PopularBank

FEBRUARY 19, 2021

As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021. Our Wealth Management team is here to help.

Meeting 98

Meeting Management Millennials Industry 98

Abrigo

NOVEMBER 13, 2024

Despite borrowing more and tapping credit lines, they're managing leverage and meeting debt obligations, according to Abrigo's proprietary data. They’re borrowing more, but they’re also managing their leverage and meeting debt obligations —even as they feel the pressure of high rates. Nearly all U.S.

Lending 195

Lending Meeting Data Risk Management 195

Abrigo

MARCH 21, 2023

You might also like this video on managing interest rate risk. Takeaway 2 Some banks and credit unions were late movers and are now scrambling to lock in funding for the short term to meet liquidity and capital needs. Stay up to date with Abrigo advisors' ideas for managing interest rate risk. 1, 2022, to the current day.

Risk Management 195

Risk Management Management Strategy Lending 195

PYMNTS

JUNE 23, 2017

National Automated Clearing House Association ( NACHA ) — the Electronic Payments Association — and the Payments Innovation Alliance recently released a summary report from the API Standardization Industry Group’s inaugural meeting, which took place in May. We look forward to keeping the industry informed of progress as we move forward.”.

Meeting 187

Meeting Groups Industry Report 187

MerhantsBanks

JULY 12, 2020

Meet the I Believe Leadership Series Class of 2020-2021. Charles Jeff Carter, Commercial Banker, Hastings Alyssa Frascht, Personal Banker, Cottage Grove Laura Greseth, Credit Analyst Manager, Winona Tammy Johnson, Treasury Management Sales Officer, Winona Heidi McCormick, Lead Teller, […].

Leadership 76

Leadership Compliance Meeting Management 76

Independent Banker

MAY 31, 2022

What are some best practices for managing this new distributed workforce? Look into project management tools to keep track of productivity, and don’t forget to have training available in digital format, too. Give them a hand by scheduling meetings with their time zone in mind and tightening up meeting lengths when possible.

Management 148

Management Meeting Training System 148

Perficient

FEBRUARY 19, 2021

Indeed does a great job of breaking down the different roles management and leadership play in initiatives like team engagement: Leadership is often based on a mission, while management is often based on a specific task being completed. Management is more quantitative, while leadership is more qualitative.

Leadership 352

Leadership social media Survey Meeting 352

South State Correspondent

JUNE 22, 2023

EOS is a comprehensive business system that empowers a leadership team to run a more successful bank. EOS comprises a series of tools and concepts that guide leaders in managing and optimizing their operations. This average cost is $338 per meeting for a $ 1B asset-sized community bank. The L10 Meeting is a core part of the EOS.

Tools 195

Tools Meeting Management Leadership 195

PYMNTS

DECEMBER 2, 2019

The following Deep Dive analyzes the spend management challenges these charitable and humanitarian groups face, as well as how workforce spend management and electronic procurement tools could help them more effectively manage their expenses. . Spend Control Challenges And Solutions.

Management 141

Management Taxes Groups Regulation 141

Alex Jimenez

DECEMBER 29, 2022

This time of year, always reminds me of the many long days earlier in my career between October and December, working on the annual strategic meetings. True strategy bases the plan on data and requires leadership to execute. After the simulation, each group presented how we managed our companies. He begrudgingly agreed.

Leadership 52

Leadership Strategy Groups Marketing 52

Independent Banker

DECEMBER 1, 2021

Here are some helpful tips and discussion points to assist you in core vendor management: . Start by meeting the entire team. Make sure your team meets the team working behind-the-scenes, from the leadership team to the support managers. Vendor Management in Action . That’s just who we are. . link] .

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Management eBook Community Meeting 103

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. However, given recent industry and employment trends as well as limited resources, the workout/restructure of the problem loan could be managed by the same individual or group that originated the loan.

Strategy 195

Strategy Management Taxes Meeting 195

MerhantsBanks

MAY 24, 2021

Masood Dehnavifar, Trust Manager, Winona Bruce Goblirsch, Market President, Hastings Melanie Jorgenson, Lead Teller, Winona Nick Moon, Appraisal Evaluation Specialist, Winona Dave Pierret, Commercial Banker, Winona John Piscitiello, Commercial Banker, Apple Valley Molli Vodak, Commercial Lending Assistant, Winona Ashley Wagner, Retail Lending Assistant, (..)

