Abrigo

SEPTEMBER 23, 2014

As banks are increasingly playing a bigger role in commercial real estate lending, it is more important than ever to ensure proper risk management practices. As a result, many banks are moving back into commercial real estate lending and borrowers are presented with more options. According to Forbes , U.S.

Lending 261

Lending Management Risk Management How To 261

Abrigo

SEPTEMBER 29, 2016

Sageworks hosted the 5th Annual Risk Management Summit September 14-16 at the AT&T Executive Education and Conference Center in Austin, Texas. The Summit was the largest Sageworks event to date and featured presentations from industry leaders, interactive roundtable discussions, panels and networking opportunities.

Risk Management 150

Risk Management Management Taxes Austin 150

Abrigo

MARCH 21, 2023

You might also like this video on managing interest rate risk. WATCH Takeaway 1 Earning more income and mitigating interest rate risk isn’t as simple as charging higher rates on loans and earning higher rates on the investment portfolio. Stay up to date with Abrigo advisors' ideas for managing interest rate risk.

Risk Management 195

Risk Management Management Strategy Lending 195

Abrigo

JULY 11, 2016

Sageworks will host the 5th Annual Risk Management Summit September 14-16 at the AT&T Executive Education and Conference Center in Austin, Texas. The Summit will feature presentations from industry leaders, interactive roundtable discussions, panels and networking opportunities.

Risk Management 150

Risk Management Management Conference Austin 150

Abrigo

JANUARY 27, 2015

Following three successful years in Nashville, Tennessee, the 2015 Risk Management Summit heads to a new city this September. The conference will feature a combination of presentations, panel discussions, peer-group roundtables and networking opportunities. Blog Bank Credit Union'

Risk Management 150

Risk Management Chicago Management Michigan 150

Abrigo

FEBRUARY 6, 2025

Meeting investment accounting and reporting requirements The right technology tools can help institutions manage investment accounting compliance and risk exposure across various investment types. Investment accounting compliance not only minimizes operational risks but also reduces regulatory scrutiny.

Compliance 195

Compliance Technology Operations Risk Management 195

Abrigo

SEPTEMBER 27, 2017

The hundreds of people attending the 2017 Risk Management Summit hosted by Sageworks heard from dozens of thought leaders in the financial services industry. The Sageworks Risk Management Summit is the industry’s leading life-of-loan conference, with topics spanning business development through portfolio risk in a CECL world.

Risk Management 150

Risk Management Management Denver Chicago 150

Abrigo

FEBRUARY 3, 2016

Sageworks recently announced the dates and location for the 2016 Risk Management Summit. Last year, more than 200 bankers and industry experts gathered in Chicago for the 2015 Risk Management Summit. To take advantage of the savings, visit the Risk Management Summit website and register by May 31st.

Risk Management 150

Risk Management Management Austin Conference 150

Abrigo

FEBRUARY 12, 2025

Understand and meet borrower expectations For community financial institutions (CFIs), small business lending presents both a challenge and an opportunity. M anaging, not avoiding, small business lending A common reason banks hesitate to expand small business lending is the fear of risk.

Lending 195

Lending Risk Management Community Fintech 195

Perficient

MARCH 17, 2025

Our experts have identified the most impactful trends across banking , wealth and asset management , and payments. This blog brings together these insights, presenting the top financial services trends for 2025. These platforms are reshaping how financial institutions manage payments, wealth, and client interactions.

Trends 221

Trends Analytics Compliance Strategy 221

Abrigo

JULY 19, 2016

The 2016 Risk Management Summit features experts from the American Bankers Association, CliftonLarsonAllen, Crowe Horwath, Grant Thornton, KPMG, and Promontory Financial Group, among others. For more information on the 2016 Risk Management Summit , or to register, visit Sageworks.com/Summit.

Risk Management 150

Risk Management Management Analysis New York 150

Abrigo

JULY 25, 2017

In a recent Sageworks webinar Robert Ashbaugh, senior risk management consultant at Sageworks, discusses High Volatility Commercial Real Estate (HVCRE) lending best practices. Ashbaugh’s presentation begins with a quick summary of why regulators care about HVCRE. How did we get here?

