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Jun 24, 2021

As we get 'back to work', expectations for polish and impact in virtual meetings will go up. The casual, lowered expectations during the recession will be replaced by an assumption that you are back in a completely professional mode.

  • You need to reach out to your borrowers, in tough times and in triumph.

  • You need to...

Jun 10, 2021

The economy is in freefall, or chugging right along, or recovering...depending on who you listen to, who you are and what business you are in. Perhaps today's news headlines have your stomach in knots. In this episode, we'll focus on how to decide what indicators should be in your snapshot to keep you centered on your...

May 27, 2021

As we emerge from the Global Pandemic Recession, the Board and Management have critical indicators to watch closely. Some of them are the usual, some of them are specific to recovery from a recession. Some of them will worry the regulators.

In this episode, we'll discuss what to keep an eye on as we emerge from the...

May 13, 2021

Learn what our most successful business clients are (or should be) considering now to solidify their successful transition ...or to recover ... from the challenges of the pandemic recession.

We focus on what our guest calls 'invisible capital', how we think about, innovate and align our business. Here are the three...

Apr 29, 2021

How does the lender recognize that a business is (or should be) in leadership succession mode? How long before the owner plans to exit should they start this process? What are the steps? How has the pandemic recession upended their plans?



Book: Who Comes Next? Leadership Succession Planning Made...