Leadership 89

Leadership Meeting Lending Apple 89

PYMNTS

AUGUST 22, 2019

PSCU, one of the nation’s premier Credit Union Service Organizations (CUSO), has named two new account management executives, as part of what the company calls its continued commitment to delivering a best-in-class experience, according to a press release. She has been working in the financial services field for more than three decades.

Management 116

Management Regional Leadership Meeting 116

PYMNTS

FEBRUARY 10, 2020

PSCU has appointed Denise Stevens as senior vice president and chief product officer, while Scott Young will head the product delivery leadership team as vice president of innovation, PSCU announced today (Feb. Stevens will oversee product delivery and management, as well as its innovation teams. Young will report to Stevens. “We

Innovation 210

Innovation Leadership Washington Cards 210

Perficient

FEBRUARY 12, 2021

This blog explores how leadership can help kick off their commitment from the new hire’s onboarding stages. Create and share a sample agenda, which can include, a meeting with Hiring Manager and the immediate team familiar with one another. Helping bridge the transition is the onboarding process. Keep it simple.

Conference 340

Conference Video Branding Meeting 340

PYMNTS

DECEMBER 4, 2019

Barry Diller, chairman of the board, and Peter Kern, vice chairman and director, will oversee the company’s executive leadership team. The home-sharing company sends out inspectors to determine whether homes meet criteria such as high-quality furniture and chef-grade appliances.

Leadership 131

Leadership Industry Google Groups 131

PYMNTS

DECEMBER 4, 2019

Barry Diller, chairman of the board, and Peter Kern, vice chairman and director, will oversee the company’s executive leadership team. The home-sharing company sends out inspectors to determine whether homes meet criteria such as high-quality furniture and chef-grade appliances.

Leadership 130

Leadership Industry Google Groups 130

Jeff For Banks

JANUARY 30, 2021

In this video blog, I discuss my thoughts on community financial institutions upping their project management game. Select a project team that includes executive sponsorship, mid-level leadership, do'ers (after selection), and vendors (after selection). First, be selective in the projects you undertake. Because it's true.

Community 78

Community Management Video Customer Experience 78

Abrigo

NOVEMBER 18, 2024

Key topics covered in this post: Regulatory focus Key questons for ALCOs Governance and concentration risks Expect the unexpected Regulators 'could not be more clear' Today’s regulatory climate is turning up the heat on financial institutions when it comes to liquidity and interest rate risk management.

Risk Management 195

Risk Management Regulation Policies Management 195

Abrigo

OCTOBER 11, 2014

More than 140 bankers and industry experts from over 30 states gathered in Nashville, Tennessee last month for the 3rd annual Risk Management Summit hosted by Sageworks. One banker noted, “It was a perfect opportunity to meet with similar banks and discuss a wide variety of questions and concerns.”

Risk Management 191

Risk Management Management Nashville Leadership 191

Perficient

AUGUST 5, 2020

Meet Some of Our Perficient Colleagues from Lafayette, Louisiana. I frequently work with the other Perficient technical consultants and business analysts on our 21-person team to ensure that we are meeting our client’s numbers and to ensure we are doing the best possible development work for our client.

Technology 441

Technology Austin Leadership US 441

Perficient

JULY 8, 2020

BONUS: Meet Andrea. ” BONUS: Let’s Manage the Information We Consume. “Our leadership recognizes the importance of ongoing communications. Tip: Miss bumping into someone in the hallway but don’t have a reason to set an official meeting? Don’t pause culture activities, adapt them.

Company 365

Company Boston Meeting Leadership 365

Independent Banker

FEBRUARY 24, 2015

ICBA convention keynote speaker Carly Fiorina, a former Hewlett-Packard chief, shares her perspective on business innovation and leadership. Fiorina: When I first arrived at H-P, I thought the most important thing we should do together as a leadership team was to determine what our assets were and determine what our ambitions should be.

Leadership 70

Leadership Community Bank Community Industry 70

Gonzobanker

AUGUST 10, 2023

As bank executives navigate rising rates, margin compression and recession risk in 2023, a striking reality has seeped into leadership meetings: the hybrid workplace is here to stay, and there’s a ton of strategic ramifications to this new aspect of the business.

