Kaplan Partners

  • Services
  • Methodology
  • Team
  • Clients
  • News
  • Contact
  • Success Stories

    The Association of Executive Search and Leadership Consultants (AESC) Names James Edmund Datri as its Next President and CEO

    November 11, 2024   —    The Board of Directors of the Association of Executive Search and Leadership Consultants (AESC), headquartered in New York City and with staff across the Americas, Asia Pacific, and Europe/Middle East/Africa regions, today announced that James Edmund Datri has been appointed as the association’s next President and CEO. Datri will begin his tenure on January 1, […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    State Bank Announces Strategic Leadership Succession Plan

    BROWNSBURG, IN, —  October 30, 2024 –  Indiana community bank State Bank announced today that current board director Matt Price will become the bank’s seventh president, effective April 1, 2025, as part of a leadership succession plan. Price will succeed longtime President and CEO Mike Baker, who will become CEO and Executive Vice Chair. Baker […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Provident Bank Welcomes Vivin Varghese as SVP & CISO

    Iselin, NJ  —  September 23, 2024  —   Provident Bank, a leading New Jersey-based financial institution, is pleased to announce that Vivin Varghese has joined the organization as Senior Vice President, Chief Information Security Officer (CISO). In this role, Mr. Varghese will play a critical role in providing vision, leadership, oversight, and management of the overall […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    EagleBank Names New Chief of C&I Lending

    Bethesda, MD – September 19, 2024 – Eagle Bancorp, Inc. (NASDAQ: EGBN), the Bethesda-based holding company of EagleBank, today announced that Evelyn Lee has joined the Bank as Chief Lending Officer for Commercial and Industrial (C&I) Lending. In this position, Ms. Lee will oversee all lending production and portfolio management activities within the C&I Lending […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    EagleBank Names New Chief Credit Officer

    BETHESDA, MD – August 21, 2024 – Eagle Bancorp, Inc. (NASDAQ: EGBN), the Bethesda-based holding company of EagleBank, one of the largest community banks in the Washington D.C. area, announced Chief Credit Officer Janice “Jan” Williams will be retiring from EagleBank on June 30, 2025. “It has been my immense pleasure to work alongside Jan […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    EagleBank Names Hetal Desai as Chief Risk Officer

    BETHESDA, MD – August 1, 2024 – EagleBank (NASDAQ: EGBN), one of the largest community banks in the Washington, D.C. area, today announced it has hired Hetal Desai as Chief Risk Officer (CRO). Ms. Desai will support EagleBank’s continued role as a trusted partner for clients and customers and play a pivotal role in managing […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Provident Bank Names Leonardo Ramos as Vice President, CRA Officer

    Iselin, NJ  —  July 30, 2024  —  Provident Bank, a leading New Jersey-based financial institution, is pleased to welcome Leonardo Ramos as Vice President, Community Reinvestment Act (CRA) Officer. Mr. Ramos is responsible for the execution of the bank’s CRA program and commitments to the communities the bank serves, while overseeing the day-to-day operations of the […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    S&T Bancorp Welcomes Peter G. Gurt to Board of Directors

    July 25, 2024  —  Indiana, PA   —  S&T Bancorp, Inc. (S&T) (NASDAQ: STBA), the holding company for S&T Bank, announced today that Peter Gurt will join its board of directors. With over 35 years of experience in academic leadership and community engagement, Gurt brings a wealth of strategic competency to S&T’s board. “I am personally […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Christopher W. Jackson is named Board of Pensions Senior Vice President, Human Resources

    July 22, 2024  —  Philadelphia, PA    The Board of Directors of The Board of Pensions of the Presbyterian Church (U.S.A.) has elected Christopher W. Jackson to the office of Senior Vice President, Human Resources. Mr. Jackson joined the Board’s Human Resources team July 8 and will serve as a member of the agency’s Executive Team. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Rhinebeck Bank Announces Kevin Nihill as CFO

    July 15, 2024 – Poughkeepsie, NY  –  Rhinebeck Bancorp, Inc. (NASDAQ: RBKB), the holding company of Rhinebeck Bank, announced the appointment of Kevin Nihill as Chief Financial Officer of Rhinebeck Bancorp and Rhinebeck Bank.  Nihill replaced former Chief Financial Officer, Michael McDermott, who retired from the Bank after 23 years of service. Nihill brings a wealth of […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Norwood  Financial Corp/Wayne Bank Appoints John M. McCaffery as EVP & CFO

    June 24, 2024  –  Honesdale, PA   –  James O. Donnelly, President and Chief Executive Officer of Norwood Financial Corp (NASDAQ Global Market: NWFL) and its wholly owned subsidiary Wayne Bank announced that the Board of Directors had appointed John M. McCaffery as Executive Vice President and Chief Financial Officer of the Company and the Bank, […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    LESSONS LEARNED OVER 30 YEARS

    As Kaplan Partners celebrates our 30th Anniversary this year, I’ve been contemplating how best to mark this milestone.  It is hard to fathom how our firm has grown and evolved from those early days when the business launched in the second bedroom of our townhouse in downtown Philadelphia.  We’ve learned and seen a lot since […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Kaplan Partners Reaches Milestone!

    May 21, 2024, Wynnewood, PA  —  Kaplan Partners, Inc., a leading retained executive search and board advisory firm, celebrates the 30th Anniversary of the firm’s launch this month.  Founded three decades ago by Alan J. Kaplan, a nationally recognized executive search professional, the firm continues its primary focus on serving financial institutions and growth-oriented middle […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Sandy Spring Bancorp Appoints Charles S. Cullum Chief Financial Officer

    Olney, MD  —  May 23, 2024    The Board of Directors of Sandy Spring Bancorp, Inc. (Nasdaq-SASR), today announced the appointment of Charles S. Cullum to Chief Financial Officer. Cullum was promoted from Deputy Chief Financial Officer and Treasurer. Philip J. Mantua, the retiring Chief Financial Officer, will continue with the Company until the end of the […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    ACNB Corporation Elects Alexandra Chiaruttini to Board of Directors

    Gettysburg, PA    May 9, 2024  —  ACNB Corporation (NASDAQ: ACNB) is pleased to announce the election of Alexandra Chiaruttini to its Boards of Directors, effective at the Annual Meeting of Shareholders on May 7, 2024. Ms. Chiaruttini was also appointed to serve on the Board of Directors of ACNB Corporation’s banking subsidiary, ACNB Bank. “We […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Becoming the CHRO of Tomorrow

    Silvana Battaglia, EVP and CHRO at Cencora (formerly AmerisourceBergen), investigates how social issues and hybrid work environments are impacting the balance of power within today’s workforce.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Leveling the Playing Field

