Stuck in react-mode? Would you rather be looking ahead? #Risk shouldn't be feared. When done right with real-time financials overlaid, #bank leaders can finally get out of react-mode and see risk as a huge #opportunity. #fintech #opportunities #engagement #banking #CFO #visibility #strategicvisibility #riskmanagement #ERM #ECRM #risk #finance #communitybank #CRO #compliancerisk #compliance #resilience #enterpriseriskmanagement #CECL #credit #creditrisk #creditriskmanagement #communitybanking #regionalbanking
Finance. Risk. Unified.
银行业
Dallas，Texas 463 位关注者
Unprecedented Strategic Visibility for Today’s Vital Regional and Community Banks.
关于我们
Two words – Strategic Visibility. It’s what today’s growth-oriented regional and community bank executives need to manage today’s growing headwinds, exponential change, and unprecedented opportunities. And it’s Strategic Visibility that will bring much-needed growth, efficiency, agility, and overall relevance into focus. And Strategic Visibility is what Finance.Risk.Unified delivers. Built from a consortium of experienced ex-bankers who have pooled together over four decades of collective expertise and resources, Finance.Risk.Unified. provides unprecedented forward-looking insights by unifying Risk Quantification and Finance Optimization into a single view. This is achieved through our technology solution suite, which includes, but is not limited to, enterprise-wide products that improve how our customers achieve their strategic objectives and comply with regulations in a rapidly evolving environment that requires digital transformation, data-driven insights, and the modernization of inefficient processes. Historically, only available for the large national banks, we’ve been successfully providing this level of technology combined with best-in-class financial and risk management methodologies specifically for many of today’s vital regional and community banks. This is, and has always been, our primary goal –– to provide these bank leaders the freedom to get out of react mode and back into the highly strategic role they signed up for so they can focus precious energy toward optimizing risk, executing strategy, and achieving their goals. At Finance.Risk.Unified., we know what your bank is up against. We’ve been there. And we’re here for you. We’re Bankers Helping Bankers.
- 网站
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https://financeriskunified.com
Finance. Risk. Unified.的外部链接
- 所属行业
- 银行业
- 规模
- 11-50 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 2007
地点
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主要
获取路线
US，Texas，Dallas，75254
Finance. Risk. Unified.员工
动态
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More relevant today, than ever before. Co-founders John Drew and Aaron Taylor, CFA, CPA share key forward-looking insights to meet an ever-changing opportunity-filled landscape. The #statusquo hamster wheel: Silos. Disjointed. Mitigation. React-mode. Threats. The #strategicvisibility highway: Cohesiveness. Resilience. Leverage. Visibility. Opportunity. https://lnkd.in/g-gueDr8 #fintech #opportunities #engagement #banking #CFO #visibility #strategicvisibility #riskmanagement #ERM #ECRM #risk #finance #communitybank #CRO #compliancerisk #compliance #resilience #enterpriseriskmanagement #CECL #credit #creditrisk #creditriskmanagement #communitybanking #regionalbanking #bankdirector #acquireorbeacquired
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Board Member | Qualified Audit Committee Financial Expert | Former Public Company CFO & CEO | Corporate Governance & Risk | Business Transformation | Corporate Turnarounds & Growth
In 2024, the most powerful leadership lesson emerged from an unexpected source: healthy disagreement. Boardrooms aren't echo chambers—they're crucibles of strategic evolution. This year challenged me to redefine governance beyond traditional boundaries. Joining the PreventScripts board in digital health wasn't just a role change—it was a testament to how board leadership must continuously adapt to emerging sectors and technologies. Key milestones that reshaped my understanding: → Expanded strategic impact into digital health through PreventScripts → Appointed Program Chair for NACD Nashville Chapter → Continued board service at Independence Bank and KET → Joined Executive Leaders for Advisory Boards network Three insights that resonated most deeply with my network: 1. "Consensus in the Boardroom: An Overrated Myth?" Core insight: Real progress starts with constructive challenge. "The myth of boardroom consensus is one of the most damaging misconceptions in corporate governance." https://lnkd.in/ee_t9QQV 2. "Strategic Exits: Beyond Transactions" Core insight: Board guidance transforms entrepreneurial journeys. "Having an effective fiduciary or advisory board can be invaluable in helping owners and entrepreneurs navigate a strategic exit." https://lnkd.in/etaTFD6R 3. "Positioning Yourself for Board Service" Core insight: Strategic networking drives leadership opportunities. "Cultivate purposeful connections that can unlock new opportunities and open doors to board service." https://lnkd.in/eQ7FSEF5 Looking ahead to 2025, the mandate is clear: guide organizations through strategic transformation. As AI and digital health continue reshaping traditional models, experienced board leadership isn't just valuable—it's essential. To fellow board members, executives, and entrepreneurs: Our greatest leadership moments often emerge not from agreement but from the courage to challenge, listen, and evolve together. #BoardLeadership #CorporateGovernance #DigitalHealth #StrategicAdvisory #Mentorship #LinkedInRewind #Coauthor #2024wrapped
