Archives

Getting The Most From Your Retail Network
NYBA Financial Services Forum. November 4, 2015, by Rolland Johannsen. (NYBA Conference Website)

Comparative Analytics in Commercial Banking
As commercial banking becomes more important to institutional profitability, bankers need to develop comparative benchmarks in this area similar to those used in retail banking. August 21, 2015, by Claude Hanley. (BAI Banking Strategies – subscription required)

Where Banks Need to Focus If They Want to Outperform
A comparison of high performing banks with their overall peer group highlights important themes that should inform executives as they develop strategic priorities. May 26, 2015, by Kevin Halsey (American Banker BankThink – subscription required)

Spotlight on the Best-Performing Banks
Articles and a slideshow of some key metrics of the best performing public and private banks with assets less than $2 billion. May 10, 2015 (American Banker – subscription required)

What the Top 200 Publicly Traded Community Banks Do Better Than Peers
CPG ranks the top 200 publicly traded community banks of 2014. April 27, 2015, by Bonnie McGeer, featuring Kevin Halsey (American Banker – subscription required)

Community Bankers Cannot Be All Things To All People
SNL: Conference Chatter Blog, April 22, 2015, by Nathan Stovall, featuring Mary Beth Sullivan (SNL: Conference Chatter)

Optimizing Your Retail Network
Pennsylvania Bankers Association Branch Transformation Conference, March 31, 2015, by Mary Beth Sullivan (PA Bankers Association)

How to Design and Defend Tomorrow’s Retail Bank Distribution Strategy
American Banker/SourceMedia Retail Banking 2015, March 10, 2015, Tim Quinn panelist

Community Banks Need Sleeker Approach to Small-Business Lending
American Bank’s BankThink, February 24, 2015, by Claude Hanley (BankThink – subscription required)

Optimizing Your Retail Network
Virginia Bankers Association’s Branch Transformation Symposium, December 2, 2014, by Tim Quinn

Top Drivers of Marketing Success: What to Budget for in 2015
BAI Retail Delivery 2014, November 12, 2014, by Rolland Johannsen and Mark Gibson (Rockland Trust)

BAI Marketing Leader’s Circle
BAI Retail Delivery 2014, November 12, 2014, co-facilitated by Mary Beth Sullivan

Does Strategy Drive Execution – or Is It the Other Way Around?
ABA Bank Marketing and Sales, December 2014, by Mary Beth Sullivan and Rolland Johannsen (ABA Bank Marketing and Sales)

Overdraft Protection Rules Could Hurt Consumers More Than They Help
American Banker BankThink, November 11, 2014, by G. Michael Flores (CPG Consulting Associate and President of Bretton-Woods, Inc.) and Todd Zywicki (American Banker – subscription required)

Banking’s Top Performers 2013 Part III: Community Banks
ABA Banking Journal, June 2014, by Kevin Halsey and Claire Whitesell (ABA Banking Journal – subscription required)

Banking’s Top Performers 2013 Part II: Banks with Assets between $1 Billion and $10 Billion
ABA Banking Journal, May 2014, by Kevin Halsey and Claire Whitesell (ABA Banking Journal – subscription required)

Banking Industry and Business Sector Update
Vantiv Financial Institution Advisory Council Meeting (Scottsdale, AZ), April 30, 2014, by Mary Beth Sullivan

Building High-Performing Retail Businesses Today: A Strategic Assessment
NYBA Retail and Small Business Banking Conference (Tarrytown, NY), April 10, 2014, by Mary Beth Sullivan

Banking’s Top Performers 2013 Part I: Banks with Assets over $10 Billion
ABA Banking Journal, April 2014, by Kevin Halsey and Claire Whitesell (ABA Banking Journal – subscription required)

TD Bank Faces Uphill Battle to Conquer New York
American Banker, February 12, 2014, featuring Mary Beth Sullivan (American Banker – subscription required)

Translating Branch Network & Channel Insights into Actionable Marketing Strategies
American Banker – Banking Analytic Symposium. October 5, 2015, by Mary Beth Sullivan, Kevin Halsey, and Mark Gibson. (American Banker Conference Website)

Comparative Analytics in Commercial Banking
As commercial banking becomes more important to institutional profitability, bankers need to develop comparative benchmarks in this area similar to those used in retail banking. August 21, 2015, by Claude Hanley. (BAI Banking Strategies – subscription required)

Where Banks Need to Focus If They Want to Outperform
A comparison of high performing banks with their overall peer group highlights important themes that should inform executives as they develop strategic priorities. May 26, 2015, by Kevin Halsey (American Banker BankThink – subscription required)

Spotlight on the Best-Performing Banks
Articles and a slideshow of some key metrics of the best performing public and private banks with assets less than $2 billion. May 10, 2015 (American Banker – subscription required)

What the Top 200 Publicly Traded Community Banks Do Better Than Peers
CPG ranks the top 200 publicly traded community banks of 2014. April 27, 2015, by Bonnie McGeer, featuring Kevin Halsey (American Banker – subscription required)

Community Bankers Cannot Be All Things To All People
SNL: Conference Chatter Blog, April 22, 2015, by Nathan Stovall, featuring Mary Beth Sullivan (SNL: Conference Chatter)

Optimizing Your Retail Network
Pennsylvania Bankers Association Branch Transformation Conference, March 31, 2015, by Mary Beth Sullivan (PA Bankers Association)

