December, 2012

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Bankers: What should the magi bring you?

Jeff For Banks

'The Gospel of Matthew reads (Chapter 2): "When Jesus was born in Bethlehem of Judea, in the days of King Herod, behold, magi from the east arrived in Jerusalem, saying, ''Where is the newborn king of the Jews?'' We saw his star at its rising and have come to do him homage." King Herod dispatched them to Bethlehem. Matthew''s Gospel goes on to say: "And behold, the star that they had seen at its rising preceded them, until it came and stopped over the place where the child was.

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jfb Toons: Bank Strategy Execution

Jeff For Banks

'Welcome to my first installment of jfb Toons, a cynical look at how financial institutions operate. In this version, I migrate from the strategy development retreat to how that strategy is translated to day to day execution. I am occasionally confronted with facilitating plans for clients, only to come back one year later to find little has changed.

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Preamble to a Bank Strategic Alternatives Analysis

Jeff For Banks

'Bloggers pepper me with insights on how to be a more successful blogger. One such insight is to create a compelling title. In this regard, this blog''s title is an outright fail. Try to say it three times fast! I recently sat in front of a client board committee reviewing the bank''s strategic alternatives (see a prior post on performing such analysis here ).

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Banking's Total Return Top 5

Jeff For Banks

'Last year I searched for the Top 5 financial institutions in total return to shareholders because I grew weary of the "get big or get out" mentality of many bankers and industry pundits. If their platitudes about scale and all that goes with it are correct, then the largest FIs should logically demonstrate better shareholder returns. Not so last year, and not so again this year.

Texas 75
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Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.