by Wayne F. Patenaude, CFA | Jun 17, 2026 | CEO Exchange
Implementing AI in Community-Based Financial Institutions — From Policy to Practice A Practical Roadmap for Safe, Sound, and Incremental AI Adoption The banking industry’s pace of change is accelerating, facing renewed and emerging challenges like margin compression,...
by Wayne F. Patenaude, CFA | Nov 9, 2025 | CEO Exchange
Appendix A: Practical Steps to Fit Scale and Resources Smaller banks may lack the scale of larger institutions, yet they possess agility and a personal approach. Success hinges on deliberate action—prioritizing pivotal areas, fostering experiential growth, and...
by Wayne F. Patenaude, CFA | Nov 9, 2025 | CEO Exchange
Why Succession Planning Matters in Community Banking Leadership Continuity – Ensures a seamless transition during retirements, departures, or unforeseen events. Strategic Alignment – Keeps executive management and the board in sync with the bank’s evolving goals,...
