Bankers in Jeans - Conrad Group

Next Time You See A Banker in Jeans, Thank Them!

Stockman Bank has always been a firm believer in giving back to communities across Montana. In fact, this is the cornerstone we were founded on. Employees are encouraged and supported wholeheartedly to give back to their communities. One way our employees give back happens weekly on “Jeans Friday.” Employees contribute a certain amount, usually $2.00 to wear jeans to work on Friday. The money is collected and given to a charitable cause the bank agrees upon in advance. The small amount contributed from each employee adds up quickly with the communities becoming the winners.

Bankers in Jeans - Conrad Group

Here are reflections from two of our branches on why they participate.

Tonya Breding, Customer Service Representative for Conrad:

What difference will two dollars make? Two dollars will not go far… but if every member of our staff donated two dollars each week, we could raise well over $100.00 each month. In twelve months, we could raise over $1,200.00 and so on. In the last eight years, Conrad employees have donated over $12,939.00 to local causes.

Our story began in 2011, when several employees approached branch president Dan Majerus regarding Jean Fridays. Stockman Bank prides itself on a professional image and dress code, and we did not want to stray from that philosophy. Jeans were not an option except for special occasions like Bobcat/Griz Friday or our local Whoop-up Days, so we were looking for a way to expand special days. Dan was approached by staff members to make each Friday a “Special Friday”, and Jeans for Community was born.

Bankers in Jeans - Dan and Joe

The jeans money is not a donation from Stockman Bank, but rather from the employees. The money collected goes toward causes and events decided on in advance. Donations have been given to many local charities.

Bankers in Jeans - Brett and Josh

In 2016, our campaign expanded. The employees voted to also start a scholarship fund as part of their campaign. Our Jeans scholarship will be given yearly to a graduating member of Conrad High School, and the student must show community involvement skills to qualify for the scholarship. 

We are an example of how something small can become something very big. We are proud of what we have accomplished and look forward to helping even more areas of our community.

Rhonda Moore, VP for Billings Operations:

We joined the Billings Gazette Jeans Day for Charity several years ago – around 2000. When they discontinued it in 2016, we elected to continue the program. Since 2016 alone, our donations have been over $6,000 and we have given to several causes and organizations some of which include Relay for Life (American Cancer Society), Alzheimer’s Association, Christmas Adopt a Family, Suicide Prevention, and Family Service Inc. We participate in Relay for Life every year and donations to them alone through Jeans and other fundraisers have exceeded $47,000.

Bankers in Jeans - Billings Group

Our employees really look forward to the opportunity to contribute in such a fun and easy way. The cost is minimal, but the results add up quickly. It is a wonderful way to help organizations in the Billings community, and we salute those that participate in this very worthwhile program.

Clearly denim is not just for wearing, but for those in need as well. During this time of year, remember to give a shout out to those who pay to wear jeans. The next time you see a banker in jeans, remember to thank them!

Bank Disclosures

Ron O’Donnell, CFA President & CEO

Coffee Talk – 4th Quarter 2019

Ron O’Donnell, CFA - President & CEO

Ron O’Donnell, CFA
President & CEO

Wealth Management is for Everyone

What does “wealth” mean to you?

If you are like most people, you work hard to save money but don’t think of yourself as rich or wealthy. So when you see “wealth management services,” you don’t think it applies to you. Not true. While these services are important to those who have accumulated wealth, they are even more valuable for those of us working to build our wealth.

So, how can Stockman Wealth Management help you?

Do you have questions about saving for college, planning a vacation, when and how to retire, when to take social security, when or how to invest or how to manage estate planning? We offer solutions to meet individual needs of all types of clients. We spend time with you to understand your personal situation so we can best answer your questions and identify solutions that are in your and your family’s best interest.

We have been serving our neighbors here in Montana for nearly 20 years and our clients trust our experienced professionals to help them build a map to their financial future and to walk with them along life’s journey.

We first began helping clients with saving and investing in 2002, guided by the same core values that our company was founded upon: build longstanding relationships by serving clients in an honest, cost effective and transparent way. We started with $32 million in assets under management for individuals and that figure has grown to $601 million. We have grown our retirement plan business from zero to $166 million as of November 30, 2019.

