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Published Articles

2021

Third Quarter: Resuming CECL Compliance Planning
NBA News and Information, NBA (NV); How Can Wire Automation Help Your Institution?
Independent Report, IBC (CO); One Step Closer to Instant Payments With the FedNow Pilot Program
Utah Banker, UBA; Resuming CECL Compliance Planning
New Mexico Bankers Digest, NMBA

Second Quarter: Relationship Value Pricing and Customer Profitability
The Arizona Banker, AZBA; 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; Northern California Banks, Credit Unions to Test Federal Reserve’s New System...
North Bay Business Journal; 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; How Will CECL Affect Your Institution's Securities?
Community Banker, MIB (MT)

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
The Community Banker, CBWV; Three Key Liquidity Risk Management Reminders
Utah Banker, UBA; What International Business Customers Want From Their Community Bank
Arizona Banker, AZBA; Relationship Value Pricing and Customer Profitability
Great Lakes Banker, Great Lakes

2020

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

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

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

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

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

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

First Quarter: PCBB—Rooted in the Success of Community Banks
Great Lakes Banker; Rethinking CECL—Innovative Insights to Drive Business
Texas Banking; Top 5 CECL Things to Remember
Colorado Banker, CBA; 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; Preparing for Your Boards Questions About CECL
Tennessee Bankers Association