Published Articles
2024
- Third Quarter
-
Why Loan Hedging Makes Sense in a Falling Rate Environment
Bank Director
- Second Quarter
-
Beyond Interest Rates: Five Strategies to Attract and Retain Deposits
Bank Director
- First Quarter
-
From Vision To Velocity: The Making of the FedNow Service
New Mexico Bankers Digest, New Mexico Bankers Association -
From Vision To Velocity: The Making of the FedNow Service
Independent Report, Independent Bankers of Colorado -
By Banding Together, Community Banks Can Participate In Bigger Loans
The Utah Banker, Utah Bankers Association
2023
- Fourth Quarter
-
How to Use Profitability Modeling to Power Your Relationship Banking Strategy
The Financial Brand -
Is It Time To Hedge Interest Rate Risk With A Forward Rate Lock?
New Mexico Bankers Digest, New Mexico Bankers Association -
Hedging Can Strengthen CRE Lending
The Ohio Community Banker, Community Bankers Association of Ohio -
Hedging Can Strengthen CRE Lending
The Tennessee Banker, Tennessee Bankers Association -
Help Your Employees Keep Up With The Latest Phishing Scams
mbaBanking, Michigan Bankers Association
- Third Quarter
-
Mitigating Commercial Lending Rate Reset Risk Through Hedging
Bank Director -
Is Profitability Modeling the Secret to Smarter Deposit Pricing?
Bank Director -
Help Your Employees Keep Up With the Latest Phishing Scams
MBA Banking, Michigan Bankers Association -
The Value of Customer Profitability Modeling
The Ohio Community Banker, Community Bankers Association of Ohio
- Second Quarter
-
Rising Interest Rates May Shut Some Community Banks Out Of FHLB Funding
New Mexico Bankers Digest, New Mexico Bankers Association -
Rising Interest Rates May Shut Some Community Banks Out Of FHLB Funding
MBA Banking, Michigan Bankers Association -
Manage Your Social Media Risk
Texas Banking Magazine, Texas Bankers Association
- First Quarter
-
Six Strategies to Navigate Credit Stress
The West Virginia Banker, West Virginia Bankers Association -
Six Strategies to Navigate Credit Stress
Nevada Bankers February Newsletter, Nevada Bankers Association -
Six Strategies to Navigate Credit Stress
The New Mexico Bankers Digest, New Mexico Bankers Association -
Rising Interest Rates May Shut Some CFIs out of FHLB Funding
The West Virginia Banker, West Virginia Bankers Association -
Twelve TBA members named to ‘Best Banks to Work For’ list
The Tennessee Banker, Tennessee Bankers Association -
Rising Interest Rates May Shut Some CFIs out of FHLB Funding
Minnesota Bankers News, Minnesota Bankers Association -
Rising Interest Rates May Shut Some CFIs out of FHLB Funding
MBA Banking, Michigan Bankers Association -
Real-Time Payments Can Help Soothe Supply Chain Issues
The Ohio Community Banker, Community Bankers of Ohio -
Rising Interest Rates May Shut Some Community Banks Out Of FHLB Funding
The Utah Banker, Utah Bankers Association
2022
- Fourth Quarter
-
Managing CRE Exposure in an Uncertain Market
Nevada Bankers Association December 2022 Periodical, Nevada Bankers Association -
Six Strategies to Navigate Credit Stress
Independent Report, Independent Bankers of Colorado -
Managing CRE Exposure In An Uncertain Market
