Mary Kay Schneider

Considering Joining a Nonprofit Board? If you're thinking about joining a nonprofit board, it's important to be aware of the 'give/get' policy for the organization. This common practice requires board members to either donate a certain dollar amount or raise those funds to support the organization. It's a great way to ensure financial stability and foster deeper engagement. Before joining, consider if you're comfortable and able to meet this financial commitment. Joining a board of an organization whose mission you connect with is truly a rewarding experience that allows you to make a significant impact. You are more ready to join than you think! #Five Star Bank - California #community #nonprofit #nonprofitboard #communityimpact #philanthropy #leadership #missiondriven

36

2 Comments

Did you know as a Comerica Bank small business customer in Michigan, you can get FREE access to small business competitive market research that will help you build performance benchmarks, discover potential customers, optimize your marketing, and more? Learn more: comerica.com/prosper Member FDIC. #ComericaBank #Comerica #SizeUp #MarketResearch #FreeBusinessResources #IWorkForComerica

7

1 Comment

If you’re raising a teen, you’re probably wondering how to help them develop good habits with money. As a #CitizensColleague, I feel fortunate that Citizens is #MadeReady to help parents educate their children about financial responsibility through a student checking account. Checking accounts help teenagers learn how to check their balance, set up direct deposit, use ATMs, and transfer money. Interested in giving your teen a head start? Learn more about the benefits of opening a checking account with the article: http://spr.ly/6040eWuWu. #PersonalFinance

19

This week, on Nick & Chris Wednesdays, Nick Wodogaza, CUDE, and I continued our conversation about succession planning and leadership changes. Our discussion centered around these questions: Retirements, in most cases, are not unexpected. Irrespective of the credit union's size, the reality that leaders have a finite tenure is a fundamental aspect of succession planning. What tips do you have when developing a succession plan? How do you prepare for the next generation of leaders to take over? #successionplanning #leadership #creditunions #plantosucceed #strategy #cantworkforever #strategicplanning #mindthegap

12

3 Comments

Following another year of inflation and economic uncertainty, #smallbusiness owners are focused on short-term challenges to stay afloat while putting long-term strategy and planning on hold, according to Truist's annual Small Business Pulse Survey. While reporting higher levels of stress than in previous years, they're optimistic about growth in 2024 and expect their business conditions to improve. "In recent years, our survey has shown the impact that economic uncertainty and high levels of stress can have on small business owners regionally and nationally, but it has also shown the resiliency of the small businesses that serve our communities each and every day," said Scott Stearsman, head of small business banking at #Truist. "Running a small business is no small feat, which is why at Truist we're focused on caring for our small business owners so they can continue doing what they do best." Despite the optimistic outlook and growth goals for the future, most small business owners have been too occupied with managing short term challenges to prioritize business planning, with only 35% reporting having a formal growth plan in place. Of that small group, very few have shared their plan with anyone outside of the business, with just 32% saying their plans have been shared with business advisors like CPAs, bankers, or lawyers.

3

🙏 Thank you to Crystal Mayer & GoBankingRates for including Stage Ready Financial Planning in your article: "Retirement Savings: How Much Retirees Should Keep in Cash — On Hand and in the Bank"🏦 Dayton & Southwest Ohio - If you are over age 50 and building your dream retirement plan, check out this article!! ✅ https://buff.ly/3UV9mP1 #daytonohio #daytonoh #ohio #retirement #retirementplanning #money #financialadvisor #financialplanning

1

Colossal #bank #merger alert! UMB Financial Corp/UMB Bank is set to acquire HTLF (Heartland Financial USA) in an all-stock deal worth $2 billion. The deal will create a combined $65 billion-in-assets entity with a 13-state footprint and nearly 5,500 employees. Notably, Heartland had been an active acquirer themselves and currently operates banks within an 11-state footprint under several divisions including Minnesota Bank & Trust, a division of HTLF Bank, Wisconsin Bank & Trust, a division of HTLF Bank, and Arizona Bank & Trust, a division of HTLF Bank, among others. Exciting news... and a harbinger of what's to come??? And lastly- will this deal actually close???

90

2 Comments

Reflecting on my career, one thing stands out: leadership is about human connection. From teaching at Washington University in St. Louis to leading in the banking industry at Midwest BankCentre, I've learned that the ability to empathize, communicate, and foster relationships defines true leadership. These "soft skills" are indispensable.  They shape effective leadership and drive organizational success. Dive into my latest blog post on The Accidental Banker to learn more.

20

2 Comments

New blog post up by Jim Reber, CEO of ICBA Securities, on baseball and community banking... Check out the link in the comments or head directly to Barret School of Banking site to check it out

13

1 Comment

This week Andrew Lich, CFP, CLU, CHFC, CASL, RICP, Matthew Banderman, CLF®, and Dave Russell attended the Wealth Management Symposium in Milwaukee at Home Office which they qualified to attend! This conference provides opportunities for continued learning and development through sessions and allows time to network with field and home office industry experts! #AlwaysGrowing #NorthwesternMutual #WealthManagement

24

1 Comment

The financial needs of nonprofit organizations are unique, so it is important to choose a bank who understands this. Certainly, the basic factors will almost always include the fit of the products and services offered as well as potentially the convenience of the branch locations. Additional questions to consider in narrowing down to your final selection can be the level of experience the bank has in working with nonprofits, the level of trust you are able to build with your prospective banker, and the degree you feel the bank is able to partner to help you further your mission. Let's have a conversation about your nonprofit organization and what you are trying to accomplish in our community!

5

Five Star Bank takes the time to understand how we can best support you and your business. 

3

 In a blog post from The Hive, research shows that the most successful people are often high-volume readers. This habit not only broadens their knowledge but also inspires innovative thinking and effective decision-making. https://lnkd.in/eejasQKw What are your thoughts on this? Have you experienced the benefits of regular reading in your professional life? We’d love to hear from you! Share in the comments below: Your thoughts on the connection between reading and success. The books that have influenced you the most throughout your career. Let's exchange insights and build a rich list of must-reads for our professional growth! #TheBizzicsWay #ChipHiggins #ReadingHabits #Leadership #ProfessionalGrowth #SuccessTips 👇 Weigh in with your thoughts and favorite books!

25

4 Comments

After five decades, @libertybankandtrust has approximately $965 million in assets and branches in 11 states making it one of the largest African American-owned financial institutions in the United States. It is an honor to partner with them to provide them across various state lines with - HR compliance, learning & development, people analytics, strategic consulting, organizational planning, time & attendance, recruiting and so much more. Learn more here: http://bit.ly/3KliDuH #InsperityClient #HRThatMakesaDifference

2

It has always been about the customer for me. No matter the size of the business, there is a reason to have your Treasury Consultant a part of your business's success. Sharing what others are doing within your industry, how to reduce DSO, or extend your days payable, we are able to partner with you and your business for success.

9

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

1