Risk Management 150

Risk Management Management Capital Lending 150

Abrigo

SEPTEMBER 24, 2015

The Financial Accounting Standard Board’s proposed move to the current expected credit loss, or CECL, is top of mind for many of the bankers and industry experts attending the 2015 Risk Management Summit presented by Sageworks. Some meeting participants, however, expressed skepticism that this timing would hold true.

Risk Management 150

Risk Management Management Conference Data 150

Insights on Business

JANUARY 3, 2019

Financial institutions face a similar dilemma – while moving to the cloud makes sense for a number of reasons, it also presents a new set of challenges. Cybersecurity risk is at or near the top of every list of concerns for these institutions. Three pillars of cyber risk management on the cloud.

Risk Management 128

Risk Management Management Regulation Guidelines 128

PYMNTS

MAY 5, 2020

In an interview with PYMNTS, Mitch Pangretic, senior vice president of strategic partnerships at Elan , said that in-person card fraud may have decreased thanks to EMV chips and multi-factor authentication, but card-not-present (CNP) scams are increasingly gaining traction. Interacting With The Cardmember.

Cards 197

Cards Fraud Guidelines Mobile 197

Perficient

JULY 12, 2023

Perficient provides risk management to more than 500 financial services organizations, many of whom have multiple bank regulators. The new federal risk guidance for banks does not remove the need for sound risk management. Introduction It’s not you. It’s the guidance.

Management 221

Management Risk Management Regulation Compliance 221

South State Correspondent

MARCH 24, 2025

In a previous article ( HERE ) we discussed how a portfolio of commercial loans with various expected average lives resulted in different net present value (NPV) of income over a ten-year period. A good match eliminates refinance risk and reduces the probability of default. This is an unheralded aspect of relationship managers.

Lending 195

Lending Community Bank Community Management 195

Abrigo

OCTOBER 21, 2024

How financial institutions deal with problem loans Problem loans are a natural outcome of the risks banks and credit unions take when lending, and they should be expected over the long run during the ups and downs of the business cycle. Ideally, this would be the same as the best solution on a Net Present Value analysis).

Strategy 195

Strategy Management Taxes Meeting 195

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. You might also like this video, "A look at credit risk in a rising-rate environment." Signs of increased activity ahead. Watch webinar.

Management 195

Management Risk Management Policies Lending 195

Perficient

APRIL 11, 2023

In our experience, the control environment and the identification and evaluation of risks are often non-IT risks and are usually documented best via a series of facilitated workshops run by risk management professionals and involving professionals from the front, back, and middle offices.

Risk Management 275

Risk Management Tools Management United States 275

Banking Exchange

AUGUST 16, 2021

Research from Fitch finds even well-prepared banks could suffer from ‘tail events’ from major cyberattacks Risk Management Feature3 Feature Cyberfraud/ID Theft.

System 148

System Risk Management US Management 148

Abrigo

JANUARY 17, 2025

One way to easily envision this, according to Abrigo Advisory Services Manager Manuel Aya, is to think of it as the value that arises from retaining depositors, and hence deposits, at an institution versus needing to go into the open market to fund activities. Optimize ALM operations and tailor them to your unique bank or credit union.

Strategy 195

Strategy Guidelines Management Operations 195

Perficient

FEBRUARY 12, 2025

By focusing on these key areas, companies can effectively manage the challenges and opportunities presented by the widespread adoption of real-time payments. These changes require significant adjustments in risk management, compliance frameworks, and operational protocols. As embedded payments become mainstream, U.S.

Trends 221

Trends Payments Compliance blockchain 221

Abrigo

SEPTEMBER 23, 2020

Key Takeaways Managing a large volume of loan workouts is the next challenge facing many financial institutions. Managing loan workouts requires tackling numerous process-related decisions concerning selecting, analyzing, and tracking loans. Managing loan workouts is a chief concern among banks and credit unions these days.

