Social Media and Cloud Computing
Social media and cloud computing arrangements are “hot-topics” as these two areas gain momentum in the industry. While both areas have great benefit to financial
November 18, 2014
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – IRS Extends More Tax Deadlines, including Second-Quarter Tax Estimates
On April 9, 2020, the Internal Revenue Service (IRS) issued Notice 2020-23 (the Notice), which ...
Read More →
Tax Update – Possible Deferral of Employer Payroll Taxes under CARES Act
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was designed to offer some ...
Read More →
A&A Update – SBA Issues PPP Promissory Note Template
Many lenders have had questions about the form and content that should be included in ...
Read More →
IT Update – Don’t Let Your Vendors Become Your Security Program’s Weak Link
Companies are becoming increasingly dependent on third-party vendors for delivering services and managing computer infrastructures. ...
Read More →
FDIC, FRB, and OCC Issue Modifications to Community Bank Leverage Ratio Framework for Small Banks as a Result of CARES Act
Summary: On April 6, 2020, the Federal Deposit Insurance Corporation (FDIC), Board of Governors of ...
Read More →
A&A Update – SBA Publishes Application for Non-SBA Lenders to Originate PPP Loans
On April 2, 2020, the Small Business Administration (SBA) published a new form for financial ...
Read More →
The New Normal Is Anything but Normal, PACB Annual Convention 2014
Strategic and reputational risks are at elevated levels [pdf-embedder url=\”/wp-content/uploads/2018/06/PACB-Presentation-Handouts-for-Website-9-6-2014.pdf\” title=\”PACB Presentation Handouts for Website 9 6 2014\”]
September 8, 2014
Required Changes to Tax Allocation Agreements
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]In this Industry Update, we review the
August 31, 2014
Mobile Banking – Proceed with Caution
Mobile Banking – Proceed with Caution I’m sure you’ve noticed how dependent people have become on their mobile devices. It seems everywhere we look people
August 27, 2014
The Nine Building Blocks of Corporate Governance
Co-authored with Nancy Schell Bank directors are facing relentless challenges in this rapidly changing environment. They are caught in a web of shareholder needs, community
June 27, 2014
Authentic Risk Management
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]What is ERM? Not only do we
June 6, 2014
Vendor Management
Over the holidays, a little company got itself into a little trouble. All right, it wasn’t a little company, it was Target; and it wasn’t
April 23, 2014
New Ohio Financial Institutions Tax
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]Who will be affected by the new
October 6, 2013
The Dynamic Link between ERM and Strategy, OSCPA Financial Institutions Conference 2013
ERM is a management model that leads to action; ERM is a dynamic link between strategy, opportunity, risk and reward [pdf-embedder url=\”/wp-content/uploads/2018/06/The-Ohio-Society-of-CPAs-Jack-Salvetti-Presentation-Handouts-8-13.pdf\” title=\”The Ohio Society
August 13, 2013
Lending from a Risk Management Perspective, PBA Directors Institute 2013
ERM risks; balancing risk and reward [pdf-embedder url=\”/wp-content/uploads/2018/06/Directors-Handouts-Final-pdf.pdf\” title=\”Directors Handouts Final pdf\”]
June 27, 2013
Resources
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – IRS Extends More Tax Deadlines, including Second-Quarter Tax Estimates
On April 9, 2020, the Internal Revenue Service (IRS) issued Notice 2020-23 (the Notice), which ...
Read More →
Tax Update – Possible Deferral of Employer Payroll Taxes under CARES Act
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was designed to offer some ...
Read More →
A&A Update – SBA Issues PPP Promissory Note Template
Many lenders have had questions about the form and content that should be included in ...
Read More →
IT Update – Don’t Let Your Vendors Become Your Security Program’s Weak Link
Companies are becoming increasingly dependent on third-party vendors for delivering services and managing computer infrastructures. ...
Read More →
FDIC, FRB, and OCC Issue Modifications to Community Bank Leverage Ratio Framework for Small Banks as a Result of CARES Act
Summary: On April 6, 2020, the Federal Deposit Insurance Corporation (FDIC), Board of Governors of ...
Read More →
A&A Update – SBA Publishes Application for Non-SBA Lenders to Originate PPP Loans
On April 2, 2020, the Small Business Administration (SBA) published a new form for financial ...