    Rebeca Romero Rainey, President and CEO of Independent Community Bankers of America, weighs in on advocacy, partisanship, and the regulatory frameworks that ensure fair competition.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    The Future of Fintech

    Chuck Sulerzyski, President and CEO of Peoples Bancorp, analyzes the current climate of mergers and acquisitions and takes a critical look at the role of technology in banking.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    S&T Bancorp Welcomes Bhaskar Ramachandran to its Board of Directors

    Indiana, PA  —  February 1, 2024  —  S&T Bancorp, Inc. (S&T) (NASDAQ: STBA), the holding company for S&T Bank, announced today that Bhaskar Ramachandran will join its board of directors. With 30 years of experience leading cybersecurity and information technology programs for Fortune 500 companies, Ramachandran adds deep expertise in digital business strategies, emerging technologies […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Sandy Spring Bancorp, Inc. to Appoint New Chief Financial Officer

    January 22, 2024  —  Olney, Maryland  —  Sandy Spring Bancorp, Inc.  (NASDAQ: SASR) appointed Charlie S. Cullum, the Company’s current Treasurer, to serve as Deputy Chief Financial Officer and Treasurer. Mr. Cullum will transition to Chief Financial Officer upon the retirement of Philip J. Mantua, the Company’s current Chief Financial Officer. Mr. Mantua will extend […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Community Bank System, Inc. Elects Michele Sullivan as New Director

    January 19, 2024, Syracuse, N.Y.  —  Community Bank System, Inc. (NYSE: CBU) (the “Company”) announced today the election of Michele Sullivan to its Board of Directors (the “Board”) as a new independent director, effective as of February 1, 2024. Ms. Sullivan is a retired partner of Crowe LLP (“Crowe”) where she served in Crowe’s consulting […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    CEO’s: Agility and the Need to Adapt

    Bill McNabb, former Board Chair and CEO at Vanguard, explores the uncertainty brought by the pandemic and how today’s leaders require growth and grit for long-term success.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Tips to Improve Board Governance in the Year Ahead

    As calendars look ahead and with the latest strategic planning retreats in the rearview mirror, now seems a good time to ponder what bank boards need to focus on from a governance perspective. There is no doubt that the operating environment will remain challenging for the foreseeable future. There are many compounding factors: the interest […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Investing in Talent Development

    Chuck Sulerzyski, President and CEO at Peoples Bancorp, talks about talent management and how banks are grappling with attracting, retaining, and developing top-tier candidates.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Citadel Credit Union Announces Bill Brown as President and Chief Executive Officer

    EXTON, Pa., October 4, 2023 — Citadel Credit Union, one of the largest credit unions in Pennsylvania with over $5.7 billion in assets, today announced that Bill Brown has been named President and Chief Executive Officer. Bill succeeds Jeff March, the company’s longtime leader of 22 years, who will remain on the leadership team at Citadel […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    The Future of the American Board

    Bill McNabb, former Board Chair and CEO at Vanguard, reflects on the latest NACD Report and takes a hard look at board composition and the future role of corporations in society.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    OceanFirst Announces Chief Risk Officer Transition

    Red Bank, N.J., Sept. 19, 2023 — OceanFirst Financial Corp. (NASDAQ:OCFC) today announced that effective October 1, 2023, Grace Vallacchi will resign from the Board of Directors of the Company’s Bank subsidiary, in connection with her planned retirement from her position as Chief Risk Officer, which will take effect October 11, 2023. Upon Ms. Vallacchi’s […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    The Final Lesson from HBO’s “Succession”

    I’ve previously written about three “lessons learned” from the hit HBO show “Succession.” As a refresher, those lessons are: • Succession planning is always vital.• Where was the board of directors?• Separate economic ownership from executive leadership. Now that the final chapter of the show has passed, there are final lessons to be remembered, particularly for boards […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Redefining Incentive Compensation

    Silvana Battaglia, EVP and CHRO at Cencora (formerly AmerisourceBergen), challenges executive compensation structures and shares new ideas on the role of ESG in defining corporate performance.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Eagle Bancorp, Inc., Names CFO

    Bethesda, MD, August 10, 2023 — Eagle Bancorp, Inc. (NASDAQ: EGBN) has announced the appointment of a new CFO. The bank has hired veteran banker Eric Newell as CFO of the holding company. Newell was previously CFO of Equity Bancshares Inc. and its bank subsidiary Equity Bank, Charles Levingston will remain CFO of EagleBank. Levingston […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    The Key to Succession Success

    Rebeca Romero Rainey, President and CEO of Independent Community Bankers of America, discusses the need to create space for management growth while building a plan for succession.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    S&T Names Chief Operating Officer

    Indiana, PA, July 26, 2023 — S&T Bancorp, Inc. (S&T) (NASDAQ: STBA), the holding company for S&T Bank, announced today that Michael Golden joined the company as executive vice president, chief operating officer, effective July 24, 2023. Golden will oversee the functional activities in support of the Bank’s strategic objectives, ensuring proper operational controls, administrative […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Provident Bank Hires New Chief Compliance Officer

    Iselin, N.J., July 25, 2023 — Provident Bank, a leading New Jersey-based financial institution, is pleased to announce the addition of a talented and experienced new leader to the organization. Mary Brown has been appointed to the position of Senior Vice President, Chief Compliance Officer. Ms. Brown is responsible for developing and implementing a comprehensive […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Community Bank System, Inc. Announces CEO Succession Plan

    Syracuse, N.Y., July 5, 2023 — Community Bank System, Inc. (NYSE: CBU) (the “Company”) today announced that Mark E. Tryniski will retire as the Company’s President and Chief Executive Officer (“CEO”) effective as of December 31, 2023. Since August 2006, Mr. Tryniski has served as the President, CEO and Director of the Company and its […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Community Bank Appoints President & CEO of Wealth Management

    June 30, 2023 Syracuse, NY — Community Bank System, Inc. (NYSE: CBU) (the “Company”) today announced that Community Bank, N.A., its wholly-owned banking subsidiary (the “Bank”), has appointed Michael T. Cerminaro as the President and Chief Executive Officer of Community Bank’s Wealth Management division. This appointment and succession reflects the Company’s long standing commitment to […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Caring for Community

    Chuck Sulerzyski, President and CEO at Peoples Bankcorp, reflects on his personal growth as a leader, culture and community in banking, and the value of making a difference.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Fidelity Names Chief Consumer Banking Officer

    June 7, 2023 Scranton, PA — Daniel J. Santaniello, President and Chief Executive Officer of Fidelity Bank, is pleased to announce that Ruth Turkington has joined Fidelity Bank’s Executive Management Team as Executive Vice President, Chief Consumer Banking Officer. With over 25 years of financial services experience, Ruth has worked for multiple regional banks in […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Shifting the Talent Landscape

