Artisan Advisors Unfiltered

When is the last time you did a thorough evaluation of BOLI as an asset? If your answer is on a scale of “I don’t know to ‘What’s BOLI?’” you need to listen to this podcast. We brought in Scott Richardson – longtime friend of Artisan and THE expert in all things BOLI - to tell you everything you need to know about this high-performing asset. We’ve known Scott for a long time and his expertise in B...

The newest episode of Artisan Unfiltered is available! Listen now to “Barry Wides on OCC’s New Banking Risk Report: What Bankers Need to Know” to get an insider’s POV on where the banking industry is heading this year. Artisan’s newest Managing Director in our Risk Management practice, Barry joined us after 20 years as Deputy Controller for Community Affairs with the OCC, preceded by posts at FDIC...

Jim and Jeff Talk about Bravery and other Key Drivers of M&A in the newest episode of Artisan Unfiltered . When it comes to M&A in a noisy environment, Jim Adkins observed, "It's hard to balance the short-term against your long-term strategy and you might have to be brave sometimes to do that." Listen now.

The first Artisan Unfiltered episode of the year is now available. "2025 Outlook: Jim and Jeff Talk Economics, Interest Rates and Regulatory Events" takes a deep dive into the outlook for each so far this year and offers a few recommendations for what bankers can do now to prepare for what the rest of the year may bring. Jeff Voss weighed in on possible rate cuts: "I think rate cuts...

Listen in as Jim Adkins discusses the evolving role of the IT leader in a financial institution, with Wade Barnes, Managing Director, Financial and Professional Services at Hartman Executive Advisors. One key takeaway - if your IT leader doesn't have a seat at the strategic planning table, it's time to pull up a chair for them. Listen to the podcast for more useful insights on how to ens...

Listen as Jim Adkins, Jeff Voss and Dave Larson discuss a broad range of risk-related topics, including: · The role that risk plays in managing a profitable bank · A frank discussion of the average board member’s understanding of risk and what needs to change · What the current mood on risk management is among regulators and how it can affect your exams There’s something in it for everyone, so lis...

TRUE. And absolutely essential. “After personnel, your bank’s biggest cost is likely your core vendor contract. If it’s not working in service of your overall strategic plan, then it’s just not working.” - Jim Adkins, Managing Partner, Artisan Advisors In the latest episode of Artisan Unfiltered, “Core Vendor Technology and Your Strategic Plan,” our team of experts – Steve Heckard, Matt Bergman, J...

Get a reality check about the risk and liability associated with data security and listen now to the Artisan Unfiltered podcast, Cyber Security Risk and How to Manage It. Panelist and data security expert Chad Holstead notes that for banks of any size, “the hard part is management's ability to rally and champion a security culture.” What’s your bank’s security culture? Listen now.

The latest episode of our Artisan Unfiltered podcast series, “Making Sense of CECL,” is now available for download. It focuses on the important and timely topic Current Expected Credit Losses, or CECL. A credit loss accounting standard that was issued by Financial Accounting Standard Board in 2016 that replaced the Allowance for Loan and Lease Losses accounting standard, CECL has been a long time...

“Core Financial Technology 101” features an interview with Stephen Heckard and Matt Bergman – the two newest additions to the Artisan team. Steve and Matt are leading Artisan’s newest practice, Core Financial Technology Consulting, which focuses on generating more favorable contract outcomes from a highly competitive core vendor assessment process. They are are both deeply knowledgeable technology...

We invited Michael Fisher, president and CEO of Allant Group, a data-driven journey orchestration solution provider, to sit down with Cynthia Rohde, our Managing Director of Strategic Marketing, to discuss a hot topic: how data is the way forward  for banks to ensure customers are engaged in ways they expect with audience-specific marketing. Banks, credit unions and non-bank financial institutions...

“Better legislation, not more legislation.” Just one of the points Artisan Advisors’ Jim Adkins and Dave Larson raised when they sat down with IBA President and former US Congressman Randy Hultgren, to discuss the recent bank seizures, the repercussions for the banking industry and where we go from here.

 Interest Rates and the Economy – What’s in Store for 2023 according to Artisan’s Expert Panel   Watch liquidity. Actively manage risk.  Embrace patience, discipline and simplicity.   Words of wisdom from special guest and noted banking and investment expert and educator, Ed Krei, and Artisan Advisors’ Jim Adkins, Jeff Voss and Dave Larson in our latest edition of Artisan Unfiltered. Listen now to...

An unfiltered discussion about the recent cryptocurrency crisis and the future of crypto in community banking. Featuring Jim Adkins, Tommy Fitzgibbon, and special guests from local community banks.

Four banking experts with four distinct POVs on the recession…including whether we’re actually in one. Check out the latest Artisan Unfiltered podcast for insights and advice from Jim Adkins, Jeff Voss, Ron Mercer and Dave Larson on what your bank should be doing right now - starting with listening to “Recession Roundtable: Artisan’s Advisors Weigh in.”

Hosted by: Jim Adkins, Managing Partner with Artisan Advisors Guests:  John Hecht, Managing Director with Artisan Advisors John Reichert and Melissa Lanska, attorneys and banking experts with Reinhart, Boerner, Van Duren’s Banking and Finance Practice We tapped the sharp legal minds of John Reichert and Melissa Lanska, attorneys and banking experts with Reinhart, Boerner, Van Duren’s Banking and F...

Long time friends and colleagues, Jim Adkins was trying to buy a bank and Jeff  Voss was engaged in a fight for his bank’s life. The Great Recession was taking hold and dramatically changed their plans and their lives. This is the story of Artisan Advisors - how it came to be, the forces that shaped it, the banks it saved and the future its founders are working toward.

Artisan Advisors' Jim Adkins interviews the legendary Tommy FitzGibbon about his life, banking experience and the future of community banking.