On this episode of This Month in Banking, Matt Schultheis, founder of BankVault Research, discusses how micro- and nano-cap banks can overcome shareholder liquidity challenges and boost valuation and visibility.
He shares practical steps for improving transparency, investor engagement, and market confidence through better data and analytics.
Pete Scully, Founder of My Private Shares, and Andrew Rietz talk about the biggest challenges (and solutions) in community bank shareholder relations. From avoiding common mistakes to building transparency, Pete shares lessons every community bank leader should hear.
On this episode, we sit down with Gerard S. Cassidy, Managing Director, Co-Head of Global Financials Research, and Large Cap Bank Analyst at RBC Capital Markets, renowned for creating the “Texas Ratio” and consistently ranking as a top U.S. stock analyst. Gerard shares his expert outlook on bank stock performance for the remainder of 2025 and into 2026, offering his perspective on the likelihood of a recession, the trajectory of interest rates and the yield curve, and the potential for industry-wide loan growth.
Guest: Rachel G. Bitner, EVP Chief Financial Officer, Ephrata National Bank Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking topics. TMIB is available on the last Wednesday of every…
During the pandemic, TKG worked with several clients on process improvement engagements where the scope of the project was focused on residential lending. Like many financial institutions who originate residential mortgage loans, our clients experienced unprecedented levels of production volumes over the past 18 months due to low interest rates…
Listen on Spotify Listen on Apple Podcasts 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 the last Wednesday of every month here, and on Apple…
Guest: Michael Sanchez, Founder and President of Finxact Listen on Spotify Listen on Apple Podcasts 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 the last Wednesday…
Guest: Alberto J. Paracchini, President, CEO & Director, Byline Bank Listen on Spotify Listen on Apple Podcasts 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 the…
In nearly every process improvement engagement conducted by TKG, we find a tail wagging the dog. This occurs when either the sales or operational side of the bank dominate, take, or have control. It is largely the result of where the power lies within an organization below the President and…
Listen on Spotify Listen on Apple Podcasts 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 the last Wednesday of every month here, and on Apple and…