Pub. 13 2024 Issue 2

In today’s financial landscape, community financial institutions find themselves navigating through a unique set of challenges. The wave of bank failures throughout 2023 put a spotlight on the volatile side of the industry, making it critical for community institutions to remind the world of their resilience. Thriving in today’s unpredictable environment requires establishing and maintaining

Have you ever been told “Bless your heart!” after talking about a challenging situation? Being from the South, this is what comes to mind when a banker tells me they’ve just been gifted with the title of “CRA Officer,” along with all their other responsibilities. CRA requirements and compliance are evolving; therefore, learning the basics

As Kaplan Partners celebrates our 30th anniversary this year, I’ve been contemplating how best to mark this milestone. It is hard to fathom how our firm has grown and evolved from those early days when the business launched in the second bedroom of our townhouse in downtown Philadelphia. We’ve learned and seen a lot since

As I look ahead to a busy summer, including plenty of respite for a change (two 50th high school reunions!), I also look back with gratitude on a very successful spring calendar, including three five-star major events within four weeks between mid-April and mid-May. You and your colleagues turned out in force for numerous education