Board Member | Qualified Audit Committee Financial Expert | Former Public Company CFO & CEO | Corporate Governance & Risk | Business Transformation | Corporate Turnarounds & Growth
Is consensus in the boardroom overrated? As someone who's navigated the complexities of corporate governance for years, let me tell you: it absolutely is. The myth of boardroom consensus is one of the most damaging misconceptions in corporate governance. Why? Because real progress often starts with healthy disagreement. Here’s why fostering healthy disagreement is crucial: → Stimulates Critical Thinking When everyone agrees, it’s easy to miss potential pitfalls or alternative strategies. Diverse perspectives challenge assumptions and encourage a deeper analysis of issues. → Encourages Innovation Disagreement often sparks creativity. Diverse viewpoints can lead to outofthebox thinking and innovative solutions that a homogeneous group might overlook. → Promotes Transparency Openly addressing disagreements builds a culture of transparency and trust. It shows that every voice matters and that decisions aren’t just rubberstamped. → Mitigates Risks Healthy debate allows for the identification of risks that might not be apparent in a consensusdriven environment. By exploring different angles, boards can better navigate potential threats. → Strengthens Decisions Decisions made after thorough debate are often more robust. They’re tested against a variety of viewpoints and stand a better chance of success. So, how do you foster healthy disagreement in the boardroom? Encourage Diverse Opinions Create an environment where it’s safe to voice differing opinions. Diversity in the boardroom isn't just about demographics—it's about diversity of thought. Ask Tough Questions Don’t shy away from asking challenging questions. Encourage members to critically evaluate proposals and think about different scenarios. Facilitate Constructive Debate Set ground rules for respectful and constructive debate. Ensure that discussions remain focused on the issues, not personal attacks. Rotate Leadership Roles Rotating committee chairs and leadership roles can bring fresh perspectives and reduce groupthink. Regular Reflection Periodically assess the board’s decisionmaking process. Reflect on past decisions and learn from them. Remember, the goal isn’t to create conflict for conflict’s sake. It’s about leveraging diverse perspectives to make better decisions. Next time you’re in a board meeting, don’t aim for consensus right away. Aim for understanding, respect, and a thorough examination of the issues at hand. What’s your take? Do you agree that healthy disagreement is key to effective governance? Share your thoughts below.
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"If you’re confident in your institution’s ability to identify and measure emerging #risks, your #management team should see them, not only as a cost of being in the #banking business, but an #opportunity for #strategic #growth." #communitybanking #regionalbanking #ERM #ECRM #creditrisk #finance #bankfinance #CFO #CRO #CEO #bankCEO #fintech #riskmanagement #visibility #strategicvisibility #CECL #CRElending
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If you live in a smaller community, would you prefer a branch of a Too Big to Fail bank focused on Wall Street, or a locally owned and managed tax-paying, wealth-creating, employer focused on your Main Street? That was an option before the Great Financial Crisis of 2008, when regulatory bodies and lawmakers responded to dangerous behavior by giant banks by slamming the door on the formation of new community banks. It is past time to lower the extremely high capital requirement for de novo charters. We need MORE community banks, not fewer.
Just in time for Thanksgiving,?Lucas White serves up a poignant reminder of the difference between community banks and our nation’s largest financial institutions in a new American Banker #BankThink op-ed.?To sustain these vital institutions, policymakers must reduce unnecessary regulatory burdens and address the competitive advantages megabanks and other federally backed entities enjoy. ?? #BankLocal #CommunityBankImpact #PolicyMatters https://lnkd.in/eft5ic3H?
