Industry Events
| Jun 6, 2024 | California Community Banking Network Directors Roundtable |
| Aug 8, 2024 | CEO & Senior Management Summit |
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May 21, 2023
Our advisory services help you with risk management, increasing customer profitability, and appropriately pricing loans.
May 15, 2023
Our secure cash management platform gives banks access to correspondent banking services such as settlement/clearing, domestic and foreign wires, money market rates, sweep excess daily funds, and more.
Sep 25, 2023
When executives roll up their sleeves and spend time in all the roles throughout their organizations, the payoff can be significant — from a better understanding of an institution’s challenges to a greater understanding of both employee and customer needs. We discuss how to implement this strategy and the ways it can help your bottom line.
Feb 21, 2024
The OCC recently published its autumn statement on key risks facing the federal banking system. We summarize these risks and suggest ways CFIs can mitigate them to improve their institution’s resilience.
Jan 23, 2024
A new study from Capgemini shows that business customers are increasingly in need of help with cash management. We discuss the biggest cash flow challenges for businesses and what solutions CFIs can offer those customers.
Nov 27, 2023
At a time of economic uncertainty, businesses can use more help managing their money. CFIs are responding with new and expanding treasury management services. We provide examples of CFIs that have launched these services.
Oct 11, 2023
Virtual account management technology solutions can help financial institutions speed up the process of opening business accounts, which can ordinarily take weeks. We review how CFIs can help their customers with these solutions.
Feb 27, 2023
By offering wealth management services, CFIs find they can provide a one-stop shop to handle more of their customers’ financial needs, ultimately building loyalty. Institutions can develop their offering by building their own teams or through partnerships/outsourcing. We give you some examples of organizations that have succeeded with these different models.
Nov 2, 2022
Money management and forecasting are top concerns for small businesses. CFIs can help small business customers deal with those issues by offering regular feedback and suggestions for improvement, thus helping avert more serious problems later.
Oct 13, 2022
Financial institutions are turning to interest rate swaps and other derivatives to hedge against rising interest rates and to offer customers greater flexibility when structuring loans. As customers try to fix borrowing costs amid rising interest rates, swaps are something your CFI might want to consider.
Jun 8, 2023
Establishing a system of checks and balances is a helpful way to reduce errors and detect and prevent fraud within your company. For many organizations, creating a segregation of duties that relies on multiple employees to conduct internal audits and ensure processes are being followed properly is critical for risk management.
Nov 1, 2022
While there is no shortage of risks that CFIs face, one way to enhance your risk management strategy might be in reshaping your board of directors. We give you tips on how to strengthen your board and reexamine the way the group approaches risk.
Apr 23, 2024
For small business customers, waiting for payments can take a while — often at least 30 days. Checks and invoices get lost or go to spam folders and vendors charge fees to transfer funds. Doing more to remove these pain points can help strengthen existing relationships and allow your small business clients to have better cash management. We discuss ways to help small business customers get paid quickly and easily.
Mar 28, 2024
The Federal Reserve has released its 2024 stress testing scenarios: its primary tool to assess the largest banks’ fiscal health resiliency by estimating losses, net revenue, and capital levels under hypothetical recession scenarios. This year’s severely adverse scenario includes unemployment reaching 10%, a widening spread on corporate bonds, and dramatic declines in asset prices. We summarize the scenarios and determine how they can help CFIs devise their own tests to improve their capital planning and risk management.
Jan 22, 2024
Bank Director’s 2024 Bank M&A Survey explores FIs’ attitudes towards M&A. Although enthusiasm for a deal is somewhat flat, stagnant earnings may motivate FIs’ management and their boards to partner with other institutions in search of low-cost deposits. We discuss possible M&A trends for this year.
Sep 27, 2023
The board of directors plays a critical role in driving the development of the strategic plan and holding management accountable for its execution. We discuss four ways to maximize the value the board can bring to a CFI’s strategic planning process.