Practice and client management

Big banks led the push to offer multibillion-dollar bonds that fund affordable housing, education and nonprofits that serve needy communities. But Truist's recent $1.25 billion bond is a sign that regionals want to attract progressive institutional investors — and burnish their images.

The office designs and implements a plan that coordinates statewide resilience and disaster recovery efforts.

The broker-dealer found a way to give clients a virtual pat on the back while donating money to hunger relief efforts.

New brands are emerging to improve banking services to targeted consumer segments, and Daylight is one intent on winning over the LGBTQ market. What are mainstream banks getting wrong that leaves an opening for niche brands like Daylight?

As the pandemic continues to weigh on us all, BlueVine shares how it is putting employees first.

Reimagining LGBTQ+ efforts at UBS for improving diversity in their recruitment process

The operating environment is dramatically different than it was pre-pandemic and presents all-new challenges for financial institutions. Tried-and-true strategies that led to high performance for many years are no longer going to be successful. Join Bonnie McGeer, Executive Editor of American Banker, and Claude Hanley, Partner at Capital Performance Group, as they highlight important trends and comb through data from top-performing banks across the country for insights that will help regional and community financial institutions thrive in 2021. Executives will learn what metrics will be most critical to focus on to maintain high performance going forward.

The IRS Tax Exempt Bond unit closed nearly 300 cases instead of attaining its earlier goal of around 500 cases.

Environmental, Social, and Governance (ESG) principles have moved from nice-to-have to business critical. Hear how Citi is facilitating and driving change.

This pandemic-related waiver from a handwritten signature extends through June 30 of this year.

Gov. John Bel Edwards wrote to President Joe Biden requesting additional federal funding for communities hard hit by three hurricanes in 2020.

Amaryllis Fox, former CIA Clandestine Service Officer, offers powership insights into leadership lessons gained from serving in conflicts across the globe. Using experiences from her overseas operations she will provide an inside look at the CIA’s practice of “red-teaming,” and how this practice can help negotiations and resolve conflicts, build empathy, and empower teams to work together.

If you haven't met Suzanne Shank you should. She is the chair and CEO of Siebert Williams Shank & Co. LLC, the nation’s largest female-and minority-owned, privately held finance firm, which she started with the legendary Muriel Siebert. Join us in an intimate conversation and hear her perspective on some of the most critical issues of the day.

Texas saw sales tax revenue fall 5% in December, ending a dark year of pandemic and lower oil prices.

The National Association of Bond Lawyers wrote to the IRS in November 2019 asking for a significant reduction in the fee.

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.

There is an emotional and human aspect in all relationships and that holds true for the bond between individuals and brands. The COVID-19 pandemic has brought both the strengths and weaknesses in customer experience under the spotlight. This episode will focus on how connecting with customers and ensuring they have a positive experience with a company is paramount, particularly in a pandemic-driven world. Join our host, Brooke Worden, President of The Rudin Group and guest speaker, Virgil Miller, Chief Operating Officer of Aflac U.S. and President of Aflac Group in a discussion that will highlight how and why Aflac is emphasizing three key aspects of the customer experience in 2020.

Invaluable insight for those in the LGBTQ community and all those who want to be better allies from the lived experience of Maeve DuVally from Goldman Sachs

In unofficial election results, four Virginia cities appear to have won approval to open the state's first casinos; a dozen bond referendums won tentative approval.

While many companies and organizations try, diversity and inclusion efforts within the financial services have generally failed. What needs to be done in order to succeed? Join us for a panel discussion featuring guests from the Access Denied: Systemic Racism in Financial Services podcast.