BluPeak Credit Union is looking for an experienced finance leader to join their team on-site in San Diego, California as the new SVP and Chief Financial Officer. Apply today: https://lnkd.in/gK72JcpP This new executive team member will direct, supervise, and be responsible for the financial soundness of the credit union. They will go above and beyond to ensure the credit union remains financially stable for the long-term benefit of its members. If you are looking for an opportunity to join a credit union that believes in empowering members to reach their peak potential through financial wellness, BluPeak Credit Union would be a great fit for you. Their dedication to building community, inspiring compassion, and being a conduit for positive change ensures that their employees are able to have a positive impact every day. #executiverecruitment #newCFO #CFO #executivesearch #ChiefFinanceOfficer #creditunions #careersearch #jobposting #dhilton
D. Hilton Associates, Inc.’s Post
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Rethinking Compliance and IT: A Must for Credit Unions 🚀 In an era where technology and regulations are always changing, how can credit unions stay ahead without breaking the bank? Fractional compliance and IT services might just be the answer. Why? Let’s dive in. Imagine having the expertise of top-notch compliance and IT professionals at a fraction of the cost. That's the reality for credit unions tapping into fractional services. Here's my journey: Last year, our credit union faced a daunting compliance update. Instead of hiring full-time, we went fractional. The impact? Beyond expectations. 🎯 Cost Efficiency: Full-time specialists can be expensive. Fractional services offer top-tier expertise without the hefty salary tag. ⚖️ Regulatory Compliance: Keeping up with regulations can be overwhelming. Fractional experts stay ahead, so you don’t have to. 🛠️ Technology Edge: With fractional IT, you access the latest technologies and skills, keeping your credit union competitive. 🕒 Focus on Core Business: Offloading these areas means you can concentrate on what you do best—serving your members. Fractional services are not about cutting corners; they're about smarter resource allocation and staying agile in a fast-paced world. 👉 Curious how fractional services can transform your credit union? Let’s talk. Share your thoughts below or send a DM! #CreditUnions #ComplianceServices #ITServices #RegulatoryCompliance #FractionalServices #CostEfficiency #Expertise #TechnologyEdge #BankingTech #ComplianceUpdate #TopNotchProfessionals #CreditUnionJourney #RegulatoryChanges #FractionalExperts #CostEffectiveSolutions #InnovativeApproach #RiskManagement #FinancialInstitutions #TechSolutions #ComplianceChallenges #BankingIndustry #CybersecurityMeasures #FinancialRegulations #DigitalTransformation #ComplianceSolutions #CreditUnionSuccess #ITConsulting #FractionsOfCost
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Executive Business Services & Advisory Consultant | Based in Washington, DC | IT and Finance Program Management Specialist | 20 Years Exp. | Accenture, IBM, and KPMG, LLP Alum
#BankingAndFinanceNews Please Repost
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Navigating the Regulatory Maze: How Credit Unions Can Stay Ahead 🚦 In the fast-evolving financial landscape, compliance isn't just a buzzword—it's the cornerstone of trust and integrity. Especially for credit unions, the challenge of keeping up without breaking the bank is real. Imagine balancing the tightrope of regulations without the safety net of a full-time compliance officer. 🌐 Here’s where I’ve seen the game change: Fractional Compliance Officer services. A strategic, budget-friendly way to tap into top-notch compliance expertise without the commitment of a full hire. It's like having your compliance cake and eating it too. 🍰 My journey into fractional services showcased its value firsthand: Cost efficiency: Dramatically cutting down on overhead. Expertise on-demand: Access to specialized knowledge exactly when it's needed. Focus on mission: Freeing up resources to concentrate on serving members. This approach has not just maintained but elevated the compliance stature of several credit unions I've worked with, keeping them confidently in line with the ever-stringent regulations. Curious how fractional compliance can reshape your strategy? Let's start a conversation. 👇 Share your thoughts or tag a colleague who could benefit from exploring this path. #ComplianceMatters #CreditUnions #FinancialServices #RiskManagement #RegulatoryCompliance #InnovationInCompliance 🚀 Let's navigate this maze together. https://bit.ly/3xzcCI1
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Running an efficient credit union is critical to the best possible return to your members. Our CEO, Bonnie Ortiz, sat down recently with Sarah Cooke, MBA (she/her) from The Credit Union Connection to share how operational excellence supports credit unions' financials and mission! Watch: https://loom.ly/JrbqjgA #creditunions #operationalexcellence #operationalefficiency #projectmanagement
How Can Credit Unions Achieve Greater ROA? O2 CEO Shares Strategy to Boost Operational Effectiveness — Credit Union Connection
thecreditunionconnection.com
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Access to Capital & Key Services for Middle Market Business & Wealth Clients to Grow & Succeed | Commercial Banker | Senior Vice President | Personalized Advisor | Financial Guidance | Board Member | Veteran
Facing and overcoming challenges is nothing new for our business clients. Having an experienced, smart commercial banker to talk and meet with them to find and deliver the right customized lending solutions is now RARE to have. You, your family, and your #management team deserve a banker that will work effectively with your other key advisors (CPA, Attorney, Insurance Broker, Investment Adviser, Key Family Members, etc.) when you need them ALL to quickly address and help you overcome today's #businesschallenges regardless if some big national banks may look to reduce staff, cut back their #bizlending, or just spend more time away from you and your actual needs... #success #solutions #consultative #goals #banking #businessbanking #CommercialBanking #communitybanks #treasurymanagement #leaders #smallbusiness #succession #planning #wealth #SBA #lending Photo Credit: Thaddeus Swanek, Senior Writer and Editor, Strategic Communications, U.S. Chamber of Commerce https://lnkd.in/gKnyxYqJ.
