Jeff For Banks

APRIL 4, 2024

This was the question posed to Bank Profitability students as part of the Oregon Bankers' Association's Executive Development Program (EDP). These were up-and-coming bankers, the future leaders of our industry, identifying industry trends that will have the greatest impact on their bank, in no particular order.

Banking Trends 113

Banking Trends Trends Millennials Oregon 113

Gonzobanker

FEBRUARY 1, 2024

Turn up “Whole Lotta Love” and let the pure adrenalin rush of Jimmy Page’s intro accompany this year’s Acquire or Be Acquired recap … In the ever-evolving world of banking, Bank Director’s Acquire or Be Acquired Conference remains a constant. Concerns about successors to today’s executive leadership teams dominated many presentations.

Conference 88

Conference FDIC Arizona Industry 88

Abrigo

OCTOBER 10, 2023

The fraud triangle is a concept frequently discussed in higher-level management and accounting courses. Use the fraud triangle to prevent fraud at your institution The concept of the fraud triangle is frequently used in business, accounting, and criminology. How can you put it to use at your financial institution? Coined by U.S.

Fraud 195

Fraud How To Training Trends 195

Abrigo

SEPTEMBER 28, 2022

Construction loan risk management software leverages technology and sound process management to pull construction lending away from its manual roots. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Construction loan management software. Leveraging software to work smarter.

Lending 195

Lending Software Risk Management Management 195

South State Correspondent

APRIL 24, 2023

This article gives bankers a background on what it is, its risks, and how it will change everything from your infrastructure to your hiring practices. Tell it to text your customers as one of its goals, and it will sign up for a messaging app and send out a text. Instead of automation, banks can now have intelligent automation.

social media 195

social media Data Marketing Technology 195

South State Correspondent

OCTOBER 28, 2022

Our teams just returned from back-to-back weeks at the Gartner Symposium in Orlando and Money 20/20 in Las Vegas. Gartner focused on technology infrastructure, while Money 20/20 was around fintech and payments. Despite those challenges, we pulled out the top ten needle-moving ideas and ten smaller, exciting ideas to bring to your organization.

Conference 195

Conference Technology Las Vegas Trends 195

Independent Banker

JULY 31, 2022

Fallout from recent global events presents an obstacle to generating revenue for community banks. Before 2022, says Thomas Grottke, managing director at Crowe LLP, “a lot of factors were going right. Before 2022, says Thomas Grottke, managing director at Crowe LLP, “a lot of factors were going right. Illustration by Jill DeHaan.

Strategy 135

Strategy Community Bank Louisville Community 135

South State Correspondent

AUGUST 31, 2022

For example, not only are payee and payor matched up correctly, but the name string is consistently in the format: Title, First Name, Middle Name/Initial, Last Name, and suffix. The advantage of using AI for document management in banking is threefold. What to Look for in A Document Intelligence Platform.

Training 448

Training Data Examples Taxes 448

Gonzobanker

DECEMBER 14, 2023

Meanwhile, technology changes continued at a breakneck pace, with generative AI the biggest topic around management tables. The specifics are unclear, but bankers recognized that this will be an absolute game-changing technology in future years, and delivery will change in ways we can’t even conjure yet. Employees are back to work.

Fintech 194

Fintech Community Regional Technology 194

Abrigo

AUGUST 28, 2022

Develop better ag lending workflows before demand picks up. Takeaway 3 Better ag lending workflows streamline document collection and management and increase credit analysis accuracy. . Efficient and profitable ag lending will be critical as ag loan demand and competition pick up. Efficient processes. Prioritizing automation.

Lending 195

Lending Analysis System Data 195

Jeff For Banks

FEBRUARY 24, 2022

On September 17, 2021 in the Scottsdale, Arizona desert, I delivered a speech to a ballroom full of bankers titled: 5 Things I Wish We Did Better. It was well received and was recently picked up by a banking school as an elective class. Number 1 on that list: Project Management. That's a year and a half for those counting.

Management 78

Management Community Bank Community Arizona 78

Gonzobanker

DECEMBER 19, 2022

All of you with your hands up… … uh huh. It would have required a few trips to the local dispensary to dream up what bankers have endured this year. As if that wasn’t enough, regulators took a sledgehammer to debit fee income with Reg II changes that will begin reducing card-not-present interchange fees starting in July 2023.

Community 216

Community Fintech Industry Innovation 216

Abrigo

AUGUST 4, 2016

Attendees of the Sageworks Risk Management Summit (September 14-16) this year have the opportunity to attend a pre-conference meeting with other Sageworks ALLL users for networking, best-practice sharing and solution training. (The Take your smartphone, for example. On the job, it’s the same way. Learn something new.