    Silvana Battaglia, EVP and CHRO at AmerisourceBergen, examines the roles of culture, performance management, and communication in navigating the post-pandemic talent pool.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Redefining TSR

    Bill McNabb, former Board Chair and CEO at Vanguard, discusses his latest book and analyzes the critical need for strategic boards amid the changing landscape of leadership and succession.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Community Banks on a Mission

    Rebeca Romero Rainey, President and CEO of Independent Community Bankers of America, reveals her family’s history in community banking and the decisions that led to her ICBA leadership.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Florence Bank Names New President and CEO

    January 17, 2023 — Florence, MA — Matthew “Matt” Garrity, a Lee, MA native, launched a new era for Florence Bank today by taking the helm as president and CEO. Matt is excited to return to Western Massachusetts and brings extensive experience as a leader and promoter of growth, along with a broad base of […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    National Capital Bank Names CEO

    WASHINGTON, DC — National Capital Bancorp, Inc. (the “Company”) announced that Richard B. (Randy) Anderson, Jr. retired as Chief Executive Officer of its subsidiary, The National Capital Bank of Washington (the “Bank”) on December 31, 2022 after a distinguished 47-year career including the last seven years with the Bank. Mr. Anderson will continue to serve […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    TruMark Financial Announces Daniel Brewin As Senior Vice President/Chief Operations Officer

    Daniel Brewin has been named Senior Vice President/Chief Operations Officer at TruMark Financial Credit Union. Dan brings nearly 20 years of banking experience to TruMark Financial. His extensive background includes leadership roles in branch banking, deposit operations, and mergers and acquisitions leading to his most recent role as Senior Vice President, Head of Rapid Solutions […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Farmers National Bank Names Chief Operating Officer

    December 7, 2022 Canfield, Ohio — Farmers National Banc Corp (NASDAQ: FMNB)announced today the hiring of Michael Matuszak as Executive Vice President, ChiefOperating Officer. Matuszak, most recently with Wellmark Blue Cross Blue Shield as Vice President,Cloud Services & CISO, has more than 25 years of experience in operations, facilities,cybersecurity and software development throughout the financial […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    The War for Talent in Banking Is Here to Stay

    BankDirector.com CHARTING A COURSE FOR AMERICA’S BANKING LEADERS It seems that everywhere in the banking world these days, people want to talk about the war for talent. It’s been the subject of many recent presentations at industry conferences and a regular topic of conversation at nearly every roundtable discussion. It’s called many things — the […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Board Development and Diversity

    Frank Sorrentino, Board Chair and CEO at ConnectOne Bank, makes the case for why you must have an experience-rich board that is representative of the diverse clients and markets you serve.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    BCB Bancorp, Inc. Names Jawad Chaudhry as Chief Financial Officer

    Bayonne NJ, September 28, 2022  —  BCB Bancorp, Inc. (NASDAQ: BCBP), the holding company for BCB Community Bank, has named Jawad Chaudhry as Chief Financial Officer, effective immediately. Chaudhry, formerly Executive Vice President of FP&A, Corporate Finance, & Strategy at Investors Bank, brings to his new position significant experience in both regional and investment banking. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts
    Kaplan Partners Ruby Chandy 1

    Strategy Informs Profile in CEO Succession

    Ruby Chandy, Board Member at DuPont and Ametek, talks international talent development, defining corporate trajectory, managing C-suite succession, and how to achieve board consensus.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Community Bank System, Inc. Announces Senior Management Changes

    Syracuse, NY August 25, 2022 — Community Bank System, Inc. (NYSE: CBU) (the “Company”) announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service. Mr. Serbun joined the Bank in […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    S&T BANCORP ANNOUNCES RACHEL SMYDO AS NEW GENERAL COUNSEL

    INDIANA, Pa., Aug. 18, 2022 — S&T Bancorp, Inc. (S&T; NASDAQ: STBA), the holding company for S&T Bank, announced today that Rachel Smydo will assume the role of general counsel on August 22. Smydo will succeed George Basara, current general counsel, who retires on August 31. Smydo joins S&T with extensive legal and banking knowledge […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Learning to Manage vs. Lead vs. Govern

    Reggie Davis, President of Banking at Flagstar Bank, shares his insight on the best ways to identify new talent, ask hard questions, build critical trust, and make the right move at the right time.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Board of Pensions Names General Counsel

    The Board of Pensions of the Presbyterian Church (U.S.A.) has appointed Vivian D. Wesson as Executive Vice President and General Counsel. The appointment of Ms. Wesson, most recently Chief Intellectual Property Counsel for Marsh McLennan, forwards the agency’s commitment to providing strength and stability in support of the changing Church. “As we advance our mission […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Lessons Learned From HBO’s “Succession”

    My wife and I recently watched all three seasons of HBO’s “Succession.” It’s a wild ride on many levels, full of deceitful and dysfunctional family dynamics, corporate political backstabbing, and plain old evil greed. Despite this over-the-top intertwined family and business drama, there are quite a few relevant lessons worthy of attention from corporate leaders and board […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Inclusivity in the C-Suite

    Mary Ann Scully, Former Board Chair and CEO at Howard Bank, questions the lack of female and minority executives in banking and challenges today’s financial institutions to make it a strategic priority. 

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    F&M Names Successor to CEO

    Hampstead, Maryland, May 24, 2022 — The Boards of Directors of Farmers and Merchants Bancshares, Inc. (the “Company”), and Farmers and Merchants Bank (the “Bank”) announce that Gary A. Harris has been selected as the next President and CEO. Mr. Harris will replace James R. Bosley, Jr. who announced in January that he would be […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts
    Kaplan Partners Podcast Bill McNabb

    The Journey from CEO to Board Member

    Bill McNabb, former Board Chair and CEO at Vanguard, explores his storied past and shares his personal philosophy on picking the right talent, setting expectations, and building high-performing teams.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    AESC Honors Award Recipient, Alan Kaplan, for his Service in the Executive Search and Leadership Consulting Profession

    New York, May 11, 2022 – Today at their Adapt: 2022 conference for leaders in the executive search profession and their clients, the global Association of Executive Search and Leadership Consultants (AESC) honored recipients with awards in Lifetime Achievement, Excellence and Future of the Profession. AESC Award of Excellence Awarded since 2000, the AESC Award […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    Alan Kaplan Wins AESC Award of Excellence 2022

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    ALAN KAPLAN, FOUNDER AND CEO OF KAPLAN PARTNERS, JOINS CLARIFI BOARD OF DIRECTORS

