Practice and client management

Casey Klein will begin leading the Montana-based institution next month after current CEO Darla Card retires.

To improve a declining rating in the annual American Consumer Satisfaction Index, credit unions may have to make hefty investments in technology upgrades, something most of them can't afford.

Bill Knott succeeded Terrie Spiro as leader of the Maryland bank, which raised capital in 2017 by going through a complicated bankruptcy process.

First Kansas, part of the multibank holding company Ottawa Bancshares, expects to complete the acquisition early next year.

The bank will divvy up Owen's responsibilities among three other executives, including Kate Danella, who will become chief strategy and client experience officer.

Amy Nigrelli will serve as CMO of the Albuquerque-based credit union, one of two recent personnel moves there.

In order for suppliers to recover and prepare for future growth, it’s critical to understand the complex nature of the corporate cash cycle, says AvidXchange's Denise Leleux.

Thanksgiving may have already passed, but there's still plenty of room for gratitude in member communications.

Efforts to diversify boardrooms have taken on new urgency this year as racial unrest called attention to income inequality and pressure mounted on banks and other publicly traded companies to do something about it.

As executives continue to navigate business strategy decisions to deal with dramatic changes in supply chains, proper communication and strong supplier relationships is widely considered a prerequisite when exploring P2P risks, says Practis' Jan van der Pouw.

The company hired two Atlantic Union bankers to run its bank and begin recruiting customers in and around Washington.

Acquirers shelved plans to buy banks this year as the coronavirus became widespread, but a combination of factors could spur the confidence to restart those conversations in the months ahead.

Chief Operations Officer Jerry Schmidt will take over at the Rapid City, S.D.-based institution in early January.

The companies took a pause from merger discussions when the pandemic hit to evaluate their individual circumstances.

The Massachusetts company, which had a big second-quarter loss after writing down the goodwill tied to past acquisitions, will sell eight branches to Investors Bancorp and shutter 16.

The company agreed to acquire a Colorado plan provider that operates as RPS Plan Administration and 24HourFlex.

First Horizon, TCF and Webster are among the banks eyeing efficiency initiatives that could include more branch closings, layoffs and reduction of office space. Expect others to follow suit as low rates and tepid loan demand tied to the pandemic pressure revenue.

Fran Godfrey, who has spent more than 35 years at the Michigan-based institution, will step down at the end of January.

CEO James Schenck says the institution's military focus means it must provide services for a group of consumers who move every few years. That has helped it focus more on mobile services and less on brick and mortar.

The California company agreed to acquire WestRiver Group in a move that will expand its debt fund business.