Itasca Bank & Trust Co. has taken a fresh and innovative approach to connecting with its clients and community by launching its own podcast. Through this podcast, Itasca Bank is aiming to give back to the community by providing valued information and services, as well as connect the community together through conversations on topics ranging from local community spotlights to community association loans, and many other topics in between.
75th Anniversary and Thriving: Itasca Bank's Community Initiatives Revealed
Join us in this special episode of the Itasca Bank & Trust Co. Insights Podcast, where we dive deep into the incredible initiatives undertaken by Itasca Bank & Trust Co. during their 75th anniversary celebration. Hosted by Scott LaMorte, our distinguished panel of guests, including John Mueller, Sheryl Fasone, and Barbara Szczepaniak, shed light on the bank's unwavering commitment to supporting the local community.
Discover how Itasca Bank's employee volunteering program has made a significant impact, hear about their inspiring food and personal care product drive, and learn about their partnership with the Conservation Foundation's Green Earth Harvest program, which provides fresh produce to local food pantries in the suburbs of Chicago.
In this episode, we also explore the vital role played by the DuPage Foundation in supporting these remarkable efforts. The conversation underscores the power of collaboration and community partnerships in addressing critical issues such as food insecurity, mental health, and housing in DuPage County.
Tune in to gain valuable insights into how businesses can make a positive difference in the communities they serve. Don't miss out on this engaging and informative discussion – hit that subscribe button and join the Itasca Bank & Trust community in their mission to create a lasting impact in our local communities.
20 Sept 2023
Balancing College Savings and Retirement: Expert Insights with Kyle Butson
Welcome back to another episode of the Itasca Insights Podcast presented by Itasca Bank & Trust Co. In today's episode, host Scott LaMorte is joined by Kyle Butson, a certified wealth manager with LPL Financial located at Itasca Bank & Trust Co.
Kyle Butson stands apart as a specialized financial advisor with a focus on long-term investments and retirement planning. With over half a decade of experience in the field, he is a certified retirement plan fiduciary who assists employers in making informed decisions about employee retirement plans.
This episode dives deep into balancing college savings without jeopardizing your retirement finances. Kyle provides invaluable advice on how to make the most of college savings growth, the advantages of using a 529 plan, and effective approaches to the financial aid application process.
https://www.itascabank.com/
16 Aug 2023
Community Association Insights: Navigating Contractor Collaborations for Successful Projects
Welcome to another episode of Community Association Insights brought to you by Itasca Bank & Trust Co. Our host, Mark Stelter, sits down with Stathie Panayi from Adams Roofing to dive deep into the intricacies of working with contractors on community association projects.
🔍 **In this episode, you'll discover:**- Why hiring an engineer for preparing project specifications is crucial.- The vital role of licensing, bonding, and insurance in contractor selection.- Comparing professional management and self-management: Which one is right for you?- The need for fostering transparent communication between contractors, board members, and property managers.-
How obtaining lien waivers can save community associations from potential legal entanglements. Whether you're a board member, property manager, or just keen on understanding the community association world better, this episode is packed with invaluable insights.
Don't forget to subscribe for more expert discussions on community association matters.
🔗 Follow Itasca Bank & Trust Co.
https://www.itascabank.com/
#CommunityAssociationInsights #ItascaBankAndTrust #ContractingTips #CommunityAssociation #local #itasca #roselle
8 Aug 2023
Real Estate Lending Made Simple: Itasca Bank’s Expert Advice
In this podcast episode, join Scott LaMorte from Itasca Bank & Trust Co. as he engages in a detailed conversation with real estate lending experts Mike Pallares and John Mueller of Itasca Bank & Trust Co. Gain a deeper understanding of the intricacies of real estate lending as they discuss the different loan options available, the application process, and the current state of the housing market. Discover the key factors that lenders consider when approving loans and learn valuable tips on how to navigate the lending landscape successfully. Whether you're a prospective borrower or simply interested in the dynamics of real estate lending, this episode is a must-listen.
To learn more about Itasca Bank & Trust:
https://www.itascabank.com/
#ItascaBank&Trust #RealEstateLendingExperts #MortgageOptions #HousingMarketInsights #LoanApplicationProcess #NavigatingLendingLandscape #ChicagoRealEstate #LocalBanking #ChicagolandFinance #ItascaIL #RoselleIL #BankingTips #CommunityBanking
18 Jul 2023
Community Association Insights | Essential Guide for New Community Association Board Members
Join us for an informative episode of "Community Association Insights," a podcast by Itasca Bank & Trust Co. In this episode, host Mark Stelter brings together a panel of experts - Nikki Ledwell, a licensed community association manager, and CAI board member, Steve Silverman from PBG Financial Services, and Omar Malik from Kovitz Schifrin Nesbit Law. The panelists provide an in-depth look into the important topics that every new community association board member should understand.