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This needs to be said. If you’re in banking, you’re in the risk-taking business. Risk and resilience have been common themes in this climate at nearly every bank conference. (Including the recent Bank Board Training Forum, we attended, presented and sponsored 2 weeks ago.) They've been common themes with very good reason. Too much risk can erode earnings, capital, and even lead to failure. Too little can also erode the bank’s performance and condition, which puts pressure on its board and management team. Read more below. This article from FRU President, Chris Henkel hits. And follow us for more insights on: #risk #resilience #CRE #CREexposure #ERM #finance #strategicvisibility #communitybanks #regionalbanks #visibility #riskmanagement #ECRM #finance #fintech #opportunities #engagement #banking #CFO #enterpriseriskmanagement #CECL #credit #creditrisk #creditriskmanagement #communitybanking #regionalbanking #communitybank #CRO #riskmanagementassociation #RMA #compliancerisk #compliance?#bankstrategy
This is NOT a Trick Question: Are You Taking Enough Risk?
Finance. Risk. Unified.，发布于领英
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A truly great experience at BankDirector.com's Bank Board Training Forum this week! Lot's of important insights - Risk and Resilience being amongst the major topics. If you got a chance to attend Aaron Taylor, CFA, CPA, CEO and Chris Henkel's breakout session titled: "The Road to Resilience: Gaining Strategic Visibility Through Your Financial and Risk Data", then you know there are solid and innovative resources out there for community and regional banks to get back in strategic mode - rather than react-mode. Didn't attend BBTF? No worries... we are announcing a forthcoming ZoomCast that will feature Chris and Aaron addressing these topics in an interview format. Stay tuned! Again - many thanks to #Bankdirector for providing such an important experience for bank board members and executives to gather and share resources and insights to keep our vital community and regional banks resilient, relevant and impactful to the communities they serve! #fintech #opportunities #engagement #banking #CFO #visibility #strategicvisibility #riskmanagement #ERM #ECRM #risk #finance #communitybank #CRO #compliancerisk #compliance #resilience #enterpriseriskmanagement #CECL #credit #creditrisk #creditriskmanagement #communitybanking #regionalbanking #bankdirector #BBTF
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Nashville bound, y’all! It’s gonna be a great conference.
BankDirector.com's Bank Board Training Forum begins Monday September, 16 in Nashville, TN. Are you going to be there? If so, join our very own Aaron Taylor, CFA, CPA, CEO and Chris Henkel, President, Finance.Risk.Unified. as they lead a very important breakout session on The Road To Resilience for community and regional banks. Breakout Session Monday 9/16 1:15p The Road to Resilience: Gaining Strategic Visibility Through Your Financial + Risk Data Synopsis: In this M&A climate, risk and resilience have been common themes at nearly every bank conference. And with good reason. Spurred by technological advancements and heavy-handed regulations that result in a steady decline in the number of community and regional banks, alarmists all like to ask the question, “What keeps you up at night?” It's much more productive (and strategic) to ask “What’s at stake?” And the answer, of course, is a lot. Because - if you’re actually being forward-looking, you’ll want to know what type of information you’ll need to make informed – and strategic – decisions. #visibility #strategicvisibility #riskmanagement #ERM #ECRM #risk #finance #fintech #opportunities #engagement #banking #CFO #enterpriseriskmanagement #CECL #credit #creditrisk #creditriskmanagement #communitybanking #regionalbanking #communitybank #CRO #compliancerisk #compliance #resilience #bankdirector #BBTF
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BankDirector.com's Bank Board Training Forum begins Monday September, 16 in Nashville, TN. Are you going to be there? If so, join our very own Aaron Taylor, CFA, CPA, CEO and Chris Henkel, President, Finance.Risk.Unified. as they lead a very important breakout session on The Road To Resilience for community and regional banks. Breakout Session Monday 9/16 1:15p The Road to Resilience: Gaining Strategic Visibility Through Your Financial + Risk Data Synopsis: In this M&A climate, risk and resilience have been common themes at nearly every bank conference. And with good reason. Spurred by technological advancements and heavy-handed regulations that result in a steady decline in the number of community and regional banks, alarmists all like to ask the question, “What keeps you up at night?” It's much more productive (and strategic) to ask “What’s at stake?” And the answer, of course, is a lot. Because - if you’re actually being forward-looking, you’ll want to know what type of information you’ll need to make informed – and strategic – decisions. #visibility #strategicvisibility #riskmanagement #ERM #ECRM #risk #finance #fintech #opportunities #engagement #banking #CFO #enterpriseriskmanagement #CECL #credit #creditrisk #creditriskmanagement #communitybanking #regionalbanking #communitybank #CRO #compliancerisk #compliance #resilience #bankdirector #BBTF
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