Insights

Turn Non-Customer PPP Borrowers into YOUR Customers

Guest: Patricia (Patti) Husic, President, CEO & Director of Centric Bank and Centric Financial Corporation (OTC:CFCX). 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, […]


How to Win Business From Big Banks With Sophisticated Lending Tools

Guests: Matthew Tevis, Managing Director, Head of Sales at Chatham Financial and Zohar Goshen, CEO and Founder of Metechi, a Bank-Centered Participation and Syndication Marketplace 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 […]


Are Your Management Reports Just An Illusion?

Many financial institutions produce management reports using data only from their general ledger systems. An example is producing branch profitability reports limited to data from the branch’s cost center. Limiting the information within your management reports to only general ledger data may be producing reports that are just an ILLUSION! As noted by this famous painting […]


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 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 […]


Covid-19 and Bank Liquidity

Guest: Brian Velligan, Managing Partner, Velligan-Blaxall Consultants, LLC 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 Droid podcast apps for […]


Paycheck Protection Program

Thursday evening (April 2, 2020) the Small Business Administration issued 13 CFR 120, its Interim Final Rule (“IFR”) regarding the PayCheck Protection Program (“PPP”). The 31-page document comes just hours before the new loan program was set to open on April 3. Bankers have been scrambling to get ready to implement this $349 billion program, […]


What’s the Next Crisis?

I remember a speech given by Jamie Dimon, Chairman and CEO of JP Morgan Chase, at the New York Bankers Association Convention back in the fall of 2009. It was approximately a year after the real estate debacle which culminated in September 2008 and caused what we now know as the great recession. Mr. Dimon […]


Millennials – What Do They Want from Their Bank?

Guest: Craig Rodenberger, Vice President and Marketing Director, Ephrata National Bank 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 Droid […]


Private Equity Investing in Banking

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 Droid podcast apps for your listening enjoyment. Join us on your commute, […]


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

 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 Droid podcast apps for your listening enjoyment. Join us on your […]