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Chemung Financial Corporation

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FY2022 Annual Report · Chemung Financial Corporation
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2022

CHEMUNG 
FINANCIAL 
CORPORATION

ANNUAL REPORT

Bank Anywhere, 
Anytime.

ALBANY
132 State St., Albany

65 Wolf Rd., Albany

581 New Loudon Rd., Latham

1365 New Scotland Rd., Slingerlands

BRADFORD, PA
5 W. Main St., Canton

159 Canton St., Troy

BROOME
127 Court St., Binghamton

100 Rano Blvd., Vestal

CAYUGA
110 Genesee St., Auburn

185 Grant Ave., Auburn

1

CHEMUNG
One Chemung Canal Plaza, Elmira

628 W. Church St., Elmira

100 W. McCanns Blvd., Elmira Heights

29 Arnot Rd., Horseheads

602 S. Main St., Horseheads

951 Pennsylvania Ave., Southport

CORTLAND
1094 Highway 222, Cortland

ERIE
9159 Main St, Suite 1B, Clarence

SARATOGA
25 Park Ave., Clifton Park 
3057 Route 50, Saratoga Springs 

SCHENECTADY
2 Rush St., Schenectady

SCHUYLER
303 W. Main St., Montour Falls

318 N. Franklin St., Watkins Glen

SENECA
54 Fall St., Seneca Falls

STEUBEN
201 Bath Plaza, Bath

149 W. Market St., Corning

TIOGA
203 Main St., Owego

405 Chemung St., Waverly

TOMPKINS
909 Hanshaw Rd., Ithaca

304 Elmira Rd., Ithaca

806 W. Buffalo St., Ithaca

Operating Results - Year Ended December 31:  

               2022 

              2021 

 % of Change

Financial Highlights

(in thousands, except per share data and employee count)

Net interest income  

Provision (credit) for loan losses  

Other operating income:

Wealth Management Group fee income  
Other income  

Other operating expenses 

Income tax expense  

Net income  

At Year End:
Assets  
Loans, net of deferred loan fees  
Allowance for loan losses  
Deposits  
Shareholders’ equity  
Employees (full-time equivalent)  

Share and Per Share Data:
Net income  
Book value, at year end  
Tangible book value, at year end  
Dividends declared  
Shares outstanding (average)  

Ratios:
Allowance for loan losses to total loans  
Return on average assets  
Return on average equity  
Return on average tangible equity  
Efficiency ratio (adjusted)  

13.1%

N/M

(7.2)%
(12.8)%

6.5%

10.5%

8.9%

9.4%
20.5%
(6.5)%
8.0%
(21.3)%
0.9%

8.7%
(21.7)%
(24.1)%
4.2%
0.2%

$74,179  

(554)  

10,280  
11,156  

59,280 

$65,589  

17   

11,072   
12,798  

55,682  

             8,106 

             7,335 

$28,783  

$26,425   

$2,645,553  
1,829,448  
19,659 
2,327,227  
166,388  
340 

$2,418,475  
1,518,249  
21,025   
2,155,433  
211,455  
337   

6.13  
35.32 
30.69  
1.24  
4,693 

1.07%  
1.15%  
15.93%  
18.12%  
61.71%  

5.64  
45.09  
40.44  
1.19   
4,683  

1.38% 
1.09%
12.94%
14.49%
61.71%

Trust Assets Under Administration (market value):
as Fiduciary  
as Custodian  

Common Stock Market Prices and Dividends  
Paid During Past Two Years:

$1,639,794  
        413,156  
$2,052,950  

$1,941,412  
       383,413 
$2,324,825   

(15.5)%
7.8%
(11.7)%

December 31, 2022  

              High  

               Low 

       Dividends

4th Quarter  
3rd Quarter 
2nd Quarter  
1st Quarter  

December 31, 2021  
4th Quarter  
3rd Quarter  
2nd Quarter  
1st Quarter  

$47.99  
 48.38 
47.48  
47.14  

$41.21  
41.80   
40.88   
45.25  

$0.31
0.31
0.31
0.31

              High  
$48.33  
48.30  
46.60 
44.73  

                Low 
$44.29   
42.81  
42.09  
33.46  

       Dividends
$0.31
0.31
0.31
0.26

2

 
 