Management 195

Management Lending Risk Management Community 195

Abrigo

APRIL 12, 2016

The FDIC is offering a fresh take on how a bank’s board of directors should understand and manage risk. Prudent oversight is rooted in the directors sending a clear message to staff that they value a strong risk management culture that includes a strong ethical culture,” the FDIC said. Evaluating risk management.

Management 150

Management FDIC Risk Management Community Bank 150

Abrigo

OCTOBER 21, 2020

His presentation covered the current commercial real estate (CRE) performance and a look at the future of CRE. McBride’s presentation primarily covered the pandemic's impact on CRE. Credit Risk Management. Lending & Credit Risk. Lending & Credit Risk. Portfolio Risk & CECL. CRE Lending.

Marketing 312

Marketing Lending Risk Management Retail 312

Abrigo

DECEMBER 11, 2014

In September, the Office of the Comptroller of the Currency (OCC) published final guidelines designed to “strengthen the governance and risk management practices of large financial institutions.” Assess risk management structures. Update the scope and frequency of risk management reporting.

Community Bank 207

Community Bank Community Risk Management Guidelines 207

Abrigo

MARCH 25, 2022

Takeaway 1 Interest rate risk for financial institutions is the risk that earnings and market value may decline as market interest rates change. . Takeaway 2 Defining and measuring value at risk (VAR) or economic value of equity (EVE) begins with understanding present values. . Value at Risk. Measuring VAR/EVE.

Management 195

Management Analysis Examples Strategy 195

Abrigo

NOVEMBER 8, 2015

Whether it’s part of a CECL preparedness conversation or part of a more proactive approach to risk management under existing regulatory expectations, the topic of “loan-level data” has repeatedly come up since the 2012 proposal from the FASB. Better portfolio reporting to understand risk.

Data 150

Data Management Risk Management Resources 150

Abrigo

FEBRUARY 25, 2025

It can automatically access credit scores and run loan details and borrower information against the financial institutions risk management policies. Improved risk management Standardized risk assessments minimize subjectivity and enhance compliance. You might like this webinar on credit presentations.

Lending 195

Lending FDIC Policies Analysis 195

Perficient

JUNE 11, 2020

While the presented earlier is merely an example, it is based on real PV practices of a few forward-looking marketing authorization holders. Remember the tenants of safety surveillance, but also the total risk management system. In the final installment of this blog series, I look at the future of pharmacovigilance.

Analytics 309

Analytics Risk Management System Analysis 309

Abrigo

AUGUST 2, 2023

Takeaway 2 Financial institutions have been taking a three-pronged approach to identifying and quantifying risks associated with their CRE segments. Takeaway 3 Financial institution management can focus on mitigating risk and understanding portfolio dynamics when the analysis is streamlined. See how in this whitepaper.

Report 195

Report Risk Management Lending Analysis 195

Abrigo

OCTOBER 8, 2014

Risk management. The greatest business concerns for the banks were regulatory compliance, growing loans and managing risk, with regulatory compliance topping the list by a wide margin. Managing Risk. Risk management typically involves the following steps: 1. Risk analysis. Loan growth.

Community Bank 191

Community Bank Community Strategy Risk Management 191

Bobsguide

AUGUST 7, 2022

Profile Software , an international financial solutions provider, announced today the launch of its pioneering solution Acumen.plus Loan Portfolio Management for corporates. The post Profile presents its new solution Acumen.plus Loan Portfolio Management appeared first on Bobsguide.

Management 88

Management Compliance User Experience System 88

Perficient

MAY 30, 2024

The world’s leading financial institutions and regulators come together at XLoD to discuss the future of non-financial risk and control. They want to know how AI and machine learning can enhance the capabilities of compliance, legal, and risk professionals in managing non-financial risk.

Compliance 221

Compliance Industry New York social media 221

Jack Henry

MAY 21, 2021

In this blog, I’ll dive into cybersecurity trends that present a significant potential risk and offer some practical advice to help you reduce the overall risk. 2020 Sets the Stage for 2021. Some of the threats in 2020 weren’t new.

Risk Management 88

Risk Management Trends Security Management 88

Abrigo

OCTOBER 20, 2020

The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk. Plan for new technology and innovations.

Management 195

Management Lending Community Strategy 195