April is Community Banking Month. To mark this occasion, The Artisan Advisor talked with co–founder and managing partner, Jeffrey Voss, about his career, the evolution of community banking and what he sees around the bend. After a career like his, Jeff had a lot to share. AA: How long have you been in community banking […]
Talking Community Banking: Jeff Voss Reflects on His 40-Year Career Read More »
On December 17, 2025, the Office of the Comptroller of the Currency (OCC) issued proposed guidance intended to simplify how banks with assets of up to $30 billion may obtain approval for a CRA strategic plan. The proposal would supplement the existing guidance contained in OCC Bulletin 2019-39, “Community Reinvestment Act: Guidelines for Requesting Approval of a Strategic Plan.” Despite being available since 1995, relatively few banks use CRA
According to Artisan’s risk specialist, Dan Bagus: “An enterprise risk management program should serve as the rudder of the strategic planning process for every institution – large or small—and operate in service to the specific goals and objectives of the strategic plan.” Get the full white paper, “Building a Risk-Focused Culture: A Framework for Modern
Building a Risk-Focused Culture: A Framework for Modern Financial Services Read More »
Quarterly Economic Report – Q4 2025 The Federal Reserve reported economic activity changed little on balance since the previous report, with three Districts reporting slight to modest growth in activity, five reporting no change, and four noting a slight softening. Overall consumer spending, particularly on retail goods, inched down in recent weeks, although auto
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
Quarterly Economic Report – Q3 2025 The Federal Reserve reported economic activity increased slightly from late May through early July. Five Districts reported slight or modest gains, five had flat activity, and the remaining two Districts noted modest declines in activity. That represented an improvement over the previous report, in which half of the Districts
New Provisions in the 2025 Tax and Spending Bill, Plus Pending Legislation, Poise Banks to Deepen CRA-Eligible Investments By Barry Wides, CPA Managing Director, Artisan-Advisors Several provisions in the recently enacted 2025 Tax and Spending Bill (Public Law 119-21) will significantly broaden community development investment options for banks under the Community Reinvestment Act (CRA). This
Congress Expands Community Development Investment Opportunities for Banks Read More »
The Artisan Advisor Q1 2024: Your Guide to Economic and Real Estate Outlook for the Upcoming Quarter. Read Now.
The Artisan Advisor Q3 2023: Your Guide to Economic and Real Estate Outlook for the Upcoming Quarter. Read Now.
With the addition of industry veterans Stephen Heckard and Matt Bergman, Artisan Advisors is adding a new practice to its portfolio: Core Financial Technology Consulting. Strategic Consulting, Risk Management and Organization & Talent Assessment round out Artisan’s portfolio, providing banks, credit unions and non-bank financial institutions with a robust slate of critical support services. Artisan can also assist in building Fintech partnerships. Core
Artisan Advisors Adds Core Financial Technology Consulting to its Service Portfolio Read More »