Abrigo

JULY 17, 2017

“The challenge with the piecemeal approach right now is that every project becomes a new and different project,” says Donny Shimamoto, CPA.CITP, CGMA, founder of advisory-focused CPA firm IntrapriseTechKnowlogies LLC in Honolulu and a nationally recognized accounting technology thought leader. “If

Honolulu 150

Honolulu Taxes eBook Leadership 150

Gonzobanker

OCTOBER 26, 2021

Cornerstone Advisors estimates $145 billion of pre-tax revenue has disappeared for bankers via margin compression in only the past two years. It must be what pours out from the culture, the leadership, the brand, and the operations of a modern banking institution. Banker in the Middle. Earning the Trust of the Stakeholders.

Leadership 97

Leadership Compliance Strategy Branding 97

Abrigo

OCTOBER 20, 2016

The wave of technological innovation that has swept the business world in the past several years has fundamentally altered how many industries do business. Perhaps no industry has been so disrupted by this wave of technological innovation as the banking industry. Manual data entry is, simply, a pain.

Software 150

Software Lending Community Bank Taxes 150

Independent Banker

AUGUST 31, 2022

But equally important is what they should be doing to keep the talented employees that they already have, both to avoid a short-term staffing crisis and to keep the pipeline of leadership full. Nurture leadership by providing a mix of technical and power skills training. Quick Stat. Source: ICBA Community Banker University.

How To 91

How To Louisville Community Bank Training 91

PYMNTS

MARCH 22, 2018

Prior to Mastercard, he spent 20 years at Citibank, where he held several leadership positions, including managing parts of Citibank’s Consumer Financial Services business in the United States, Brazil, Puerto Rico and the United Kingdom.

Puerto Rico 101

Puerto Rico United States Leadership Data 101

PYMNTS

SEPTEMBER 27, 2019

Operating out of New Zealand, Hnry offers gig economy workers tax administration technology that has just caught the attention of investors to the tune of $1.35 The firm operates a platform to automate tax and financial management processes for gig workers, sole traders and contractors.

Payments 149

Payments Capital Taxes Lending 149

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. Brings capabilities of open source and third-party technologies under one roof and security model.

Analytics 124

Analytics Data Leadership Strategy 124

Jeff For Banks

NOVEMBER 23, 2013

And yes, some are beyond our control such as population mobility, technology, and the need for some scale to invest enough to remain relevant. don''t tax you, don''t tax me, tax that fella behind the tree." Twenty years ago there were 14,000 FDIC-insured financial institutions. Today that number is cut in half.

Leadership 94

Leadership Louisiana Taxes Management 94

Abrigo

JUNE 10, 2020

Consider outsourcing BSA/AML work as one option in order to remain compliant and meet short-term needs for alert or case-monitoring to address seasonal issues, such as tax season, or employee issues, such as a leave of absence. Ensure good documentation. When the OCC terminated a consent order related to the AML program in December 2018, U.S.

Resources 195

Resources Regulation Compliance Policies 195

PYMNTS

JULY 18, 2018

Omar and his team have done a tremendous job building Abacus, and we look forward to helping them continue to grow their business while enhancing Certify’s leadership position in the spend management space.”. Certify was purchased last year by K1 Investment Management and merged with Nexonia , ExpenseWatch and Tallie. “K1

Marketing 100

Marketing Leadership Management Software 100

PYMNTS

MAY 3, 2016

Now is a critical time for small businesses as the country anticipates a change in leadership and new opportunities and challenges, such as market dynamics and new regulations and tax laws, which can have a significant impact on business results,” stated Capital One Head of Small Business Banking Keri Gohman in announcing the results of the report.

Capital 100

Capital social media Leadership Millennials 100

Independent Banker

MARCH 31, 2022

We must also keep our focus on protecting the 2017 tax cuts and, as always, monitoring and confronting credit union overreach. For instance, ICBA is calling for congressional hearings on the credit union tax exemption. Technology changes our processes, but the way we build relationships in our communities never changes.

Community Bank 239

Community Bank Community Industry Texas 239

PYMNTS

OCTOBER 19, 2016

According to the report, regulatory and tax risks were cited as the second top macro-concern for treasurers in the year ahead, cited by a quarter of survey respondents. Most of the CFOs surveyed also said technology is changing the way they do business, and many of these professionals are reluctant to adopt disruptive tools.