    May 6, 2022 Kaplan Brings Expertise in Board Governance and Financial Services to Enhance Clarifi’s Mission Philadelphia, PA – Clarifi today announced that Alan J. Kaplan, Founder & CEO of Kaplan Partners, has joined the organization’s Board of Directors. Kaplan is a leader in talent management, leadership succession and corporate governance across the financial services, […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    National Capital Bank of Washington welcomes new President, Jimmy Olevson

    April 25, 2022 Washington, DC — National Capital Bank of Washington (NCB) is pleased to welcome James (Jimmy) Olevson as its new President. Olevson will serve as second in command to Richard B. (Randy) Anderson, Jr. who will remain as NCB’s Chief Executive Officer. With over 25 years of community banking experience, Olevson served as […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    2022 Q1 Review

    The first quarter of 2022 represented a continuation of Kaplan Partners’ strong 2021.  Some milestones and notable successes:Successful Assignments🔹Ledyard Bank, President & Chief Banking Officer🔹Westfield Bank, President & CEO🔹New Jersey Bankers Association, President & CEO🔹Wayne Bank/Norwood Financial, President & CEO🔹ACNB Bank, Chief Financial Officer🔹Mascoma Bank, Chief Risk Officer🔹Citizens & Northern Bank, Chief Wealth Management Officer🔹Brentwood […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Reinventing the Business of Banking

    Frank Sorrentino, Board Chair and CEO at ConnectOne Bank, reveals how he went from real estate developer to bank CEO by putting client service before profits and addressing a critical need in community banking.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Wayne Bank/Norwood Financial Corp. Names New CEO

    Honesdale, PA – March 28, 2022 – Norwood Financial Corp (NASDAQ: NWFL) announced that James O. Donnelly had accepted an offer to become President and Chief Executive Officer of the Company and its wholly owned subsidiary, Wayne Bank, effective in early May, 2022. Following his appointment as President and Chief Executive Officer, he will also […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    OceanFirst Financial Corp. Announces CFO Successor

    Red Bank, N.J., March 17, 2022 — OceanFirst Financial Corp. (NASDAQ:OCFC), the holding company for OceanFirst Bank N.A., today, announced that Michael J. Fitzpatrick, Executive Vice President and Chief Financial Officer, has announced plans for his retirement effective June 1, 2022. Patrick S. Barrett has been selected by the Company’s Board of Directors as Mr. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    New Jersey Bankers Names Michael P. Affuso as Successor CEO

    CRANFORD, NJ – March 10, 2022    The New Jersey Bankers Association is pleased to announce it has named Michael P. Affuso, Esq., to replace the retiring John E. McWeeney, Jr., as President and CEO. Mr. McWeeney will continue to serve as President and CEO until his retirement on June 30, 2022. Mr. Affuso will officially assume […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Evaluating Your CEO’s Performance

    By: Jack Milligan, editor-at-large for Bank Director February 16th, 2022 If a core responsibility of a bank board of directors is to hire a competent CEO to run the organization, shouldn’t it also review that individual’s performance? In Bank Director’s 2021 Governance Best Practices Survey, 79% of responding board members said their CEOs’ performance was reviewed […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Ledyard Bank Welcomes Josephine Moran as President

    Mar 4, 2022 – Ledyard Financial Group, Inc. (ticker symbol LFGP), the holding company for Ledyard National Bank, announced today that Josephine Moran has joined the Company as the President and Chief Banking Officer.  She reports directly to Ledyard’s Chief Executive Officer, Kathy Underwood. The hiring of Ms. Moran adds greater depth to the organization as she […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts
    Ruby Chandy Podcast 2

    Navigating Rapid Change in the Board Room

    Ruby Chandy, Board Member at DuPont and Ametek, delves deep into discussion on how to pivot during the pandemic, sustain diversity, equity, and inclusion initiatives, and reap the benefits of board service.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    DARIA PLACITELLA JOINS KAPLAN PARTNERS AS PRINCIPAL

    Philadelphia, PA — February 16, 2022 — Kaplan Partners, a nationally recognized retained executive search and board advisory firm, announces that Daria Placitella has joined the firm as a Principal.  Placitella has over 25 years of experience in the financial services industry including significant leadership roles in asset management, commercial banking and asset recovery.  She […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    C&N Welcomes Matthew L. Bower as Executive Vice President, Chief Wealth Management Officer

    February 9, 2022  —  WELLSBORO, PA –Citizens & Northern Corporation (NASDAQ: CZNC), announced that Matthew L. Bower will lead the C&N Wealth Management team as EVP, Chief Wealth Management Officer.  With Matthew’s 25 years of industry experience, he brings a depth of knowledge and leadership experience to C&N. Most recently, he led PNC’s Wealth Management […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Brentwood Bank Announces Steven Wolk as Chief Financial Officer

    PITTSBURGH, Pa, February 9, 2022 – Brentwood Bank is pleased to announce Steven Wolk as its Senior Vice President and Chief Financial Officer. In this role, Wolk will be responsible for developing, guiding, and shaping the future growth of the Bank, as well as leading and overseeing the design, enhancement, and oversight of its Finance, […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    A Conversation with Alan Kaplan: Regular Board Evaluations Foster Steady Strides in Governance

    Alan Kaplan, founder and CEO of executive search and board advisory firm Kaplan Partners, has advice for board members when it comes to evaluations: Fear not. In recent Directors Briefing interview, he outlined why evaluations are an essential part of good governance, and should not be viewed as a threat to incumbent directors. Excerpts follow. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Marquette Savings Bank Announces CEO Successor

    Erie, Pa., January 21, 2022 The board of trustees at Marquette Savings Bank has announced that Michael Edwards, the bank’s longtime chief executive officer of 20 years, will retire in July 2022. After an extensive process that included the engagement of a CEO succession firm, along with a review of national and internal candidates, the […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    MARYLAND BANK ANNOUNCES CEO SUCESSION PLAN

    HAMPSTEAD, MD – January 20, 2022, Farmers and Merchants Bancshares, Inc. and Farmers and Merchants Bank (collectively, “Farmers”) announce that James R. Bosley, Jr. intends to retire as Farmers’ President & Chief Executive Officer effective at the close of business on December 31, 2022. Mr. Bosley recently informed the Board of Directors of his retirement […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Banking in the Digital Age with Mary Ann Scully

    Mary Ann Scully, Board Chair and CEO at Howard Bank, discusses the consolidation of community banks, deregulation, the need for scale, and innovation opportunities in banking.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    2021 in Review and What Lies Ahead

