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Digital Extras

A smarter way to generate leads

Generating leads for new business isn’t just a combination of behaviors and skills.

Tony Cole November 4, 2025

Digital Extras

Your board’s cybersecurity oversight probably isn’t good enough

Most bank boards struggle with cybersecurity oversight because they don’t know what questions to ask, how to interpret the answers or whether their security measures are actually working.

Steve Sanders November 4, 2025

a photo looking up at the portico of the White House from a low angle with a burst of sun shining behind it

Digital Extras

Debanking Debunked

Reading Time: 3 minutesAn Aug. 7, 2025, executive order from the Trump administration asserts that certain Americans have faced discrimination in banking due to their “political affiliation, religious beliefs, or lawful business activity.”

Erin Busse, JD November 4, 2025

Digital Extras

New Survey: Fraud may be down but stakes for financial institutions remain high

Fraud isn’t only a risk to manage within financial institutions; it’s quickly becoming one of the most critical tests of trust between banks and their clients.

Terri Luttrell September 2, 2025

Digital Extras

HSA reporting

Reading Time: 4 minutesKnowing when to leave something off a Form 1099-SA or Form 5498-SA isn’t about cutting corners.

Jodie Norquist, CIP, CHSP September 2, 2025

Digital Extras

7 goals to revisit in the final stretch of 2025

With just a few months left in 2025, it is a good time to reflect on your financial institution’s goals. Are you where you expected to be?

Charles Baker September 2, 2025

a picture of a man handing over a paper check

Digital Extras

The onus of “on us” checks

Reading Time: 4 minutesThe handling of on-us checks presents unique challenges for banks, particularly regarding wrongful dishonor and funds availability.

Theo Kelly May 5, 2025

Digital Extras

The 10-year rule is here to stay

Reading Time: 4 minutesThe 10-year rule requires a total distribution of inherited assets by Dec. 31 of the year containing the 10th anniversary of the account owner’s death.

Ascensus May 5, 2025