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A Conversation with Jim Deutsch, Partner, Patriot Financial Partners
<To view the article in its published format, click here Governance For The New Year>
Business conditions, financial markets and competitive landscapes are always changing. But perhaps there is no arena of business undergoing a more significant transformation at the moment than corporate governance.
Whether driven by activists investors, regulators, institutional shareholders, governance gadflies or best practices, corporate governance is in the crosshairs for many organizations today. And in the banking sector — where some in Washington have placed a bullseye on the industry’s back — an enhanced focus on governance is the order of the day.
Bank boards today would be well served to pay close attention to three important aspects of governance: board composition, size and director age and tenure. When left to their own devices, too often inertia will set in, causing boards to ignore needed enhancements to corporate governance and boardroom performance. Even in the private company and mutual space, there is room for improvement and incorporation of best practices if a bank wants to continue to remain strong and independent.
<To read the article in its published format, click here Board Governance For The New Year>
Alan J. Kaplan is Founder & CEO of Kaplan Partners, a retained executive search and talent advisory firm headquartered in suburban Philadelphia. Kaplan Partners is the country’s only talent advisory firm member of both the ABA and ICBA, as well as a longstanding partner of Bank Director. You can reach Alan at 610-642-5644 or alan@KaplanPartners.com.
Wynnewood, PA – January 22, 2020 – Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced Nicholas DeMedio (“Nick”) joining the firm as a Principal. With more than 20 years of Executive Search, Talent Management and Human Resources experience, Nick comes from Mosteller & Associates where he oversaw the financial services executive search practice for the regional Human Resources consulting firm. In this role, Nick led a number of Chief Executive Officer and C-Level searches, working directly with Boards of Directors and Executive Management teams in all facets of senior level recruiting, executive compensation and talent consulting.
Nick previously served as a senior executive at Royal Bank America, a publicly traded community bank based in suburban Philadelphia. In this key leadership role, Nick managed both strategic and hands-on initiatives of the human resources department, including executive recruiting, the design and administration of both executive and staff compensation and benefits infrastructure, executive on-boarding, talent management and succession planning.
“We are thrilled to welcome Nick to the Kaplan Partners team,” said Alan J. Kaplan, founder and CEO of Kaplan Partners. “His experience lends itself well to the firm’s high standards for advising CEOs and boards on leadership succession, corporate governance, talent management, and enhancing diversity. Nick’s combination of experiences as both a trusted advisor and human resources leader will significantly benefit our clients.”
Nick holds a Bachelor of Business of Administration with a concentration in Human Resources Management from Temple University, as well as the Senior Professional of Human Resources (“SPHR”) certification from the Society of Human Resources Management.
ABOUT KAPLAN PARTNERS
For 25 years, Kaplan Partners has served as strategic human capital advisors specializing in Executive Search, Board Advisory Services, and Management Assessment and Succession Planning for the nation’s leading institutions, including: regional and community banks, asset management firms, private equity and venture capital firms, FinTech firms, mortgage and insurance companies, credit unions, technology companies and high growth organizations. Kaplan Partners employs a holistic approach and proven methodology to find the best solutions in support of evolving client leadership needs. The firm works directly with CEOs, boards, and investors to identify and evaluate leadership potential, leveraging best practices in corporate governance and succession management to ensure its clients’ continued success in today’s demanding markets. Visit here: www.kaplanpartners.com.
A Conversation with Chris Franklin / Chairman + CEO, Aqua America
KYW Career News Report, September 29, 2019
August 14, 2019 Bloomington, MN Dwight R. Larsen, with more than 30-plus years of experience in bank management, regulatory affairs and education, will become the new CEO and President of United Bankers’ Bank (UBB) and its holding company, United Bankers’ Bancorporation, Inc. (UBBI), according to an announcement by the bank’s Board of Directors.
“Dwight is an outstanding fit for UBB’s culture of product excellence and customer service – not only for the UBB we see today but also for where we believe the bank must go to meet the challenges of tomorrow,” said Bryan Grove, Chairman of the UBB Board and President of American State Bank in Grygla, Minn. “He has built his career on the highest levels of integrity, an openness to new ideas and opportunity for others, and outstanding communication skills.”
Larsen, 56, will be the third president to take the helm at UBB since it was founded in 1975 as the nation’s first bankers’ bank providing correspondent services exclusively to independent community banks. The appointment culminates an extensive national search to replace William Rosacker, who retired in April after leading UBB for 34 years.
“This is an incredible honor and exciting opportunity for me to lead the finest correspondent banking team in the nation,” Larsen said. “Right from its inception as America’s first bankers’ bank, UBB has led the way with so many product, service and technology innovations. Not only do I intend to continue that tradition,” Larsen said, “my goal is to take UBB even further and become the nation’s premier bankers’ bank.”
Larsen is already a familiar name and face to many in the banking community.
He held several positions at UBB from 2000 to 2016, including roles overseeing compliance services, trust services, HR consulting services and the stock valuation services of BankValue Advisory Services. Under Larsen’s direction, BankValue expanded its bank stock valuations, market analysis, and merger and acquisition consulting service to customers throughout UBB’s 15-state market area. Dwight was also the chair of UBB’s Asset Liability Management and Enterprise Risk Management committees.
From 1986 to 2000, and again for the past two years, Larsen has served as a national bank examiner with the Office of the Comptroller of the Currency (OCC). There he built extensive knowledge in risk management and effective corporate governance, working with banks of every size and with every level of management and operations.
Students and faculty of the Graduate School of Banking at the University of Wisconsin – Madison also know Larsen as a faculty member since 1998. In addition to teaching, Larsen is a member of the Curriculum Advisory Committee and a former faculty representative to the Board of Trustees.
Larsen will dedicate his first 30 days on the job, which officially starts on Monday, Aug. 26, to “listening, listening and listening again,” he said, “including a series of meetings with staff and executive leadership at UBB, our Board of Directors, our customers and community bank leadership.
“I’m following a tremendous legacy in Bill Rosacker,” Larsen added. “He and an exceptional group of talented and dedicated people have made UBB what it is today. The bank is in excellent financial condition, offers a wide range of products and services, and serves customers across a broad swath of the U.S., stretching from the West Coast to the Great Lakes. I look forward to being part of the next great chapter in the success story of UBB and the community banks we serve,” he concluded.
KYW Career News Report, July 14, 2019
KYW Career News Report, May 12, 2019
KYW Career News Report, May 5, 2019