Events
Upcoming Events Calendar
Benefit Builder
Thursday, November 20, 2025 | 8 - 8:30AM or 12 - 12:30PM
Our exclusive Benefit Builder Workshop gives you the “secret sauce” to fully integrate the investment division into the institution to give customers a five-star experience. Through easy, actionable steps and relatable stories, we will teach leaders how to create a team culture built around benefiting the customers and community by working together. You will leave motivated to develop a proactive sales culture across the whole institution, from the tellers to the loan officers to the advisors and even the board of directors. For your convenience, we are offering two separate virtual sessions. This event is open to the public.
Latest Insights
Can M&A/Mergers and Acquisitions Help Community Banks Stay Sustainable?
Join us as we talk about mergers and acquisitions in the context of community baning today and what you need to be mindful of for your banks
The Role of Technology in Community Bank Wealth Management: Enhancing Efficiency and Client Experience
In today's episode of Banking on Growth, we discuss the transformative role of technology in wealth management services at community financial institutions. Over the years, technological advancements have...
Community Banking Wealth Management Forecast 2024
2024 is here, and there are a lot of changes coming up in the finance and banking industry. So what is this year looking like for wealth management? How has the field evolved from the last few years to where we are...
Get to Know Our New VP of Business Development
What makes community banks and credit unions the better option against larger financial institutions? What can big banks learn from them, and how can community financial institutions improve their performance and...
Creating a Cherished Culture Through Purpose Driven Leadership
Watch stories of community banks exceeding expectations in wealth management. Join Mike Graham as he shares perspectives, strategies, and success stories.