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Lessons from a Fintech O.G.

Lessons from a Fintech O.G.

When Phil Meinert began his career in computer programming, the first wave of fintech development had just begun. If you think it’s hard to implement new

Oct 30, 2018 9 min read
3 Spooky Contract Clauses That Will Raise Eyebrows

3 Spooky Contract Clauses That Will Raise Eyebrows

You think horror movies are scary? Try reading some of the most hair-raising items that managed to make it into actual FI third-party vendor contracts.

Oct 25, 2018 2 min read
Are You Ready for the Next Economic Downturn?

Are You Ready for the Next Economic Downturn?

It’s inevitable that another downturn is coming. That’s why it’s important to make sure green risk management teams have the right tools and expertise to

Oct 22, 2018 3 min read
Sharing BSA Resources with Another Institution? Third-Party Vendor Management Rules Apply

Sharing BSA Resources with Another Institution? Third-Party Vendor Management Rules Apply

Regulators have given financial institutions a green light for sharing BSA resources in some situations, but proper third-party vendor management practices

Oct 9, 2018 1 min read
Monkey Business: What Two Gambling Monkeys Can Teach Us About Risk

Monkey Business: What Two Gambling Monkeys Can Teach Us About Risk

Did you hear about the monkey gambling for drops of juice in a casino? It’s an actual experiment that gives us insights into risk and decision making...

Oct 5, 2018 2 min read
Ammo for the Budget Battle: How Risk Management Delivers ROI

Ammo for the Budget Battle: How Risk Management Delivers ROI

Need help communicating return on investment (ROI) for risk management software? Here are arguments to help make the case to management and the board

Oct 3, 2018 2 min read
How to Build a Better Bank Budget in 7 Steps

How to Build a Better Bank Budget in 7 Steps

Whether you're leading a department or an entire financial institution, you'll learn valuable tips for how to create a budget. Plus...

Oct 3, 2018 10 min read
OCC: Cybersecurity, Commercial/Retail Credit & BSA Will Be 2019’s Top Supervisory Priorities

OCC: Cybersecurity, Commercial/Retail Credit & BSA Will Be 2019’s Top Supervisory Priorities

Risk and cybersecurity remain top supervisory priorities at the OCC for a second year in a row, the agency reports in its latest supervision operating plan

Sep 27, 2018 2 min read
FDIC Proposes Retiring Half Its Risk Management FILs—But Don’t Get Too Excited

FDIC Proposes Retiring Half Its Risk Management FILs—But Don’t Get Too Excited

It sounds like every banker’s dream come true. The FDIC has proposed retiring 374 of the 664 risk management supervision-related Financial Institution

Sep 18, 2018 3 min read
Laws vs. Regulations vs. Guidance: What's the Difference?

Laws vs. Regulations vs. Guidance: What's the Difference?

What's the difference between laws vs. regulations vs. guidance? We're breaking it down into a simple explanation in this blog.

Sep 13, 2018 2 min read
Poor Vendor Risk Management Costs Bank $4.75 Million

Poor Vendor Risk Management Costs Bank $4.75 Million

Compared to other agencies, the Fed hasn’t handed down very many enforcement actions for unfair and deceptive practices violating the FTC Act. Why then is

Aug 30, 2018 4 min read
How to Set Up a Risk Committee

How to Set Up a Risk Committee

The risk committee helps ensure that management and the board understand each other. Here're tips on setting up a risk management committee.

Aug 23, 2018 2 min read
Risk Assessments 101: The Role of Probability & Impact in Measuring Risk

Risk Assessments 101: The Role of Probability & Impact in Measuring Risk

Risk assessment methodology for banks aren’t nearly as subjective as they may seem. Here, we walk you through exactly what you need to evaluate.

Aug 20, 2018 3 min read
Which Risk Manager Would You Hire? Game of Thrones Edition

Which Risk Manager Would You Hire? Game of Thrones Edition

While we wait for next year’s final episodes, get your GoT fix with this hypothetical exercise in risk management hiring...

Aug 16, 2018 5 min read
Breaking: OCC Says Multiple CRA Downgrades for Discrimination Still Possible
CRA

Breaking: OCC Says Multiple CRA Downgrades for Discrimination Still Possible

If you're regulated by the OCC, you need to understand the updates to their policies on CRA ratings downgrades as a result of evidence of discrimination.