 
2022 Annual Letter 
to Shareholders

For nearly 190 years, Chemung Canal Trust 
Company has executed with conviction its 
community-banking model.  As our country 
emerges from the pandemic, we are proud of 
the support we extended to our communities.  
2022 was certainly a dynamic year.  Now, as 
new challenges emerge, we remain committed 
to providing the stakeholders of Chemung 
Financial Corporation the same high level 
of assistance and service that has been the 
hallmark of our proud Company.  

The economic environment of 2022 changed 
quickly as the urgency, if not the presence, of 
the pandemic lifted from our communities.  
Although a renewed sense of normalcy 
evolved, the ramifications of the pandemic 
steadily became evident. Inflation and rising 
interest rates created an uncertain outlook for 
our industry.  In addition, the Russian invasion 
of Ukraine added to these levels of uncertainty. 
During the year, the consumer price index 
(CPI) increased 6.5 percent, primarily driven 
by increases in food and energy prices. As a 
result, the Federal Reserve Board (FRB) raised 
interest rates by 425 basis points to combat 
rising inflation.

Despite these challenges, we are pleased 
to report a record year for the Corporation.  
Earnings at year-end 2022 totaled $28.8 
million, or $6.13 per share, representing the 
highest annual earnings and highest earnings 
per share (EPS) in the Bank’s history, a year-
over-year increase of 8.9 percent and 8.7 
percent, respectively.  

Our balance sheet growth was strong in 2022.  
Assets increased by 9.4 percent and totaled 
$2.646 billion at year-end.  In total, net loans 
increased 20.9 percent from the prior year, 
representing growth from significant activity 
across all lending segments. Specifically 

3

noteworthy was production in the 
commercial, residential mortgage, and 
indirect auto business lines.  Net interest 
income increased 13.1 percent, primarily 
due to increases in average loan yields 
and a $101.0 million increase in average 
loan balances.  The Bank maintained its 
standard of exceptional credit quality, with 
non-performing loans representing only 0.45 
percent of the total loan portfolio.  These 
components drove results, with return on 
average assets yielding 1.15 percent, along 
with a return on average equity of 15.93 
percent, representing improvements of 5.5 
percent and 23.1 percent, respectively. 

Indicative of the Bank’s strong credit quality, 
the final $2.4 million pandemic-related 
portion of the allowance for loan losses was 
released, and we no longer hold an allowance 
associated with COVID-19.  As previously 
noted, we established the specific allowance 
at the onset of the pandemic in anticipation 
of potential credit stress created by the 
crisis.    

Our traditionally low-cost deposits remained 
stable during the first half of the year.  
However, even our very strong deposit 
franchise was not immune to market forces.  
The Bank’s funding costs accelerated as the 
year progressed.  Loan growth was funded 
through a combination of organic deposit 
growth, brokered certificates of deposit, and 
overnight borrowing from the Federal Home 
Loan Bank of New York.  In spite of rising 
funding costs, our asset-sensitive balance 
sheet reacted positively to the rising rate 
environment, resulting in a noteworthy boost 
to net-interest income of 13.1 percent year-
over-year. 

The Corporation’s Wealth Management Group 
again had a strong year in 2022.  In spite of 
continued market volatility and downward 
pressure, investment performance remained 
positive on a relative basis and now exceeds 
seven years of benchmark assessments.  
Equally important, new client acquisition and 
client retention remained robust and our teams 
exceeded their targeted benchmarks in these 
key areas.  For the second year in a row, the 
Corporation’s brokerage arm, CFS Group, Inc., 
had a meaningful impact on the company, 
exceeding $1 million in revenue in 2022.   

