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Redefining Community: How Financial Institutions Can Stay Relevant in 2025
The concept of “community” is evolving, and if your bank or credit union doesn’t evolve with it, you risk being left behind. That’s the key takeaway from a new study by Shikatani Lacroix Design (SLD), an agency that works with financial institutions to transform and future-proof their brands.
Join us on June 4th at 12 PM CT for a webinar with Jean-Pierre Lacroix, President of SLD, and John Hughes, Chief Data and Analytics Officer at The Customer Obsession Advantage. You’ll gain insights into how the definition of community is shifting, what that means for your institution, and how to reimagine your branches as essential hubs for connection and relevance.
In a landscape where national brands, fintech challengers, and local banks are all playing by new rules, staying competitive means rethinking everything, including what “community” really means.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
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Chief Data & Analytics Officer, The Customer Obsession Advantage
Archived Webinars
Shaping CRA’s Next Chapter: Lessons, Challenges, and Opportunities from the Rescinded Rule
Now that the 2023 CRA rule will be officially rescinded, you’re probably wondering what comes next. While regulators are back at the drawing board, that doesn’t mean you have to be, too.
Watch this webinar to hear from CRA expert Linda Ezuka. Linda covered lessons learned from the rescinded rule, how your bank should move forward, and which performance metrics should be prioritized. Attendees had the chance to weigh in on topics such as: What did the regulators get right? Where were the biggest operational challenges? And what support do banks need to ensure that future CRA frameworks are clear, effective, and easier to implement?
This is your chance to move past the rescinded rule and shape the future of CRA.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
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Mentors, Money Skills, and More: How Broadway Bank is Changing the Financial Literacy Game
April is Financial Literacy Month, and there’s no better time to explore how financial institutions can make a meaningful impact through financial education. One institution doing just that is Broadway Bank, a $5.8 billion bank based in San Antonio, Texas.
Watch this webinar to hear how Broadway Bank has developed a unique financial literacy program that combines classroom learning, banking mentors, off-site activities, college scholarships, workforce development, and more. You’ll learn how the bank pairs employees with high school students for a four-year mentorship program, how it keeps high school seniors engaged all year long with monthly financial lessons and scholarship opportunities, and how it gets employees excited to make a difference.
Whether you're just getting started with financial education or are looking to take your efforts to the next level, get inspired by the real difference Broadway Bank is making for students.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
(Part 2) Ask an Examiner: The Do’s and Don’ts of Your CRA Exam
Have you ever wished you could sit down with a CRA examiner and pick their brain? Apparently a lot of you have, based on the webinar we just held with Charles LeFevre, a former FDIC examiner.
Due to popular demand, we hosted a Part 2 to this webinar. You heard again from Charles as he answered your questions and shared his experience as an FDIC examiner.
Watch this recording for another inside look at the CRA exam process—straight from a former examiner!
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Ask an Examiner: The Do’s and Don’ts of Your CRA Exam
Have you ever wished you could sit down with a CRA examiner and pick their brain? CRA exams are difficult and subjective, but while each examiner is different, there are general rules they follow when rating your bank for CRA compliance.
Watch this webinar to hear from Charles LeFevre, a former examiner for the FDIC. Charles will cover the do’s and don’ts you should follow before, during, and after your CRA exam, as well as address questions and share his experience as an FDIC examiner.
Attendees had the chance to submit questions when registering for the webinar, as well as during the webinar itself. Get ready for an inside look at the CRA exam process—straight from a former examiner!
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
How to Maximize Your Impact with Visual Communication
Getting (and keeping) your audience’s attention is easier said than done. In today’s fast-paced world, studies show that you have just three seconds to capture someone’s attention before they move on. Research also shows that consumers process visual information up to 60,000 times faster than text! So as a bank or credit union professional, how can you leverage your audience’s preference for visuals while staying true to your brand and marketing strategy? One powerful solution is with digital signage strategically placed in branches and high-traffic areas.