Aug 16, 2018 3 min read
11 Powerful Headlines Showcase the Media's Focus on Redlining
CRA

11 Powerful Headlines Showcase the Media's Focus on Redlining

In the compliance world, Redlining remains a primary area of focus. Regulatory agencies, no matter their politics or priorities, agree that Redlining...

Aug 8, 2018 11 min read
Is Your Compliance Program Reactionary or Proactive?

Is Your Compliance Program Reactionary or Proactive?

Is your compliance management program reactionary, or is it proactive? In this post, you'll learn why compliance is still critically important, and...

Aug 1, 2018 7 min read
Risk & Vendor Management: The Role of Committees vs. Departments

Risk & Vendor Management: The Role of Committees vs. Departments

When it comes to risk and vendor management, both the board and management have specific roles to play, but where do committees and departments fit in?

Jul 24, 2018 3 min read
A Handy Guide to the Leading Names & Faces in Banking Compliance Today

A Handy Guide to the Leading Names & Faces in Banking Compliance Today

Learn the names and faces of the individuals leading the banking compliance conversation. With this knowledge, you'll have a better sense for the who's who…

Jul 18, 2018 9 min read
Should You Outsource Vendor Management?

Should You Outsource Vendor Management?

For years, financial institutions have outsourced a variety of activities to third-party vendors creating a new conundrum: Should vendor management be

Jun 28, 2018 4 min read
Mythbusting 5 Rumors About the Dodd-Frank Rollback

Mythbusting 5 Rumors About the Dodd-Frank Rollback

In this piece, we’ll take a look at five “myths” about the so-called HMDA rollback that we’ve heard circulating amongst our friends, colleagues, customers,…

Jun 27, 2018 6 min read
Two Shocking Contract Management Mistakes That Cost Bankers Their Jobs

Two Shocking Contract Management Mistakes That Cost Bankers Their Jobs

You probably think of vendor contract management as something that protects your institution. That’s true, but it does much more than that.

Jun 26, 2018 2 min read
Are Silos Stunting Your Risk Management Efforts?

Are Silos Stunting Your Risk Management Efforts?

In risk management, there’s a big difference between thorough and redundant. Thorough is a unified, top-down approach with all decisions and discoveries

Jun 15, 2018 3 min read
3 Unusual Advantages of Women in Banking

3 Unusual Advantages of Women in Banking

In this post, we will flip the script and talk about three unique advantages women in finance have, and how you can leverage them to address...

Jun 13, 2018 7 min read
First, Second, Third, Fourth and Fifth Parties: How to Measure the Tiers of Risk

First, Second, Third, Fourth and Fifth Parties: How to Measure the Tiers of Risk

The importance of vendor risk management extends beyond third-parties. Take a look at the other parties involved and the potential risks they pose.

Jun 12, 2018 4 min read
OCC: Third-Party Providers Contribute to 'Elevated' Operational Risk

OCC: Third-Party Providers Contribute to 'Elevated' Operational Risk

Could a third-party provider be the weak link in your institution’s operations? It’s possible, according to the Office of the OCC

Jun 7, 2018 2 min read
12 Tips to Help You Ace Your Next Board Meeting Presentation

12 Tips to Help You Ace Your Next Board Meeting Presentation

In this post, you'll learn 12 tips to lead a rock-star Board of Directors meeting, and leave a positive impression on the leaders of your bank...

May 30, 2018 11 min read
Willing to Take a Gamble? Don't Wager on High-Risk Activities Without a Careful Risk Assessment

Willing to Take a Gamble? Don't Wager on High-Risk Activities Without a Careful Risk Assessment

Sports gambling is the latest high-risk business opportunity to open up to banks. Add that to state-level legalization of recreational and medical

May 29, 2018 4 min read
Congress is Rolling Back Regulations. Can You Roll Back on Risk Management?

Congress is Rolling Back Regulations. Can You Roll Back on Risk Management?

Banks and credit unions across the country are rejoicing at the passage of the Economic Growth, Regulatory Relief and Consumer Protection Act.

May 25, 2018 2 min read
7 Ideas for Being a Better Negotiator with Your Team, Boss, and Board
CRA

7 Ideas for Being a Better Negotiator with Your Team, Boss, and Board

In this post, the first in our Beyond Banking series, we'll be talking about some of the more personal aspects of banking. Whether you're...

May 23, 2018 6 min read