Abrigo

MAY 5, 2022

Thankfully for bank and credit union executives, lenders, risk managers, and Bank Secrecy Act (BSA) Officers, banking podcasts and podcasts for credit unions are plentiful, and options are growing. We have webinars , whitepapers , and other resources to make your job easier. or largely focused on the domestic banking market.

Community 195

Community Lending Maine Resources 195

South State Correspondent

APRIL 19, 2023

Deposit value now dwarfs fee value, yet many management teams are still worried and compensated on fee generation. For example, adding and connecting an operating DDA account to the MMDA account extends the average life significantly. This alone can have a material impact on retention and is inexpensive.

How To 195

How To Examples Resources Community Bank 195

Abrigo

JULY 17, 2017

Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services. He encourages the use of frameworks that help identify who in the firm has skillsets related to leadership, communications and technology.

Honolulu 150

Honolulu Taxes eBook Leadership 150

Cisco

MARCH 3, 2021

Financial Services institutions have experienced unforeseen challenges and significant disruption during the Pandemic and beyond, but also unprecedented opportunities to accelerate growth and digitize business operations to enhance employee productivity, customer experience, and innovation.

Strategy 77

Strategy Cyber Security Survey Security 77

Abrigo

MAY 24, 2016

Did you know that many of the daily maintenance and management activities in your firm can be handled more effectively with technology? Sageworks recently hosted a webinar to review some of the technologies that can help accounting and valuation firms tackle everyday challenges, and the replay is available here.

Technology 150

Technology social media Software Leadership 150

Independent Banker

NOVEMBER 30, 2022

Swenson’s goal has been to create a team of individuals who can manage themselves but also function well together. Once we’ve been here for 10 years, we are awarded a three-month paid sabbatical,” says Emilie Johnston, chief operations officer. We don’t operate from a position of fear.”. Reasons to stay. Commitment to growth.

Community Bank 169

Community Bank Community Montana Leadership 169

FICO

MARCH 14, 2023

Many health plans around the world have automated their management of health insurance claims to a large degree. And while many may not be in the unenviable position of this national health plan, every health plan typically has a “wish list” of things that they would like to — or need to — do better in claims management.

Software 98

Software Management Analytics Operations 98

Abrigo

AUGUST 26, 2016

Does senior leadership do a good job of communicating its top priorities? Sageworks Senior Risk Management Consultant Rob Ashbaugh said many financial institutions are focusing on portfolio growth in order to offset the profit-pinching effects of low interest rates and thin margins.

Survey 150

Survey Risk Management Leadership Strategy 150

Abrigo

JUNE 22, 2017

In the recent Sageworks webinar “ Credit union strategic planning best practices: Bridging the gap between strategy and execution ,” Ancin Cooley, CIA, CISA, of Synergy Credit Union Consulting, discusses the importance of setting and evaluating your credit union’s risk appetite. “You

Lending 150

Lending Meeting Survey Capital 150

Abrigo

JUNE 10, 2020

The former Chief Operational Risk Officer was fined for insufficient action on AML program deficiencies and staffing issues. Bancorp said it had made “significant investments since 2014 to improve and strengthen its AML and BSA controls, including a new AML and BSA leadership team as well as improved and enhanced processes and systems.”.

Resources 195

Resources Regulation Compliance Policies 195

Gonzobanker

JULY 10, 2020

How do we elevate our credit and operational risk visibility to ensure capital preservation and demonstrate strength to stakeholders? Now that the PPP frenzy is over, get ahead of your next loan opportunity and start managing your portfolios. Risk Management. a live webinar during which they’ll dig deeper into this topic.

Risk Management 88

Risk Management Capital Strategy social media 88

Tomorrow's Transactions

JUNE 9, 2020

In 2020, some businesses with a strong digital presence have shown resilience by shifting all their operations online and moving to full-on remote working, adapting to a period of indefinite social distancing. This includes the leadership and external stakeholders who must clearly understand what is expected of them.

Resources 82

Resources Risk Management Operations Regulation 82

Independent Banker

JULY 30, 2015

Community Banker University offers educational opportunities through live, in-person seminars and webinars, publications, audio conferences, self-study programs and videos. Leadership Development Conference. The ICBA Leadership Development Conference, which will take place Sept. Community Banker University.

Resources 70

Resources Tools Community Bank Conference 70

Independent Banker

JULY 29, 2016

Certification through ICBA and Community Banker University ensures that a pivotal community banker has the necessary knowledge and understanding in critical operational areas. The ICBA Leadership Development Conference will take place Sept. The ICBA Leadership Development Conference will take place Sept. Education Resources.

