018

Even at its smoothest, supply chain management is never the easiest of endeavors. Transparency is key, but often is lacking – in part because of far-flung parties, which include both sides of a transaction (buyer and seller, of course) that may be operating across time zones, languages and currencies.

blockchain 123

blockchain Bitcoin Course Examples 123

PYMNTS

APRIL 12, 2019

Robotics and automation were areas of focus for both retailers this week as they seek to upgrade their operations in an effort to capture more consumer spend. Of course, we won’t undertake such experiments cavalierly. Amazon is advancing warehouse automation tech with a big leveling up of its autonomous cart technology. told Adweek.

Taxes 100

Taxes Retail Columbus Operations 100

PYMNTS

OCTOBER 2, 2018

Thus comes the thought of exit strategy, at least for management and for investors. If operating profits prove elusive, there is always the option of being bought – and for those two aforementioned groups, either cashing out or cutting losses (which, of course, is determined on where you bought in). than “will they ever?”.

Strategy 122

Strategy Course Taxes Company 122

CFPB Monitor

JULY 21, 2022

Of course, the sweeping AML Act of 2020 was passed because it also was tucked into the massive defense spending authorization bill for that year—so backers of BSA/AML expansion appear to be reverting to tactics which previously bore fruit. (i) Requirements. This is arguably the most puzzling provision of the amendment.

United States 78

United States Taxes Regulation Compliance 78

PYMNTS

FEBRUARY 13, 2017

For merchants, conducting cross-border trade often means following another nation’s local rules around payment acceptance, compliance, taxes and physical requirements and a host of other factors that vary between borders. Brexit] is one of those things that happens in the normal course of business, as odd as that may sound,” he said.

Compliance 100

Compliance Taxes Regulation Operations 100

Abrigo

NOVEMBER 3, 2015

The media, of course, feeds the frenzy with television shows, articles, podcasts and a steady stream of click bait, aimed at illuminating the opaque world of valuation. This means debt is cheaper and saves tax money. Pick a target The truth is most businesses do not operate from numbers.

Resources 150

Resources Capital New York City Taxes 150

PYMNTS

NOVEMBER 19, 2018

Except, of course, for the 26 or so percent of you who have already finished your Christmas shopping – you guys can enjoy an especially long tryptophan nap, we guess. FLEETCOR, for its part, has affirmed its continuing interest in using M&A to grow its operations. “I On the menu this week: FLEETCOR “Family” Set to Get Bigger.

Data 122

Data Cards Taxes Payments 122

PYMNTS

OCTOBER 23, 2019

The trend promises to heat up even more in the 2020s, and in a new PYMNTS interview, Butch Langlois, president, North America, for cloud-based retail management software seller Vend , provided an in-depth tour of those changes and a glimpse of what’s to come. These days, of course, it’s not just about the payments. Integrated Payments.

Retail 101

Retail System Mobile Innovation 101

PYMNTS

FEBRUARY 18, 2019

For those charged with managing the consumer’s trust and safety when transacting online, and in the midst of increasingly clever cybercrooks, being comfortable going against the status quo flow has become much more important than ever before, he said. I joked that I’d be a shoo-in for the job. All while keeping prices low for consumers.

Cards 169

Cards Course Study New York 169

Abrigo

FEBRUARY 4, 2015

Never mind complex tax regs—it''s workforce retention that''s keeping employers awake at night. Here are three key tasks partners and managers can perform to keep valued staff members from leaving: • Communication is key. Set a management goal to increase the number of employees your firm retains this year.

Management 150

Management Survey Industry Strategy 150

PYMNTS

APRIL 21, 2020

In an interview with Karen Webster, Gil Fried, professor and chair at the University of New Haven’s sport management program , said that now, more than ever, we need the escapism and joy that sports bring. That translates into a stadium operator effectively choking off roughly 70 percent of the seating capacity.

Course 160

Course Exercises Video Taxes 160

PYMNTS

DECEMBER 14, 2017

There are, of course, hurdles in the form of all the different governing bodies that manage the process of becoming a PayFac, which means that companies starting the journey must self-examine and determine what it will take to get registered with that designation. So, what does that do to your abandonment rate?”

Software 110

Software Payments Tools Course 110

BankBazaar

DECEMBER 22, 2019

Of course, it is an integral part of our lives but we prefer not to talk about it with anyone, not even our kids. And the earlier you start teaching your children about these basic financial concepts , the better they will become at managing money as they grow up. Our nation is home to almost 17.5% How To Get Started. 1,000 a month.

Management 97

Management National Cards Course 97

PYMNTS

APRIL 26, 2019

There are also the challenges of supplier management, tax legislation, cross-border compliance, worker protection and more. Whether working with Amazon or someone else, supply chain efficiency is the key to successful operations. … That definitely shows you how much this has gone unnoticed from manufacturers.”

Compliance 147

Compliance Policies Guidelines Examples 147

PYMNTS

JUNE 4, 2018

That just good old-fashioned operational costs. Snap’s problem with selling shares or debt, of course, is convincing investors to take the risk when Snap’s share price continues to sink. According to reports in The Information , Snap Inc. is going to need an infusion of dollars, and probably soon.

social media 119

social media Google Apple Leadership 119

Independent Banker

FEBRUARY 24, 2016

Greg Steverson (left) successfully manages a $100 million institutional investment portfolio for Ledyard National Bank in Norwich, Vt. Mikella Newsom (middle) successfully manages a $325 million institutional investment portfolio for City Bank in Lubbock, Texas. Investment principles of top bank portfolio managers.

Community Bank 70

Community Bank Community Texas Management 70