The Bank continues to enhance its distribution 
platform to foster growth.  Our office in Western 
New York, now in its second year of service, 
continues to make a significant impact on the 
Bank’s success.  Under new leadership in this 
market, total loans now exceed $80 million 
and make a meaningful contribution to the 
Corporation’s net interest income.  Management 
and the Board of Directors are committed 
to building a solid presence in Western New 
York, and we look forward to making our full 
complement of products and services more 
readily available in this community in the near 
future. 

In 2022, the Corporation maintained a strong 
focus on the execution of its long-term strategic 
plan with a particular emphasis on mitigating 
risk and promoting efficiency.  We continue 
to elevate our customer service commitment 
to create a frictionless, efficient and secure 
experience, especially through the Bank’s 

evolving digital banking platforms.  Digital 

roadmaps for each line of business 
guide our implementation, 

execution, and investment 
in an effort to enhance 
internal and 

ELMIRA, NY

external interaction.  Digital product usage 
is broadly tracked to understand the digital 
needs of our customers and further refine those 
initiatives.  In 2023, we continue our focus on 
evaluating digital products, while identifying 
opportunities to enable a holistic view of client 
relationships.

As community bankers, we embrace our 
corporate responsibility.  This requires inclusion, 
volunteerism, financial support, thoughtful 
partnerships and the responsible oversight of our 
environmental impact.  In 2022, over half of our 
employees volunteered over 8,100 hours outside 
of their normal workdays in our communities.  
The Corporation distributed more than $540,000 
to our communities in the form of sponsorships 
and contributions.  

In 2022, we continuously reviewed our process 
to make banking services more accessible to 
the unbanked and underbanked populations in 
the communities we serve. In conjunction with 
the national organization Cities for Financial 
Empowerment Fund, the Bank successfully 
launched a new account product, BankOn 
Checking, aimed at breaking down barriers 
associated with the account-opening process.  
Our BankOn Checking Account is certified as 
meeting over 25 national requirements for a safe 
and affordable consumer transaction account.  

We work to assist our communities through 
financial-literacy efforts and collaboration with 
small businesses. We focus on helping to provide 
financial services which enhance the economic 
opportunities for minority, women, and veteran 
businesses continuing our long tradition in 
helping to create small business and encourage 
entrepreneurs. We are humbled and proud of the 
effort and dedication of our colleagues as they 
assist our neighbors and raise up those in need.  
This year, they exhibited the same signature 
characteristics that have been a meaningful 
piece of our culture for 190 years.  

At last year’s annual meeting, Larry 

H. Becker retired from Chemung 

Financial Corporation’s Board of 

Directors.  Larry was a strong 

advocate of our ...
Read More

4

2022 Annual Letter to Shareholders - Continued
Company and had a direct and meaningful impact on our success as we expanded into, and grew in, 
the Capital Region.  We thank Larry for his years of service, wise oversight and commitment to our great 
Company.  This year, the Board welcomed Joseph F. Meade IV, of Hammondsport, NY as a Director to the 
Boards of Chemung Financial Corporation and Chemung Canal Trust Company.  Mr. Meade, President & 
CEO of Mercury Corporation, brings strong executive-level experience to our Board that will provide our 
company with immediate and impactful leadership. 

October of 2023 will mark Chemung Canal Trust Company’s 190th Anniversary.  Our core banking 
principles, strong leadership and ability to adapt have enabled this great company to withstand every 
obstacle and economic anomaly since 1833.  2023 will certainly present its share of new challenges as 
the potential for a recession looms and the national economy continues to experience elevated levels 
of inflation.  The FRB has committed to slowing growth in an effort to reverse broad-based inflationary 
pressures.  Although an environment such as this may affect our Corporation’s earnings and credit 
performance, we are confident in our ability to react prudently as these situations continue to evolve.  

