Jeff For Banks

Bank Cash Forecasting: Pandemic Edition

My friends at CFO Consulting Partners most recent newsletter included timely and helpful tips on re-forecasting your cash, which is suddenly incredibly important, particularly in financial institutions that entered the […]


PNC Cares Far More About the Penguins Than the Flyers

Reporters occasionally call for my opinion. And I have them. Oh I have them. Last week an American Banker reporter called for my opinion on WSFS Bank’s strategy to deploy […]


Conference Watch: How To Be Successful In a Changing Industry

How many consultants go to banking conferences and attend the sessions? At least one! I may have been accused of being arrogant once or twice, which inspires me to continuously […]


Not a Session at Acquire or Be Acquired: Culture

I attended Bank Director’s Acquire or Be Acquired conference two weeks ago. The buzzword of the show: Culture. When Raphael Reznek, CIO of Mascoma Bank, spoke about the biggest challenge […]


Bank Director’s Acquire or Be Acquired Conference: Top Tweets

I attended my first Acquire or Be Acquired conference in the Arizona desert. Bank Director does a great job on organization, content, and promotion. They established the #aoba20 hashtag that […]


Two Ideas to Lower Operating Cost Per Account

Last week I wrote a TKG Perspective’s article on Bank Profitability in 2019. I congratulated community financial institutions for delivering a positive trend in business checking account operating cost per […]


Banking for Good

It happened. A client, a bank I owned shares in, and one that I admired announced they were selling to a nearby financial institution. In June, Stewardship Financial Corporation, and […]


Banking’s Top 5 in Total Return to Shareholders: 2019 Edition

For the past eight years I searched for the Top 5 financial institutions in five-year total return to shareholders because I promote long-term strategic decision making that may not benefit […]


Time Tried, Panic Tested. The Forgotten Story of the First National Bank of Keystone

September 1st, 1999, regulators from the Federal Deposit Insurance Corp, at the behest of the Office of the Comptroller of the Currency, descended on a small coal mining town in […]


Improve Bank Boards Through a Disciplined Nomination Process

“Rigorous, peer-reviewed studies suggest that companies do not perform better when they have women on the board. Nor do they perform worse.” ~ Katherine Klein, University of Pennsylvania Do you […]