Bank CEO's Operating and Management Desk Reference

Author Ed Pace provides guidance for Bank CEO's on key aspects of operations and management, with practical examples, a sample strategic plan, sample risk management system and other adaptable material. Helpful for any Bank CEO, essential for those with less experience.

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If you're like most bank Chief Executive Officers, you earned your place at the top by hard work in one specialized area of banking. It may have been lending, operations, or some other function, and you were very good at it — which is why you ended up where you are today. Unfortunately, no one area of specialization can prepare you for all the responsibilities you have as CEO.

Bank CEO's Operating and Management Desk Reference is the first and only guide to all the areas the CEO has to manage. It focuses on the responsibilities you have, including the board, problem loans, investments, strategic planning, bank policies and procedures, the competition, mergers/acquisitions, and much, much more. This is not a technical, legal, or regulatory compendium. It is a source of answers to the thousands of questions that arise on a daily basis as you go about your job.

•  Text sections provide guidance in all the key areas: Executive Management, Loan Management, Bank Administration, Developing and Implementing Strategies, Managing the Board/CEO Interface, Quality of Customer Service, Risk Management, and Regulatory Compliance Management.
•  Individual chapters provide a senior executive's perspective with specific guidance on the subject at hand.
•  The detailed materials can be used to answer the many questions that come up during discussion and review of a given topic.
•  Lots of practical examples make it easy to implement the proven methods and techniques.
•  Samples of policies and procedures, a sample strategic plan, a sample risk management system, and many more samples can be easily adapted to your bank's specific situation.

eBook and print subscribers will receive access to a downloadable file containing editable forms.

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Table of contents


Executive Management

Chapter 1: Bank Management and the Bank’s Organization

Chapter 2: Administration Management

Chapter 3: Management Through Written Policy Statements

Chapter 3A: Model Bank Policy Statements

Chapter 4: Managing the Bank’s Corporate Culture

Chapter 5: Marketing, Advertising, and Promotion

Chapter 5A: How Marketing Should Be Managed

Risk Management

Chapter 6: Risk Management System

Chapter 7: Stress Testing

Chapter 7A: Interest Rate Risk Management

Chapter 8: The Bank’s Insurance Program

Chapter 9: Fraud and Kiting Prevention

Chapter 10: Contingency Planning

Chapter 11: Managing Internal and External Audits

Loan Management

Chapter 12: Loan Administration

Chapter 12A: Allowance for Loan and Lease Losses

Chapter 13: Model Commercial and Industrial Lending Policies

Chapter 14: Making Specific Types of Commercial Loans

Chapter 14A: Lending to Municipals

Chapter 15: Model Real Estate Lending Policies

Chapter 15A: Home Mortgage Lending

Chapter 15B: Model Home Mortgage Lending Policies

Chapter 16: Problem Loan Management

Bank Administration

Chapter 17: Training and Development

Chapter 18: E-Banking

Chapter 19: Human Resources Management

Chapter 19A: Model HR Policy Manual

Chapter 19B: Important HR Definitions

Chapter 19C: Model HR Management Forms

Chapter 19D: Salary Administration

Chapter 19E: Problem Employee Management

Chapter 19F: Practical HR Guidance

Chapter 19G: Performance Management

Chapter 20: Technology Planning

Chapter 21: Bank Examinations

Chapter 21A: Capital Management and Capital Planning


Developing and Implementing Strategies

Chapter 22: Financial Planning

Chapter 22A: Budgeting Procedures

Chapter 23: Bank Financial Performance Analysis

Chapter 24: Preparatory Strategic Planning Activities

Chapter 25: Model Strategic Plan

Chapter 26: Strategic Planning Discussion Papers

Investment Portfolio Management

Chapter 27: Investment Portfolio Management and Strategies

Chapter 28: Model Investment Portfolio Policy Statement

Chapter 29: Investment Mechanics, Accounting, and Taxes

Chapter 30: Yields, Interest Rates, and Investments Mathematics

Chapter 31: Investment Portfolio Regulatory Requirements

Chapter 32: Investment Alternatives

Managing the Board/CEO Interface

Chapter 33: Board Committee Responsibilities

Chapter 34: Board Meetings

Chapter 35: The Board’s Responsibilities

Managing the Quality of Customer Service

Chapter 36: Quality Leadership and Visioning

Chapter 37: Service Quality Management

Chapter 38: A Model Customer Relations Handbook: Basic Rules for All Bank Employees

Chapter 39: [Reserved]

Regulatory Compliance

Chapter 40: General Compliance Requirements

Chapter 41: Commercial and Consumer Lending Compliance

Chapter 42: Human Resources Compliance

Chapter 43: Real Estate Lending Compliance

Chapter 44: Bank Operations Compliance

Chapter 45: Dodd-Frank Act Impacts and Requirements