    2021 was a remarkable year for Kaplan Partners.  Despite the challenges of the ongoing pandemic and the War for talent, our firm achieved a number of milestones: ✔We conducted more CEO/Succession searches than ever before. ✔We placed a record number of Board Members, with over 70% representing diverse talent. ✔We completed Executive Assessments on 21 […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    ACNB Corporation Selects Jason H. Weber as Successor CFO

    Gettysburg, PA, Jan. 07, 2022 — ACNB Corporation (NASDAQ: ACNB), financial holding company for ACNB Bank and ACNB Insurance Services, Inc. headquartered in Gettysburg, PA, announced today that Jason H. Weber has been selected as the successor to ACNB Corporation and ACNB Bank Executive Vice President/Treasurer & Chief Financial Officer David W. Cathell. On September […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    Lessons Learned

    Reggie Davis, President of Banking at Flagstar Bank, reflects upon his leadership in the financial industry, and how to think differently, break convention, challenge racism, and embrace change.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Podcasts

    TSR: Talent, Strategy + Risk

    Bill McNabb, former Board Chair and CEO at Vanguard, redefines TSR (total shareholder return) as he examines the future of corporate leadership in environmental, social, and governance responsibility.

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Dollar Bank Appoints Lisa Griffith as CFO

    Pittsburgh, PA November 18, 2021 — The Board of Directors of Dollar Bank, a unit of Dollar Mutual Bancorp, has appointed Lisa Griffith as Dollar Bank’s new Chief Financial Officer. Griffith originally joined Dollar Bank in March of 2013 as the Vice President of Accounting, and most recently served as Senior Vice President and Controller. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Pennsylvania Bank Announces Plan for CEO Succession

    HONESDALE, Pa., Nov. 15, 2021 — On November 15, 2021, Lewis J. Critelli, President and Chief Executive Officer of Norwood Financial Corp (NASDAQ Global Market: NWFL), and its wholly-owned subsidiary, Wayne Bank announced his plans to retire as the President and Chief Executive Officer of the company and the bank during the first half of […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    ALAN J. KAPLAN IS RECOGNIZED AS NACD DIRECTORSHIP CERTIFIED™

    PHILADELPHIA, PA November 5, 2021 – Kaplan Partners today announced that the National Association of Corporate Directors (NACD) recently recognized Alan J. Kaplan, the firm’s Founder & CEO, as NACD Directorship Certified™. NACD Certified Directors signal to boards, investors, and other stakeholders that they possess the highest commitment to continuing director education available in the […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    First Federal Lakewood Appoints Nora Mahoney and Jason Russell to Board of Directors

    Lakewood, OH Oct. 5, 2021 — First Federal Lakewood, the largest independent depositor-owned bank headquartered in Ohio, today announces the appointment of Nora Mahoney and Jason Russell to its board of directors. Mahoney currently serves as Principal at Carleton McKenna & Co., a lower middle market investment banking firm. Russell is the General Manager, Real […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    New Jersey Bankers Association Announces Retirement of President and CEO, John E. McWeeney, Jr.

    CRANFORD, NJ – October 4, 2021 The New Jersey Bankers Association announces that John E McWeeney, Jr, President & CEO, intends to retire effective the close of business on June 30, 2022. Mr. McWeeney informed the board of directors of his retirement plans in June 2020 in order to allow for an orderly transition. In […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Dara J. Klein Receives Prestigious Statewide Award

    Wynnewood, PA, September 28, 2021 Dara J. Klein, Managing Director of Kaplan Partners, received the Champion for Women Award at the Pennsylvania Bankers Association’s (PA Bankers’) annual Women in Banking Conference on September 27th. The Champion for Women Award is presented as part of PA Bankers’ Women in Banking Recognition of Excellence Program, which is […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    ACNB Corporation Announces CFO Succession Plan

    Gettysburg, PA September 23, 2021 — ACNB Corporation (NASDAQ: ACNB), the financial holding company for ACNB Bank and Russell Insurance Group, Inc., announces that David W. Cathell, Executive Vice President/Treasurer & Chief Financial Officer of ACNB Corporation and ACNB Bank, intends to retire from all of his positions with the Corporation and its subsidiaries effective […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Wealth & Asset Management Industry Diversity, Equity and Inclusion Outlook

    An AchieveNEXT survey of the wealth and asset management industry reveals a substantial gap between the level of DE&I performance in the industry and leaders’ perceptions of their own enterprises’ progress. In the survey, conducted in late spring 2021, in conjunction with Kaplan and MMI, more than 60 executives and advisors in the wealth and […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Provident Bank Names General Counsel

    Iselin, New Jersey — August 23, 2021 Provident Bank, a leading New Jersey-based financial institution has announced that Bennett MacDougall has joined the Bank as Senior Vice President, General Counsel of Provident Bank and Beacon Trust Company and Deputy General Counsel of Provident Financial Services, Inc. Mr. MacDougall is based in the Bank’s Iselin, N.J. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    The Definition of a Great Board: 2021 Edition

    The role of a board member of any organization is constantly evolving. Economic cycles, leadership transitions, market dynamics, competitive changes, governance activists, and even political shifts can impact board composition and best practices in corporate governance seemingly out of the blue. Then add the unexpected challenges of a global pandemic, and the environment changes quickly […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    AchieveNEXT and Kaplan Partners Announce Wealth & Asset Management Industry Diversity, Equity and Inclusion Outlook Briefing

    Philadelphia, PA — August 12, 2021 — AchieveNEXT, the leading provider of Peer Advisory Networks and Talent Performance Solutions for mid-market leaders, has released its Wealth & Asset Management Industry DEI Outlook Briefing. The Report reveals a large gap between leaders’ perception of their own progress on issues of diversity, equity, and inclusion and actual […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    The Wenger Group Names New CHRO

    Rheems, PA — August 11, 2021 Genise Wade has joined The Wenger Group (TWG) as Vice President & Chief Human Resources Officer, effective August 11, 2021. Genise joins most recently from Herley Industries, a business unit of Ultra Electronics, where she was the Vice President of Human Resources. In this role, Genise was responsible for […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    1st Colonial Announces New Additions to Board of Directors

    Cherry Hill, NJ  — July 28, 2021 — 1st Colonial Bancorp, Inc. (FCOB), the holding company of 1st Colonial Community Bank, announces the addition of Shelley Simms and Thomas Brugger to the Board of Directors.   Shelley Simms is General Counsel and Chief Compliance Officer of Xponance, a registered investment advisor based in Philadelphia, Pennsylvania. Prior […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    NACD Philadelphia Chapter Names New Leader and Board Members

