Coffee Talk: Executive Bankers Discuss Loan Review Best Practices

Friday, June 6 at 10am-10:45 ET

Preferred Service Provider IntelliCredit is hosting a panel of executive bankers on Friday, June 6 at 10am ET. The panelists will share their insights and experiences on loan reviews, highlighting best practices implemented at their institutions. With credit quality remaining a top priority for regulators, this promises to be an important and informative discussion. Bring your questions! REGISTER

Loan Data Coffee Talk with Guest Banker
Friday, May 9 11:00-11:45am ET

Wondering if Portfolio Analyzer would be a win for your bank? You won't want to miss this one! We're welcoming Cindy Cheng, SVP & Chief Credit Officer of PCBB to discuss and demonstrate how they are using Portfolio Analyzer to stay on top of their loan data and credit risk—without bogging down their team. With today's uncertainty around credit quality, this Coffee Talk will be a valuable and important discussion. Grab a coffee and join us!

Bankers Discuss: What's Working for Growing Deposits
Friday, May 2 10:00-10:45am ET

Join us as a panel of executive bankers share their perspectives and experiences on what's working right now for growing deposits. With deposit retention and growth remaining a top priority for community banks, these bankers will discuss the approaches that have driven their success and lessons learned along the way. This is an interactive session, so bring your questions and engage with the panel and your peers. See you there!

Coffee Talk Q&A: Banker Perspective on Loan-Level Stress Testing

Friday, April 25 10:00-10:45am ET

We're excited to welcome guest panelist LaNell DeLoach of Blue Ridge Bank on our Loan-Level Stress Testing Coffee Talk. LaNell will share the reasons behind her bank's decision to incorporate a more detailed level of stress testing, their experience working with the team at IntelliCredit, and the usefulness and value of the deliverables provided. This will be an interactive session, so bring your questions or email to [email protected].

Jumpstart Cost-Effective Small Business Growth
Friday, April 11 10:30am-11:15am ET
Are you looking for ways to expand your current small business relationships and attract new ones — without changing products or hiring bankers? In this webinar, we'll share how practical analysis and data-driven strategies can help you identify small businesses with the best capacity and propensity to respond to your existing deposit, payments, and loan offers. Using the right analysis techniques and a multi-channel outreach approach, you can achieve a high ROI on your small business growth goals.

CECL Coffee Talk Q&A
Friday, April 4 10:00am-10:45am ET
Join our CECL Coffee Talk with guest panelist Paul Allen, CPA, CGMA, from Saltmarsh, Cleaveland & Gund. He’ll share his perspective from the auditing side, tell stories from the field, and address other topics. Register and bring your questions! Or, submit them in advance to [email protected].

Proven Lead Generation that Attracts New Relationships
Friday, March 21 10:00-10:45am ET

If you have been frustrated by random tactics to attract new relationships that yield lackluster results, we invite you to learn about best practices and a proven approach for implementing a disciplined, predictable, and accountable process—to capture more new relationships and keep more of them. We'll share the latest case studies and examples from institutions that have successfully doubled new household generation while cutting the cost to acquire in half. Register HERE.

Liquidity: Be Prepared for What's Ahead
Thursday, March 20 2:00-2:45pm ET

Liquidity remains a critical focus, even as concerns ease somewhat compared to last year. With loan growth projected for 2025, securing deposits is essential to ensure that your institution is poised for profit growth. Join us as we review best practices to securing deposits, strengthening your liquidity position, and confidently addressing examiner questions. Register HERE.

2024 By the Numbers and What's Ahead

Thursday, February 20 at 2:00-2:45pm ET

Community banks are heading into 2025 with cautious optimism, confronting persistent challenges of margin compression and credit quality, while maintaining a focus on product profitability and operational efficiency. Join us as our experts analyze 2024's results, share what we're hearing for 2025, and highlight areas where there's cause for concern and action. REGISTER NOW.

7 Winning Deposit Campaigns

Thursday, February 13 at 2:00-2:45pm ET

Join us as we look at the 'top 7' winning deposit campaigns that are currently delivering results for our clients and the reasons behind their success. We'll break down the key components of each campaign, the data analysis incorporated, and the outcomes achieved. REGISTER HERE!

