©2026 The Colorado Bankers Association (CBA) | MBR Connect™. All rights reserved. Colorado Banker is published six times per year and is the official publication for this association. The information contained in this publication is intended to provide general information for review, consideration and education. The contents do not constitute legal advice and should not be relied on as such. If you need legal advice or assistance, it is strongly recommended that you contact an attorney as to your circumstances. The statements and opinions expressed in this publication are those of the individual authors and do not necessarily represent the views of CBA, its board of directors or the publisher. Likewise, the appearance of advertisements within this publication does not constitute an endorsement or recommendation of any product or service advertised. Colorado Banker is a collective work, and as such, some articles are submitted by authors who are independent of CBA. While a first-print policy is encouraged, in cases where this is not possible, every effort has been made to comply with any known reprint guidelines or restrictions. Content may not be reproduced or reprinted without prior written permission. For further information, please contact the publisher at (801) 676-9722. Jenifer Waller President & CEO Alison Morgan Director of State Government Relations Brandon Knudtson CFO & Director of Membership Lindsay Muniz Vice President of Education and Communications Megan Carruth Executive Assistant Margie Mellenbruch Bookkeeper* Melanie Layton Lobbyist* Garin Vorthmann Lobbyist* Caroline Woodhouse Lobbyist* Michael McReynolds Lobbyist* *Outsourced 140 E. 19th Ave., Ste. 400 Denver, Colorado 80203 Office: (303) 825-1575 coloradobankers.org colorado-banker.thenewslinkgroup.org BUILDING BETTER BANKS — Helping Coloradans Realize Dreams 5 19 2026-2027 Issue 1 4 CHAIRMAN’S MESSAGE Strong Connections, Strong Communities By Jennifer Luce, Chairman, CBA 5 Recognizing Elder Financial Exploitation Protective Practices for Financial Institutions By Mark W. Dever, AAP, CAMS, ProBank Education Services Director, Forvis Mazars 7 B:Side Assist Launches AI-Powered Financial Platform for Small Business Owners By B:Side 8 250 Years of Betting on the American Dream By MeKelee LaFoy, Business Development Representative, CP Insurance Associates 10 Driving Community Prosperity With Reciprocal Deposits By Joe Hooker, Chief Sales Officer, IntraFi 13 CBA Centerpoint 14 Why Overdraft Should Be Managed as a Service Line By Cheryl Lawson, Executive Vice President of Compliance Review, ADVANTAGE 16 AI Deployment in Financial Institutions Why Some Banks Succeed While Others Don’t By Michael Goh, Cofounder and CEO, Krew 19 Third-Party Ownership: A New Opportunity for Banks How Residential Solar Portfolios Are Expanding Access to Investment Tax Credits By Rob Holzman, Chief Strategy Officer, Lumifi Corporation 21 Strengthening Rural Communities Through Partnership By Rocky Mountain Farmers Union 3 Colorado Banker
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