    Philadelphia, PA – July 27, 2021  The NACD Philadelphia Chapter, the advocate for the profession of directorship, today announced the election of Melissa Ludwig as chair of the NACD Philadelphia Chapter and four new highly regarded leaders to the chapter’s board of directors: Beth Albright, Dave Burkavage, Romy Diaz, and Adrienne Kirby. Nominating and Governance Committee Chair Alan J. Kaplan, of […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Ledyard National Bank Names Wealth Head

    Hanover, NH  –  Jul 22, 2021  –  Ledyard National Bank is pleased to announce that Michael Hakoun has joined the bank as the new Executive Vice President and Managing Director of Ledyard Financial Advisors.  He follows Dennis Mitchell, who will be retiring in September after leading Ledyard’s Wealth Management division for the last thirteen years.  […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Level One Bancorp, Inc. Announces Promotion of Timothy R. Mackay to President

    Farmington Hills, MI, July 20, 2021 — Level One Bancorp, Inc. (the “Company”) (Nasdaq: LEVL), parent company of Level One Bank (the “Bank”), today announced that Timothy R. Mackay, who currently serves as Executive Vice President of the Bank, has been elevated to the positions of President of both the Company and the Bank, effective […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Troy Adair Joins Farmers National Bank as EVP of Finance

    Canfield, OH – June 21, 2021 – Farmers National Banc Corp (NASDAQ: FMNB) announced today the following changes in its Accounting and Finance Executive Group. The changes are prompted by Carl D. Culp’s decision to retire as Farmers National Bank Chief Financial Officer and Senior Executive Vice President, effective August 15, 2021. The decision ends Culp’s highly successful 36-year career […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    C&N Names Alex Balagour as Chief Information Officer

    WELLSBORO, PA – C&N (Citizens & Northern Corporation, NASDAQ: CZNC), the leading financial services company in the region, announced that Alexander Balagour has been named as C&N’s Executive Vice President & Chief Information Officer.  As the Chief Information Officer, Alex will focus on identifying and executing technology initiatives that will accelerate the digital transformation of […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Culture Building in a Telecommuting World: What’s the New Normal for a Post-Coronavirus Workplace?

    By: Sharon J. Lorman, The Kafafian GroupJeffrey P. Marsico, The Kafafian Group Podcast Show Notes: On this episode, our guests share their insights on how banks are returning to work, some of the benefits and risks associated with “work from home”, and how to promote your culture when a sizeable part of your workforce is remote. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Diversity, Equity and Inclusion in Banking…Room for Improvement!

    Someone once said that “diversity is being invited to the dance; inclusion is being invited to dance”.  If this is true, then more banks than ever in New Jersey are dancing! Our industry has had an imbalance for a long time.  While a majority of many banks’ employees are often female, those ranks get thinner […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Jack Murphy Named CEO of BankNewport

    NEWPORT, R.I., April 1, 2021 – OceanPoint Financial Partners, MHC and BankNewport announced today that John F. (Jack) Murphy will succeed Sandra J. Pattie as president and chief executive officer of both the Mutual Holding Company and the Bank, effective May 17, 2021. “We are delighted to welcome Jack to BankNewport,” said Peter Capodilupo, Chairman […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Northwest Bank Names Chief Marketing Officer

    Warren, PA —  March 22, 2021 — Devin Cygnar has joined Northwest Bank as Executive Vice President & Chief Marketing Officer.  Devin has nearly 25 years of progressive marketing experience across consumer, small business and mortgage banking within organizations of varying sizes, including PNC Bank and Fifth Third.  Most recently, Devin served as senior vice president, […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Finding the Right Fit with Alan J. Kaplan, Founder and CEO of Kaplan Partners

    By Jeremy Weisz, Achieve NEXT Alan J. Kaplan is the Founder and CEO of Kaplan Partners, an executive search and board advisory firm. Alan launched Kaplan Partners in 1994 after beginning his corporate banking career with First Pennsylvania Bank and Meritor/PSFS. Since then, he has built Kaplan Partners into a nationally recognized boutique firm that has […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Penn Community Bank Welcomes New Directors

    Perkasie, Pa., January 28, 2021 – Penn Community Bank, the largest mutual bank headquartered in eastern Pennsylvania, is proud to welcome Kelly Finch Mobley and Brian G. Peirce to its Board of Directors. “We are pleased to welcome Kelly and Brian to Penn Community Bank’s board,” said Bill Larkin, Chair of the Penn Community Bank […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Northwest Bank Names EVP & Chief Human Resources Officer

    Warren, PA —  January 21, 2021 — Kyle Kane has been named Executive Vice President and Chief Human Resources Officer for Northwest Bank, according to Ronald J. Seiffert, Northwest President and CEO.  In his role, Mr. Kane will be responsible for the development and execution of the bank’s strategy for talent acquisition, development and retention […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Essex Savings Bank Announces Successor to President & CEO

    Essex, CT — January 14, 2021  — The Board of Directors of Essex Savings Bank is pleased to announce that Diane Arnold, Senior Vice President and Chief Lending Officer of Essex Savings Bank, will be assuming the role of President and CEO in July 2021, upon the retirement of current President and CEO Gregory Shook. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Flagstar Bank Hires Karen Buck as EVP & Head of Operations

    TROY, Mich., Jan. 6, 2021 —  Karen Buck has joined Flagstar Bank (NYSE: FBC) as executive vice president and Head of Operations. In this role, she is responsible for the Customer Engagement Center, retail and commercial operations, banking operations, and business risk and internal controls. Buck has over 30 years of experience in the financial […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Maryland Bankers Association Names New President & CEO

    December 4, 2020    Annapolis, MD  –  The Maryland Bankers Association (MBA) announced today that Ramon O. Looby of Fulton, Maryland, will become the new President & CEO of the Association. Mr. Looby will replace long-time President & CEO, Kathleen Murphy, who left the Association in August. For the last four years, Mr. Looby served as the […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    ConnectOne Names Bank President, Hires Chief Risk Officer

    December 2, 2020    Englewood Cliffs, N.J   —   ConnectOne Bancorp Inc. named Elizabeth Magennis president of its unit ConnectOne Bank. Magennis, who previously served as the executive vice president and chief lending officer of the bank, assumes her new role immediately. The company also disclosed that Michael O’Malley has been hired as executive vice president and chief risk […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Community Bank System Adds Director

    November 19, 2020   Syracuse, N.Y.  —  Community Bank System, Inc. (NYSE: CBU) (the “Company”) announced today the election of Susan E. Skerritt to its Board of Directors as a new independent director. Ms. Skerritt has extensive experience in banking and financial services, having served in leadership positions at premier banking institutions, including Deutsche Bank, Bank […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    How to Crisis-Proof Your Bank’s Succession Plan

    In an ideal world, the departure of a key leader at a community bank would be an anticipated and carefully orchestrated event. A retirement date would be set. The successor would have plenty of time to learn from their predecessor. It would be a smooth transition. But we don’t live in an ideal world. If […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Kaplan Partners Highlights Key Third Quarter Success Stories

    Despite the dual impacts of the global pandemic and challenging economy, this past summer our firm was quite busy continuing to work diligently on behalf of our clients.  Some of our recent success stories: President of Community Banking, Flagstar Bank President & CEO, Community Bank/CB Financial Services EVP & Imminent President & CEO, Bankers Cooperative Group/NJ Bankers VP-Finance, […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Diversity AND Inclusion in PACB Leadership…it’s About Time!

