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Family-owned banks come with all kinds of issues. Jeff Gerrish says acknowledging the realities of family ownership proves essential now and when control comes to the next generation.

5 family bank myths that must be shattered

 ...without leaving the next generation with a scrambled nest egg
The return of something more like "normal" for new-bank chartering has expert Jeff Gerrish tuned to a new rythym.

De novos: They’re playing my song

Community bank believer thinks more new charters are coming
Known mainly in the automotive business and among a few large banks, ChannelNet recently launched a marketing platform for community banks offering personalized messaging, relevant offers, and informational content on a personal microsite.

Data-driven marketing without breaking the bank

Marketing firm launches low-cost platform for smaller financial institutions
Fintech-bank partnership came with an unusual twist.

Inside a bank-fintech partnership

Bank takes PFM app to next level in revenue-sharing deal with Abe.ai
S&P Global Market Intelligence, formerly S&P Capital IQ and SNL, is the premier provider of breaking news, financial data, and expert analysis on business sectors critical to the global economy. This article originally appeared on the SNL subscriber side of S&P Global's website.

What's driving M&A now?

Deposits, desire to avoid another downturn
Contingency liquidity plans work well right up until the point where the stop working, warns Jeff Gerrish. A "black swan"—an unforeseen event—may trigger a calamity.

Rolling snowballs, black swans, and bank liquidity

Community banks’ ALCO game’s flipping—don’t misstep
ALCO Beat articles featured exclusively on bankingexchange.com are written by the asset-liability management experts at Darling Consulting Group.

The bear is waking up

Should your bank kick it awake? Or hope it naps again?
As Community Reinvestment Act regulatory reform begins to take shape, the Treasury Department appears to be taking a greater role in the process than is typical.

Curtain rises on CRA reform

Treasury involvement could be catalyst to bring regs into 21st century
Speaking on the future of community banking at LendIt Fintech in San Francisco were, l. to r., Trish North, Numerated; Karolina Banna, Pivotus Ventures; and Scott Skorobohaty, Laurel Road.

Reinventing community banking

Trio of players on keeping the best as digital moves in
What ingredients should your board be baking in? Jeff Gerrish explores tapping debt versus equity and the issue of shareholder dilution.

Is your capital pie large enough?

Capital allocation’s role in enhancing shareholder value begins with quantity
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Your Deposits Are Going Digital

Thursday, October 8, 2026 1:00 pm – 2:00 pm ET

What community and regional banks need to understand about tokenized deposits, stablecoins, and the regulatory framework taking shape right now.

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SPEAKER

Dana Weinstein
Dana Weinstein,
Head of Product at Tesser

Dana Weinstein is Head of Product at Tesser, bringing eight years of experience building payments products across US domestic and cross-border rails.

She launched Visa Direct Payouts, architecting a payout capability that now reaches 11 billion endpoints across cards, accounts, and digital wallets...