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Starting the Year Right: Strategies for Success in 2021

Starting the Year Right: Strategies for Success in 2021

Financial Intelligence Starting the Year Right: Strategies for Success in 2021 Presented by: Tommy Warren, CPA-Senior Vice President, Sales and Business Development, Vining Sparks • • • • • • • • As we enter a new year still amid a global pandemic, it is becoming...
Balance Sheet Strategies vs. Tactics: Preparing for Q4 and 2021

Balance Sheet Strategies vs. Tactics: Preparing for Q4 and 2021

Financial Intelligence Balance Sheet Strategies vs. Tactics Preparing for Q4 and 2021 Presented by: Scott Hildenbrand, Managing Director and Head of Balance Sheet Analysis and Strategy, Piper Sandler • • • • • • • • There are effective tactics worth examining and...
Digital Transformation Simplified

Digital Transformation Simplified

Financial Intelligence Digital Transformation Simplified Taking it One Byte at a Time Presented by: Ray Chandonnet, Chief Revenue Officer, Neocova • • • • • • • • The COVID-19 pandemic has made it even more clear that community financial institutions matter. It has...
Managing Depositors and Deposit Flows

Managing Depositors and Deposit Flows

Financial Intelligence Managing Depositors and Deposit Flows During the Economic Fallout of a Pandemic Presented by: Janet Lockwood, President, Parliment Consulting Services • • • • • • • • Managing deposit costs is more than just pricing. In this second session of...
Paycheck Protection Program (PPP) Loans: Entering the Next Phase

Paycheck Protection Program (PPP) Loans: Entering the Next Phase

Financial Intelligence Paycheck Protection Program (PPP) Loans – Entering the Next Phase Addressing borrower forgiveness and future compliance considerations Presented by: Michael Schor, Partner, Shaun Nabil, Senior Manager and Sunil Kapur, Managing Director,...