Items include
- 2 Podcasts
- 59 BID Newsletters
leadership
Podcasts
Jul 9, 2024
In this insightful episode, we dive into the unique challenges and opportunities of mid-level managers. Scott Mautz, accomplished author, keynote speaker, and trainer leverages his decades of management experience at Proctor & Gamble (P&G), along with data and actionable tips and strategies, to help middle managers thrive in hierarchy, differentiate themselves, and influence “up, down, and across the organization.”
Oct 30, 2023
Intentional and successful communication are discussed with guest Alyson Van Hooser, a keynote speaker and trainer focused on multi-generational leadership. Alyson shares tips emphasizing the need for intentional communication and understanding the stories of others, and her three-step listening technique to improve and ensure the results.
Nov 19, 2024
The ROI of educating key talent far outweighs the cost to replace them. We discuss turnover trends and how banking education options can set you up for long-term success.
Oct 22, 2024
Board technology committees can help businesses take a proactive approach to technology, helping them more quickly identify and implement technological advancements. We detail best practices for board technology committees.
Sep 18, 2024
We invited Kendra Ramirez, CEO of KR Digital Agency and an AI strategy leader, to address common employee qualms regarding AI and how to create a robust AI policy.
Aug 15, 2024
There’s more to strategic planning than setting goals. We discuss what separates the most effective strategic plans from the rest and provide tips on how to make progress year-round.
Jun 13, 2024
Quality leadership can be the difference between jobs that workers love and jobs they hope to leave. We provide tips to help you successfully tackle management roles.
May 29, 2024
Mandatory retirement age restrictions for boards are declining. We explore recent trends, the reasons behind the changes, and alternative strategies.
May 21, 2024
A CFI’s ability to succeed long term depends heavily on its leaders, making it critical to have a robust succession plan. We provide tips on how to create an effective succession plan.
May 15, 2024
To perform its essential oversight role, a board of directors should bring together the competencies and qualities necessary to help guide an organization toward success. We discuss some essential skills and attributes for a CFI’s board.
Jan 11, 2024
Employers have begun swapping conventional executive titles with new, trendy alternatives. But it’s not just about the titles — the roles themselves are changing as well, something younger talent with a yearning for a purpose-driven culture especially craves. We explore why these new executive roles may help you get a leg up on the competition for key talent.
Jan 3, 2024
Finding the right amount to award your executives for bonuses can be a challenge. Compensation committees that use discretion in determining incentive payouts risk receiving criticism from investors and proxy advisory firms, whose policies tend to prefer formulaic incentive plans. However, discretion is an important feature of many banks’ annual incentive plans that, if used appropriately, can enhance the relationship between executive and CFI.
Dec 14, 2023
If done well, leadership programs can foster not only the potential of employee talent, but also the potential of the organization itself. We delve into some pointers on how to make such a program successful at your institution.
Nov 22, 2023
As CFIs strive to build successful DEI initiatives, embracing the strategies that have helped other businesses boost their own efforts will be key. We’ve highlighted some of the approaches that have helped other organizations build successful DEI initiatives.
Oct 31, 2023
As CFIs strive to make greater inroads with younger generations, both as customers and employees, a Gen Z advisory board may be the key to gaining the critical insight necessary to do so in the most effective way. We provide examples of businesses that have implemented this strategy and how it could help your organization.
Oct 12, 2023
According to the latest Jack Henry survey, an increased focus on lending, faster payments, and small businesses are some of the ways in which FIs plan to adapt their services over the next two years. We highlight the key findings of this survey of banks and credit unions.
Sep 28, 2023
With the annual planning season on the horizon, we discuss six ways in which strong leaders guide their institutions to success. Although most will be familiar with these principles, a reminder never hurts.
Sep 27, 2023
The board of directors plays a critical role in driving the development of the strategic plan and holding management accountable for its execution. We discuss four ways to maximize the value the board can bring to a CFI’s strategic planning process.
Sep 25, 2023
When executives roll up their sleeves and spend time in all the roles throughout their organizations, the payoff can be significant — from a better understanding of an institution’s challenges to a greater understanding of both employee and customer needs. We discuss how to implement this strategy and the ways it can help your bottom line.
Aug 29, 2023
Ensuring a truly diverse board necessitates identifying weaknesses in your current board composition and working toward filling those gaps. While gender and race are major factors in board diversity, they are not the only things that organizations should seek in their quest for diverse thinking and oversight.
