Profit & Process Improvement

Bank Stocks & Beyond: Gerard Cassidy’s Forecast

Financial Advisory, Podcast, Profit & Process Improvement

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.

Reducing Expenses with Process Automation

Podcast, Profit & Process Improvement

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…

Mortgage Lenders Experienced Record Profits – Could They Have Done Better?

Profit & Process Improvement, TKG Perspectives

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…

Banking New Year’s Resolutions – We Have Opinions / Negotiating Merger Transactions

Financial Advisory, Podcast, Profit & Process Improvement, Strategic Management

 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…