The episode focuses on the significance of familiarizing oneself with governing documents such as the Condominium Property Act, Common Interest Community Association Act, and the association's declaration, bylaws, and rules and regulations. The panel underscores the importance of having a proficient team of professionals, including an attorney, a financial advisor, and a manager, who can provide critical guidance and support.
The discussion then shifts to the fiduciary responsibilities of board members, with an emphasis on the importance of competent management of the association's finances. This includes a detailed look at managing both operating and reserve funds. The panelists also explore the nuances of the 22.1 disclosure and stress upon the importance of providing accurate information to potential buyers.
Please like, share, and subscribe for more insightful discussions and expert advice on managing community associations. Engage with us in the comments section below with your thoughts or questions, and you might hear them addressed in our next episode. Enjoy the podcast!
#CommunityAssociations #BoardMemberGuide #CondoLaw #FinancialManagement #FiduciaryDuties #PropertyManagement #CommunityInsights #ItascaBank #Podcast #EducationForBoardMembers #CondoBoard #HOA #HOABoard #AssociationManagement #RealEstate #22_1Disclosure #CommunityBank #ItascaIllinois #RoselleIllinois
To learn more about Itasca Bank & Trust Co.
https://www.itascabank.com/
15 Jun 2023
Community Association Insights: Navigating Common Element Repair Loans For Property Managers and Board Members
Welcome to Community Association Insights powered by Itasca Bank & Trust, with Host Mark Stelter VP, Commercial Loan Officer & Director of Community Association Lending with Itasca Bank. Join our esteemed guests as they uncover the intricacies of obtaining common element repair loans for property managers and board members. Explore the financing complexities involved in maintaining exterior surfaces, roofs, clubhouses, and more. Learn the importance of finding the right lender, conducting due diligence, and understanding the financial implications of these loans. Gain insights into effective communication strategies with unit owners, planning for repairs, and the authority of the board. Discover valuable tips for successful loan acquisition, navigating assessment increases, and the role of professional managers. Tune in now and unlock the secrets to successfully obtaining common element repair loans in community associations.
https://www.itascabank.com/
7 Jun 2023
Community Building through Art: A Deep Dive into the Warhol Project in DuPage County
Welcome to another episode of the Itasca Insights Podcast, hosted by Scott LaMorte VP, of Business Development with Itasca Bank and Trust Company. In this episode, we have special guests Dawn Smith from the College of DuPage, Amanda Hausman from the Village of Roselle, and Geoffrey Bevington from Custom Direct Inc. We dive into an enlightening conversation about the upcoming Andy Warhol project led by the Mcaninch Art Center at the College of DuPage, featuring 72 "Warholized" portraits of DuPage County citizens, on display throughout the county. We discuss the significant economic and social impacts of public art and how it fosters community building and expression. Furthermore, we talk about the vital role of community involvement in the success of public art projects like this one and the Centennial Mosaic Public Art Project. Don't miss out on this insightful discussion about the power of art in shaping communities and building civic pride. Stay tuned for future updates on the Warhol project and more!
To learn more about the event:
https://www.cod.edu/news/2022/march/andy-warhol-reveal.aspx
#AndyWarholProject #DuPageCounty #PublicArt #CommunityEngagement #ItascaBank #RoselleVillage #CustomDirect #ArtImpact #CommunityBuilding #CivicPride #CommunityInvolvement #ArtExhibition ##CentennialMosaic #CivicNonProfitBusiness #CommunityArt #ArtInOurCommunities
15 May 2023
Mastering Community Association Insurance: Expert Conversation with Cindy Fitts from CISA Insurance
Welcome to Community Insights Podcast, the podcast with Mark Stelter, Director of Community Association Lending at Itasca Bank and Trust Co. In this episode, he engages in a thought-provoking conversation with Cindy Fitts, an insurance expert from CISA Insurance. Join them as they navigate the intricate world of insurance for community associations, providing invaluable knowledge and practical tips for board members, unit owners, and property managers. Discover how to protect your community and navigate the complexities of insurance with confidence.
