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Ensuring Your Next Strategic Planning Session is Not B.S. (Boring Stuff)
Is your community bank actively engaged in a formal strategic planning process? If not, it should be. If it is but feels like total B. S., it's time for a change! Strategic planning is a critical...
Examining the Biggest Risks in the Bank: Liquidity and Lending
The regulators have shifted their approach to liquidity and interest rate sensitivity. Administrative actions have proliferated. Even the banks avoiding such fate are seeing Matters Requiring...
Facing First Amendment Auditors: Who Are They? What Do They Want? How Should You Respond?
First Amendment auditors are individuals who enter city or public property to record your employees, officials, and operations, often under the claim of testing your knowledge of First Amendment...
Family-Owned and Closely-Held Bank Strategies
Many of the community banks in the United States can be considered family or closely held institutions. These institutions have a unique set of challenges and opportunities. This presentation will...
Navigating Today's M&A Environment
Over the past 18 months, the community bank mergers and acquisitions environment has faced significant changes. This has led many community bankers to question the current state of the market and...
Navigating Your Next Regulatory Examination
The regulatory examination environment is getting much tougher. Many community banks across the country are experiencing examinations that present unexpected circumstances and adverse findings....
Reviewing the Corporate Governance “Best Practice” for Banks and Bank Holding Companies
In today’s rapidly evolving financial landscape—marked by interest rate volatility, persistent inflation, heightened cybersecurity risks, and the rise of AI—strong corporate governance is more...
State of Fintech
Federal regulators have been particularly vocal over the past 18 months regarding bank-fintech relationships. This session will provide valuable insights into the evolving world of Fintechs,...