The Daily Dividend: FMS Publications

News, notes and insights from around the industry

MAY 23, 2017
Extra! Extra! New FMS Update now available!
By Mark Loehrke, Editor, Financial Managers Society

If you’re a regular reader of this blog, you probably know that the occasional headline above has usually been accompanied by an image of a paperboy on a bike getting ready to toss another copy of the printed news (probably into the sprinkler). 

So what’s with the smartphone?

Consider it a quick reminder that today’s edition of FMS Update is not sitting in the inbox on your desk. Rather, the May 23, 2017 issue of our new members-only e-newsletter is conveniently waiting on your computer, tablet or phone, with links to the latest news and analysis from around the industry. We hope you enjoy it.

As for the fate of that paperboy and his ink-stained hands? Let’s face it, these days he’s probably getting rich off the technology that’s making this all possible anyway.
 

APRIL 26, 2017
Trending Higher
By Mark Loehrke, Editor, Financial Managers Society

What was happening in the investment portfolios of more than 5,000 community institutions in the first quarter of 2017? Find out now in the new edition of the Community Bank Investment Index (CBI Index) from PFM Asset Management LLC. Some of the more notable points from this latest snapshot of the industry:

Portfolio yields continue to climb, with the current yield to maturity of 2.49% far outpacing the year-earlier rate of 1.91%
Portfolio durations have also extended to 4.22 years, compared to 3.85 a year ago
Total dollars invested in bank portfolios was up 0.7% for the period, to $578 billion in securities  

Dig deeper into the data in the new CBI, now available on the FMS Resources page.
 

APRIL 25, 2017
Extra! Extra! New FMS Update now available!
By Mark Loehrke, Editor, Financial Managers Society

FMS UpdateStop the presses – the new issue of FMS Update is the swan song for this longtime publication as we switch over to a new member magazine and e-newsletter in the coming weeks and months. You can read more about this transition in the final edition, along with stories on:  

Continuous process improvement as a key component of increased profitability

The importance of having an agile internal audit function

The attitudes of the Millennial generation toward banking 

Plus, the last Member Spotlight of the Update era shines on Jennifer Humcke from Oregon State Credit Union. 

We’re not saying that the last FMS Update will necessarily be a collectors’ edition, but why take a chance? Get yours today!

APRIL 11, 2017
Extra! Extra! New FMS Update now available!
By Hilary Collins, Assistant, Research and Publications, Financial Managers Society

FMS UpdateThe new issue of FMS Update is hot off the presses, and it contains:

An insightful Q&A on the relationship between financial institutions and big data – the good and the bad – with Haberfeld Associates VP Bryan Easley   

A look at the damage aggressive sales practices are doing to the financial industry – and how to solve the problem 

An examination of the state of enterprise risk management – what the industry is doing, and what it should be doing more of 

All of this, plus a Member Spotlight on Johnny Carrozza, FMS Board Member and EVP/CFO of Phoenixville Federal Bank & Trust, is available in this issue of FMS Update.
 

MARCH 28, 2017
Extra! Extra! New FMS Update now available!
By Mark Loehrke, Editor, Financial Managers Society

FMS UpdateAssuming the paperboy didn’t pitch it into your front bushes, be sure to check out the latest issue of FMS Update for these great stories:

A look at a recent Deloitte survey examining the big concerns of the big banks as they get ready for big changes under CECL   

A review of key succession planning tips to keep in mind as your institution looks ahead for its next generation of leaders  

A roundup of the impressive numbers for community banks and credit unions in the fourth quarter of 2016 

All of these stories, plus a Q&A with Kimberly Anderson from UniBank for Savings in the Member Spotlight, are available in today’s issue. Enjoy!

MARCH 13, 2017
Reading Shelf: Digital Lending
By Mark Loehrke, Editor, Financial Managers Society

Is your institution prepared to compete in a world that continues to go more and more digital?

In The Financial and Service Opportunities of Digital Lending Technology for Community Institutions, his new piece for FMS Perspectives, Jeffrey Harper from BSG Financial Group argues that being truly prepared means having the ability to meet consumers on their terms when it comes to loans – that is, the speed and convenience of a digital lending platform. 

Because if they can’t get that speed and convenience from their community institution, chances are they’ll be looking elsewhere.

MARCH 7, 2017
Extra! Extra! New FMS Update now available!
By Mark Loehrke, Editor, Financial Managers Society

FMS UpdateBe sure to check out the latest issue of FMS Update for:

 A deeper dive with Deb Donaldson into the best practices, regulatory expectations and common mistakes in IRR modeling she covered in her recent FMS webinar

 A look at the renewed regulatory scrutiny surrounding sales practices and incentive compensation

  An introduction to FMStv, our new online video portal

 A roundup of recent additions to our library of white papers and Perspectives articles. 

All of these stories, plus a Q&A with Greg Mills from Elements Credit Union in the Member Spotlight, are available in today's issue.
 



Contributors


Mark Loehrke
Editor and Director, Publications and Research
Email: mloehrke@FMSinc.org 



Danielle Holland
President/CEO
Email: dholland@FMSinc.org 



Autumn Wolfer
Director, Membership and Marketing
Email: awolfer@FMSinc.org


Hilary Collins
Assistant, Publications and Research
Email: hcollins@FMSinc.org