The Ohio Community Banker, Community Bankers Association of Ohio -
Managing CRE Exposure In An Uncertain Market
MBA News, Minnesota Bankers Association -
Managing CRE Exposure In An Uncertain Market
The Utah Banker, Utah Bankers Association
- Third Quarter
-
Inverted Yield Curve May Bring Hedging Opportunity
The Arizona Banker, Arizona Bankers Association -
Inverted Yield Curve May Bring Hedging Opportunity
New Mexico Bankers Digest, New Mexico Bankers Association -
Finding New International Business Customers In Your Midst
The Utah Banker, Utah Bankers Association
- Second Quarter
-
Running CECL in Parallel
The Independent, Colorado Bankers Association -
Running CECL in Parallel-What You Should Know
MBA News Magazine, Minnesota Bankers Association -
Running CECL In Paralllel- what You Should Know
New Mexico Bankers Digest, New Mexico Bankers Association -
Best Practices To Apply Q Factors for CECL
Great Lakes Banker Magazine, Great Lakes Banker -
Best Practices To Apply Q Factors for CECL
The Ohio Community Banker, Community Bankers Association of Ohio
- First Quarter
-
Syndicated Loan Market Offers Lending Possibilities For Community Bankers
New Mexico Banker, New Mexico Bankers Association -
Will Community Banks Have Enough Reserves for CECL
THE INDEPENDENT REPORT, IBC (CO)
2021
- Fourth Quarter
-
Syndicated Loan Market Offers Lending Possibilities for Community Bankers
The Community Banker, CBWV -
Top Five Criteria in Choosing the Right CECL Vendor
The Ohio Community Banker, CBAO -
Syndicated Loan Market Offers Lending Possibilities for Community Bankers
The Arizona Banker, AZBA
- Third Quarter
-
Resuming CECL Compliance Planning
New Mexico Bankers Digest, NMBA -
One Step Closer to Instant Payments With the FedNow Pilot Program
Utah Banker, UBA -
How Can Wire Automation Help Your Institution?
Independent Report, IBC (CO) -
Resuming CECL Compliance Planning
NBA News and Information, NBA (NV) -
Four Critical Reminders to Transition from LIBOR to SOFR
The Arizona Banker, Arizona Bankers Association -
Three Key Areas Impacting Customer Profitability
NBA News & Information, Nevada Bankers Association -
One Step Closer to Instant Payments With the FedNow Pilot Program
New Mexico Bankers Digest, NMBA -
Syndicated Loan Market Offers Lending Possibilities for Community Bankers
The Community Banker, CBWV -
Resuming CECL Compliance Planning
The Ohio Community Banker, CBAO
- Second Quarter
-
Northern California Banks, Credit Unions to Test Federal Reserve’s New System...
North Bay Business Journal -
Relationship Value Pricing and Customer Profitability
The Arizona Banker, AZBA -
How Will CECL Affect Your Institution's Securities?
Community Banker, MIB (MT) -
How Will CECL Affect Your Institution's Securities?
NBA News and Information, Nevada Bankers Association -
Open Banking - What You Should Know
The Tennessee Banker, TBA (TN) -
What International Business Customers Want From Their Community Bank
Utah Banker, UBA -
Triaging Your Institution's Credit and Liquidity Health
Carolina Banker, NCBA -
Relationship Value Pricing and Customer Profitability
New Mexico Bankers Digest, NMBA -
How Will CECL Affect Your Institution's Securities?
