Board meetings, strategic plans, and buyer signals from Shaun Berrett’s organization
Jun 30, 2026·StrategicPlan
Board
Utah Department of Financial Institutions Strategic Plan 2027
This Strategic Plan serves as a long-range guide for the Utah Department of Financial Institutions' actions, priorities, and decision-making, with goals set over a five-to-ten-year planning horizon. The plan's primary objective is to ensure financial services are delivered fairly by safe, sound, and well-regulated market participants, fostering a healthy financial services ecosystem in Utah. The key goals include establishing DFI as a leader in financial services regulation, maintaining an engaged and proficient workforce, modernizing operations for increased efficiency, and supporting the development of responsible financial services in the state. This comprehensive approach aims to solidify DFI's vision as a national leader recognized for its proficient, responsive, and fair supervisory practices.
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Utah Department Of Financial Institutions Strategic Plan 2025-2028
The strategic plan for the Utah Department of Financial Institutions (UDFI) outlines goals to be a leader in financial services regulation, maintain an engaged and proficient workforce, modernize operations for efficiency and accountability, and support responsible financial services development in Utah. Key areas of focus include proficient regulation, consumer protection, identifying emerging trends, employee engagement, quality assurance, technology deployment, and advocating for effective laws and rulemaking. The plan aims to ensure financial services are delivered fairly by safe, sound, and well-regulated market participants while enabling responsible innovation and safeguarding the interests of depositors, borrowers, and shareholders.
Jul 1, 2024·StrategicPlan
Board
Utah Department Of Financial Institutions Strategic Plan 2024-2027
The Utah Department of Financial Institutions (UDFI) Strategic Plan 2024-2027 outlines goals to maintain a proficient workforce, modernize operations, support responsible financial services, and lead in financial services regulation. The plan focuses on enhancing regulatory proficiency and timeliness, promoting consumer protection, identifying and responding to emerging trends, preserving the dual banking system, increasing employee engagement and retention, attracting skilled talent, developing effective leaders, ensuring quality and accountability, deploying effective technology, preparing for adverse conditions, advocating for effective laws and rulemaking, modernizing application processes, and ensuring responsible bank partnerships. Outcomes include improved examination processes, enhanced customer experiences, increased financial literacy, strengthened data analytics, effective workforce development, modernized operations, and support for responsible financial services innovation in Utah.
Mar 1, 2022·BoardMeeting
Board
House Business And Labor Standing Committee Minutes
The committee discussed and took action on S.B. 183, concerning financial institution modifications, including an amendment. Testimony was heard from various stakeholders. The committee also discussed and favorably passed 1st Sub. S.B. 148, regarding construction registry amendments, after hearing testimony from stakeholders.
Extracted from official board minutes, strategic plans, and video transcripts.
