Published Articles
2020
- Fourth Quarter
- The Arizona Banker: PPP Fraud — How To Protect Your Institution (PDF)
- The Community Banker (WV): Morale Building During COVID-19 (PDF)
- Independent Report (CO): Digging Deeper With Your Borrowers (PDF)
- The mbaBanking Magazine: Helping Bankers With The PPP Forgiveness Process (PDF)
- New Mexico Bankers Digest: Digging Deeper With Your Borrowers (PDF)
- The Ohio Community Banker: Triaging For Your Institution’s Credit & Liquidity Health (PDF)
- PCBB: Triaging for Your Institution’s Credit & Liquidity Health (PDF)
- Utah Banker: Helping Bankers Through the PPP Forgiveness Process (PDF)
- Third Quarter
- CBA of Georgia e-Newsletter: Triaging for Your Institution’s Credit & Liquidity Health (PDF)
- Nevada Bankers Association: Helping Customers Through the PPP Forgiveness Process (PDF)
- Ohio Community Banker: Helping Customers Through the PPP Forgiveness Process (PDF)
- The Arizona Banker: PPP Fraud — How to Protect Your Institution (PDF)
- The mbaBanking Magazine: Three Steps to Assessing Customer Profitability Post-COVID-19 (PDF)
- The Tennessee Banker: Top Six Stress Testing Tips During COVID-19 (PDF)
- Second Quarter
- Greater Lakes Banker: Customer Profitability - From Strategic Development to Execution (PDF)
- New Mexico Bankers Digest: 3 Steps to Assess Customer Profitability Post-COVID-19 (PDF)
- Ohio Community Banker: Transitioning Your Communications
- The Arizona Banker: Interest Rate Swaps and Loan Modifications With COVID-19
- The Independent Report: Morale-Building During COVID-19 (PDF)
- Utah Banker: Interest Rate Swaps and Loan Modifications with COVID-19 (PDF)
2019
- Fourth Quarter
- The Arizona Banker: Customer Retention and Profitability (PDF)
- Denver Business Journal: Why Hedging Loan Solutions Can Be Advantageous for Businesses
- Third Quarter
- Bankers Digest: Customer Retention and Profitability at Community Banks (PDF)
- MIB Community Banker: Preparing For Your Board’s Questions About CECL (PDF)
- CBWV The Community Banker: How to Ride out an Inverted Yield Curve (PDF)
- The Ohio Community Banker: How to Ride out an Inverted Yield Curve (PDF)
- Utah Bankers Association: CECL Top 5 Things to Remember (PDF)
- MBA News: LIBOR to SOFR: What Community Banks Should Know to Make a Successful Transition (PDF)
- Second Quarter
- The mbaBanking Magazine: LIBOR to SOFR (PDF)
- The Ohio Community Banker: Customer Retention and Profitability (PDF)
- Colorado Banker: LIBOR to SOFR —Making a Successful Transition (PDF)
- Texas Banking: LIBOR to SOFR How to Make a Successful Transition (PDF)
- First Quarter
- Tennessee Bankers Association: Preparing for Your Boards Questions About CECL (PDF)
- Colorado Banker: Top 5 CECL Things to Remember (PDF)
- Texas Banking: Rethinking CECL—Innovative Insights to Drive Business (PDF)
- Great Lakes Banker: PCBB—Rooted in the Success of Community Banks (PDF)
- The Community Banker 1Q19: Top 5 CECL Things to Remember (PDF)
- Utah Banker: Rethinking CECL — Innovative Insights to Drive Business, Not Just Your Reserve (PDF)