    Someone once said that “diversity is being invited to the dance; inclusion is being invited to dance”.  If this is true, than PACB is finally dancing! After over 140 years serving community banks throughout the Commonwealth, PACB has its first woman Chair, Lori Cestra, EVP & COO of Enterprise Bank in Pittsburgh.  This milestone has […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Kaplan Partners Selected by Maryland Bankers Association

    MBA PRESS RELEASE CONTACT: Mindy Lehman Senior Vice President of Government Relations & Communications 443-837-1613 | mlehman@mdbankers.com FOR IMMEDIATE RELEASE: August 24, 2020 Kaplan Partners Selected to Manage the Search for the Maryland Bankers Association’s President and CEO The Maryland Bankers Association (MBA) Board of Directors continues to move expeditiously toward successful completion of the […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Community Bank Names CEO

    August 14, 2020  —  Carmichaels, PA    CB Financial Services, Inc. (NASDAQ: CBFV) and its’ subsidiary Community Bank, announced today that John H. Montgomery has been appointed to serve as President and Chief Executive Officer of the Company and the Bank, effective August 31, 2020.  He succeeds Barron P. McCune, Jr. who has been serving in […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Who Sits on Your Board of Directors?

    As companies large and small grapple with the business impacts of the Covid-19 pandemic, CEOs and their executive teams need all the help they can get. The Board of Directors or Board of Advisors should be one of the primary resources for organizational leaders.  But what if that board is not up to the task […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Flagstar Bank Names Reginald Davis President of Community Banking

    Troy, Michigan, June 9, 2020   —   Flagstar Bank has named Reginald Davis President of Banking. Davis is a 35-year veteran of the banking industry who most recently served as head of business banking, including small business, at SunTrust, now Truist. Davis brings to Flagstar an extensive background in banking. Besides additional experience at SunTrust as […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Bankers Cooperative Group Appoints Cooney as New EVP and Imminent President and & CEO

    Cranford, NJ, June 3, 2020   —   Bankers Cooperative Group, Inc. (BCG), an affiliated company of the New Jersey Bankers Association (NJBankers), announced the appointment of Matthew W. Cooney as its new executive vice president and imminent president & CEO. Cooney has a broad background with expertise in sales and business development, account management, customer service […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Ana Dutra and Michel Smith Join First Internet Bancorp Board

    May 18, 2020, Indianapolis, IN   —-  On May 18, 2020, shareholders of First Internet Bancorp (NASDAQ: INBK) elected Ana Dutra and Michael L. Smith as new independent members to the Board of Directors to serve one-year terms expiring at the 2021 annual meeting of shareholders. Ana Dutra founded Mandala Global Advisors, Inc. in 2013, and […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Crisis Leadership 101

    To view this article in its published format click here <PACB April 2020 – Kaplan (1)> The global pandemic has struck terror into the hearts of nearly everyone.  Business leaders and board members are reeling from the rapid impact on their organizations, across public companies, small businesses, non-profit organizations and more.  Everyone has been affected. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    ENTREPRENEURIAL CEOs: DRIVE, DESIRE + INNOVATION

    A conversation with Denise Devine CEO of FNB Holdings & Co-Founder of RTM Vital Signs, LLC

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Provident Bank Promotes Walt Sierotko to EVP & CLO

    April 16, 2020 —- Provident Bank, a leading New Jersey-based financial institution,  announced today that Walter Sierotko of Pequannock, N.J., has been promoted to Executive Vice President and Chief Lending Officer.  Mr. Sierotko is based in the Bank’s Iselin, N.J. administrative headquarters. Mr. Sierotko will now be responsible for the strategic direction of the commercial […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Succession in a Covid-19 World

    The global pandemic has struck terror into the hearts of nearly everyone.  Business leaders and board members are reeling from the rapid impact on their organizations, across public companies, small businesses, non-profit organizations and more.  Everyone has been affected. One of the less discussed impacts, which is shaking boardrooms and executive suites, is the issue […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Crisis Leadership 101

    I don’t claim to be an expert in crisis management.  However, since founding our firm 26 years ago, I’ve met literally thousands of C-Suite leaders and recruited over 100 Presidents/CEOs.  So, I have observed a few things along the way.  Here are three critical elements of leadership which I view as particularly relevant in these […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Provident Bank Names New CHRO

    Iselin, NJ, March 19, 2020 — Provident Bank, a leading New Jersey-based financial institution, announced today that Carolyn Powell of Mendham, N.J. has joined the bank as Executive Vice President & Chief Human Resources Officer.  Ms. Powell will be based in the bank’s Iselin, N.J. administrative headquarters.  Ms. Powell will be responsible for the organization’s overall HR […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    New Chief Banking Officer at Bankwell

    March 11, 2020   New Canaan, CT  —  Matthew J. McNeill has been appointed to Executive Vice President, Chief Banking Officer at Bankwell, announced Christopher R. Gruseke, President and CEO of Bankwell and its parent company, Bankwell Financial Group. In his new capacity, Mr. McNeill will join Bankwell’s Executive Team and report to Mr. Gruseke. Mr. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    BREAKING THROUGH THE GENDER BARRIER

    A conversation with Carol Johnson

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    GROWING SHAREHOLDER VALUE: FROM STARTUP TO IPO

    A Conversation with Jim Deutsch, Partner, Patriot Financial Partners

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Board 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 […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    1st Colonial Bancorp Appoints Bob White as CEO

    Collingswood, N.J. — January 29, 2020 — The Boards of Directors of 1st Colonial Bancorp, Inc. (OTC: FCOB) and its subsidiary, 1st Colonial Community Bank, today announced that they have appointed Robert B. White as the president and chief executive officer of both the holding company and the bank, effective February 3, 2020. He succeeds […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    KAPLAN PARTNERS ANNOUNCES NICHOLAS DEMEDIO JOINS AS PRINCIPAL

      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 […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Community Bank System, Inc. Appoints Kerrie D. MacPherson as New Independent Director

