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Digitization & Compliance: How to Avoid Digital Disaster
The banking industry has seen a rapid adoption of advanced technologies to streamline operations, enhance services, and optimize performance. Although this digital transformation has greatly...
Early Identification of Distressed Credit Relationships (2024)
Post-pandemic portfolios have performed admirably, with minimal troubled credits, late payments, and charge-offs. Despite fair economic conditions, it's important to remember that bad loans often...
Eight Habits of Successful Bank Managers
Many leaders struggle to develop and apply essential management skills, hindering their ability to drive business success. This session offers a checklist of important management tips to improve...
Effective Social Media for the FI MP4
In today's digital age, social media is a powerful tool for building brand awareness, educating consumers, and engaging with customers. In this session, we will explore effective strategies for...
Ensuring Your Next Strategic Planning Session is Not B.S. (Boring Stuff)
Is your community bank actively engaged in a formal strategic planning process? If not, it should be. If it is but feels like total B. S., it's time for a change! Strategic planning is a critical...
ESOPs 101
This insightful dive into Employee Stock Ownership Plans (ESOPs) will explore their strategic role in the banking sector. Participants will gain an understanding of how banks can sponsor ESOPs to...
Estate Planning with Bank Stock
The transfer of bank or bank holding company stock as part of a shareholder's estate planning process can involve several potential regulatory, corporate, and tax issues. Banks and bank holding...
Facing First Amendment Auditors: Who Are They? What Do They Want? How Should You Respond?
First Amendment auditors are individuals who enter city or public property to record your employees, officials, and operations, often under the claim of testing your knowledge of First Amendment...