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White Papers

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Benefits and Compensation • Compliance • Cybersecurity • Human Resources • Lending • M&A • Marketing • Payments • Strategic PlanningTechnology

Benefits and Compensation

Marrying Investment Policy with Funding Policy in DB Plans
Pentegra Retirement Services
One of my earliest defined benefit (DB) clients, in the early 2000s when actuaries still had broad discretion over interest rate assumptions, was using 8 percent as the discount rate for liabilities. As a quick explanation of what this means, an 8 percent assumption implies a dramatically cheaper funding cost than, say, a 6 percent assumption, because it costs less to accumulate assets over time if you earn more interest. As it turned out in the “lost” decade, anything over 6 percent was too high.

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Cybersecurity

Understanding the Cause and Effects of DDOS 
CSI Managed Services
This white paper examines the various types of DDoS attack modes, recent comments and guidance from regulators related to DDoS and how to mitigate risk for your institution.

Think Like a Hacker
CSI Managed Services
This white paper examines strategies to defend against dangerous cyber criminals: how to recognize both social engineering and external penetration attacks; ways to identify both types of threats; and strategies to protect your network, institution and customers from falling prey to today’s sophisticated hackers.

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Human Resources

The Millennial Takeover: How to Recruit, Engage and Retain the Largest Generation Ever  
Passageways
Recruiting, engaging and retaining this generation is vital. Find out who these young adults are and what they want out of work. Learn how to leverage an internet to improve workplace feedback and communication, data and analytics and time and resource management.

How to Create a More Strategic HR Department 
Insperity
More than ever organizations are demanding that their HR departments become more strategic to better contribute to the health and overall wealth of the business. Transforming your existing HR department into a needed strategic component of your growing business takes careful consideration and focus.

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Marketing

 Deliver a Better Experience with Your Financial Institution Brand
Harland Clarke
2018
How can marketers create a seamless brand experience for accountholders in an ever-changing landscape? Harland Clarke explores what it means to stay on top of your financial institution's digital knowledge management, with supporting content from Yext, a partner and technology provider, in their white paper, "The Everywhere Brand, Embracing the Universe Beyond Your Website and App," by Jay Baer, president, Convince & Convert, and Jeffrey K. Rohrs, CMO, Yext.

Exploring the Business Potential of Generation Z 
Harland Clark
2016
In case you haven't noticed, there's a new generation of bank prospects ready for your attention. Americans born after 1995--dubbed Generation Z--are starting to leave the comfort of home for college. Over the next decade, they'll be finding work, getting married, having their own kids and seeking a financial partner to help them fund a productive lifestyle. Is you bank prepared to fine-tune its marketing messages and communication strategies to pursue their business? If not, here's why you should be.

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Technology

Information Management: How to Think & Act Like a Professional Information Manager
Passageways
In this White Paper, co-authored by Bonnie Oakes Charron, Founder of Board Concierge, she examines professional information management techniques to help you deliver a first-rate service experience between your board and your organization. Bonnie's 20 years of experiences in governances shines through as she provides real-world best practices for how professional information managers stay ahead by diligently organizing their governance world.

Board Portals: A Guide to Next Generation Meeting Solutions
Passageways
This white paper explores what to look for in a board portal provider, how board portals evolved over the generations from the PC-centric to the cloud and mobile and what emerging technologies cloud-first board portals are primed to incorporate.

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