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A list of free, informative publications offered by CBAO Services' endorsed service providers as a service to CBAO/Alliance members and how to sign up today.
We currently offer four (4) free newsletters.
- Focus - A monthly publication of The Genesis Group Focus is your banking sales, service and marketing newsletter.
- Fiduciary Liability - A Special Newsletter Series Exclusively For CBAO & CBAO Members by Brian Prasifka, of Actuaries & Associates.
- The Human Element - A monthly newsletter for CBAO & CBAO Members by Coy Lewis of Coy Lewis Company.
- Hot Off The Wire: Automated Lending News - A periodic newsletter for CBAO & CBAO Members by FundsXpress.
Focus - A monthly publication of The Genesis Group Focus is your banking sales, service and marketing newsletter. Each newsletter focuses on a different topic such as:
Branding Your Bank, Cost Effective Advertising, Sales Management Do's and Don'ts, Merchandising Your Lobby, Marketing Planning, Signage to Improve Product Sales, Making Direct Mail Work for Your Bank, Making Financial Reports a Success, Increasing Sales to Current Customers, Managing Products, Making More Money, Product Promotions to Raise Deposits, The Best & Worst Reasons to Branch, Designing Money- Making Bank Products, The Value of Your Bank's Name & Image, Your Bank's Name & Image in the 00s, Designing User-Friendly Bank Web Sites, and many more.
We hope this newsletter helps you focus on how to improve your financial institution's sales, service quality and marketing efforts.
Fiduciary Liability
Due to increasing concerns over the responsibilities/ liabilities of fiduciaries in a 401 (k) plan, CBAO Services endorsed provider, Actuaries & Associates, wanted to bring up-to-date information about this issue to the people who need it most. This is a five-part series on Fiduciary Liability.
"February 2003" Part I - Fiduciary Liability - Introduction
"March 2003" Part II - Who is a Fiduciary?
"April 2003" Part III - Duty to Diversify
"May/June 2003" Part IV - Duty of Loyalty & Duty to Delegate
"July/August 2003" Part V - Duty to Communicate & Document Your Plan
We hope these newsletters help you deal with the area of Fiduciary Liability.
The Human Element - A monthly publication of Coy Lewis Company. Each monthly issue will focus on different issues important to human resources at your bank.
Hot Off The Wire: Automated Lending News - A periodic newsletter for CBAO & CBAO Members by FundsXpress. Each issue will focus on different issues important to automated lending at your bank.
To be added to the distribution list or for past issues:
Please contact Jessica Molina via e-mail at jmolina@CBAO.org or via phone at 800-749-4228 and provide your name, bank name, city, state and either e-mail address (if want to receive via e-mail) or fax number (if want to receive via fax). Let Jessica know if you need past issues or if you want to be added to the distribution list for future issues or both!
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