Conference 150

Conference Groups Training Risk Management 150

Alex Jimenez

NOVEMBER 4, 2023

Wealth Management: While Money20/20 has historically been a payments-focused conference, there was quite a bit of discussion on innovations in wealth management, with an emphasis on generational wealth transfer and the overall impact of technology. Money 20/20 USA has become the biggest FinTech gathering in the US.

Conference 84

Conference Meeting Trends Fintech 84

PYMNTS

JANUARY 23, 2020

Africa’s richest woman, Isabel dos Santos, is facing money laundering and mismanagement charges, while a banker implicated in the case – Nuno Ribeiro da Cunha, 45 – was found dead in his Lisbon apartment, according to multiple media reports on Thursday (Jan. billion fortune. dos Santos had a 42.5 The investigation was launched in 2018.

National 131

National New York Conference Resources 131

Gonzobanker

DECEMBER 17, 2021

THE BANKER AWARDS. Lots of tech and operations to clean up, it appears, but no solid bank is better qualified than the team from Minneapolis. Lots of tech and operations to clean up, it appears, but no solid bank is better qualified than the team from Minneapolis. Doug Larson. Gonzo readers, 2021 was just plain schizophrenic.

Fintech 143

Fintech Strategy Leadership Lending 143

Gonzobanker

DECEMBER 22, 2020

Bankers started the year with good business plans, strong balance sheets, and optimism. Banks and credit unions had to fundamentally change their delivery, support and relationship management models at scopes and speeds that were unheard of. Even George Bailey would have given you the thumbs up. ” – Hunter Thompson.

Idaho 172

Idaho Community Industry Strategy 172

Gonzobanker

JANUARY 12, 2023

Anyway, I want to really sexy-up the investor deck this time and even use some of this stuff in our annual report. Anyway, I want to really sexy-up the investor deck this time and even use some of this stuff in our annual report. So, Tony my man, I need you to help me make our presentation look really edgy… you know, up-to-date.

Training 78

Training Strategy Meeting Marketing 78

Jeff For Banks

MARCH 31, 2018

So worries New Jersey Banker's Association CEO John McWeeney since state-owned bank advocate Phil Murphy was elected governor. When they bought Strong Asset Management. Mid Penn boasted about their cost of deposits and funds in their 2016 annual meeting investor presentation (pages 21-22). Bye-bye municipal deposits. By default.

FDIC 60

FDIC New Jersey Pennsylvania Community Bank 60

Perficient

MAY 21, 2021

As each student presented, the chat was full of encouraging comments and questions and the genuine interest and passion among these ladies were easy to see. . Perficient Proudly Presents the Bright Paths Student Demos. To view all the presentations in full, please enjoy the full playlist.

Milwaukee 348

Milwaukee Software Course Detroit 348

Abrigo

OCTOBER 2, 2015

banks and credit unions, according to Graham Dyer, senior manager in Grant Thornton’s National Professional Standards Group. Under CECL, Dyer said recently at the 2015 Risk Management Summit presented by Sageworks, “We’re required to make forecasts of the future – that’s the big hang-up.” Dyer said.

How To 150

How To Risk Management Analysis Management 150

Gonzobanker

DECEMBER 20, 2019

billion of assets under management. There is an understanding that technology and fintech are going to cause radical change, but the how, how big and when are still very unclear. Brutal competition is an everyday affair, as are product and price commoditization. They have a very simple answer to all of these headwinds: Bring.

Idaho 148

Idaho Conference Data Marketing 148

South State Correspondent

MARCH 28, 2022

These trends received more support this month when the President signed an Executive Order supporting the legal and equitable use of technology around a digital currency and digital assets ( HERE ). By way of background, we gave bankers a primer on how to work with defi and blockchains a while back ( HERE ).

Payments 195

Payments Trends Data Fintech 195

Independent Banker

AUGUST 31, 2021

Bob Moore, Augusta Food Bank’s executive director, says traffic was backed up for miles. That day’s event was just one of the many ways in which Kennebec Savings Bank stepped up to help its community in 2020. A local stalwart since its founding in 1870, the community bank was signed into existence by Civil War hero and Gov.

Community Bank 196

Community Bank Community National Fresno 196

Gonzobanker

JULY 28, 2014

Let’s just get this out of the way right up front: most bankers rank going through a formal system selection process right up there with a trip to the dentist. So, having dispensed with the pleasantries we’ll move right along and in the spirit of Kramer, just say “Giddy Up!”. Online Applications and Borrower Portal.

