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What better time to kick off strategic planning season than at Cornerstone Elevate this week? We're here to help your credit union confidently plan for success in 2025 and beyond. Learn how the highest performing credit unions are building effective branch network strategies, including picking the best locations for their branches, and tying it together with a workplace strategy that truly supports their employees and mission. Drop by booth 506 and meet the Momentum team! And while you're here, grab a copy of our Branch Ideabook. It's a magazine full of insights and ideas about the future of retail banking and how to build a branch network strategy that maximizes your credit union's potential! Mark Alguard and Whitney Loe, SCMS (By the way, we're doing something new with Location Intelligence. We've been giving our clients access to the same level of branch location analytics and forecasting that the big banks are using for nearly two decades, and we're about to take it to the next level!)

Our very own BJ Berrettini was asked to contribute to this story in American Banker about executive succession planning. The piece offers an in-depth example of how community banks can benefit from using executive recruitment firms to find their next CEO and other C-suite executives. Sometimes, as the story reveals, the right choice just can’t be found internally.   Read the full article to learn how a venerable financial institution future-proofed its business through executive search—and to get some great insights from B.J.! https://lnkd.in/gHsGefQX   #AlliesInYourSuccess #BankingInnovation #ExecutiveSearch #DigitalBanking #AJConsultants #BJBerrettini #FinanceIndustryInsights

Conferences like Future Branches are so rewarding but there never seems to be enough time for everything! If you didn't get a chance to talk to our team in Boston, let's connect and have a conversation about maximizing your financial's profitability and community impact! #FutureBranches #innovation #technology #engagement #branches #financialinstitutions

As we continue to grow, we have to keep bringing on experienced individuals who improve where we are as a #business. Jane joins us after a very successful career at OakNorth and was seeking to do something a bit different. We all look forward to working with you. 👏 👏 👏 TBP - Trusted Business Partner hashtag #EveryoneNeedsATrustedBusinessPartner Kat Foster - Craig Jiggins - Miles Norris - Jane Hind #Business #Finance #AssetFinance #InvoiceFinance #CommercialProperty #BusinessLoans #ProfessionalsFinance

See Ryan Beck, Chief Operating Officer at Bravera Bank, and Scott Thele of FranklinCovey discuss how Bravera Bank elevated their performance from great to exceptional. When: Thursday, August 15 | Time: 11 AM - 12 PM ET Register here: https: https://lnkd.in/gnnNcd_V Top Takeaways: ☑ Unleash team resilience and deliver breakthrough results amid uncertainty. ☑ Cultivate a mindset and culture designed for impeccable execution. ☑ Learn how 4DX can dramatically boost your team's engagement and performance. Use this opportunity to boost your organization's potential and redefine what's possible.

This webinar is a great chance to learn how Bravera Bank achieved some amazing goals as a team and organization! It's a real challenge to execute on your strategy. See how they drove execution all the way down to the front lines and succeeded!! Teams were engaged. Felt accountable. And best of all....were crystal clear on what the company strategy was, and how they contributed to it. There is lots to learn from their story! Don't miss it, if you're looking for ways to execute on your strategy!

It was a pleasure being directly involved in these recent hires. Growing our market share by bringing in the best talent continues to be top priority for Associated Bank. You should consider Associated Bank if you are struggling to get answers to client's needs in a timely manner, or if you won a deal that didn't get the type of recognition you would have hoped. Imagine being part of something where you felt the difference you make. Ask me how we can make that transition easier for you. #hiring #middlemarket #commerciallending #commercialbank

Patricia Hines, Celent's Head of Corporate Banking, dives into a new report from Oliver Wyman, Celent's parent company, and Morgan Stanley Research that looks at two key forces driving change in the #WholesaleBanking industry: 1. The end of lower interest rates. 2. Potentially diverging 3 capital standards between the US and other jurisdictions, benefitting non-banks and banks outside of the US. Explore what this new insight means for the industry > https://lnkd.in/eqtSRM56

Regulated firms have recently been finalising their first Consumer Duty Board Reports, which set out their firm’s position in embedding the new Consumer Duty. After hosting a roundtable discussion for senior leaders in retail banking to gain insight, Ewen Fleming, Partner and Head of Financial Services, and Rob Sargent, Consulting Senior Manager, discuss their key takeaways. Read more here: https://bit.ly/4bWooeT

Meet Flannery Lamb, private banking portfolio manager. “I chose to work here because Westfield Bank promotes as much learning and growth within, as it provides to our local communities and customers. Our purpose of Sharing Knowledge, Building Trust, means offering different insights into the banking world that allow our customers to make better financial choices. Financial freedom, to me, is a release from the daily worries of financial stress. This could mean any aspect of banking - from the amount of money in one’s account to increasing variable loan rates. Our private banking team attempts to relieve these stresses through our hands-on approach. We work together to create a personalized experience for each customer, bringing expertise and guided service that reaches far beyond traditional banking, ultimately forming trusted relationships and connections.” Our entire team is committed to sharing knowledge and building the trust you’ve instilled in us. We’re here to help you prepare, have less stress, and achieve your goals for financial freedom. Meet our private banking team: https://lnkd.in/gMasG5NQ #team #financialfreedom #privatebanking #westfieldbank #banking #finance #communitybanking