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NEWS, INSIGHTS, & EVENTS


Banks: Q3 2024 earnings season themes

Impact of Fed rate cut: Following the 50 basis point cut by the Fed in mid-September, investors and analysts will be interested in hearing about how...
Author: Tony Rossi, CFA
10/06/2024

CFALA PORTFOLIO - Private credit: A growing portfolio allocation or a growing risk?

Moira Conlon moderates panel at CFA Society Los Angeles' PORTFOLIO conference on the changing dynamics and outlook for private credit.
Author: Moira Conlon
09/26/2024

NACD PSW - "Board shareholder engagement: What you need to know"

Moira Conlon shares how directors can build an effective shareholder engagement program that enhances relationships and trust with institutional...
Author: Moira Conlon
09/26/2024

Public Relations Society of America webinar - “Managing brands through uncertainty”

Tricia Ross moderates panel hosted by the Public Relations Society of America (PRSA)’s Banking and Finance Committee.
Author: Tricia Ross
09/26/2024

5 ways an active CEO social media profile boosts credibility and revenue

Social media is one of the most powerful tools that C-suite executives have at their fingertips, offering unparalleled opportunities to reach key...
Author: Meghan Powers
09/03/2024

Tips for navigating a contentious election year

Think twice before engaging in election talk.
Author: Tricia Ross
08/27/2024

Investor Days that deliver: Maximize ROI and impact

Investor Days are a foundational element of any best-in-class investor relations program.
Author: Moira Conlon
08/13/2024

Banks: Q2 2024 earnings season themes

Loan growth In the full year guidance for loan growth provided at the beginning of the year, many banks had an assumption that loan demand and loan...
Author: Tony Rossi, CFA
07/01/2024

LABJ: Moira Conlon named awards finalist

Moira named finalist at the 2024 LABJ Women's Leadership Symposium & Awards.
Author: Financial Profiles
06/20/2024
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