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Bank Tickler/Tickler migration/Uncategorized

A Commercial Banker’s Tickler Transition Plan

October 18, 2017October 18, 2017 cfanational212Leave a comment

Just do a keyword search for “bank tickler,” and you’ll quickly realize that banks are still heavily reliant on manual…

Read More A Commercial Banker’s Tickler Transition Plan

Career Development/Human Capital/Personal Brand/Personal Branding/Uncategorized

Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression

September 5, 2017September 5, 2017 cfanational212Leave a comment

Robert Meyers, head of the Origination and Marketing Department for Republic Business Credit, and a 2016 CFA 40 Under 40…

Read More Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression

Technology vendor/Uncategorized

Selecting a Technology Vendor: 3 Questions to Ask

July 6, 2017September 5, 2017 cfanational212Leave a comment

As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different…

Read More Selecting a Technology Vendor: 3 Questions to Ask

Paper loan files/Uncategorized

Paper Loan Files: Does Your Bank Know the True Cost?

January 12, 2017April 20, 2017 cfanational212Leave a comment

Sure, there’s a tangible cost associated with deploying an electronic loan imaging system. Software, support, and scanning hardware are just…

Read More Paper Loan Files: Does Your Bank Know the True Cost?

Uncategorized

Newspaper Notice ≠ Commercially Reasonable Notice

September 19, 2016April 20, 2017 cfanational212Leave a comment

Newspaper promotion of distressed asset sales was state-of-the-art when Ragged Dick, Tom the Bootblack, and Phil the Fiddler walked the…

Read More Newspaper Notice ≠ Commercially Reasonable Notice

Uncategorized

Jay McKinney of ProfitStars, a Jack Henry & Associates Company, explains why investing in automation equals an investment in human capital.

August 26, 2015September 3, 2015 cfanational212Leave a comment

It may seem counterintuitive to suggest that you can invest in human capital by investing in automation. Automation is a…

Read More Jay McKinney of ProfitStars, a Jack Henry & Associates Company, explains why investing in automation equals an investment in human capital.

Uncategorized

The Current State of Commercial Lending & Factoring in China

May 12, 2014May 12, 2014 cfanational212Leave a comment

  For the last four years, the People’s Bank of China (referred to as the PBOC)  or China’s version of…

Read More The Current State of Commercial Lending & Factoring in China

Uncategorized

An Untapped Irish Market

May 1, 2014May 1, 2014 cfanational212Leave a comment

Traditional banking in Ireland adheres to balance sheet lending, an approach which removes the actual “commercial” facet from talk of…

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Uncategorized

International Trade Finance in the New Era: Small Business Survival in a Big-Business Economy

March 13, 2014March 13, 2014 cfanational212Leave a comment

As someone engaged in business development for a boutique global trade finance firm,  my observations of global trade finance opportunities,…

Read More International Trade Finance in the New Era: Small Business Survival in a Big-Business Economy

Uncategorized

The 3 Ps of Credit

January 15, 2014January 17, 2014 cfanational2122 Comments

Nontraditional alternative bank financing has been around for thousands of years and has proved to be a great business and…

Read More The 3 Ps of Credit

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