Stockman Wealth Management Group 2019

Certified Financial Planners

One of our most prominent resource investments is our staff of Certified Financial Planners (CFP®).  Individuals with the CFP® certification are nationally recognized for expertise in areas of financial planning, taxes, insurance, estate planning and retirement.  CFP® professionals must complete a CFP® Board registered education program, sit and pass a CFP® board exam and hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP. They must also demonstrate financial planning experience.


We are also proud to be fiduciaries. What does it mean to be a fiduciary? It means that we have a legal obligation to act in your best interest. Fiduciary responsibilities are both ethical and legal. Our business was built requiring our team to act in the best interest of the client at all times. Strict care is taken to ensure that every employee demonstrates high standards of ethical conduct. We have an obligation to disclose all of our actual and potential conflicts of interests arising between our firm and our clients.

We are required to manage your assets for your benefit first and foremost, and eliminate our ability to put our own personal interests ahead of yours.

Ron O’Donnell, CFA President & CEO

Investing Strategies

Since the market is at all time highs, many individuals are concerned about when and how to invest. There is an old Chinese proverb that states “The best time to plant a tree was 20 years ago. The second best time is today.” At Stockman Wealth Management, we recognize that financial planning, saving, and investing can be complicated and overwhelming. That’s why we are here. So, if you haven’t planted your tree yet, let Stockman Wealth Management help you put it in the ground. The best time is today!

For a personalized consultation, please call us at 406-655-3960 or contact your local Stockman location.

From all of us at Stockman, we wish you and your families a very Merry Christmas and Happy New Year!

Wealth Management Disclosures

Cash Management

Keep Your Cash Flowing and Your Business Growing

Bill Toner

Bill Toner, Vice President, Cash Management Services

We understand what it takes to run your own business. You’re the first one there in the morning and the last one to leave at night. Managing your cash is essential. Cash Management is a hidden jewel that provides an efficient and effective way to manage your business.

Bill Toner, Vice President of Cash Management Services, shared some thoughts to provide a better understanding of what this service can provide for business customers and the great tools we have in place to keep the cash flowing and the business growing.

First of all, what is Cash Management?

Simply put, it offers business customers a full suite of services that will assist them in managing funds, while operating more efficiently. There are three goals to keep in mind when thinking about Cash Management:

  1. Get money as fast as you can.
  2. Keep money as long as you can.
  3. Keep money as safe as you can.

Cash Management

How can we help Montana businesses meet these three goals?

We provide the tools to get cash faster, hold onto cash longer, when necessary, pay out in the most efficient way possible and keep cash safe as possible. Every business is different and may not need all of the tools offered, but there are some amazing services that will help in attaining the three goals.

Online Banking (eBiz) & Mobile Banking (eMobile)

We have great online tools that allow business owners to manage their accounts easily and securely. Whether you are on a desktop computer or on your mobile phone, you will enjoy greater account control with 24/7 access to monitor your balances and daily activity.

What are some of the key Cash Management tools that could benefit a business?

  1.  ACH Services – Make electronic payments or receipts such as direct deposit payroll processing for employees, accounts payable origination for automatic or recurring payments or receivables, such as receipt of monthly dues/rents. This allows flexibility to manage your business on your schedule.
  2. Wire Transfer Services – Move funds quickly and securely directly from your business.
  3. Remote Deposit of Checks (eDirect) – Deposit checks securely right from your office, so you can run your business and not have to drive to the bank.
  4. Positive Pay – Safeguard your money, protect yourself against check and ACH fraud and streamline your day-to-day operations. You can view all transactions in real time, as well as receive notifications of suspicious items.
  5. Lockbox Services – Speed up receipt and deposit of cash and check payments sent through the mail with our centralized service. This reduces the number of employee touches on a transaction and frees them up from preparing deposits and making trips to the bank.
  6. Merchant Card Services – Enjoy quick and easy electronic payments from your customers by the swipe of a credit or debit card. This provides you the convenience of easily and securely managing your payments.

Cash Flow

Why should a business consider Cash Management services? 

Simply, we help businesses of all sizes with cash flow. When a business has effective cash flow, it runs more efficiently, productivity increases, leading to growth and prosperity. Our Cash Management services provide flexibility and convenience, allowing a business to “bank on their time, not just when the bank is open.”

Where can business owners find more information on Cash Management?

You can visit our website to learn more or contact your local Stockman Bank. We will work with you every step of the way, helping you find the solutions that are right for you and your business.

Bank Disclosures