Leadership 127

Leadership Training Meeting Michigan 127

Abrigo

AUGUST 7, 2023

Get more tips for managing the AML program from this webinar: "Conquering BSA challenges: Best practices for managing a successful AML program" DOWNLOAD Takeaway 1 A safe and sound financial institution is adequately staffed, but when staffing needs arise, it can be challenging to bridge the gaps.

Training 195

Training Fraud Leadership Resources 195

Perficient

MARCH 1, 2021

BONUS: What Perficient Leadership Says About Driving STEM Education and Career Opportunities. Be intentional about who you meet along the way. Joel Stanesa , general manager of Detroit, echoed, “We want to get to know you throughout the class and we’re here to support you. Welcoming Women to the World of Technology.

Detroit 520

Detroit Training Community Metro 520

Perficient

JULY 29, 2020

Time is a constant adversary in project and task management. Managers are often inundated with a performance quandary. The balance between completing these quick tasks or training someone else to perform them is a struggle all managers face. Managers are supposed to manage. Empower through Delegation.

Training 371

Training Management Operations Resources 371

Perficient

NOVEMBER 10, 2020

I’ve really enjoyed my time on both and seeing how each organization has strategically evolved over the years to meet the needs of their constituents. Read more: Modern Healthcare Ranks Perficient Among Top Ten Largest Healthcare Management Consulting Firms. This, all the while meeting stringent regulatory demand.

St. Louis 294

St. Louis Community Missouri Meeting 294

Perficient

SEPTEMBER 9, 2020

Adding a digital touchpoint to your website, such as a customer portal, not only provides the opportunity to manage your margins, but gives the consumer direct insight into the quoting process, any changes that may occur, and what quotes will look like with future orders. Having the Right Technology.

Resources 340

Resources System Marketing Strategies Strategy 340

PYMNTS

APRIL 2, 2018

“Does your business want to improve its spend management?”. Few CFOs would say “no” if asked that question: Spend management is attractive to companies for obvious reasons, as even successful companies face margin pressures. Amit Duvedi, VP of business value engineering for Coupa, said it doesn’t have to be that way. Found Money.

Management 125

Management Community Company Capital 125

Abrigo

MAY 24, 2024

The FedNow Service enables community financial institutions to stay competitive by meeting instant payment demands. Each institution should tailor the FedNow implementation to meet its specific needs and operational requirements. Transaction management: Procedures for accepting, rejecting, or accepting without posting transactions.

How To 243

How To Fraud Resources Georgia 243

MerhantsBanks

JULY 11, 2020

Meet the I Believe Leadership Series Class of 2019-2020.

Leadership 52

Leadership Lending Meeting Retail 52

Gonzobanker

APRIL 28, 2020

The other is a former bank CIO, certified business continuity planner and manager of all things complex who gets paid to provide “cup half empty” perspectives that keep banks out of trouble. Now is the time for bank leadership groups to be standing ready to activate a SWAT team approach to the next thing that comes out of left field.

Strategy 78

Strategy Meeting Leadership Operations 78

PYMNTS

AUGUST 11, 2020

He said the opportunity is a good one because of the numerous ways the company meets payments and security needs. He has cybersecurity, defense and incident response credentials, including GIAC Information Security Expert (GSE), Offensive Security Certified Expert (OSCE), and Certified Information Systems Security Professional (CISSP).

Security 221

Security North Carolina Leadership Meeting 221

Abrigo

DECEMBER 5, 2023

BSA training and experience must be extensive to meet regulatory expectations of a BSA Officer being competent and able to execute all duties effectively. Financial services experience: Practical experience in the banking or financial sector, especially in compliance, risk management, or auditing roles, is invaluable for a BSA Officer.

Training 221

Training Compliance Regulation Software 221

Perficient

AUGUST 10, 2020

The space exudes entrepreneurial energy and makes you excited to come to work,” says Dan Ryan, Senior Project Manager. They have plenty of opportunities to do so, as South End boasts some of the city’s best-known restaurants, breweries, and bars – all in perfect proximity for a lunchtime meeting or an after-hours gathering.

Charlotte 520

Charlotte Community North Carolina Meeting 520