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Financial Solutions was founded in 1990 to offer financial institutions complete, cost-effective operational solutions, thereby eliminating an institution's need to increase overhead. The company specializes in providing regulatory compliance training and assistance for financial institutions regulated by:
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Financial Solutions' personnel have extensive industry experience as financial institution senior executives, compliance officers, regulatory examiners and internal auditors. Their strong operational and institution marketing expertise comes from years of experience in performing and managing most financial institution functions and a broad range of data processing projects. Since Patti's introduction to banking as a teller in a wonderful little community bank in North Louisiana at 15 years of age, she has loved every aspect of banking and especially the people. After working her way through high school and college, Patti enjoyed working in telecommunications and broadcasting for a few years before returning to her first love, banking. Ever since then, she has been blessed to work with national and state banking trade associations across our country in addition to banking institutions of all sizes and markets. It's like having a world class coach and personal trainer to survive the regulatory deluge of new compliance laws and rules, unannounced significant changes in regulation interpretations and robust examinations and enforcement actions. Let us know how we can help you!
Thank you ABA
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Earlier this summer, I received the ABA’s Distinguished Service Award while teaching at the Regulatory Compliance Conference in Nashville. I am humbled and honored to have received this award and I wanted to express my gratitude for the ABA and each and every member of the Compliance Advisory Committee and their faith in me as a presenter by sharing my acceptance speech from the event on YouTube. As you would expect, I took a fun perspective on the opportunity to share my thoughts and my wonderful Louisiana heritage. Forgive the unfortunate dress choice, LOL! Note to self - go buy a new dress after losing a few pounds... I hope it makes you smile and resonates with my genuine sense of humor and true passion for teaching and reaching the many, many bankers I am fortunate to assist practically daily. Thank you to everyone who made this happen. I hope you smile and remember to enjoy every single day!
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Our History |
Patti Joyner, CRCM, founded Financial Solutions in 1990 with a vision of providing just the right services for community banks and growing organizations to help them soar! So many organizations simply need a helping hand and a quick answer to leverage their people and internal resources. It has been our pleasure to work with hundreds of financial institutions to ensure they effectively administer their regulatory compliance management programs.
Patti’s ability to transform complex requirements into simple, practical solutions is bound by a deep conviction that “excellence is not optional,” easily translating into effective answers for community bankers. Patti firmly believes that being a community banker is all about the size of your heart, not the size of your bank’s assets! She has a thorough understanding of the current regulatory environment and is able to integrate, streamline and automate related priorities without compromising compliance or performance. Patti loves people and banking ‐ put the two together and its inspiring! Ms. Joyner is a frequent presenter for the American Bankers Association where she serves as a faculty member of its prestigious Stonier Graduate School of Banking, National, Intermediate and Graduate Compliance Schools and frequent presenter at ABA's highly effective in-bank compliance schools for larger financial institutions. Additionally, Patti has developed and delivered many ABA briefing/webcast series on mortgage requirements and many other compliance subjects. Financial Solutions works extensively with many state and regional banking associations, and has been an invited speaker for various State and Federal regulatory and law enforcement agencies. In addition, Patti speaks at many national and state compliance seminars, schools and conferences, conducts in-bank training and is a regularly published compliance resource. Her high energy style and slightly wicked sense of humor combine to provide entertaining, effective, successful and compliant solutions that will leave a smile in your heart. Patti has a B.S. degree in Accounting from Louisiana Tech University and earned her Certified Public Accountant (CPA) certification in 1984. She has over 37 years of banking experience and is a Certified Regulatory Compliance Manager (CRCM). |