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News on what’s happening at ClearPoint, in the deathcare industry, and in the banking & finance industries. 

Ashlee Theising Promoted to Chief Executive Officer

portrait of team memberClearPoint’s Board of Directors has promoted Ashlee Theising to Chief Executive Officer. With this added role, Ashlee will continue her leadership of the company as well as serving on the ClearPoint Board of Directors. Michael Devlin, Chairman of the Board, commented, “The Board and I are confident in Ashlee’s abilities to lead and grow the Bank through her experience, drive and determination.”

Ms. Theising has been with ClearPoint since 2006, working initially in Trust Administration and eventually moving to Operations. In her 16 years of serving ClearPoint, she been an integral part of growing the bank’s Assets Under Management to over $1 Billion. Her diverse and hands-on experience makes her intimately familiar with all the workings of the Bank, positioning her to drive ClearPoint’s continued success. When asked about the direction of ClearPoint, Ms. Theising commented, “It is an honor to lead the ClearPoint team, serve our customers and make a difference in the deathcare industry.  We have made significant progress over the years and will continue our focus on creating a culture of thoughtfulness, accountability and being a leader in the industry.  With the collaboration and support of the Board and our dedicated team, we will continue to deliver value, innovative solutions and world class customer service.”

2022 Holiday Calendar

2022 New Years ImageHappy New Year – 2022!

Click on the link below to view the ClearPoint 2022 Holiday Schedule.  Our office will be closed to observe the holiday on the dates listed.  Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at customer.service@clearpointfederal.com.

ClearPoint 2022 Holiday Schedule

 

How to Win at Cemetery Management: Top Ten Mistakes You Don’t Want to Make

Join Beth Kmiec, as she presents, How to Win at Cemetery Management: Top Ten Mistakes You Don’t Want to Make.

Operating a cemetery can be complex, time consuming and overwhelming. Maintaining a world class cemetery requires good recordkeeping, investment management, documented processes, and staying in compliance.

No need to feel overwhelmed, we are available to support you and your team.  During this session, you will learn the potential cemetery management pitfalls to avoid, best practices, and how to create a winning strategy.

August 3, 2021 at 1PM (EST)

Register Today!

ClearPoint Expands Senior Leadership Team

Kristina Glassford

We are pleased to announce, accomplished banking executive, Kristina Glassford, has joined the company as Vice President, Chief Operating Officer. As Vice President, COO, Kristina will be responsible for all areas of trust and recordkeeping operations, reporting, and investment management.

Glassford has over 30 years of experience in the banking industry, where she has held key leadership roles with a focus in the areas of Operations, Finance, Compliance and Team Development. Most recently, Kristina was Loan Operations Manager for North Side Bank and Trust Company.  Prior to North Side Bank and Trust Company, she was Vice President/Director of Operations & Business Development for Cincinnatus Savings and Loan.

“Kristina has a strong record of optimizing business performance in a rapidly changing, highly regulated industry. Because we have been able to grow our organization, and strengthen our financial position in the past several years, we made the strategic decision to expand our senior leadership team to include Kristina. Her diverse experience, knowledge of the banking business, and demonstrated success in building high-performing teams makes Kristina an ideal fit for ClearPoint. I have confidence in Kristina’s ability to drive operational excellence and deliver results aligned with our mission and commitment to the death care industry,” stated Ashlee Theising, President.

Kristina has a BA in accounting from the University of Cincinnati. She has a passion for giving back to her community, and is an active member of several business groups and community service organizations where she shares her valuable financial knowledge, leadership skills and many talents.

The expansion of the senior leadership team is another example of ClearPoint’s commitment to the funeral and cemetery industry. Leading with knowledge and experience, ClearPoint truly understands the needs of the industry and is devoted to delivering value and personalized service in the years to come.

President’s Message – Fourth Quarter 2020

As we close the books on 2020, we want to start by thanking our customers for your continued trust and support and for allowing us the privilege of serving as your partner.

Despite the pandemic, 2020 was a record-breaking year for ClearPoint where we not only improved our financial strength but we were able to complete many infrastructure and strategic projects that will allow us to enhance our products and services in the coming year.

Banks Never Ask That – National Cyber Security Month 2020

Can You Spot a Phishing Scam?
Every day, thousands of people fall victim to fraudulent emails, texts and calls from scammers pretending to be their
bank. And in this time of expanded use of online banking, the problem is only growing worse. In fact, the Federal Trade
Commission’s report on fraud estimates that American consumers lost a staggering $1.9 billion to these phishing
schemes and other fraud in 2019 — and the ongoing pandemic has only increased the threat. Imagine where we are in
2020.

It’s time to put scammers in their place.

Online scams aren’t so scary when you know what to look for. And at ClearPoint Federal Bank & Trust, we’re committed to helping you
spot them as an extra layer of protection for your account. We’ve joined with the American Bankers Association and
banks across the country in a nationwide effort to fight phishing—one scam at a time.

We want every bank customer to become a pro at spotting a phishing scam—and stop bank impostors in their tracks. It
starts with these four words: Banks Never Ask That. Because when you know what sounds suspicious, you’ll be less likely
to be fooled.

These top 3 phishing scams are full of red flags:
• Text Message: If you receive a text message from someone claiming to be your bank asking you to sign in, or
offer up your personal information, it’s a scam. Banks never ask that.
Email: Watch out for emails that ask you to click a suspicious link or provide personal information. The sender
may claim to be someone from you bank, but it’s a scam. Banks never ask that.
Phone Call: Would your bank ever call you to verify your account number. No! Banks never ask that. If you’re
ever in doubt that the caller is legitimate, just hang up and call the bank directly at a number you trust.

You’ve probably seen some of these scams before. But that doesn’t stop a scammer from trying. For more tips on how
to keep phishing criminals at bay, including videos, an interactive quiz and more, visit www.BanksNeverAskThat.com.

And be sure to share the webpage with your friends and family.

What’s Your Scam Score? Take five minutes to become a scamspotter pro by taking the #BanksNeverAskThat quiz at
BanksNeverAskThat.com. Share your score on Twitter to encourage your friends and family to test their scam savviness,
too. The more scamspotters out there, the harder it is for phishing criminals to catch their next victim!