News on what’s happening at ClearPoint, in the deathcare industry, and in the banking & finance industries.
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.
As a Johnson Consulting Group Strategic Partner, ClearPoint will be attending and participating in the Summit. We invite you to join us for this opportunity to learn more from industry leaders, business experts and other partners like ClearPoint.
To learn more, view the agenda and to register, go to https://www.johnsonconsulting.com/resources/jcg-summit-2021
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.
Click on the link below to view our 2021 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 email@example.com.
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
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!
Our passion remains focused on the advancement of the deathcare industry. The second half of the year we are dedicating time and resources to education and training.
In September, ClearPoint launched the Be Intentional Webinar series designed to educate, inspire and entertain death care industry professionals. Watch video to learn more.
“As we participate in the making of history, may we embrace the moments that connect us and find inspiration in stories of the modern day hereos.” Ashlee Theising, ClearPoint President and COO, reflects on the first quarter of 2020 and looks ahead to the balance of the year with optimism and confidence.
Message from the President & COO… I am reaching out to share what we are doing at ClearPoint Federal Bank & Trust to minimize any business disruption for your trust accounts as it relates to the Coronavirus (COVID-19) pandemic. We understand you may have questions regarding how we as a company will continue to serve you.
CLEARPOINT ACTION PLAN
ClearPoint has a thorough Business Continuity Plan with Pandemic testing that outlines actions regarding employee safety and continuity of our operations. We regularly review this plan and annually conduct tests to ensure our systems will perform without major interruption in the event of a crisis. We are prepared to implement any and all facets of the plan in the event the need arises.
Our team is currently reporting to the office; however, we are prepared for our staff to work from home in the event a change of action is required.
We are restricting non-essential business travel through the end of the month and will continue to conduct meetings and reviews via phone or video conference.
The health and safety of our colleagues and clients remains a top priority. We will continue to monitor this evolving situation and make changes as needed to protect you and our employees.
At ClearPoint we are most appreciative of modern technology, our dedicated team, and our understanding customers. I thank you for your continued trust, and encourage you to contact us if you have any specific questions or concerns.
President & COO