Survey 100

Survey Regulation Strategy Management 100

Independent Banker

APRIL 30, 2018

ICBA’s incredible members, staff, state and regional partners, leadership bankers and, of course, the inimitable Cam Fine have given strength and momentum to our association and to the community banking industry more broadly. Now, the future is ours for the taking.

Community Bank 70

Community Bank Community Leadership Industry 70

Gonzobanker

DECEMBER 17, 2021

After leading a great and vibrant organization at Andrews Federal Credit Union, Jim and his family have taken on a new adventure, and the Gonzo team is confident Jim’s ambition and transparent leadership style will be welcome in Raleigh, N.C. Lifetime Leadership Achievement Awards. Congrats on a brave move and national recognition Jim!

Fintech 143

Fintech Strategy Leadership Lending 143

PYMNTS

APRIL 26, 2017

Stefan Weitz, chief product and strategy officer and GM, payments, tax and fraud at omnichannel commerce technology provider Radial , joined the latest installment of PYMNTS’ Commander In Chief Series to share why reducing friction in the realm of consumer payments remains a key point of strategy for every online retailer.

Strategy 100

Strategy Retail Online Data 100

Independent Banker

JANUARY 31, 2022

Corporate relocations and expansions—influenced by factors like affordability, low corporate tax rates, no personal income tax and a rich talent pool—have contributed to a momentum that isn’t likely to subside soon. The state is growing an impressive technology roster, for example.

Texas 182

Texas San Antonio Community Bank Community 182

Jeff For Banks

JULY 8, 2018

Community financial institutions' resources are already taxed by technology and regulation. Don't over-tax by encouraging innovation on problems that don't exist either internally or with our customers. Here is where senior management will earn their leadership chops. Changing IHOP's name to IHOB comes to mind.

Innovation 60

Innovation Resources Taxes Leadership 60

Gonzobanker

FEBRUARY 7, 2018

Nothing seems to put a bounce in a banker’s step more than a tax break and regulatory relief, and this bountiful energy was radiating at Bank Director’s annual “mecca” for bank M&A in Phoenix last week – Acquire or be Acquired. For those in the know – simply AOBA. The chatter at AOBA centered on three important topics: #1: The Breaks.

Taxes 75

Taxes Video Analytics Arkansas 75

PYMNTS

MARCH 30, 2018

Its platform provides proprietary cyber-risk analysis technology to corporate customers. The company offers a cash flow management platform for small and medium-sized enterprises, as well as a payment platform to enable businesses to pay rent and taxes, payroll and more with a credit card, regardless if the recipient accepts cards.

US 116

US Capital California San Francisco 116

Independent Banker

DECEMBER 31, 2021

hopes to add several business services in the future, possibly including wealth management, cash management, life insurance, products that have guaranteed returns and products that have tax advantages, says president and CEO Carlos P. Technology is on community bankers’ to-do lists. Ponce Bank in Bronx, N.Y., Click to enlarge.

Community Bank 144

Community Bank Community Lending Louisiana 144

FICO

JULY 17, 2017

Perhaps an equally daunting challenge is the already crowded legislative agenda, which includes heavy-lift items like healthcare and tax reform and increased infrastructure spending. These changes in leadership will assist in the implementation of the President’s financial regulatory reform agenda. A Crowded Legislative Agenda.

US 40

US Leadership Regulation Policies 40

Insights on Business

MAY 3, 2019

In this new model, there is a link between the size and complexity of clients’ financial needs and the number of specialists required to support those needs, such as tax advisors, wellness experts, lawyers and accountants. Advisors will be the quarterbacks that direct experts to help clients deal with the impact of major life events (e.g.,

Management 87

Management Data Meeting Branding 87

PYMNTS

APRIL 26, 2019

Technology enables us to understand so much more — in real time — about our business,” says Mike Hanrahan, CEO of IRL. Walmart Executive Vice president of Corporate Affairs Dan Bartlett offered one of the more biting remarks on Twitter: “Hey retail competitors out there (you know who you are) how about paying your taxes?”.

Online 122

Online Retail Video Comparison 122

Bussman Advisory

OCTOBER 4, 2017

In a previous post we pointed out that corporate banks were in danger of falling behind the technology curve. This can be within financial services, for example by providing insurance, accounting and tax services, or data analytics. But with today’s technology, it is hardly impossible. By Falk Rieker and Oliver Bussmann.

