Blog
The latest news in the world of cashvest®.
5 Must-Do’s to Maximize Shared Services
The need to consider or expand shared services may not be desirable, but rather an absolute necessity to survive. Our 5 must-do actions to better ...
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Budgeting Interest Income for 2020
With short-term rates currently hovering just above 2.0% and recent indications by the Federal Reserve to lower short-term rates, one would expect lower budget interest earning projections for 2020. However, ...
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The Technology Edge
One of the underlining reasons for the merging of large regional banks is to provide a scale of efficiency: less duplication of risk and compliance ...
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Introducing rfpPrep®
Over the last four years, we have encouraged public entities and higher Ed institutions to hold off on a banking services Request for Proposal (RFP) ...
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Being a Good Customer
A personal relationship with your banker is everything. Being a good customer1 has its rewards but also comes with responsibilities. Last week, I had a ...
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Public Impact
Two years ago, I blogged about the impressive level of cash reserves public entities have on hand for investment. These levels have only continued to ...
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Who Wants Public Deposits?
The answer is not a firm “yes” or “no,” but rather “it depends.” First, let me qualify by stating that most banking institutions consider public ...
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Budget 2.0%+ for 2019
Last year, I blogged that short-term rates would reach 2.0%+ by the end of 2018. Looking out a bit further, I am going to be so bold as ...
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Banking Relationship Banking Trends Are You Truly Protected (Part 1/2)
The phone call comes in on a Monday morning and you are informed a check for $60,871 was cashed by a major bank in Alaska, ...
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Shifting Back
Last week, Jamie Dimon, the CEO of J.P. Morgan Chase, discussed his bank’s major investment strategy in opening 400 new branches in several areas where ...
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