System 102

System Lending Data US 102

Independent Banker

APRIL 28, 2016

A strong interest rate margin is almost always present in a high-performing bank. A strong interest rate margin is almost always present in a high-performing bank. Our senior management team and our employees are like family. Any bank president or management team will only be as good as those they surround themselves with.

Community Bank 70

Community Bank Community National US 70

South State Correspondent

AUGUST 31, 2022

For example, not only are payee and payor matched up correctly, but the name string is consistently in the format: Title, First Name, Middle Name/Initial, Last Name, and suffix. The advantage of using AI for document management in banking is threefold. What to Look for in A Document Intelligence Platform.

Training 74

Training Data Examples Taxes 74

Jeff For Banks

DECEMBER 16, 2022

I call this "pulling into the pits" in my book: Squared Away-How Can Bankers Succeed as Economic First Responders. Twenty-six percent of the bank is owned by the Board, Executive Management, and the ESOP. Twenty-six percent of the bank is owned by the Board, Executive Management, and the ESOP.

Puerto Rico 78

Puerto Rico Virgin Islands Community Community Bank 78

Gonzobanker

FEBRUARY 18, 2015

The Garb: Despite the exhortations in the conference guide that attendees should be in resort casual, it never ceases to amaze me that bankers still take themselves so seriously. There were a handful of female executives, but they were few and far between and most I encountered were directors, not bank management. Dinner on your own.

Conference 60

Conference Community Phoenix Arizona 60

Gonzobanker

DECEMBER 19, 2016

A deep mistrust is growing for anything that feels bureaucratic or obfuscated, and bankers stand at a crossroads as to where they may fall in this shakeout. In the post-Wells-scandal world where the shift from people and bricks to machines and digital is getting very real, bankers are scrambling to build new generations of their businesses.

Utah 60

Utah System Community Marketing 60

Independent Banker

FEBRUARY 24, 2016

Curry offers a brief update about a few current regulatory issues on his mind, including his agency’s concerns about signs of growing credit risk throughout the banking industry. IB: What steps should community bankers take to ensure their institutions are secure from cyberattacks? Comptroller of the Currency Thomas J.

Community Bank 70

Community Bank Community Regulation Compliance 70

Gonzobanker

OCTOBER 21, 2015

She pointed to some lack of banking industry passion in the form of an expressionless Citi manager on window display in Manhattan … proud plaques on the wall and looking down at computer. Tripodi told bankers to look for the functional, emotional and societal benefits of our brands and to tell better stories to broaden appeal.

Las Vegas 60

Las Vegas Retail Phoenix Branch Design 60

Gonzobanker

DECEMBER 19, 2016

A deep mistrust is growing for anything that feels bureaucratic or obfuscated, and bankers stand at a crossroads as to where they may fall in this shakeout. In the post-Wells-scandal world where the shift from people and bricks to machines and digital is getting very real, bankers are scrambling to build new generations of their businesses.

Utah 60

Utah System Community Marketing 60

Independent Banker

DECEMBER 31, 2022

We recently spoke with community bank CEOs from across the country to gain insights on how they’re proactively positioning to manage risks and take advantage of growth opportunities in the coming year. Following some respite in 2022, community bankers are bracing for a tougher economic landscape ahead in 2023. By Beth Mattson-Teig.

Community Bank 91

Community Bank Community Tampa North Carolina 91

Gonzobanker

NOVEMBER 18, 2014

And, man, did it ever … with the Aliens -esque signs of bankers getting their brains sucked out (or was it minds being blown by presenters, not sure?). He appealed to bankers to talk about their value creation and higher purpose instead of just making money. Innovation Showcase & Global Innovation Awards.

Chicago 97

Chicago Retail Branch Design Training 97

Lex Sokolin

DECEMBER 16, 2020

You are just minding your own business being a start-up, thinking “how many more months of capital do I have until we are bankrupt.” The overall transaction process is fairly straightforward, and can be benchmarked to the book-building and underwriting that an investment banker does. Tis the season. That’s about $75 billion in hopium.

Fintech 52

Fintech Capital Company Data 52

Lex Sokolin

DECEMBER 16, 2020

You are just minding your own business being a start-up, thinking “how many more months of capital do I have until we are bankrupt.” The overall transaction process is fairly straightforward, and can be benchmarked to the book-building and underwriting that an investment banker does. Tis the season. That’s about $75 billion in hopium.

Fintech 52

Fintech Capital Company Data 52