Sad to say, the annual strategic planning retreat is characterized by many bankers as a “boondoggle”. But with a little homework, it can be a worthwhile event. After facilitating these events for more than 10 years, here are my best practice tips. [Read more]
Commercial “lenders” are being ordered to morph into new, improved commercial “bankers.” This transition requires careful planning and humility, and the successful bank will be the organization where good commercial bankers love to work. [Read more]
As we try to develop future payment systems, it’s important to take stock on the hits and misses of the past few years. [Read more]