Minneapolis 70

Minneapolis Community Bank Community San Antonio 70

MyBankTracker

JUNE 24, 2020

Zoom operates on a freemium model, which means that its basic service is free to use while premium features require payment. Anyone can make basic video calls for free, but advanced features like conference rooms, large group meetings, or webinars all have their own subscription costs. Another thing to consider is the management team.

Video 52

Video How To San Jose Analysis 52

CFPB Monitor

SEPTEMBER 11, 2018

The CFPB’s newly-released Summer 2018 edition of Supervisory Highlights represents the CFPB’s first Supervisory Highlights report covering supervisory activities conducted under Acting Director Mick Mulvaney’s leadership. ET, Ballard Spahr attorneys will hold a webinar, “Key Takeaways from the CFPB’s Summer 2018 Supervisory Highlights.”

Lending 68

Lending Policies Compliance Cards 68

Independent Banker

NOVEMBER 30, 2021

Within that tightly knit group, there’s the bank’s leadership team, comprising president and CEO Greg Dennis, chief lending officer Jon Girard, vice president of operations and compliance Kristine Hendrickson, and executive vice president and chief financial officer Michele Boeder. Greg Dennis, Key Community Bank. “We

Community Bank 164

Community Bank Community Texas Leadership 164

Your Full Potential

JANUARY 29, 2016

Trusting others and being trustworthy yourself are so very important to operate a business successfully. Operate as if that trust can be shattered in an instant if you don’t work hard to cultivate it (more on this in parts 2 & 3 of this series.) By far, this is the step in the process that takes the longest. How is trust earned?

Operations 28

Operations US How To Resources 28

CB Insights

DECEMBER 19, 2017

Modern-day retail is at an inflection point as retailers face struggling physical storefronts, massive debt, and inefficient operations, among other issues. In this webinar, we’ll dive into the AI startups and use cases making the biggest impact in retail, looking at investments, patents, and the store of the future.

Retail 78

Retail Branding Company Capital 78

South State Correspondent

MARCH 28, 2024

By taking a leadership role, banks can assist customers and their communities and generate loans, deposits, and fees in the process. This experience may lead many banks to conclude that while they plan on rate cuts in 2024 to help margins, they may want to start discussing an alternative plan with their board and management team.

America 195

America Strategy Taxes Community 195

Cisco

OCTOBER 2, 2020

Earnings Before Interest, Taxes, Depreciation, and Amortization (“EBITDA”) is a metric used to evaluate a company’s operating performance and how much profit they’re bringing to the bottom line. The economic volatility brought on by COVID-19 has impacted EBITDA across the Financial Services sector.

Analytics 129

Analytics Data Leadership Strategy 129

Abrigo

SEPTEMBER 14, 2022

You might also like this webinar: "Fortify Your Loan Policy to Effectively Manage Credit Risk." Takeaway 3 Financial institutions should consider the impact of this rule and prepare for changes to their business operations. It isn’t just a compliance program problem or a data management problem. Credit Risk Management.

Lending 195

Lending Data Regulation Community 195

Independent Banker

AUGUST 31, 2021

When it became apparent that the Small Business Administration (SBA) would be providing loans to businesses to ease the sting of the pandemic, Cross River Bank employees urged leadership to embrace the program, Goldfeder says. We stood this up from zero to fully operational in two weeks,” Goldfeder says. Championing community banking.

Community Bank 196

Community Bank Community National Fresno 196

Gonzobanker

JUNE 23, 2014

We are hearing lots of noise about Customer Relationship Management again, GonzoBankers. Aims” is the operative word.). As my Gonzo colleague Jim Burson pointed out in our “Strategic Planning is Broken” Webinar ( access the playback ), many of these lip service claims need to be challenged. Sure they do. Sound familiar?

System 92

System Leadership Conference Mobile 92

FICO

JANUARY 25, 2022

The technology of advanced decision management is changing rapidly, as businesses worldwide pursue automated, analytics-powered decisions as an essential part of their digital transformation. That is the key takeaway of the recorded webinar on the present and future of insurance. Care By Volvo Approves Applications in Seconds.

Management 52

Management Analytics Survey Data 52

Abrigo

MARCH 4, 2022

You have nationalists with the Russian Federation, and you have these criminal groups operating independently. Financial institutions can prioritize their approach to patch and vulnerability management by using this resource to prioritize remediation of known risks. It’s the wild, wild west out there, pretty much.”

Exercises 195

Exercises Leadership Fraud Resources 195