TOPIC: Bank Communications

Monthly Financial Dashboard for Employees

EVP at a credit_union ($180MUSA)
I am looking for a simple Financial Dashboard that can be shared each month with all employees.

Does anyone have anything like this? I was hoping for something high level, that could provide basic information to all the staff of the Credit Union. If you don't have a dashboard, do you share anything at all each month with staff? If so, what do you share.

Thank you,

    Free Webinar | Best Practices for Credit Analysts at Banks

    Monday, October 21
    2 p.m. EST/ 1 p.m. CST
    Register 

    Current economic conditions seem to suggest that the next U.S economic downturn is on the horizon. With that in mind, it is becoming increasingly important to have the right credit policies and procedures in place to ensure your institution understands its customers and members throughout the lending process.

    Join this webinar session to learn common best practices for credit analysts when dealing with current and future market conditions.

    Join to Learn:  
    • Best practices for loan and financial statement analysis  
    • How to identify problem loans and the benefits of early detection 
    • Way to optimize deal flow 
    Presenter: Ancin Cooley, Principal, Synergy Bank Consulting

    Save your seat! 

      Regulatory Compliance Update LIVE

      Join us for our last quarterly Regulatory Compliance Update of the year on October 22nd! Cayci Branum and Kenny Douglas will be covering current hot topics, upcoming regulations and more surrounding regulatory compliance. Register here: https://www.pkm.com/event/regulatory-compliance-update-live-october-22-2019/

        CECL, Portfolio Risk, Credit and Lending Conference | ThinkBIG | September 24 - 26, Orlando, Florida

        There are only four days left until registration ends for the biggest CECL, portfolio risk, and lending and credit conference of the year - ThinkBIG!

        When: September 24-26
        Where: Loews Sapphire Falls Resort at Universal Orlando | Orlando, FL
        Who: Anyone involved in CECL/ALLL, portfolio risk, or credit and lending. Common titles include CFO, Controller, VP of Finance, Credit Analyst, CCO, CRO, Credit Admin and Loan Admin.

        Are you managing risk and driving growth at your financial institution? Do you need ideas to think bigger about portfolio risk, CECL, or lending and credit? The ThinkBIG Conference presented by Abrigo was created to give you the educational tools and concrete ideas to Manage Risk. Drive Growth.  

        Hear from FASB's Hal Schroeder, FINCURA's Max Blumenthal, Q6 Cyber's Eli Dominitz, economist Tom Cunningham, PhD, and a full roster of Abrigo's industry experts at this year's conference. 

        Be prepared to Think Bigger with insights and information critical to your lending strategies, mitigating credit risk, and the transition to and implementation of the new allowance accounting standard over the course of three days of compelling educational content and networking.  

        If you have responsibilities related to CECL and the ALLL at your institution, or if you want to know more about how CECL will impact your institution or you want to grow your loan portfolio quicker and more efficiently while driving profitability, this is the one conference this year you cannot afford to miss.

        Earn up to 14 CPEs! 
        Register today and save! 

          Whitepaper | Hemp, The Farm Bill, and Their Impact on Ag Lending

          For growth-minded institutions, the recent legislation for cultivating hemp in the US may shed light on a new opportunity regarding the banking and servicing of hemp-related businesses. But the changes tied to the Farm Bill also bring increasing risks for banks and credit unions who take on these clients. In this paper, Abrigo experts outline some of the critical questions that institutions can use to begin evaluating the potential value – and risk – to the institution in taking on cannabis related businesses (CRBs) or marijuana related businesses (MRBs).

          Download to learn:
          • How to evaluate the opportunity
          • The impact of the Farm Bill
          • The differences between cannabis, marijuana, hemp, and cannabinoids (CBDs)
          • Potential risks of taking on these banking relationships
          Click here to download the whitepaper. 

            Free Webinar - Stress Testing and CECL: Connecting the Dots

            Register today! 

            Financial institutions have been conducting stress tests long before the regulatory mandates were put in place after the 2007-2008 financial crisis.  Larger financial institutions have principally adopted the top-down approach (aka CCAR) which focuses on macro-economic changes and the resulting “stress” on large portfolios or individual assets.  Smaller financial institutions ($25B or less) primarily perform the bottom-up “stress” that focuses on the loan transaction risk stemming from changes in micro-economic factors i.e. increasing interest rates or cash flows.  As the goal of both approaches is a test on the capital adequacy of the respective financial institution, with CECL having the same goals, CEIS and Abrigo will examine the “bottom-up” stress test approach and the pros and cons for your CECL program

            Join this webinar as we discuss:
            1. Data challenges
            2. The benefits of bottom-up stress testing
            3. Using stress testing data and outcomes in the CECL model development
            Wednesday, September 18, 2019
            2:00 PM ET / 1:00 PM CT

            Partnered with CEIS Review Inc.

            Save your seat!