Publications

Click on the links below to download a PDF of the documents. Requires Adobe Acrobat.

1. Profitability Reporting As a Strategic Tool,
   Bank Accounting and Finance, August-September 2008

2. Beyond Volume: Tying Management Information To The Front Line,
   Commercial Lending Review, May - June 2007

3. Tying Management Information To The Front Line,
   Bank Accounting and Finance, December 2006 - January 2007

4. Managing Spreads Through Funds Transfer Pricing,
   American Banker, June 6, 2006

5. Extra Value: Cross-Selling Not An End Unto Itself,
   American Banker, January 2005

6. Is Your Bank Cross-Selling Profitably?,
   CBANYS: Community Bankers' Association of New York State, Winter 2004-2005

7. Home Equity Loans: The Next Commodity,
   PA Banker Magazine, September/October 2005

8. Why Director Training is Important and What Kind of Board Is Yours,
   PA Banker Magazine, September 16, 2004

9. Lead Like Lincoln,
   PA Association of Community Bankers - Bottom Line News to Use, February 2004

10. Fee Income,
    PA Association of Community Bankers Newsletter, October 27, 2003

11. What Works and Doesn't in MIS Development,
    American Banker Community Banking Special Report, March 2003

12. When Outside Help Is A Good Idea,
    American Banker, January 2, 2003

13. Consultant Kafafian Severs Investment Banking Ties,
    American Banker Community Banking Special Report, January 2002

14. Good Planning Now Means Sorting In Detail,
    American Banker Community Banking Special Report, September 2001

15. Bottom Line, Accounting Is Not For Accountants Only,
    American Banker, May 29, 2001

16. Helping Bank Clients Interpret Profitability Data,
    American Banker Community Banking Special Report, January 2001

17. Knowing Costs is Half the Job; Banks Must Also Take Action,
    American Banker, July 14, 1998

18. All Kidding Aside, Consultants Advice Doesn't Have To Be A Laughing Matter,
    American Banker, February 10, 1998

19. A New IPO Play Developing in Mutual Insurance Companies,
    American Banker, March 17, 1997