How to Design and Defend Tomorrow’s Retail Bank Distribution Strategy
American Banker/SourceMedia Retail Banking 2015, March 10, 2015, Tim Quinn panelist

Community Banks Need Sleeker Approach to Small-Business Lending
American Bank’s BankThink, February 24, 2015, by Claude Hanley (BankThink – subscription required)

Optimizing Your Retail Network
Virginia Bankers Association’s Branch Transformation Symposium, December 2, 2014, by Tim Quinn

Top Drivers of Marketing Success: What to Budget for in 2015
BAI Retail Delivery 2014, November 12, 2014, by Rolland Johannsen and Mark Gibson (Rockland Trust)

BAI Marketing Leader’s Circle
BAI Retail Delivery 2014, November 12, 2014, co-facilitated by Mary Beth Sullivan

Does Strategy Drive Execution – or Is It the Other Way Around?
ABA Bank Marketing and Sales, December 2014, by Mary Beth Sullivan and Rolland Johannsen (ABA Bank Marketing and Sales)

Overdraft Protection Rules Could Hurt Consumers More Than They Help
American Banker BankThink, November 11, 2014, by G. Michael Flores (CPG Consulting Associate and President of Bretton-Woods, Inc.) and Todd Zywicki (American Banker – subscription required)

Banking’s Top Performers 2013 Part III: Community Banks
ABA Banking Journal, June 2014, by Kevin Halsey and Claire Whitesell (ABA Banking Journal – subscription required)

Banking’s Top Performers 2013 Part II: Banks with Assets between $1 Billion and $10 Billion
ABA Banking Journal, May 2014, by Kevin Halsey and Claire Whitesell (ABA Banking Journal – subscription required)

Banking Industry and Business Sector Update
Vantiv Financial Institution Advisory Council Meeting (Scottsdale, AZ), April 30, 2014, by Mary Beth Sullivan

Building High-Performing Retail Businesses Today: A Strategic Assessment
NYBA Retail and Small Business Banking Conference (Tarrytown, NY), April 10, 2014, by Mary Beth Sullivan

Banking’s Top Performers 2013 Part I: Banks with Assets over $10 Billion
ABA Banking Journal, April 2014, by Kevin Halsey and Claire Whitesell (ABA Banking Journal – subscription required)

TD Bank Faces Uphill Battle to Conquer New York
American Banker, February 12, 2014, featuring Mary Beth Sullivan (American Banker – subscription required)

Retail Banking 2020: Outlook for Omni-Channel Strategies
New York Bankers Association Annual Meeting and Economic Forum (New York City), February 11, 2014, co-presented by Mary Beth Sullivan

Business Banking: Marketing’s New Role
Cover Story, ABA Bank Marketing, December 2013, by Vanessa Mambrino (ABA Bank Marketing)

Coaching and Mentoring to Build Careers – panel moderator
New York Bankers Association Women in Banking Conference (New York City), November 6, 2013, co-presented by Mary Beth Sullivan

Retail Banking 2020: Concepts and Convergence – panel moderator
BAI Retail Delivery 2013 (Denver, CO), November 6, 2013, co-presented by Mary Beth Sullivan

Grabbing the Leadership Helm – Marketings Role in Leading the Change – speech
ABA Bank Marketing Conference (San Antonio, TX), September 23, 2013, co-presented by Mary Beth Sullivan

The New Strategic Imperatives for Financial Institutions – speech
Financial Manager Society (Boston, MA), June 18, 2013, by Claude Hanley

Leveraging Your Brand – speech
Barlow Research – The Future of Business Banking (New York, NY), May 8, 2013, co-presented by Mary Beth Sullivan

Will The C&I Boom Be Just Another Bust
Bank Director, 3rd Quarter 2014, featuring Claude Hanley (Bank Director)

How to Keep C&I Lending Profitable as Margins Narrow
American Banker BankThink, July 30, 2013, by Claude Hanley (pdf) (BankThink)

Banking Leaders Discuss 2014 Strategic Planning Priorities
Jim Marous’ Bank Marketing Strategy Blog, July 11, 2013, featuring Mary Beth Sullivan  (blog)

The New Strategic Imperatives for Financial Institutions – speech
The Financial Managers Society’s Finance & Accounting Forum for Financial Institutions (Boston, MA), June 18, 2013, by Claude Hanley

State of the Industry: Strategies for Growth & Profitability – speech
Marquis Marketing & Sales Conference (New Orleans, LA), April 27, 2013, by Mary Beth Sullivan

Are Some Banks Too Small to Survive?
Jim Marous’ Bank Marketing Strategy Blog, April 15, 2013, featuring Mary Beth Sullivan (blog)

Optimizing the Branch Channel: Building the Value Proposition – speech
New York Bankers Association 62nd Annual Retail & Small Business Banking Conference (Albany, NY), April 11, 2013, by Mary Beth Sullivan
 
As Business Lending Rises, Concerns Emerge About Profit
New York Times, April 3, 2014, featuring Claude Hanley (pdf) (New York Times)

Community Banks Must Stay Disciplined as C&I Lending Surges
American Banker Bank Think, March 5, 2013, by Claude Hanley and John Barrickman (pdf) (BankThink)
 
Grabbing The Leadership Helm
Cover Story, ABA Bank Marketing, March 2013, by Mary Beth Sullivan (ABA Bank Marketing)
 
Branch Plans Emphasize High-Visibility Locations
American Banker, February 14, 2013, featuring Mary Beth Sullivan (American Banker)

If you’re looking earlier articles or speeches, please email us.