Management Advisory

A Whale of a Tale: Enloe State Bank

“The bank’s on fire!” So said the panicked cleaning person that ran across the parking lot from the bank to the adjacent restaurant. “Call 9-1-1!” The bank in reference was […]


The Effect of Covid-19 on Bank Earnings, Credit Quality and Valuations

Guest: Gerard Cassidy, Managing Director – Equity Research, RBC Capital Markets (Taped May 13, 2020) Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and […]


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 […]


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 […]


Unintended Consequences of Executive Change in Control Provisions

You’re a top performer at your bank and an executive from a competing bank wants you on their team. You recently got a new boss, and it isn’t gelling. So […]


Employee Retention: Keep the Keepers

You have a highly valued employee, and they quit. Why? The boss? The culture? The pay? I’m sure if I searched for credible sources, I would get some version of […]


What’s On Your Mind? You Asked & We Answered!

Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on […]


What Makes a “Great” Community Bank Board?

Guest: David Baris, President of the American Association of Bank Directors and Partner, Kennedy Sutherland Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry […]


IMO: How To Make Telecommuting Work in Banks

Schlepping to the office five days a week is enough to make employees, or would be employees, reconsider working for you. This is particularly true in urban areas, where 20 […]