2023 has already produced unique events that have heightened focus on the banking industry.  In March, 
after the shuttering of two of the country’s larger banks, an immediate sense of unease permeated our 
communities, and our bankers reacted quickly to address the concerns of our clients and our employees.  
Unlike these failed banks, Chemung is well-positioned to withstand mounting inflationary pressures, 
rising interest rates and an inverted yield curve.  The Bank continues to be considered well capitalized 
by our State and Federal regulators and has strong risk programs in place to manage potential market 
disruption.  Our deposit base encompasses a diverse cross-section of customers and sources, which 
effectively protects us from industry-specific downturns.  Further, low risk securities on our balance 
sheet safeguard our exposure to these exceptional conditions and provide a strong buffer against 
inevitable market disturbances.

Chemung Financial Corporation is poised and ready to deliver strong results for our stakeholders.  We 
will again execute on our defined business models, build on our past successes, and confidently manage 
through the challenges that lie ahead.  We continue to focus on our core values and support the well-
being, growth and prosperity of our employees, clients, shareholders, and communities.  

We thank you for your continued support of our great company.

SCHENECTADY, NY

Anders M. Tomson
President & CEO

David J. Dalrymple
Chairman of the Board

5

g 8.9%
$28.8 million
Net Income

g 5.5%
1.15%
Return on 
Average Assets

$0.31
Quarterly Cash 
Dividend

g 9.4%
$2.6 billion
Total Assets

unchanged
61.71%
Efficiency Ratio

h 24.1%
$30.69
Tangible Book 
Valie Per Share

g 23.1%
15.93%
Return on 
Average Equity

g 4.2%
$1.24
Dividends Declared 
Per Share

9.53%
Five-Year 
Shareholder Return

2022 by the Numbers

Over 8,100 hours
Volunteered by 
our Employees

Over 50%
Of our Employees 
Volunteered

Over $540,000
To our Communities 
through Sponsorships 
& Contributions

6

Board of Directors

The Annual Meeting of Shareholders will be held on Tuesday, June 6, 2023, at 2:00 p.m.

Anders M. Tomson
President & CEO
Chemung Financial Corporation,
Chemung Canal Trust Company,
& CFS Group, Inc.

Raimundo C. Archibold, Jr.
Managing Director,  
Schwartz Heslin Group, Inc.

Ronald M. Bentley
Retired President & CEO
Chemung Financial Corporation,
Chemung Canal Trust Company,
& CFS Group, Inc.

David M. Buicko
President & CEO
Galesi Group

David J. Dalrymple
Chairman of the Board
Chemung Financial Corporation,
Chemung Canal Trust Company,
& CFS Group, Inc.; President
Dalrymple Gravel & Contracting

Robert H. Dalrymple
Vice President & Secretary
Dalrymple Holding Corporation
President, Seneca Stone  
Corporation; Vice President,  
Chemung Contracting Corporation

Richard E. Forrestel, Jr.
Treasurer
Cold Spring Construction Co.

Denise V. Gonick
Owner & Strategic Advisor
Cross Sound Concepts

Stephen M. Lounsberry, III
President
Applied Technology 
Manufacturing Corporation

Joesph F. Meade, IV
President & CEO
Mercury Corporation Inc.

Jeffrey B. Streeter
President
Streeter Associates

G. Thomas Tranter, Jr.
Retired President  
Corning Enterprises

Thomas R. Tyrrell
Vice President
NFP Corporation 

Forward-looking Statements: This report contains forward-looking statements within the meaning of Section 27A of the Securities Act, 
Section 21E of the Exchange Act, and the Private Securities Litigation Reform Act of 1995. The Corporation intends its forward-looking 
statements to be covered by the safe harbor provisions for forward-looking statements in these sections. All statements regarding the 
Corporation’s expected financial position and operating results, the Corporation’s business strategy, the Corporation’s financial plans, 
forecasted demographic and economic trends relating to the Corporation’s industry and similar matters are forward-looking statements. 
These statements can sometimes be identified by the Corporation’s use of forward-looking words such as “may,” “will,” “anticipate,” 
“estimate,” “expect,” or “intend.” The Corporation cannot guarantee that its expectations in such forward-looking statements will turn out to 
be correct. The Corporation’s actual results could be materially different from expectations because of various factors, including changes 
in economic conditions or interest rates, credit risk, difficulties in managing the Corporation’s growth, competition, changes in law or the 

7

Executive Management Team

Anders M. Tomson
President & CEO
Chemung Financial Corporation,
Chemung Canal Trust Company,
& CFS Group, Inc.

