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)

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