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Published Articles

2022

First Quarter: Syndicated Loan Market Offers Lending Possibilities For Community Bankers
New Mexico Bankers Association Digest, New Mexico Bankers Association

2021

Fourth Quarter: Syndicated Loan Market Offers Lending Possibilities for Community Bankers
The Community Banker, CBWV

Third Quarter: Resuming CECL Compliance Planning
New Mexico Bankers Digest, NMBA; One Step Closer to Instant Payments With the FedNow Pilot Program
Utah Banker, UBA; How Can Wire Automation Help Your Institution?
Independent Report, IBC (CO); Resuming CECL Compliance Planning
NBA News and Information, NBA (NV); Four Critical Reminders to Transition from LIBOR to SOFR
The Arizona Banker, Arizona Bankers Association; Three Key Areas Impacting Customer Profitability
NBA News & Information, Nevada Bankers Association; One Step Closer to Instant Payments With the FedNow Pilot Program
New Mexico Bankers Digest, NMBA; Syndicated Loan Market Offers Lending Possibilities for Community Bankers
The Community Banker, CBWV; Resuming CECL Compliance Planning
The Ohio Community Banker, CBAO

Second Quarter: Northern California Banks, Credit Unions to Test Federal Reserve’s New System...
North Bay Business Journal; Relationship Value Pricing and Customer Profitability
The Arizona Banker, AZBA; How Will CECL Affect Your Institution's Securities?
Community Banker, MIB (MT); How Will CECL Affect Your Institution's Securities?
NBA News and Information, Nevada Bankers Association; Open Banking - What You Should Know
The Tennessee Banker, TBA (TN); What International Business Customers Want From Their Community Bank
Utah Banker, UBA; Triaging Your Institution's Credit and Liquidity Health
Carolina Banker, NCBA; Relationship Value Pricing and Customer Profitability
New Mexico Bankers Digest, NMBA; How Will CECL Affect Your Institution's Securities?
Arizona Banker, ABA (AZ); Resuming CECL Compliance Planning
CBWV Newsletter, CBWV; Relationship Value Pricing And Customer Profitability
The Ohio Community Banker, CBAO

First Quarter: Three Key Liquidity Risk Management Reminders
NBA News and Information, Nevada Bankers Association; The COVID-19 Vaccine and Your Employees
Iowa Bankers Exchange, Iowa Bankers; SOFR Takes the Spotlight As LIBOR's Days Are Numbered
Community Banker, MIB (MT); Open Banking – What You Should Know
NBA News and Information, Nevada Bankers Association; Three Key Liquidity Risk Management Reminders
New Mexico Bankers Digest, NMBA; Three Key Liquidity Risk Management Reminders
Utah Banker, UBA; Three Key Liquidity Risk Management Reminders
The Community Banker, CBWV; What International Business Customers Want From Their Community Bank
Arizona Banker, AZBA; Relationship Value Pricing and Customer Profitability
Great Lakes Banker, Great Lakes; SOFR Takes the Spotlight As LIBOR's Days Are Numbered
The Ohio Community Banker, CBAO; What International Business Customers Want From Their Community Bank
The mbaBanking Magazine, MBA

2020

Fourth Quarter: PPP Fraud — How To Protect Your Institution
The Arizona Banker, AZBA; Morale Building During COVID-19
The Community Banker (WV), CBWV; Digging Deeper With Your Borrowers
The Independent Report (CO), IBC; Helping Bankers With The PPP Forgiveness Process
The mbaBanking Magazine, MBA; Digging Deeper With Your Borrowers
New Mexico Bankers Digest, NMBA; Triaging For Your Institution’s Credit & Liquidity Health
The Ohio Community Banker, CBAO; Helping Bankers Through the PPP Forgiveness Process
Utah Banker, UBA; Three Key Liquidity Risk Management Reminders
Bankers Digest, New Mexico Bankers Association; Three Key Liquidity Risk Management Reminders
The Community Banker, CBWV; Three Key Liquidity Risk Management Reminders
Utah Banker, UBA; What International Business Customers Want From Their Community Bank
The Arizona Banker, AZBA

Third Quarter: Triaging for Your Institution’s Credit & Liquidity Health
CBA Today (GA), CBAOG; Helping Customers Through the PPP Forgiveness Process
Nevada Bankers Association, NBA; Helping Customers Through the PPP Forgiveness Process
The Ohio Community Banker, CBAO; PPP Fraud — How to Protect Your Institution
The Arizona Banker, AZBA; Three Steps to Assessing Customer Profitability Post-COVID-19
The mbaBanking Magazine, MBA; Top Six Stress Testing Tips During COVID-19
The Tennessee Banker, TBA

Second Quarter: Customer Profitability - From Strategic Development to Execution
Greater Lakes Banker; 3 Steps to Assess Customer Profitability Post-COVID-19
New Mexico Bankers Digest, NMBA; Transitioning Your Communications
The Ohio Community Banker, CBAO; Interest Rate Swaps and Loan Modifications With COVID-19
The Arizona Banker, AZBA; Morale-Building During COVID-19
The Independent Report, IBC; Interest Rate Swaps and Loan Modifications with COVID-19
Utah Banker, UBA

First Quarter: From LIBOR to SOFR: Making a Successful Transition
Hoosier Banker Magazine, IBA; Coronavirus Contingency Plans
New Mexico Bankers Digest, NMBA; Stress Testing Tips
The Community Banker (WV), CBWV

2019

Fourth Quarter: Customer Retention and Profitability
The Arizona Banker, AZBA; Why Hedging Loan Solutions Can Be Advantageous for Businesses
Denver Business Journal

Third Quarter: Customer Retention and Profitability at Community Banks
Bankers Digest (TX), IBAT; Preparing For Your Board’s Questions About CECL
Community Banker (MT), MIB; How to Ride out an Inverted Yield Curve
The Community Banker (WV), CBWV; How to Ride out an Inverted Yield Curve
The Ohio Community Banker, CBAO; CECL Top 5 Things to Remember
Utah Bankers Association, UBA; LIBOR to SOFR: What Community Banks Should Know to Make a Successful Transition
MBA News (MN), MBA

Second Quarter: LIBOR to SOFR
The mbaBanking Magazine, MBA; Customer Retention and Profitability
The Ohio Community Banker, CBAO; LIBOR to SOFR —Making a Successful Transition
Colorado Banker, CBA; LIBOR to SOFR How to Make a Successful Transition
Texas Banking

First Quarter: Preparing for Your Boards Questions About CECL
Tennessee Bankers Association; Top 5 CECL Things to Remember
Colorado Banker, CBA; Rethinking CECL—Innovative Insights to Drive Business
Texas Banking; PCBB—Rooted in the Success of Community Banks
Great Lakes Banker; Top 5 CECL Things to Remember
The Community Banker (WV), CBWV; Rethinking CECL — Innovative Insights to Drive Business, Not Just Your Reserve
Utah Banker, UBA