Google 67

Google Examples Innovation Analytics 67

PYMNTS

JANUARY 26, 2018

And, under his leadership, the new CFPB seems bent on doing things very differently than it has in the past. South Korea is levying heavy duty taxes on trades. In fact, this week, Mulvaney circulated a new mission statement for the organization, which was later leaked to The New York Times. The reason?

Lending 101

Lending Cards Millennials Data 101

Gonzobanker

DECEMBER 20, 2018

To be in Chip’s presence is to soak up energy, optimism and the mash-up of traditional banking and technology. There is a nice mix of the executive gene pool among these two organizations to build the future leadership team, and this deal helps CenterState gain scale as it moved past the dreaded $10 billion regulatory mark.

Fintech 102

Fintech Conference Innovation Community 102

Gonzobanker

DECEMBER 19, 2017

BNC shareholders got a terrific premium, a 47% dividend increase, and a continued leadership role for Richard D. Platoon Talent Leadership Award – Goes to WSFS Bank ’s Lisa Brubaker who, at Finastra ’s client conference, pointed to hiring more free-wheeling advisory talent in branches, “backstopped by a sergeant.”.

Conference 91

Conference Industry Community Bank Community 91

PYMNTS

MAY 24, 2019

Bartlett said Walmart didn’t receive any “special packages or tax breaks that were out of the ordinary” when building its campus, a not-so-thinly veiled jab at Amazon — whose financial incentive package with New York City causes such massive local uproar that Amazon was eventually persuaded to pull the project entirely.

New York 109

New York New York City Vermont Meeting 109

CB Insights

FEBRUARY 13, 2020

‘PayFac’ technology simplifies underwriting and onboarding. Leadership and board members. ‘PayFac’ technology simplifies underwriting and onboarding merchants. Despite Stripe’s recent fundraising at attractive valuations, company leadership maintains that they have no plans to go public.

Online 98

Online Company Retail Payments 98

Alex Jimenez

FEBRUARY 27, 2019

The topics discussed varied from arcane technology topics to discussions about general innovation. During the conference Harley-Davidson also announced their partnership with IBM to combine cloud, IoT and AI technologies to “reimagine the everyday riding experience. I can’t fault IBM for either of those. IBM Q Panel.

blockchain 40

blockchain Conference Security Innovation 40

NCR

APRIL 19, 2016

Be ready to show a potential lender several years worth worth of tax returns, account statements, and other important financial documents related to your business such as leases, contracts, and incorporation papers. Get organized. As with any loan, you’ll need to provide plenty of paperwork. He started his career at Procter & Gamble.

Capital 40

Capital Online Comparison Cards 40

CB Insights

OCTOBER 29, 2018

When mobile phone company Danger Inc was created in the heady days of 2000 with execs from Apple, Phillips, and WebTV, it looked like a leadership dream team. in 2005, the thinking was that enhanced communications technology would help buyers and sellers better connect. Date: April 15, 2008. Price: $500M. eBay and Skype.

Google 76

Google Software Innovation Company 76

CB Insights

MAY 23, 2019

The problem was that Theranos’ proprietary blood-testing technology was completely fictitious. Holmes’ claims about Theranos’ blood-testing technology weren’t just exaggerations or selective interpretations of clinical research data; they were quite literally impossible. The Outcome. Total Funding: $263M.

Fraud 78

Fraud Las Vegas Company Video 78

CB Insights

MAY 10, 2018

But just as their clients are always under threat from new players and technologies, consultants too are not immune to the forces of disruption. “The underlying principles of strategy are enduring, regardless of technology or the pace of change.” The four functions of consulting. ” —Michael Porter.

Strategy 78

Strategy Management Analytics Tools 78

CB Insights

JUNE 6, 2019

Coda Automotive sought Chapter 11 bankruptcy protections in May 2013, and announced it was restructuring its business as a battery technology company. Coda’s unsold vehicles were later acquired by Mullen Technologies, an electric vehicle company based in California. No AdMob, no product. Founded: 2013. Declared Bankruptcy: 2018.

Apple 78

Apple Branding Google Company 78

Independent Banker

MARCH 15, 2015

Yet his steady leadership is paired with a willingness to challenge the status quo cautiously to keep up with an evolving marketplace—a quality that appealed to the bank’s board when it promoted him from loan officer to bank president 25 years ago. Adding a mobile banking channel has been the bank’s most recent technology venture.

Ohio 70

Ohio Community Bank Community Lending 70