May 1, 2023
What should the composition of a board of directors, post-merger, look like? If done correctly, pitfalls can be avoided and the resulting financial institution will have a better chance of succeeding. We provide some best practices so your next merger deal won’t go down that rabbit hole.
Apr 25, 2023
For Community Banking Month, we’re featuring the work community banks do to support their communities. Our final article of this year’s series recognizes local banks for providing their communities with financial literacy education.
Apr 18, 2023
Each April, we observe Community Banking Month by recognizing the efforts that community banks make to serve their communities. This article celebrates their efforts to help children in their communities.
Apr 11, 2023
Every April, we celebrate Community Banking Month, publicizing the charitable services that CFIs perform for their customers and communities. In this edition, we showcase banking institutions that have focused on fighting hunger and food insecurity.
Oct 27, 2021
CFOs at community financial institutions have their hands full now more than ever — low loan demand, an overflow of deposits, margin pressure, potential credit quality issues, and more. To give you some food for thought on how other institutions are handling these challenges, we share a few stories from your CFO peers.
Apr 5, 2023
As regulators step up their oversight of cybersecurity and prepare to impose new regulations, CFIs need to review their cybersecurity programs and plug any gaps accordingly. Regulatory proposals provide the perfect guide for where CFIs should focus their efforts.
Nov 1, 2022
While there is no shortage of risks that CFIs face, one way to enhance your risk management strategy might be in reshaping your board of directors. We give you tips on how to strengthen your board and reexamine the way the group approaches risk.
Feb 24, 2021
The roles of financial institution CEOs have changed over the past years. The evolved leader embodies characteristics of being purpose-driven, accessible, and vocal. These traits along with more targeted and transparent messaging and digital visibility help community financial institution leaders to better guide their communities through this economic recovery.
Sep 24, 2021
With 2020 behind us and still recovering in 2021, what does 2022 look like? This is the question that bankers need to ask themselves as they move into strategic planning season. To assist you with your assessments, here are the top strategic priorities for financial institutions.
May 11, 2021
Board leadership for financial institutions is vital. Now that the pandemic seems to be winding down, it may be a good time to address board education. Some areas to consider covering include: assessing the right post-pandemic strategy, tightening communication with management, talking about company culture, addressing new board member skills, and remembering compliance training.
Mar 15, 2021
Women between the ages of 25 and 44 are roughly 3x more likely to leave the workforce due to the added demands of the pandemic. Community financial institutions could face a serious shortage of executive-level women unless they reach out and provide flexibility and support in meaningful ways.
Feb 2, 2021
As the COVID-19 vaccine becomes more widely distributed, your institution needs to be prepared. It is important to update your HR policies with the current guidelines, discuss the importance of vaccination for herd immunity with your employees, and accommodate employees with special considerations.
Dec 3, 2020
There may be challenges in renewing your director and officers (D&O) insurance during the pandemic. We have some considerations.
Jun 26, 2020
Communicating effectively as a leader reassures your employees, which is even more important during the transition from crisis to recovery. We have three important facets to keep in mind.
Apr 28, 2020
As the coronavirus crisis continues, it is crucial to keep employee morale up. We give you three ideas to boost their spirits.
Apr 6, 2020
Your staff's health and wellness is surely one of your top priorities. We offer you some considerations, as you lead your employees through the coronavirus.
Mar 27, 2020
The coronavirus has affected many of us in different ways. Now is the time to show our leadership.
Apr 4, 2023
Community banks are known for the tremendous work they do for their communities. In honor of Community Banking Month, we proudly highlight some of the community outreach efforts made by banks across the country to help their neighbors through donations, awareness campaigns, sponsorships, and more.
Oct 7, 2022
When employees are financially stressed, their productivity may fall while absenteeism and turnover rates rise. A recent workplace survey found that most employees in the United States are feeling financial pressure. Introducing financial wellness tools and resources in the workplace can help reduce employee financial stress and deliver tangible gains in focus and productivity.
Aug 30, 2022
Economists predict that global stagflation could hit before the end of 2022. Now is the time for CFIs to determine what risks stagflation could create for their organizations and identify steps to minimize any negative impact. We offer three actions to consider as the potential of stagflation looms large.
Jul 21, 2022
Boards of directors have essential monitoring and advisory responsibilities that affect their organizations’ performance. In an ideal world, a corporate board would have a strong culture and contribute to the success of the organization. A recent survey of smaller banks found that less than half of their boards met that standard.
