Ep #9: Strategic Planning-It’s Not Just About the Numbers

Ep 12; Pivoting Nonprofits to the Future of Fundraising

It’s no secret that nonprofit organizations are fully dependent on fundraising & charitable giving. As Bridget Daly, of GiveCentral, shares, gone are the days of gifting by check. While COVID may have thrown a wrench in gifting briefly, new & improved ways of receiving donations have surfaced. Ease of giving & use of a sophisticated system are paramount as donors want to feel a one-stop-shop experience. As a financial institution who serves these nonprofits, both as customers and as donors, it’s important to have access to affordable & flexible options that will benefit these organizations. Bridget Daly [https://www.linkedin.com/in/bridget-daly-3a386114/] GiveCentral [https://www.linkedin.com/company/givecentral/] Fitech [http://www.fitech.com]

Episode 11-Get involved. Support local. BE local.

Community banking & community involvement tend to go hand-in-hand. But for Becky Goldberg, she takes being involved in her community to the next level. The passion Becky has for supporting local businesses and truly being part of her community is a reflection of having positive role models and strong mentorships. This is just one of the many reasons why we love our community banks & appreciate all of the time & effort they put into championing for their communities and allowing & encouraging their employees to get involved & BE local. Becky Goldberg [https://www.linkedin.com/in/becky-goldberg-16241626/] Horizon Community Bank [https://www.linkedin.com/company/horizon-community-bank/] Fitech [http://www.fitech.com]

Ep 10: Saving Your Customers by Supporting Small Business

Small businesses everywhere are looking for avenues that will make running their companies easy. As a financial institution, why are you allowing non-bank competitors to serve the needs of your customers? In Episode 10, Derik Sutton shares his experience helping institutions meet their customers where there are by offering a solution that their business customers not only need but makes life easier for them. Listen in to discover how your institution can better assist small businesses with resources like integrated payments and embedded banking all while protecting & growing those valued relationships & attracting new ones. Derik Sutton [https://www.linkedin.com/in/deriksutton/] Autobooks [http://www.autobooks.co/] Fitech [http://www.fitech.com]

Ep #9: Strategic Planning-It’s Not Just About the Numbers

Strategic planning is something every bank should be doing on an annual basis, but according to our guest in Episode 9, Bert Purdy, it shouldn’t just be about the numbers. A community bank's mission is to help their customer's dreams come true. Part of how they achieve that is by having a strong company culture with a clear vision that starts at the top & flows throughout the entire team. Profit is not a purpose, it’s a result. By empowering your employees, giving them a voice, and getting them to buy into the ‘why’, the more successful a strong strategic plan will be. Bert Purdy [https://www.bkd.com/search-solr?keys=purdy] Fitech [http://www.fitech.com] Simon Sinek – Start with Why [https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action?language=en]

Ep #8: What Is a True Partnership?

Partnership. An overused term these days? Sometimes, maybe. But to Gordon Roberts & Southside Bank, they trust and rely on a true vendor partnership. Join us in Episode 8 as Gordon discusses what partnership means to him and the bank and why it’s so important. It’s more than just a contract. It’s having a relationship with an industry expert, knowledgeable in their field, up-to-date on market trends & technology, a company who can bring solutions and flexibility to the table, and most importantly, a company whose core values align with those of the bank. Community banking is unique and requires non-cookie cutter solutions and the ability to color outside the lines. Southside Bank [https://www.southside.com/] Fitech [http://www.fitech.com]