    November 20, 2019    Syracuse, NY  —  Community Bank System, Inc. (NYSE: CBU) today announced that its Board of Directors has appointed Kerrie D. MacPherson, FCPA, FCA, as a new independent director. Ms. MacPherson previously served as a senior partner of Ernst & Young, LLP (“EY”) where she started as an auditor and served in leadership […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Compensation Committee Rebrand

    Publicly traded businesses have long been mandated to have a compensation committee which reviews and sets the pay and benefits for corporate executives, and most non-public financial institutions have followed suit. Most “comp committees,” as they are affectionately called, spend the vast majority of their time focused on the institution’s pay practices — including establishing […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    GUIDING BOARD SUCCESSION: REVOLUTION VS. EVOLUTION

    A Conversation with Chris Franklin / Chairman + CEO, Aqua America

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    Turnaround Crisis Management: What’s Required of Today’s Leaders

    A Conversation with Trish Wellenbach

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Effective Boards

    Board games, team players It’s the stuff of Hollywood drama and CEO nightmares. Dysfunctional boards of directors – at least in movies and bad dreams – can be the source is interminable meetings, uninspired deliberation, corporate gridlock and even hostile power grabs. In everyday business life, however, a board of directors doesn’t have to be […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    BECOMING THE BEST CEO: JOURNEY TO THE BOARDROOM

    A Conversation with Carol Johnson

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Severn Bank Appoints Chief Financial Officer

    September 3, 2019    ANNAPOLIS, Md.    The Board of Directors of Severn Bancorp, Inc. and its subsidiary Severn Bank appointed Vance W. Adkins, Executive Vice President and Chief Financial Officer of the Company and the Bank effective September 16, 2019. Mr. Adkins brings years of experience in financial management, and in particular banking, to Severn Bank. […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Bryn Mawr Trust Names CIO

    Bryn Mawr, Pa., August 19, 2019 – Bryn Mawr Trust (BMT), wholly owned by Bryn Mawr Bank Corporation (NASDAQ: BMTC), announced today that Jeffrey Mills has joined their wealth division as Senior Vice President and Chief Investment Officer. Mr. Mills reports directly to Jennifer Dempsey Fox, President of BMT Wealth Management, and will maintain an […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    United Bankers Names New CEO

    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 […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Northwest Bank Names Head of Commercial Banking

    August 7, 2019 Warren, PA — Mark T. Reitzes has been named Executive Vice President and Head of Commercial Banking for Northwest Bank, according to Ronald J. Seiffert, Northwest Chairman, President and CEO. In his new role, Mr. Reitzes will develop and execute Northwest’s commercial banking strategy, including a comprehensive and consistent sales delivery model […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    PIONEERING WOMEN: SHIFTING THE PERSPECTIVE

    A Conversation with Denise Devine

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    ECONOMIES OF SCALE: THE FUTURE OF COMMUNITY BANKS

    A Conversation with Jim Deutsch

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    BUILDING BETTER BOARDS: Culture, Community + Commitment

    A Conversation with Trish Wellenbach

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    KAPLAN PARTNERS COMMEMORATES 25TH ANNIVERSARY

    Wynnewood, PA – March 8, 2019 – Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced its 25th anniversary serving many of the nation’s leading financial institutions. Specializing in executive search, board advisory services and management assessment, Alan J. Kaplan, Kaplan Partners founder and CEO, launched the firm in 1994, employing […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Videos

    TRANSFORMATIVE TRANSACTIONS: REENGINEERING STRATEGIC GROWTH

    A Conversation with Chris Franklin

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Strategies for Winning the War for Talent

    Talent Shortage Strategies A decreasing unemployment rate, an aging baby boomer workforce, and the rise of technology and the gig economy have all been cited as reasons for the current talent shortage. But as the war for talent gets even more challenging, there are strategies that companies and private equity firms can employ to ensure […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Afilias Promotes Ram Mohan to COO

    Horsham, PA – March 6th, 2019 – Afilias, the world’s second largest domain name registry, today announced that it has promoted Ram Mohan to the newly created position of Chief Operating Officer, responsible for most of the day-to-day operations of Afilias and its global subsidiaries. Mr. Mohan will continue to report to Afilias’ President and […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    Why Directors Should Not Fear Board Evaluations

    In governance circles today, the conversations about board performance continue to advance. <To view the Article in its published format, click here:  Why Directors Should Not Fear Board Evaluations > Governance advocates, proxy advisors and institutional investors encourage varying approaches to evaluating directors, assessing board effectiveness, and raising the bar on expectations for director contributions […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Meridian Bank Names CIO

    November 1, 2018 – Randy J. McGarry has joined Meridian Bank (NASDAQ: MRBK) as its chief information officer. Meridian is a $1B asset financial institution headquartered in suburban Philadelphia. McGarry is an experienced CIO with an extensive background in technology architecture, banking integration and project management. Bringing more than 25 years of experience to his […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Alan J. Kaplan is Named an NACD Board Leadership Fellow

    Wynnewood, PA October 8, 2018 – Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced that the National Association of Corporate Directors (NACD) recently recognized Alan J. Kaplan, Founder & CEO, as an NACD Board Leadership Fellow. NACD Fellows stand within the highest echelon of those committed to excellence in the […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    Ohio Bank Names New CEO

    Sept. 13, 2018 — Farmers & Merchants Bancorp, Inc. (“F&M”) (Nasdaq: FMAO), the holding company for Farmers & Merchants State Bank, announced today that Lars B. Eller has been appointed as the President and Chief Executive Officer of the Bank. As previously reported, F&M formed a search committee and engaged Kaplan Partners in May of […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Articles

    7 Things Bank Boards Should Focus on

    The world of corporate governance today has a brighter spotlight on boards of directors than ever before. <To view the Article in its published format, click here:  7 Things Bank Boards Should Focus on> The world of corporate governance today has a brighter spotlight on boards of directors than ever before. While bank regulatory relief […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)
  • Success Stories

    ACBB Hires Sales Leader

    September 5, 2018 Joe Krzywicki has joined the Atlantic Community Bankers Bank (ACBB) team in the position of Senior Vice President and Chief Sales Officer. In this role, Joe will lead all of the bank’s Relationship Management and Marketing initiatives. Joe’s mission will be to ensure that ACBB continues to provide extraordinary value to its […]

    Share

    • Click to share on LinkedIn (Opens in new window)
    • Click to share on Facebook (Opens in new window)
    • Click to share on Twitter (Opens in new window)
    • Click to email a link to a friend (Opens in new window)

Get in Touch
With Us.

Board Advisory  |  Executive Search  |  Executive Assessment  |  Executive Coaching

610 642 5644 Email
© 2024 Kaplan Partners.
All Rights Reserved
Kaplan Partners.
All Rights Reserved