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News
& Announcements
Watch for Mary Beth Sullivan's article on "The
Future of Banking - Key Trends and Implications for Competitors"
in the November issue of Commercial
Lending Review.
Upcoming Speaking Engagements
Gary Stein will conduct a BAI webinar called "Strategic
Drivers of Retail Sales Productivity" on October
15th at 2:00pm CST. Click
here for more information or to register.
Mary Beth Sullivan and Bill Hippensteel, a Compass
Banchares SVP, were invited back for a second year by the BAI
Retail Delivery Conference & Expo to conduct a workshop,
"Generating Deposits: New Tactics for Success" on November 18, at
8:30 a.m. in Orlando. See page 6 of the conference
brochure.
Gary Stein will present at the NYBA
Annual Retail & Small Business Banking Conference,
Nov. 19-21, in Albany, NY.
Mary Beth Sullivan will convene and facilitate a
panel of bankers at the 14th
Annual Best Practices in Retail Financial Services Symposium,
Marco Island, FL, from March 15 to 17, 2009. The panel, called Change:
New Avenues for Growth in Retail Financial Services,
will include bankers from Capital One Bank, Citibank North America,
Compass Bancshares and First National Bank Omaha.
Gary Stein spoke about leveraging sales opportunities
across bank lines of business at the ABA
Marketing Conference, Sept. 14-16, in Denver.
CPG welcomes new Consulting
Associates
Pat Carmichael – Pat has a broad range of experiences
in sales, service, diversity and coaching, and has consulted in
the Financial Services Industry on a variety of transformational
projects.
Gary Maples – Gary has more than 30 years
of experience in the Financial Services Industry with a focus on
commercial lending, loan review and administration, compliance and
lending education.
Steve Josephthal – Steve is a Director in
the Financial Services Group and leads Navigant Consulting’s Credit
Risk Management Practice.
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The CPG Wire

Our
July/August Wire contains articles on how 2007's Top Performers
are Performing in 2008, National City, Headlines: From Bad to Worse,
and Ten Financial Institutions with the Largest Percentage Decline
Year-to-Date in Stock Price to Tangible Book Value.
Read the July/August Wire: html
or pdf.
To subscribe to The Wire please send an email to wire@capitalperform.com.
Include your name, title, company and the email address to which
you would like the pdf file sent.
Featured
Popular Solutions
Credit
Risk Management Services
Improve portfolio analysis, reporting, and monitoring
processes to meet regulator guidelines and support profit improvement
and risk management objectives. CPG has developed a 10-minute, self-scored
Risk
Management Questionnaire to enable you to identify potential
weaknesses at your institution and disconnects between risk management
practices and business strategy.
Growth
& Innovation Workshops
Competitive
Advantage is the key to high growth in financial services. Creating,
achieving and sustaining an advantage requires insightful thinking
as well as disciplined execution. To help financial institutions
succeed in this highly competitive and challenging environment,
CPG offers Growth & Innovation Workshops designed to spark innovation
and creative thinking on key issues and opportunities that matter
most.
See
all CPG Popular Solutions.
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Recent
Whitepapers, Articles & Speeches
Read Claude Hanley's article on investor relations
in the October issue ABA
Bank Marketing: See page 34, "Put
a Smile on Stockholders' Faces."
Check out Vanessa Mambrino and Mary Beth Sullivan's
article on corporate social responsibility, "Is
Your Bank Giving Back?" on page 38 of the September issue
of ABA
Bank Marketing.
A
Practical Approach to Designing and Executing Bank-Wide Efficiency
Programs, Bank Accounting & Finance, October
2008, by Claude Hanley.
Strategic
Drivers of Retail Sales Productivity, BAI Banking
Strategies, July/August 2008, By Gary Stein.
Reevaluate
the Branch Channel, ABA Banking Journal (online
version), July 10, 2008, by Gary Stein and Vanessa Mambrino.
Banking's
Top Performers Part 2: Top Community Banks
ABA Banking Journal, May 2008, by Vanessa Mambrino.
OnSiteConference
CPG's Gary Stein and Vanessa Mambrino presented Beyond
Intuition: Making Better Branch Decisions with Data, on May
29th. Download
the presentation (large file). BAI Banking Strategies Retail
Delivery Insights reviewed the OnSite Conference on July 16th! Read
their review.
Ensuring
Actionable Resource Allocation Decisions Through Better Data
ABA Marketing Network Member Insights, June 2008, by Gary Stein
Cover
Story: Are Longer Branch Hours Convenient to Bottom Line?
American Banker Retail Delivery Supplement, June 2008, featuring
Mary Beth Sullivan.
Banking's
Top Performers Part 1: Banks with assets
over $3 billion
ABA Banking Journal, May 2008, by Vanessa Mambrino.
Mary Beth Sullivan presented "The Future
of Banking" at the North
Carolina Bankers Association's Women in Banking Conference
and at the Arizona
Bankers Association's Women Bankers Conference. Read
an excerpt here.
Read Claude Hanley and Vanessa Mambrino's Viewpoints
article "P-to-P
Networks May Alter Market" featured in the Friday,
April 4 issue of American Banker.
Mary Beth Sullivan spoke about Retail Deposit Challenges
at The New York Bankers Association's Retail & Small Business
Conference in Saratoga Springs on November 29th.
Mary Beth Sullivan and Compass Bank's Bill Hippensteel
conducted a workshop, "Generating Deposits: New Tactics
for Success", at the BAI Retail Delivery Conference & Expo
in Las Vegas on November 12th.
BAI Retail Delivery Conference
& Expo: Generating Deposits: New Tactics For Success
Workshop
Participants Click Here.
Mary Beth Sullivan spoke about
trends in the financial services industry at the North
Carolina Bankers Association's Managment Team Conference
in Pinehurst on October 16th.
Gary Stein spoke about growing core deposits at the
Virginia Bankers Association's Community Bank Management Conference
in Roanoke on October 2nd.
Mary Beth Sullivan spoke about generating deposits
at the ABA Bank
Marketing Conference, Sept. 16-17 in Baltimore.
Want
Your Firm to Excel in '08? You Need a Plan
American Banker's Community Banking Supplement, September
2007
Bankers
Discuss Efforts to Get More Share
American Banker, July 24, 2007, featuring Mary Beth Sullivan
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