Chuck Marshall, CRCM

Manager

Wichita, KS

Contact Information

eMail

Social Media Information

Chuck improves the financial performance of community banks through strategic planning, management consulting, and enterprise risk management. With over 20 years of experience in the banking industry, he advises bankers toward optimal solutions that address both bank and community needs.

A reliable resource, Chuck’s background includes serving as a consumer, real estate, and commercial lender, ATM network manager, credit card portfolio manager, and in various management positions. He assists community banks in compliance, marketing, succession planning, operations, policies and procedures, internal controls, and capital planning. He also facilitates team building and outlines action steps so bank’s leadership teams can attain success in lean and good times. For example:

  • Guiding the board and new management team of a mid-sized community bank to develop a strategic plan that included a new vision statement, mission statement, and core values (for all employees) as well as action plans to increase communication, growth, and profitability.
  • Providing regulatory compliance consulting, including help desk, coaching, and testing, for a banking client through more than a decade of regulation changes and successful examinations.
  • Offering more than 10 years of strategic planning services so a mid-sized community bank could increase leadership expertise while undergoing significant senior management turnover and board retirements.

Fostering trustworthy relationships in the banking industry excites Chuck. He brings new ideas that get to the root of a problem. Community bankers know that when working with Chuck, their success is his #1 purpose and priority.

Education

  • Graduate School of Banking, Madison, WI
  • B.A., business administration, concentrations in statistics and communications, Ohio University
  • Intermediate school of Banking
  • Kansas-Nebraska Bankers Regulatory Compliance School

Credentials

  • CRCM certified (Certified Regulatory Compliance Manager)

Public Speaking

  • American Bankers Association
  • Independent Bankers of Colorado
  • Kansas Bankers Association

Professional Associations

  • American Bankers Association
  • Heartland Compliance, founder and board member
  • Independent Bankers of Colorado
  • Institute of Certified Bankers, CRCM designation
  • Kansas Bankers Association

Civic Associations

  • St. Anne Church: Parish Council, Cantor, and Choir Musician

Personal

  • Likes great food of all kinds—mexican, chinese, barbeque, seafood
  • Owns and plays a more than a dozen stringed instruments—not at the same time

Industry Areas

Community Banks

Mentions and articles by Chuck

No More Bad Days – Your Choice

Chuck Marshall | September 12, 2018

Handling issues with a constructive approach Recently I sat in on a meeting with our KCoe People team, the HR Consulting division of K·Coe Isom. In this meeting, Vikki Nicometo shared a tool she uses regularly with coaching clients and […]

The Song Remains the Same (with apologies to Led Zeppelin)

Chuck Marshall | June 21, 2018

Regulator Takeaways from the Oklahoma Bankers Association Convention I recently attended the Oklahoma Bankers Association 2018 Leadership Forum and Annual Convention held at the Hard Rock Hotel in Tulsa. Lots of interesting sessions and lots of great bankers as well. […]

Meals and Entertainment Deductibility for 2018

Sandy Sporleder | June 21, 2018

Changes Likely to Affect Engagement and Tracking The Tax Cuts and Jobs Act (TCJA) made changes to the deductibility of certain meals and entertainment expenses. Not only might these changes affect a bank’s decision to engage in certain activities, but […]