Watch this webinar to hear from Jon VanderMeer of Kiosk & Display. You’ll discover why visual communication is so effective, what types of signage work best, and how banks and credit unions are using this method today. You’ll leave with actionable ideas on how to implement digital signage at your institution. Get ready to enhance your brand and consumer engagement!
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Beyond Compliance: Effective Strategies for Serving Low-Income Consumers While Making a Real Impact
Too often, low-income consumers are treated as a single category—but the reality is far more nuanced. Are these consumers younger or older? Do they live in urban, suburban, or rural areas? What proportion are immigrants or non-English speakers? And how do their financial needs differ?
Simply opening a branch in a lower-income neighborhood isn’t enough. True success comes from understanding the diverse demographics within these markets and tailoring products, services, and outreach accordingly.
Watch this webinar as Steven Reider of Bancography explores the demographic traits of lower-income households in the U.S. and the strategies financial institutions can use to serve them more effectively. We discuss how to align products, marketing, and community outreach with the needs of different segments—going beyond compliance to create real impact in the communities you serve.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Bancography
Your 2025 CRA Strategy: How to Plan Ahead and Focus on What’s In Your Control
2024 was a confusing time for CRA. And while many questions are still up in the air, there are some best practices you can follow to set yourself up for success this new year and prepare for your next CRA exam.
Watch this webinar to hear from CRA expert Linda Ezuka. You’ll learn how to build an effective CRA plan under the current rule while keeping an eye on future regulations. We cover strategies for navigating the evolving CRA landscape, how to set performance benchmarks that drive success, how to keep exam preparation in mind, and how to ensure that your plan aligns with the bank’s goals and regulatory expectations.
By proactively planning ahead and focusing on what’s in your control, 2025 might just be the best year for CRA yet.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Risk, Reward, and Robots: How to Manage AI Without Losing Your Marbles (or Regulatory Rating)
Artificial Intelligence is no longer the stuff of science fiction—it’s in your marketing strategy, your risk models, and maybe even your coffee order. But for many bankers, AI feels less like a shiny new tool and more like Pandora’s box waiting to implode your risk management and compliance programs. Relax. It’s not as scary as it seems.
Watch the webinar to hear from Charles LeFevre, the Principal Consultant at Stanford Hill. Charles will show you how to turn AI from “the thing we’re worried about” to “the thing we can’t live without.” You’ll learn how to manage risk, how to meet regulatory expectations, and how other banks are succeeding (and occasionally failing) with AI.
Whether you’re a bank executive wondering how to stay ahead, a bank marketer using AI to identify customer insights, or a risk officer who sees AI as one big nightmare, this is your chance to reframe AI—not as something to fear, but as a tool to drive competitive advantage and operational excellence.
The ABA has approved this webinar for 1.25 CERP, CFMP, CRCM, and CAFP credits.
Smart Strategies for Building Profitable Branches in Low-Income Communities
Choosing the right location for a branch is a big decision for any bank or credit union. It’s about more than just convenience—branches are a way to connect with the community, support local needs, and, for banks, meet CRA requirements. But opening and maintaining a branch in low-income neighborhoods can be tough. It’s often difficult to make a branch profitable in these areas, even though the need for access to financial services is high.
In this webinar, Steven Reider from Bancography explores branch service models that make a real difference in lower-income communities, both in cities and rural areas. Discover practical approaches to building branches that serve not only as places to bank, but as spaces that spark local investment and community involvement. Whether you're with a bank or credit union, you'll leave with tools and insights to help you create branches that work financially and foster stronger, more connected communities.
The ABA has approved this webinar for 1.25 CERP, CFMP, and CRCM credits.
Bancography
Q&A Webinar with Len Suzio and Linda Ezuka
September’s webinar on Assessment Areas was so popular that our panelists didn’t get a chance to address all the questions asked. To make up for it, we held a Q&A webina with CRA Experts Len Suzio and Linda Ezuka (thanks for joining, Linda!).
You don’t necessarily need to watch the original webinar to benefit from this one, but you can watch the recording if you’d like to catch up.
The ABA has approved this webinar for 1.25 CERP, CFMP, and CRCM credits.
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