The Findley Companies
Supporting the financial industry for over 50 years!
Financial Industry Advisors
Since 1965, The Findley Companies have been committed to supporting "Premier Performance" for California financial institutions.
The Findley Companies are composed of three separate, but highly integrated, service areas: The Findley Reports, The Findley Group, and Gary Steven Findley & Associates, which respectively provide performance reporting and analysis, financial management consulting, legal representation and financial institution ratings.
Findley Reports Banking Newsletter
The Findley Reports publishes the highly recognized The Findley Reports Newsletter, a monthly publication providing essential banking transactions and regulatory updates in an editorial format that is concise and understandable. The newsletter is available in an electronic e-mail version (PDF file).
In our Newsletter, I have been writing about my “biggest clients” at The Preserve in Fredericksburg, Texas. Lots of things happening there! Click HERE for the Scoop Newsletter to read more about The Preserve.
Findley Reports Performance Criteria
Since 1967, The Findley Reports has been the foundation of the Findley Companies, providing valuable and accurate financial information to assist directors and managements in meeting the challenges and complexities of bank operations. The Findley Reports provides the banking industry with performance benchmarking through its annual designations of "Super Premier Performing," " Premier Performing," and "Commendable Performing" classifications.
Industry Experts Discuss Today's Existential Banking Challenges
This special episode brings together a powerhouse panel of industry experts to tackle the existential challenges facing community financial institutions (CFIs) today. In a banking environment shaped by market pressures, rapid technology disruption, evolving regulations, and shifting customer expectations, survival is far from guaranteed.
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Moderator Curt Hecker, CEO & Executive Chairman of PCBB, leads a dynamic conversation with Gary Steven Findley, Esq., President of Gary Steven Findley & Associates; Aaron Donaldson, Financial Institutions Consulting Co-leader and Principal with RSM; and John Pietrzak, President and CEO of Devrai Capital. Together, they share practical strategies CFI leaders can put to work immediately — covering capital planning, board effectiveness, technology adoption, AI readiness, and more.
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These insights are not just future-focused — they address what every CFI executive and director should act on now to ensure long-term relevance and resilience. This episode intentionally runs longer than usual, reflecting the depth and urgency of the topics discussed. To make it easy for listeners to dive in, chapters have been included for quick navigation. Listeners can choose the segments most relevant to their role or revisit critical advice.
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The length, structure, and caliber of voices in this discussion make it an invaluable resource for anyone committed to shaping the future of community banking.
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MODERATOR:
Curt Hecker
CEO & Executive Chairman
PCBB
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