26 CONTENTS 10 20 CONNECT Like us on Facebook ICBColo Connect with us ICBColo Follow us on X ICBColo Give us a call (303) 832-2000 Follow us on Instagram ICBColo PUB. 3 2024 ISSUE 5 4 Support the ICBC’s Associate Members! FLOURISH 6 Remaining Nimble Against a Litany of Regulation By Rebeca Romero Rainey, President and CEO, ICBA 7 ICBC Preferred Providers ASSOCIATE MEMBER SPOTLIGHT 8 Getting to Know Karen Witt of Lewis Roca Rothgerber Christie FROM THE TOP 9 Getting Comfortable With Fintechs By Lucas White, Chairman, ICBA, President of The Fountain Trust Company 10 Mastering Information Chaos How Enterprise Content and Information Management (ECM/EIM) Platforms Empower Banks To Overcome Data Overload and Drive Innovation By Cameron Marks, Director, Product Management, Alogent, ICBC Associate Member 13 Easing Into the Fall At Long Last, Some Rate Relief By Jim Reber, President and CEO, ICBA Securities, ICBC Preferred Provider and ICBC Associate Member 14 How the SBA 504 Loan Can Help Your Bank Compete on Interest Rates By Jessica Stutz, Lending Director, B:Side Capital, ICBC Associate Member 15 ATM Terminal Security By Levi Daily, CTO, Cook Solutions Group Inc., ICBC Associate Member 16 Welcome New Associate Member 17 Transforming Lending The Role Borrower Portals Can Play in Community Banking Growth By Gerald Leveritt, Director of Enterprise Solutions, FileInvite, ICBC Associate Member 18 6 Strategies To Boost Deposits By Matt Helsing, SVP & Northwest Regional Manager, PCBB, ICBC Associate Member 20 Q2 2024 Compliance Updates for Financial Institutions By Troy Snyder, Brad Birkholz, Peyton Lydigsen, Andrea Pech and Shawn McGuffin, Plante Moran, ICBC Silver Associate Member 23 Forbearance Agreements: Best Practices By Scott C. Sandberg, Partner, Spencer Fane LLP, ICBC Associate Member 24 Congratulations, GSBC Graduates! 25 Leveraging PPC Advertising For Banks By Jennie Brady, Director of Creative Solutions, Spry, ICBC Associate Member 26 Investing for the Next Rate Cycle By Dale Sheller, Associate Partner/Director of FSG, The Baker Group, ICBC Associate Member INDEPENDENT REPORT | 3
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