Jun 16, 2022
Economists predict that a recession is on the horizon. Given the difficulties that many CFIs experienced during the last recession, now is the perfect time to look at some of the tactics used by those that prevailed in the last recession.
Jan 31, 2020
Many people indicate they have had managers who have either overmanaged or undermanaged them. Luckily, there is a middle course of management.
Mar 31, 2022
In the post-pandemic world, community financial institutions are facing shifting customer expectations and hybrid working models. We explore the key traits that make leaders successful in this changing environment and give you some tips on how to find and nurture these leaders in your institution.
Feb 11, 2022
Succession planning has been a part of community financial institutions’ strategic and contingency planning for some time. Yet, 67% of bank CEOs are baby boomers between 56 and 75, so retirements may be coming sooner than expected. Still, 37% of banks have reported they have no clear CEO replacement. We give you five tips to help with your succession planning.
Feb 10, 2022
According to a report from the US House Committee on Financial Services, big bank boards are still roughly 80% white and 70% male. While the banking industry is working on board diversity, it takes time to diversify boards, even if there is increasing regulatory scrutiny. Here are four strategies to help boost your board’s diversity.
Oct 25, 2021
With the employment market stretched, retaining employees is more important than ever. Since the biggest reason employees leave is bad managers, it is a good time to make sure that your managers have the necessary skills to keep employees from straying. Here are three important ways that they can do that.
Jun 28, 2021
Now that employees are returning to the office, it is important to be aware of some of the challenges. The pandemic has left some residual effects that will need to be addressed in the workplace. Also, hybrid schedules can be tricky for managers to balance with their teams. Providing a supportive work environment for employees and managers will help smooth this transition for you.
Jun 23, 2021
Succession planning is something that all financial institutions do. Yet, with the pandemic, leadership roles were truly put to the test. Here are three ways to effectively groom your successors and help promote a successful transfer of leadership — review the game plan, perform an external search, and empower would-be successors.
Jun 9, 2021
The year 2020 was a year of many changes. In 2021, many community financial institutions are finding more change — they need to change their culture to meet today’s challenges or face being left behind. We provide you with four best practices to do this, including developing a plan, obtaining buy-in, being willing to experiment, and ensuring leaders “walk the walk.”
May 19, 2021
Family-owned banks can face internal conflict when the founders pass away, as surviving family members have different goals and visions for the bank. It often becomes more readily apparent during times of transition. We provide four strategies to prepare for discussions of the future of the bank: use an independent third party; manage different expectations; seek to understand, and adopt an inclusive plan.
Apr 23, 2021
Chief Diversity Officers (CDOs) are fairly new positions. Yet, with growing diversity, equity, and inclusion requirements, continuing research around increased performance with executive diversity, and the need to represent more diverse communities, some financial institutions are adding this position to their C-suite. We give you three strategies if your institution is considering a CDO position.
Mar 29, 2021
Deloitte finds that 47% of respondents say it will be a very high priority for their institutions to improve their ability to manage ESG (environmental, social, and governance). We provide community financial institutions with four ways to do this simply and easily including: determining focus, starting small, communicating your commitment, and boosting volunteer efforts.
Jan 20, 2021
In 2019, American businesses lost $399B due to unnecessary and poorly run meetings. Some tips to steer clear of lost productivity from meetings: examining types of work, leveraging technology, visual aids in meetings, and alignment to goals.
Sep 25, 2020
This year's strategic plan will require a fresh approach given the impact of the pandemic. We provide you with three considerations.
Oct 6, 2020
It has been over six months since the start of the pandemic and working remotely. We provide you with five tips to improve your leadership skills in managing remote employees.
Mar 5, 2020
Succession is a critical topic for business longevity, and it's of increasing interest to regulators. We have seven steps that can help.
Mar 17, 2020
Since the coronavirus is officially a pandemic, it is definitely a good time to put in place special business continuity plans.
Jul 10, 2019
We have covered succession planning best practices before. Today, we provide you with some good examples of succession planning efforts that your institution may find helpful.
Jul 25, 2019
Fifty-four percent of privately held financial institutions do not conduct board evaluations at all. We explain why they are important.
Feb 15, 2019
Bringing board members up to speed quickly is a key task, but not always an easy one. We provide important onboarding tips for your bank to do this.