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Many people partner with a #Wealth manager as they seek to preserve and grow their wealth. But what do #PrivateBanks, #WealthManagers and #PrivateWealthManagers actually do? This video looks at the differences between them, who they serve as well as the minimum requirements for each. Want to be part of our Wealth organization and work with the entire continuum of wealth clients, from #Affluent to #UltraHighNetWorth to #FamilyOffices? Explore our current career opportunities at jobs.citi.com today. #CitiCareers #LifeAtCiti
Private banking vs. wealth management: What's the difference?
https://www.youtube.com/
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There has been a lot of talk about this next song, maybe too much talk....U2's Bono circa 1983! In 2023 that "song" is Fair Lending, and there remains a lot of talk, but quite honestly, I am not sure how much action in the financial services space. I know strides have been made, but we still see and hear from many FIs that just "don't know what they don't know" and do you know who is asking us about the risk? Board members, Audit and Supervisory Committee members, General Counsel, Risk Committee members. If you are ready to take action so you know where you stand and to be ready to confidently discuss redlining risk, peer performance, appraisal bias, model confidence, fintech reliance and so much more, click below and hit Clayton Mitchell or Niall Twomey, CRCM up for an honest assessment of your fair lending program. https://lnkd.in/g7AEmdn7
Crowe Fair Lending
https://ceros.com
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It’s nice to receive a term sheet, but it’s so important to understand how vetted it is. I always make sure the head of credit blessed it. Providing certainty of execution to my clients is top priority. #debt #realestate #finance #harborview
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A case for putting your balls on the table from the get go. I am perplexed… was Ahn inelegantly terminated because of the preferential treatment or because of the undisclosed relationship? Imagine for a second the wild scenario of a #bank CEO frequently promoting a family member, say his brother. This I assume would qualify for preferential treatment, but not undisclosed relationship. This scenario though totally improbable would be totally ok with the board, shareholders, and leadership team as the pre-existing relationship is known. Same with the extra mentoring and promotion of the Mini-Me across the bank. This would be preferential treatment but the treatment would be so overtly preferential that a relationship would not need to be disclosed as it would be so obvious. I guess then that Ahn’s mistake was to be discreet about the preferential treatment given to this person. Had she been brazenly favouring this third party she would still be in her seat. A word to the wise: it is ok to give preferential treatment as long as this is done in a very manly and assertive way. Don’t try to be elegant, respectful or discreet about it. Really put your balls on the table. Then you are untouchable. You might even become the CEO of a Canadian bank or president of the US #banking
RBC terminates CFO Nadine Ahn over preferential treatment of an employee
theglobeandmail.com
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Keynote Speaker, Fractional Executive, Transformational Executive. My Mission: Inspiring credit unions and their leadership to transform into better servants for their members, employees, and communities.
Serving Members to be Financially Resilient The question every credit union executive must ask is, "Is the sales-through-service culture helping our members become financially fit and resilient?" There is an alternative, "Service as an Act of Stewardship." This culture meets the credit union's financial sustainability goals while fulfilling the mission of helping every member achieve financial fitness and resilience. Read more here: https://lnkd.in/g6WPGx6D
“Service as an Act of Stewardship” will Transform your Credit Union
https://leading2leadership.com
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