Helping banks perform better

We’re passionate about helping community financial institutions become more efficient and more profitable. We help you solve challenges and take advantage of opportunities in a rapidly changing industry and economic environment.

What We Do

We serve community financial institutions by helping senior leaders develop profitable strategies that lead to long-term success.

December 2019 - Episode 48 | December 23, 2019

Bob Kafafian – Up Close and Personal!

November 2019 - Episode 47 | November 26, 2019

Are Diversity Requirements Really Necessary?

Upcoming Events

February 25, 2020

PA Bankers 2020 Annual Economic Forecast and Business Leadership Summit

2020 Annual Economic Forecast and Business Leadership Summit


March 5, 2020

Massachusetts Bankers Mutual Bank Program

Topic: Mutual Institution Participation in Consolidation - Components of Future Success and Strategic Alternatives Speaker: Richard B. Trauger, Jr.


March 8, 2020

ICBA Live! 2020

ICBA Live! 2020