Recent Articles, Whitepapers & Speeches

The Fine Art of Cross-Selling
BAI Banking Strategies, November/December 2008, featuring Mary Beth Sullivan. (more)

The End Game: Completing the Last Steps of Your Strategic Plan
Independend Banker, October 2008, featuring Mary Beth Sullivan. (more)

Strategic Drivers of Retail Sales Productivity
BAI webinar, October 2008, by Gary Stein. (more)

Put a Smile on Stockholders' Faces
ABA Bank Marketing, October 2008, by Claude Hanley. (more)

A Practical Approach to Designing and Executing Bank-Wide Efficiency Programs
Bank Accounting & Finance, October 2008, by Claude Hanley. (more). This article is reprinted with the publisher's permission from BANK ACCOUNTING & FINANCE, a bi-monthly journal published by CCH INCORPORATED. Copying or distribution without the publisher's permission is prohibited. To subscribe to BANK ACCOUNTING & FINANCE or other CCH Journals please call 800-449-8114 or visit www.tax.cchgroup.com. All views expressed in the articles and columns are those of the author and not necessarily those of CCH INCORPORATED or any other person.

Is Your Bank Giving Back?
ABA Bank Marketing, October 2008, by Mary Beth Sullivan and Vanessa Mambrino. (more)

Strategic Drivers of Retail Sales Productivity
BAI Banking Strategies, July/August 2008, by Gary Stein
To boose sales, bankers need to look to the factors that really drive sales. (more)

Reevaluate the Branch Channel
ABA Banking Journal (online version), July 10, 2008, by Gary Stein and Vanessa Mambrino.
Cost pressures and declining household/branch ratios are forcing banks to rethink their branch strategy and their branch designs. (more)

Banking's Top Performers Part 2: Top Community Banks
ABA Banking Journal, May 2008, by Vanessa Mambrino
Though the past year was difficult for the financial services industry as a whole, banks and thrifts with total assets of less than $3 billion fared better than their larger counterparts. (more)

OnSiteConference
Beyond Intuition: Making Better Branch Decisions with Data, May 29th, 2008, by Gary Stein and Vanessa Mambrino.

Ensuring Actionable Resource Allocation Decisions Through Better Data
ABA Marketing Network Member Insights, June 2008, by Gary Stein (more)

Cover Story: Are Longer Branch Hours Convenient to Bottom Line?
American Banker Retail Delivery Supplement, June 2008, featuring Mary Beth Sullivan. (more)

Banking's Top Performers
Part 1: Banks with assets over $3 billion
ABA Banking Journal, May, 2008, by Vanessa Mambrino.
2007 began as the best of times and ended as the worst of times. Yet the top performers still managed to excel. Here's how they did it. (more)

Viewpoint: P-to-P Networks May Alter Market
American Banker, April 4, 2008, by Claude A. Hanley, Jr. and Vanessa Mambrino.
Peer-to-peer lending networks have garnered a log of publicity of late; some industry observers have hypothesized that the model eventually will make the role of the traditional financial intermediary obsolete. (more)

North Carolina Bankers Association's Women in Banking Conference, May 5, 2008 (more)
Mary Beth Sullivan Speech: The Future of Banking

Arizona Bankers Association's Women in Banking Conference, May 8, 2008 (more)
Mary Beth Sullivan Speech: The Future of Banking

The New York Bankers Association's Retail & Small Business Conference, November 29, 2007
Mary Beth Sullivan Speech: Retail Deposit Challenges

BAI Retail Delivery Conference & Expo, November 12, 2007
Mary Beth Sullivan and Bill Hippensteel workshop: Generating Deposits: New Tactics for Success

North Carolina Bankers Association Management Team Conference, October 16, 2007
Mary Beth Sullivan Speech: Trends in the Financial Services Today: Key Consumer and Competitive Trends

Virginia Bankers Association Community Bank Management Conference, October 2, 2007
Gary Stein Speech: Growing Core Deposits

ABA Bank Marketing Conference, September 16-17, 2007
Mary Beth Sullivan Speech: Generating Deposits in More Challenging Times

Want Your Firm to Excel in '08? You Need a Plan
American Banker's Community Banking Supplement, September 2007, by Gary Stein.
An innovative and actionable strategic plan with measurable objectives is critical heading into 2008. (More)

Bankers Discuss Efforts to Get More Share
American Banker, July 24, 2007, featuring Mary Beth Sullivan.
True, banks are increasingly emphasizing financial planning to offer prime affluent customers that most valued and lucrative of services: help from a trusted source. (More)

Viewpoint: How Small Banks Can Erase a Deposit Deficit
American Banker, June 8, 2007, by Gary Stein.
The FDIC released deposit data for the first quarter last week, and the news it generally positive. (More)

Banking's Top Performers: One-time Gains Help Move Many Up (Top Community Banks with assets under $3 billion)
ABA Banking Journal, June, 2007, by Vanessa Mambrino.
At first glance, community banks appeared to have escaped the storms of 2006 with less damage than their larger counterparts. (More)

Banking's Top Performers: Another Stellar Year, But Will 2006 Be the End of a Good Run? (Banks with assets over $3 billion)
ABA Banking Journal, May, 2007, by Vanessa Mambrino.
A gauntlet was thrown down last year, and banks and thrifts rose to the challenge.

More articles, whitepapers and speeches can be found in our archive.