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  • 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.

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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.

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  • 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. […]

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  • 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.

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  • 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 […]

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  • 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 […]

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  • 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.

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  • 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 […]

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  • 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 […]

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  • 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. 

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  • 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 […]

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  • 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.

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  • 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 […]

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  • Videos

    Alan Kaplan Wins AESC Award of Excellence 2022

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  • 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, […]

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  • 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 […]

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  • 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 […]

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  • 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.

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  • 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 […]

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  • 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. […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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.

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  • 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 […]

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  • 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 […]

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  • 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, […]

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  • 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. […]

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  • 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 […]

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  • 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 […]

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  • 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.

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  • 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 […]

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  • 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 […]

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  • 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.

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  • 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.

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  • 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. […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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. […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • Success Stories

    The Board of Pensions Announces Promotion and New Hire

    Philadelphia, PA – July 26, 2021 – The Board of Pensions of the Presbyterian Church (U.S.A.) has further refined its organization to better serve the Church. As Benefits Plan membership continues to grow, it has moved management of relationships with all employers into one division. The reorganization encompasses the Church Relations team, as well as […]

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  • 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.  […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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. […]

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  • 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 […]

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  • 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 […]

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  • 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, […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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. […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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, […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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. […]

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  • Videos

    ENTREPRENEURIAL CEOs: DRIVE, DESIRE + INNOVATION

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

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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. […]

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  • Videos

    BREAKING THROUGH THE GENDER BARRIER

    A conversation with Carol Johnson

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    GROWING SHAREHOLDER VALUE: FROM STARTUP TO IPO

    A Conversation with Jim Deutsch, Partner, Patriot Financial Partners

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • Videos

    GUIDING BOARD SUCCESSION: REVOLUTION VS. EVOLUTION

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

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

    A Conversation with Trish Wellenbach

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  • 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 […]

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    BECOMING THE BEST CEO: JOURNEY TO THE BOARDROOM

    A Conversation with Carol Johnson

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  • 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. […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • Videos

    PIONEERING WOMEN: SHIFTING THE PERSPECTIVE

    A Conversation with Denise Devine

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  • Videos

    ECONOMIES OF SCALE: THE FUTURE OF COMMUNITY BANKS

    A Conversation with Jim Deutsch

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  • Videos

    BUILDING BETTER BOARDS: Culture, Community + Commitment

    A Conversation with Trish Wellenbach

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  • 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 […]

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  • Videos

    TRANSFORMATIVE TRANSACTIONS: REENGINEERING STRATEGIC GROWTH

    A Conversation with Chris Franklin

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • Success Stories

    NACD Announces Five New Directors

    August 24, 2018 PHILADELPHIA, PA – The National Association of Corporate Directors (NACD) Philadelphia Chapter announces the addition of five highly regarded leaders to its Board of Directors. Nominating and Governance Committee Chairman Alan J. Kaplan of Kaplan Partners stated, “Our Nominating and Governance Committee explored many quality prospective board members, and worked long and […]

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  • Success Stories

    Sandy Spring Bank Appoints Chief Risk Officer

    Olney, MD, July 12, 2018 — Sandy Spring Bank (NASDAQ: SASR) announced today that Kevin Slane has joined the company as Executive Vice President and Chief Risk Officer. This is a newly created position at the bank and an addition to the bank’s executive management team. Slane will lead the continued development of the bank’s […]

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  • Success Stories

    WSFS Announces CEO Successor

    Wilmington, DE, July 11, 2018 — WSFS Financial Corporation (NASDAQ: WSFS), the parent company of WSFS Bank, announced that effective January 1, 2019, Mark A. Turner, Chairman, President and CEO, will become the Executive Chairman of the Board of Directors and that Rodger Levenson, WSFS’ Executive Vice President and Chief Operating Officer, will become the […]

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  • Success Stories

    Univest Names President of Mortgage Banking

    May 18, 2018 Univest Bank and Trust Co. recently appointed Brian Grzebin as president of its mortgage banking division. In this role, Grzebin will be responsible for the division’s growth strategy, operational efficiency and results along with overseeing sales, loan fulfillment, and loan delivery. Grzebin brings more than 20 years of experience in the financial […]

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  • Success Stories

    Aqua America Announces Leadership Changes

    BRYN MAWR, Pa. – Apr. 30, 2018– Aqua America Inc. (NYSE: WTR) Chairman and CEO Christopher H. Franklin announced several changes in the senior management team stemming from the scheduled retirement of Executive Vice President and Chief Financial Officer David Smeltzer. Smeltzer will retire in October after a 32-year career with Aqua. Daniel Schuller, who […]

