Ben Lewis

🏦 BIS 🏦 CAMELS 🏦 CFPB 🏦 CFTC These are just some of the acronyms in the banking industry that every banker should know! Banking+ helps you decipher these banking acronyms (and more) in a guide to industry lingo: https://lnkd.in/eDaWg4_h #Acronyms #Banking #Bankers #BankingIndustry #Enrichment #BankingPlus

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Compliance can be fun! Even if it’s not, it’s important you keep your regulators happy. In this video, Cornerstone's planned giving team members, Angela Oste, FPQP™, AIF® & Avery Coleman, discuss the basics surrounding state registration. ✅ https://lnkd.in/eWmFwY_2

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Join Elliott Davis and the Virginia Association of Community Banks (VACB) for a virtual risk management seminar on May 9. This event features updates and best practices from our speakers and offers up to 5 hours of CPE credit for attending. CRCM, CAFP, and CERP credits are also offered. Learn more details, including cost and a full schedule of sessions, here: https://bit.ly/3UqedHG #riskmanagement #communitybanking

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With the market changing so rapidly, if an investor or another financial institution knocks on your door with an offer to purchase your institution, how can you determine if the offer is fair? We look at 5 factors determining a #communityfinancialinstitutions value: https://lnkd.in/eQb37nhw

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Tech moves fast & consumer demands change quickly, making it critical for community banks to keep pace with the market. Susan W. Salecky at COCC explains how to make connections between cores & community banks. https://lnkd.in/gsV6itnk

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In honor of #CommunityBankingMonth, here are stories from 6 banks about how their work helps customers achieve their dreams. These banks are showing the true meaning of community in the latest issue of #IndependentBanker: https://lnkd.in/eJtE9FuT

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ICYMI: New in FusionIQ Thought Leadership, insights from PROCU 2024. FusionIQ’s Peter Brittain shares a clear message from this leading conference of credit union wealth management and investment services program managers: digital innovation is no longer optional for credit union wealth management. His key takeaways from PROCU 2024 include: ☑️ Digital-First Strategy for Competitiveness: Credit unions must adopt digital wealth management platforms to stay competitive, enhancing both member services and advisor productivity. ☑️ Efficiency and Growth: Digital wealth platforms allow advisors to focus on high-value relationships by automating and scaling processes, improving profitability and service quality. ☑️ Advisor Recruitment and Retention: Embracing digital wealth solutions is crucial for not only enhancing the member experience but also attracting younger advisors and equipping them with the tools needed for success in a tech-driven industry. Read Peter's full insights on how credit unions can leverage digital innovation to transform their wealth management offerings to enhance the member experience and drive growth: https://lnkd.in/gfwuQBrf #WealthManagement #FinTech #CreditUnions #DigitalTransformation #WealthTech

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Is your credit union looking to expand its community impact and access critical funding? Our latest blog post breaks down the key takeaways from last week's webinar, "Understanding the CDFI Opportunity." Learn from CUCollaborate's CDFI expert Jeff Bailey, CUDE as he covers: ✅ The benefits of CDFI certification for growth and community impact ✅ Key requirements and strategies for certification success ✅ How CDFI funding can support underserved communities 📌 Read the full post here: https://lnkd.in/g6UVTBw3 #CreditUnions #CDFICertification #CreditUnionGrowth #CDFI

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Children’s Savings Accounts (CSAs) provide benefits for all children, in particular for those in families with limited financial resources. HBKS Senior Financial Advisor Donna Kline, MBA, CDFA®, CDC®, ChSNC® details proposed CSA legislation and what it might mean for your family. #401kids #financialplanning #financialadvisor

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View the replay of Protecting Members From the Impact of Rising Delinquencies, part of the monthly CSS webinar series, Safeguarding Your Credit Union's Future. In this episode, we gained valuable insight as Barb Lowman, CUDE, President of CUNA Strategic Services, discussed how to protect members from the impact of rising delinquencies, and providing a world class member experience while managing expenses by leveraging technology and workflow automation with key providers Constant, Eltropy and MessagePay leadership teams. Watch webinar: https://hubs.li/Q02FgYfk0

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Get a forecast for next quarter, economic update, and more at our Quarterly Economic Update webinar, held on Friday, July 19th at 10am ET. Hosted by Scott Fischer, Principal at Enza Financial. Register today! https://lnkd.in/eMgvWDte #marketupdate #economy #economicupdate

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Join us for an exclusive, free webinar presented by Velera on business transformation. This webinar dives into credit union and consumer research. We will uncover six critical barriers to transformation – and how credit unions can overcome them and build a successful member-centric strategy. ✨

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The current challenges of ACH fraud require an industry wide approach. Download our new infographic, NACHA’s New Rules: What Your Institution Needs to Know, to learn how your institution can be prepared to respond to this evolving landscape. https://buff.ly/3zMrvbh

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"Generation Z has the potential to be the greatest credit union generation, but we are struggling financially and we need credit unions to step up to help," says Lauren Paradise, governance consulting administrator for CUESolutions provider Quantum Governance, L3C. "Credit unions are the ideal financial institutions for Gen Z. Yet only 4% of Gen Z are currently members of a credit union. Why is that? Perhaps the answer lies in that many members of Gen Z don’t even know what a credit union is, or if they do, they have misconceptions that deter them from being members." https://hubs.la/Q02wjs530 #CreditUnions #GenZ #growth #marketing #CUESolutions

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💸 Form economic impact engines with fellow members that infuse new capital into your charity. Let's reset compensation and employment standards for those who work in our sector. 🌱 • Collaborate for financial stability • Drive change in employment practices • Empower your workforce https://nanoe.org (800) 257-6670 #EconomicImpact #FairCompensation

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GivingPoint, the NPT donor-advised fund (DAF) portal, continually improves to elevate the donor and advisor experience. Visit today to explore the latest enhancement: the Legacy Plan indicator on the Advisor Dashboard. Now, advisors can spot DAF accounts needing a legacy plan and target those accounts for outreach. Learn more: https://bit.ly/3XMxxjl #ForAdvisors #Advisors #Philanthropy

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I came across this video this morning. It's by Kitsap Credit Union, but it's about all credit unions. This is the brand-building storytelling credit unions can easily do. It doesn't have to be sponsored content. It doesn't have to be high-quality production. It just needs to get done! #creditunions #publicrelations #PR #CUDifference #collaboration #mediarelations

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