Read More →
Social Media and Cloud Computing
Social media and cloud computing arrangements are “hot-topics” as these two areas gain momentum in the industry. While both areas have great benefit to financial
November 18, 2014
The New Normal Is Anything but Normal, PACB Annual Convention 2014
Strategic and reputational risks are at elevated levels [pdf-embedder url=\”/wp-content/uploads/2018/06/PACB-Presentation-Handouts-for-Website-9-6-2014.pdf\” title=\”PACB Presentation Handouts for Website 9 6 2014\”]
September 8, 2014
Required Changes to Tax Allocation Agreements
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]In this Industry Update, we review the
August 31, 2014
Mobile Banking – Proceed with Caution
Mobile Banking – Proceed with Caution I’m sure you’ve noticed how dependent people have become on their mobile devices. It seems everywhere we look people
August 27, 2014
The Nine Building Blocks of Corporate Governance
Co-authored with Nancy Schell Bank directors are facing relentless challenges in this rapidly changing environment. They are caught in a web of shareholder needs, community
June 27, 2014
Authentic Risk Management
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]What is ERM? Not only do we
June 6, 2014
Vendor Management
Over the holidays, a little company got itself into a little trouble. All right, it wasn’t a little company, it was Target; and it wasn’t
April 23, 2014
New Ohio Financial Institutions Tax
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]Who will be affected by the new
October 6, 2013
The Dynamic Link between ERM and Strategy, OSCPA Financial Institutions Conference 2013
ERM is a management model that leads to action; ERM is a dynamic link between strategy, opportunity, risk and reward [pdf-embedder url=\”/wp-content/uploads/2018/06/The-Ohio-Society-of-CPAs-Jack-Salvetti-Presentation-Handouts-8-13.pdf\” title=\”The Ohio Society
August 13, 2013
Lending from a Risk Management Perspective, PBA Directors Institute 2013
ERM risks; balancing risk and reward [pdf-embedder url=\”/wp-content/uploads/2018/06/Directors-Handouts-Final-pdf.pdf\” title=\”Directors Handouts Final pdf\”]
June 27, 2013
Resources
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – IRS Extends More Tax Deadlines, including Second-Quarter Tax Estimates
On April 9, 2020, the Internal Revenue Service (IRS) issued Notice 2020-23 (the Notice), which ...
Read More →
Tax Update – Possible Deferral of Employer Payroll Taxes under CARES Act
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was designed to offer some ...
Read More →
A&A Update – SBA Issues PPP Promissory Note Template
Many lenders have had questions about the form and content that should be included in ...
Read More →
IT Update – Don’t Let Your Vendors Become Your Security Program’s Weak Link
Companies are becoming increasingly dependent on third-party vendors for delivering services and managing computer infrastructures. ...
Read More →
FDIC, FRB, and OCC Issue Modifications to Community Bank Leverage Ratio Framework for Small Banks as a Result of CARES Act
Summary: On April 6, 2020, the Federal Deposit Insurance Corporation (FDIC), Board of Governors of ...
Read More →
A&A Update – SBA Publishes Application for Non-SBA Lenders to Originate PPP Loans
On April 2, 2020, the Small Business Administration (SBA) published a new form for financial ...
Read More →
Social Media and Cloud Computing
Social media and cloud computing arrangements are “hot-topics” as these two areas gain momentum in the industry. While both areas have great benefit to financial
November 18, 2014
The New Normal Is Anything but Normal, PACB Annual Convention 2014
Strategic and reputational risks are at elevated levels [pdf-embedder url=\”/wp-content/uploads/2018/06/PACB-Presentation-Handouts-for-Website-9-6-2014.pdf\” title=\”PACB Presentation Handouts for Website 9 6 2014\”]
September 8, 2014
Required Changes to Tax Allocation Agreements
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]In this Industry Update, we review the
August 31, 2014
Mobile Banking – Proceed with Caution
Mobile Banking – Proceed with Caution I’m sure you’ve noticed how dependent people have become on their mobile devices. It seems everywhere we look people
August 27, 2014
The Nine Building Blocks of Corporate Governance
Co-authored with Nancy Schell Bank directors are facing relentless challenges in this rapidly changing environment. They are caught in a web of shareholder needs, community
June 27, 2014
Authentic Risk Management
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]What is ERM? Not only do we
June 6, 2014
Vendor Management
Over the holidays, a little company got itself into a little trouble. All right, it wasn’t a little company, it was Target; and it wasn’t
April 23, 2014
New Ohio Financial Institutions Tax
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]Who will be affected by the new
October 6, 2013
The Dynamic Link between ERM and Strategy, OSCPA Financial Institutions Conference 2013
ERM is a management model that leads to action; ERM is a dynamic link between strategy, opportunity, risk and reward [pdf-embedder url=\”/wp-content/uploads/2018/06/The-Ohio-Society-of-CPAs-Jack-Salvetti-Presentation-Handouts-8-13.pdf\” title=\”The Ohio Society
August 13, 2013
Lending from a Risk Management Perspective, PBA Directors Institute 2013
ERM risks; balancing risk and reward [pdf-embedder url=\”/wp-content/uploads/2018/06/Directors-Handouts-Final-pdf.pdf\” title=\”Directors Handouts Final pdf\”]
June 27, 2013