To learn more about Itasca Bank & Trust
https://www.itascabank.com/
To learn more about CISA Insurance
https://www.cisainsurance.com/#CommunityAssociationInsurance #InsuranceExpertise #CISAInsurance #BoardMemberTips #PropertyManagementInsights #CommunityInsightsPodcast #ItascaBank #RoselleIL #ItascaIL #CommunityBank
7 May 2023
A Look into Itasca Bank and Trust Co.’s Women's Initiative
In this episode of Itasca Bank and Trust Company's Insights podcast, host Scott LaMorte interviews Senior Vice President of Community Relations, John Binneboese and Women's Initiative Coordinator Diane Middlebrooks. They discuss the bank's history, customer service, financial strength, and connection to the community. The conversation also delves into the Women's Initiative, a program launched in 2000, aiming to empower women in the business world. Learn about the program's growth and success over the years and how it has helped women gain knowledge and confidence to make quality choices in the business world.
#ItascaBankandTrust #WomeninBusiness #FinancialSuccess ##CommunityBanking #BusinessEmpowerment #FemaleEntrepreneurs #BankingHistory #FinancialStrength #BusinessSuccess #SuccessStories #Chicagoland
To Learn More about Itasca Bank & Trust:
https://www.itascabank.com/home
20 Apr 2023
Inside the World of Condo and Community Association Law: A Conversation with Two Industry Experts
In this podcast, Mark Stelter, Director of Community Association Lending at Itasca Bank and Trust Company, interviews two of the brightest minds in community association law, Kerry Bartell from Kovitz Shifrin Nesbit Law Firm and David Bloomberg from Chuhak & Tecson Law Firm. They discuss the unique challenges, rewards, and skills required to solve the problems faced by condominium associations. From providing relief to communities affected by disasters to managing tensions in board and owner meetings, they provide insight into the legal framework that governs condominiums and other common interest communities. Tune in to learn more about this fascinating world and visit the Community Association Institute website to access valuable resources and benefits for a minimal cost.
Itasca Bank & Trust
https://www.itascabank.com/
Kerry Bartell
Kovitz Shifrin Nesbit
https://www.ksnlaw.com/
David Bloomberg
Chuhak & Tecson Law Firm
https://www.chuhak.com/
CAI
https://www.caionline.org/pages/default.aspx
15 Mar 2023
Power of Effective Property Management
Anyone who has ever lived in a multiunit community knows that when you have a property management association that is not only knowledgeable but cares about tenants, it makes a world of difference. Join us as Mark Stelter of Itasca Bank & Trust Co. brings Carrie Surrat and Simon Fox from Associa Chicagoland to the Community Insights podcast table to discuss the benefits of effective property management.
To learn more about Itasca Bank: https://www.itascabank.com/
To learn more about Associa Chicagoland: https://www.associachicagoland.com/
8 Mar 2023
Let's Talk Trusts with Local Experts Michael-Anne Peck & Monica Gurgiolo
Itasca Bank & Trust is a community bank that puts its clients first. In this Community Insights podcast, Scott Lamorte, VP of Business Development with Itasca Bank interviews Michael-Anne Peck, Chief Trust Officer from Itasca Bank & Trust, and Monica Gurgiolo, Attorney with Kelleher + Holland, LLC about the importance of trusts and estate planning. They explain how a trust can help protect your estate and your family. If you're interested in learning more about trusts and estate planning, this podcast is a great place to start!
To Learn More about Itasca Bank & Trust: https://www.itascabank.com/home
To Learn More about Kelleher + Holland, LLC: https://www.kelleherholland.com/
9 Feb 2023
The Powerhouse Behind Community Association Institute
During episode 2, you get to sit down with Mark Stelter, Vice President of Community Association Lending with Itasca Bank & Trust Company, as he sits down with Cheryl Murphy, Executive Director with CAI. During the podcast, you will get to know Cheryl a little more as well as learn how CAI can help your association.
#communitybank #CAI #chicagosuburbs #chicagoarea #condo #hoa #hoaresources #itasca #roselle #communityassociations
To learn more:
https://www.itascabank.com/
https://www.caionline.org/pages/default.aspx
24 Jan 2023
Jim & Jack of Itasca Bank & Trust Co. Celebrate 75 Years in Business
Itasca Bank & Trust Co. is a local bank that has been serving the northwest suburbs of Chicago for 75 years. In this video, we celebrate their anniversary and learn more about what makes them a staple business in the community. During this conversation, Scott Lamorte interviews Chairman, Jack Mensching, and Jim Mensching, Chairman and President of Itasca Bank & Trust Co. to talk about the bank's history and the Legacy that is being built.
To learn more about Itasca Bank & Trust Co. visit their website.
https://www.itascabank.com/home
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