Credit Quality: Navigating 2025 Challenges and Opportunities

Tuesday, February 11 at 2:00-2:45pm ET

Banks are reporting heightened regulatory scrutiny of loan review processes, with agencies increasingly testing their adequacy and effectiveness. In this webinar, IntelliCredit experts will discuss the current credit landscape, focusing on heightened Commercial Real Estate (CRE) concerns and strategies to ensure your bank maximizes its loan review value. Participants will gain insights on enhancing loan review processes to meet regulatory expectations and navigate the complex credit environment of 2025 and beyond. REGISTER HERE.

Bank Credit Quality is a Long Game

Economic indicators point to a strong lending environment heading into 2025. But bankers must also be aware of the risks that are lurking. Read this article from Preferred Service Provider IntelliCredit

Coffee Talk: Loan-Level Stress Testing

Friday, December 20 10:00am-10:45am ET 

Registration link: https://us02web.zoom.us/webinar/register/1117333216837/WN_hH93xOy5SG2i5tyvb94Bbw

Stress testing is no longer optional, with regulators increasingly emphasizing its importance during examinations, particularly for loan-level stress tests. But what does that mean to your bank? In this Coffee Talk, we'll drill down into the questions we're receiving including what stress testing really means, the strategic thinking behind our services and solutions, and compare/contrast the different scenarios available to your bank—including loan-level stress testing. This will be a great opportunity to ask questions, share information, and explore how we can support your bank.

Loan Data Coffee Talk

Friday, November 15 10:00am – 10:45am ET

With regulatory expectations increasing, banks are looking for an easier and better way to access, analyze and create reporting from their loan data. In this Coffee Talk, we'll share tips and showcase examples of how banks are creating analyses and reports to gain and share deeper insights of their portfolio's subsets and concentrations — so they can explain and defend their bank's position to regulators. We look forward to answering your questions!

Q3 Trends & A Look Ahead
Thursday, November 14 1:00pm – 1:45pm ET

It's that time of year when we're focused on 2025 —not to mention the implications of the election. Community banks are preparing for growth while continuing to monitor costs, credit and liquidity. On the credit side, irrespective of the Fed's short-term rate cut, banks are beginning to deal with fallout from loan repricing, which inevitably degrades debt service coverage. At the same time, regulatory scrutiny is intensifying, and stress testing for all banks is becoming a universal expectation. Join our experts as they review Q3 performance using our QwickAnalytics Index of 'true' community banks, and take a look ahead to the challenges and opportunities that 2025 may present.

Register Now!

Liquidity: Staying At the Ready
Tuesday, September 17 2:00pm ET
Liquidity remains a critical focus as bankers continue to manage ongoing challenges, even with concerns easing since last year. With loan growth expected in 2025 and more prevalent credit issues on the horizon, ensuring your liquidity is secure is more important than ever. Join QwickRate experts as they review liquidity best practices so you can stay prepared and ready for examiner questions. They'll also provide a brief tour of the QwickRate CD Marketplace — a great approach to raise non-brokered deposits and diversify funding, without affecting your local relationships. Register today!

Is Your Current Loan Review Strategy Good Enough?

Wednesday, August 28 at 2:00-2:45pm ET

Loan reviews have always been crucial for managing credit risk, but with heightened regulatory scrutiny, particularly over CRE exposures, and emerging quantifiable credit stress, now is the time to reassess the quality and role of your loan review as a key component of your risk management strategy. Is it adequately identifying emerging credit hotspots? Is it being conducted by seasoned credit experts, rather than just junior CPAs? In this webinar, we'll discuss current credit trends, highlight areas of concern from recent loan reviews, and share best practices for banks to ensure their loan review is as effective as possible in today's changing credit environment.

Q2 Analysis: Mid-Year Insights

Monday, August 12th at 2:00pm – 2:45pm ET

Register here

Net interest margin was top-of-mind for community banks in Q2 amid uncertain economic conditions. How are we faring at the halfway point? Is a soft landing in sight? Join our experts for a mid-year performance review using our QwickAnalytics Index of “true” community banks. We’ll cover Net Interest Margin, Net Income, Deposits, Loan Balances, and Allowance for Credit Losses, while also introducing new functionality and percentile-based analysis. Register today!

Loan Data Coffee Talk Q&A

Friday, July 12th at 10:00am – 10:45am ET

Register HERE.

Headlines don’t tell the whole story. With increased regulatory scrutiny ahead, it’s important to peel back the layers of your loan data and proactively present your bank’s credit story to regulators. Join this interactive Loan Data Q&A where QwickRate and IntelliCredit experts will showcase client examples, using both standard and custom analyses and reports, to highlight the types of insights that can help you identify and act on weaknesses early, mitigating risk.