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  • Success Stories

    Accenture’s Roxanne Taylor Appointed to AESC Global Board of Directors

    Accenture’s Roxanne Taylor Appointed to AESC Global Board of Directors https://www.aesc.org/insights/press-releases/accentures-roxanne-taylor-appointed-aesc-global-board-directors Former Chief Marketing & Communications Officer at Accenture, Taylor Brings Brand Vision and Digital-First Expertise to Global Executive Search and Leadership Consulting Association. The Association of Executive Search and Leadership Consultants (AESC) has appointed Roxanne Taylor, formerly chief marketing & communications officer at Accenture, […]

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  • Success Stories

    Equity Bank Names Executives

    Equity Bank Names Executives March 21, 2018 Equity Bancshares, Inc. (NASDAQ: EQBK), the Wichita-based parent company of Equity Bank, announced the hiring of Craig Anderson, who is being named as Executive Vice President and Chief Operating Officer, and Craig Mayo, who is being named as Executive Vice President and Chief Credit Officer. In his new […]

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  • Articles

    Seven Secrets of Succession Success

    A well-orchestrated plan of succession and leadership continuity reassures employees, investors and communities One of a bank board’s most vital responsibilities is overseeing the plan of succession for the CEO. Whether driven by a looming retirement or change in the incumbent’s personal timeline, a well-orchestrated plan of succession and leadership continuity reassures employees, investors and […]

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  • Success Stories

    Bryn Mawr Trust Appoints President of Wealth Management

    BRYN MAWR, Pa., January 02, 2018 Bryn Mawr Bank Corporation (NASDAQ: BMTC), parent of The Bryn Mawr Trust Company (“BMT”), has announced the appointment of Jennifer Dempsey Fox as President of BMT’s Wealth Management Division. Ms. Fox will report directly to Chief Executive Officer Frank Leto. “Jennifer is a seasoned wealth management professional who possesses […]

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  • Articles

    Does Your Bank Have A Dream Team

    Assessing Your Bank’s Leadership Team is the Foundation of Successful Succession Planning <To View the Article in its published format, click here: Dream Team Article A 8-2017> Many bank Boards of Directors and CEOs are proud of their bank’s executive team. And rightly so! Yet frequently those feelings of pride dissolve into uncertainty when the […]

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  • Articles

    The Bank Director of the Future: Diversity of Experiences and Skill Sets Matter

    While the requirements needed in a bank leader today continue to evolve, the same can also be said for bank directors. Boards of directors today are under more scrutiny than ever before, whether from governance advisors, shareholders, Wall Street analysts, activist investors, community leaders and customers. Even mutuals and privately held institutions face more visible […]

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  • Articles

    The Bank Executive of the Future: Agile and Focused on Talent

    Today’s bank leader remains under more pressure than at any time since the financial crisis. Tangible skills still matter, such as commercial credit experience, risk management and strategic planning. Nevertheless, the real challenges may lie in developing the key leadership requirements for institutional success, and in the navigation of the managerial challenges which lie ahead. […]

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  • Articles

    Meet the New Bank Executive

    Today’s bank leader is under greater pressure than at any time since the financial crisis.  While the crisis itself was a hot mess, the banking climate remaining in the aftermath of the Great Recession has likely altered the course of the industry for decades to come.  The two most vital ingredients today for a bank’s […]

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  • Articles

    Inside the Chief Financial Officer Role

    Alan Kaplan, Kaplan Partners, USA Founder and CEO How would you describe the outlook for the CFO function in the US? The CFO function has always been a critical role in organizations, but in the post-crisis era the finance function has taken on additional significance for a variety of reasons. During the financial crisis, a […]

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  • Articles

    What to Look for in Your Next CEO Part II

    Selecting your bank’s next chief executive officer remains the board’s single most important responsibility. The risk of selecting an underprepared or inadequate leader is high, and can impact the bank’s strategic direction, reputation and ultimately, its viability. As highlighted last month, there are many critical banking industry skills needed in a leader today. In addition, […]

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  • Articles

    What to Look for in Your Next CEO: Part I

    Selecting a chief executive to lead your institution is a bank board’s single most important responsibility. Everything flows from this decision, including the bank’s strategy, reputation, the ability to attract critical talent, investor and employee confidence and the credibility of the board itself. Selecting an underprepared or inadequate leader—no matter how well liked or how […]

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