Arizona Banker, ABA (AZ) -
Resuming CECL Compliance Planning
CBWV Newsletter, CBWV -
Relationship Value Pricing And Customer Profitability
The Ohio Community Banker, CBAO
- First Quarter
-
Three Key Liquidity Risk Management Reminders
NBA News and Information, Nevada Bankers Association -
The COVID-19 Vaccine and Your Employees
Iowa Bankers Exchange, Iowa Bankers -
SOFR Takes the Spotlight As LIBOR's Days Are Numbered
Community Banker, MIB (MT) -
Open Banking – What You Should Know
NBA News and Information, Nevada Bankers Association -
Three Key Liquidity Risk Management Reminders
New Mexico Bankers Digest, NMBA -
Three Key Liquidity Risk Management Reminders
Utah Banker, UBA -
Three Key Liquidity Risk Management Reminders
The Community Banker, CBWV -
What International Business Customers Want From Their Community Bank
Arizona Banker, AZBA -
Relationship Value Pricing and Customer Profitability
Great Lakes Banker, Great Lakes -
SOFR Takes the Spotlight As LIBOR's Days Are Numbered
The Ohio Community Banker, CBAO -
What International Business Customers Want From Their Community Bank
The mbaBanking Magazine, MBA
2020
- Fourth Quarter
-
PPP Fraud — How To Protect Your Institution
The Arizona Banker, AZBA -
Morale Building During COVID-19
The Community Banker (WV), CBWV -
Digging Deeper With Your Borrowers
The Independent Report (CO), IBC -
Helping Bankers With The PPP Forgiveness Process
The mbaBanking Magazine, MBA -
Digging Deeper With Your Borrowers
New Mexico Bankers Digest, NMBA -
Triaging For Your Institution’s Credit & Liquidity Health
The Ohio Community Banker, CBAO -
Helping Bankers Through the PPP Forgiveness Process
Utah Banker, UBA -
Three Key Liquidity Risk Management Reminders
Bankers Digest, New Mexico Bankers Association -
Three Key Liquidity Risk Management Reminders
The Community Banker, CBWV -
Three Key Liquidity Risk Management Reminders
Utah Banker, UBA -
What International Business Customers Want From Their Community Bank
The Arizona Banker, AZBA
- Third Quarter
-
Triaging for Your Institution’s Credit & Liquidity Health
CBA Today (GA), CBAOG -
Helping Customers Through the PPP Forgiveness Process
Nevada Bankers Association, NBA -
Helping Customers Through the PPP Forgiveness Process
The Ohio Community Banker, CBAO -
PPP Fraud — How to Protect Your Institution
The Arizona Banker, AZBA -
Three Steps to Assessing Customer Profitability Post-COVID-19
The mbaBanking Magazine, MBA -
Top Six Stress Testing Tips During COVID-19
The Tennessee Banker, TBA
- Second Quarter
-
Customer Profitability - From Strategic Development to Execution
Greater Lakes Banker -
3 Steps to Assess Customer Profitability Post-COVID-19
New Mexico Bankers Digest, NMBA -
Transitioning Your Communications
The Ohio Community Banker, CBAO -
Interest Rate Swaps and Loan Modifications With COVID-19
The Arizona Banker, AZBA -
Morale-Building During COVID-19
The Independent Report, IBC -
Interest Rate Swaps and Loan Modifications with COVID-19
Utah Banker, UBA
- First Quarter
-
From LIBOR to SOFR: Making a Successful Transition
Hoosier Banker Magazine, IBA -
Coronavirus Contingency Plans
New Mexico Bankers Digest, NMBA -
Stress Testing Tips
The Community Banker (WV), CBWV
2019
- Fourth Quarter
-
Customer Retention and Profitability
The Arizona Banker, AZBA -
Why Hedging Loan Solutions Can Be Advantageous for Businesses
Denver Business Journal
- Third Quarter
-
Customer Retention and Profitability at Community Banks
Bankers Digest (TX), IBAT -
Preparing For Your Board’s Questions About CECL
Community Banker (MT), MIB -
How to Ride out an Inverted Yield Curve
The Community Banker (WV), CBWV -
How to Ride out an Inverted Yield Curve
The Ohio Community Banker, CBAO -
CECL Top 5 Things to Remember
Utah Bankers Association, UBA -
LIBOR to SOFR: What Community Banks Should Know to Make a Successful Transition
MBA News (MN), MBA
- Second Quarter
-
LIBOR to SOFR
The mbaBanking Magazine, MBA -
Customer Retention and Profitability
The Ohio Community Banker, CBAO -
LIBOR to SOFR —Making a Successful Transition
Colorado Banker, CBA -
LIBOR to SOFR How to Make a Successful Transition
Texas Banking
- First Quarter
-
Preparing for Your Boards Questions About CECL
Tennessee Bankers Association -
Top 5 CECL Things to Remember
Colorado Banker, CBA -
Rethinking CECL—Innovative Insights to Drive Business
Texas Banking -
PCBB—Rooted in the Success of Community Banks
Great Lakes Banker -
Top 5 CECL Things to Remember
The Community Banker (WV), CBWV -
Rethinking CECL — Innovative Insights to Drive Business, Not Just Your Reserve
Utah Banker, UBA