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January 01, 2017

Macon, GA– James-Bates-Brannan-Groover-LLP, a full-service law firm with offices in Atlanta and Macon, announces that Pam M. Flanders, CPA, CFP® has attained the Certified Financial Planner™ Certification. Professionals who earn CFP® certification must meet the rigorous experience and ethical requirements of the CFP Board, including completing financial planning coursework and passing the CFP® Exam. Pam completed the required financial planning coursework through the University of Georgia’s Terry College of Business in 2015, and in July 2016, she passed the CFP® Exam, a nationally administered examination passed by fewer than seventy percent of candidates.  Pam shared how the CFP® certification will provide advantages in her role as an analyst in the Tax and Wealth Planning practice group at the Firm:  “The skills I developed in attaining CFP® certification give me additional tools to recommend creative planning solutions for our clients.  Because we specialize in complex tax and family matters, the breadth of topics involved in the CFP® certification process enables me to see any situation from multiple perspectives and develop innovative options to accomplish our clients’ goals.” Pam graduated from Mercer University with a degree in Accounting in 1996. She passed the Certified Public Accountant examination and spent several years working for a Fortune 500 company before completing her Masters of Business Administration at Mercer.  Pam joined James-Bates-Brannan-Groover-LLP in 2004.  In addition to developing plans to accomplish clients’ goals and minimize their tax liabilities, Pam enjoys building relationships with clients and their other advisors to ensure that they properly implement and maintain complex estate and business plans. To learn more about Pam M. Flanders, click here.

October 03, 2016

Authors: Thomas A. Simpson and John W. Sillay. In June 2008, the FDIC issued a Financial Institution Letter titled “Guidance for Managing Third-Party Risk” (the “Third-Party Guidance”). While it took a few examination cycles for the full breadth and importance of the Third-Party Guidance to be appreciated, the issue of third-party risk management has likely been at the forefront of your bank’s risk management program for some time now. In light of the fact that more financial institutions have begun relying on third parties to generate loan growth, increase fee income, and/or outsource interest rate risk, the FDIC has felt it prudent to issue the Examination Guidance for Third Party Lending (the “Lending Guidance”). In large part, the Lending Guidance serves as a supplement to the Third-Party Guidance by extending many of its provisions to institutions making loans by, for or through third-parties. Like the Third-Party Guidance does for third-party relationships in general, the Lending Guidance requires bank senior management and boards of directors to carefully assess the risks inherent in third-party lending and develop a third-party lending risk management program that assesses, measures, monitors and controls the risks associated with third-party lending on an ongoing basis.To coninue reading, click here.

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