Ahead of the Curve: A Banker's Podcast

Abrigo

Looking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We’ll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment. This podcast is available on all your favorite podcasts platforms. For more information on Abrigo, head to abrigo.com. read less
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Episodes

Outsourcing ALM: Best practices for the current interest rate landscape
2d ago
Outsourcing ALM: Best practices for the current interest rate landscape
With interest rates having shifted dramatically, financial institutions find themselves navigating uncharted territory, grappling with how to adapt their ALM strategies to the new normal. Join us as Abrigo Director of Sales and Professional Services Dave Koch, an experienced asset/liability management advisor, delves into the complexities of the current economic landscape and its impact on community banks. In this episode, we'll discuss the current regulatory outlook, the importance of a realistic approach to interest rate forecasts, the potential benefits and pitfalls of ALM outsourcing, and the need for ALM advisors to work closely with banks to ensure their strategies are well-informed and effectively implemented. Tune in to gain a deeper understanding of how to manage ALM effectively in today’s volatile interest rate environment.  Helpful links:Webinar:  Effective risk management: Controlling liquidity and interest rate challengesSuccess Story:  Excel Bank gains interest rate risk management expertise with AbrigoChecklist: Checklists for evaluation ALM vendorsCheck out the series!Ahead of the curve: A banker's podcastLooking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We’ll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment.You can find all episodes of the podcast on abrigo.com or on your favorite podcast app or platform.
Elder financial exploitation and elder abuse: Statistics, FinCEN guidance, and how you can help
Jun 14 2024
Elder financial exploitation and elder abuse: Statistics, FinCEN guidance, and how you can help
As the global population of individuals aged 60 and over is projected to increase by 38% between 2019 and 2030, elder abuse and elder financial exploitation (EFE) are becoming increasingly prevalent issues. This demographic shift, particularly in the developing world, brings attention to the unique challenges older persons face, including those related to human rights and financial security. Elder fraud, a severe form of EFE, continues to grow at an alarming rate. If it hasn't already, it is likely to impact your client base or family in the near future.In this episode, Abrigo consultants Melissa Mantooth, CAMS, and Elissa Brewer, CAMS, share their knowledge of prevalent schemes and red flags, as well as a brief overview of safe harbor laws around EFE that may impact banks and credit unions. As financial institutions educate their customers on fraud, it's important that they keep an extra watchful eye out for scams impacting older clients.Listen in for insights into ways to prevent elder fraud in your community.Helpful links:Blog: Elder fraud: Preventing elder financial exploitation at your institutionWebinar: Guarding your institution: Strategies for a fraud prevention programWebinar: Elder fraud: The fight for seniors' financial security Check out the series!Ahead of the curve: A banker's podcastLooking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We’ll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment.You can find all episodes of the podcast on abrigo.com or on your favorite podcast app or platform.
CFPB 1071 and the future of small business lending: What, when, and where to start
Mar 12 2024
CFPB 1071 and the future of small business lending: What, when, and where to start
Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act requires financial institutions to collect and report data on small business lending to the Consumer Financial Protection Bureau (CFPB). The details of the CFPB 1071 rule are laid out in an extensive 888-page document, so it's no surprise that many financial institutions aren’t sure where to start when it comes to preparing for compliance.In this episode, Abrigo Senior Consultant Paula King offers a comprehensive exploration of the rule’s main elements, some first steps for compliance, and a brief overview of how it has been received, including the legal controversies following the rule. As financial institutions wait for finality on this regulatory shift, it’s important for banks and credit unions of all sizes to understand the nuances of Section 1071. Listen in for insights into the future of small business lending.  Helpful links:Webinar: Understanding the impact of CFPB 1071 on small business lendingBlog: The CFPB section 1071 effective dateChecklist: CFPB 1071 Rule: Checklist for compliance successCheck out the series!Ahead of the curve: A banker's podcastLooking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We’ll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment.You can find all episodes of the podcast on abrigo.com or on your favorite podcast app or platform. We can help you navigate 1071 deadlines and compliance. In addition to our 1071 resource page for lenders, which has updated information to help prepare for the new requirements, Abrigo’s Loan Origination Software will have all required data fields in a borrower-facing collection form, access to pre-built reports, and the ability to export for CFPB reporting. Your financial institution can comply with 1071 while streamlining the origination process and ongoing customer management while working with a trusted partner of 2,400 institutions. Talk to a specialist to learn more.
Unveiling human trafficking: Perspectives, realities, and strategies
Jan 17 2024
Unveiling human trafficking: Perspectives, realities, and strategies
Human trafficking – a form of modern slavery – is one of the fastest-growing criminal activities in the world, exploiting over 45 million people and generating an estimated $150 billion in profits each year. While global in reach, human trafficking also affects individuals, communities, and economies across the United States.Join Brad Jeffery, founder of MADE FREE, and Heather Bellino, CEO of Texas Advocacy Project, as we discuss human trafficking’s consequences and what financial institutions can do to help identify and prevent it.About Texas Advocacy Project: Texas Advocacy Project’s mission is to end dating and domestic violence, sexual assault, and stalking in Texas. TAP empowers survivors through free legal and social services and access to the justice system and advances prevention through public outreach and education. Our vision is that all Texans live free from abuse. In 2022, TAP provided legal services in 4,765 cases, serving 10,502 Texans. If you or someone you know needs help, call 800-374-HOPE or visit TexasAdvocacyProject.org. About MADE FREE: MADE FREE was designed to provide social reform, addressing the root cause of human trafficking and the need for sustainable, ethical jobs. To win the war on poverty, those who make fashion goods must make a livable wage. The MADE FREE model takes a holistic approach to sustainability, integrating ecological, social, and economic factors. Workers at MADE FREE create handcrafted pieces in a clean, team-based environment with a focus on quality over quality, giving consumers a chance to support sustainable change with their dollars.Helpful links:Blog: The Super Bowl and human trafficking: How financial institutions can helpWebinar: Human trafficking awareness: Detecting, reporting, and partneringWhitepaper: Human trafficking red flags