L. Dale Cole
Executive Vice President 
Chief Information Officer

Peter K. Cosgrove
Executive Vice President 

Chief Credit Officer &                                 

Chief Risk Officer

Daniel D. Fariello
President 
Capital Bank Division

Kimberly A. Hazelton
Executive Vice President
Retail Client Services

Scott T. Heffner
Senior Vice President
Director of Marketing

Jeffrey P. Kenefick

Regional President 
Chemung Canal Division

Karl F. Krebs
Executive Vice President 
Chief Financial Officer  
& Treasurer

Kathleen S. McKillip
Vice President 
Corporate Secretary

Mary E. Meisner
Senior Vice President
Senior Risk Officer

Duane W. Mittan
Senior Vice President  
& Chief Auditor

Monica L. Ridosh

Vice President
Director of Human Resources & 
Chief Diversity Officer

Dividend Reinvestment and Stock Purchase Plan: Registered shareholders of Chemung Financial 
Corporation, through The Dividend Reinvestment and Stock Purchase Plan, may reinvest their dividends 
or make quarterly cash payments to purchase additional stock of the Corporation. Shareholders not 
enrolled in the plan may view and print a descriptive brochure and enrollment form at www.astfinancial.
com or receive the plan documents upon written request to the Corporation’s Secretary at the following 
address: Chemung Financial Corporation, Attn: Corporate Secretary, P.O. Box 1522, Elmira, NY 14902-1522.

Thomas W. Wirth
Executive Vice President 
Wealth Management Group

regulatory environment, and changes in general business and economic trends. Information concerning these and other factors can be found 
in the Corporation’s 2022 Annual Report on Form 10-K. These filings are available publicly on the SEC’s website at http://www.sec.gov, on 
the Corporation’s website at http://www.chemungcanal.com or by written request to: Kathleen S. McKillip, Corporate Secretary, Chemung 
Financial Corporation, One Chemung Canal Plaza, Elmira, NY 14901. Except as otherwise required by law, the Corporation undertakes no 
obligation to publicly update or revise its forward-looking statements, whether as a result of new information, future events or otherwise. Form 
10-K Annual Report: A copy of the Corporation’s Form 10-K Annual Report is available without charge to shareholders after April 28, 2023, 
upon written request to the Corporation’s secretary. A copy is also available on our Transfer Agent, American Stock Transfer & Trust Company’s 
website at www.astproxyportal.com/ast/01079.

8

Capital Bank Advisory Board

Carl Becker 
Vice President & Counsel 
The Windsor Companies

Larry Becker 
Chief Operating Officer                      
The Windsor Companies 

Kenneth Brownell 
Managing Director 
Vanguard-Fine, LLC

Michael Elmendorf                        
President & CEO 
Associated General                     
Contractors of NYS

Robert Kind 
Managing Shareholder 
Teal, Becker & Chiaramonte 
CPAs

Paola Horvath 
Owner 
Orange Theory Fitness

Raymond Kinley, Jr. 
Retired President & CEO 
Clough Harbour & Associates 

Mark Rosen 
President 
Dawn Homes Management

Jacqueline Rosetti-Falvey  
President 
Rosetti Properties

Gerald Jennings 
Former Mayor 
City of Albany

Jonathan deForest 
President & Principal          
BBL Construction Services, 
LLC 

Spencer Jones 
Vice President of Operations 
Cass Hill Development

John Maloy 
Managing Partner 
James H. Maloy, Inc. 

Dr. Lee McElroy 
Director of Athletics 
& Associate Vice President 
Rensselaer Polytechnic 
Institute 

Dean Rueckert 
Past President 
Rueckert Advertising

Edward Trombly 
Partner 
Barclay Damon

Senior Vice Presidents

Laura Bennett 
Retail Lending

Christopher Kelly 
WMG Retirement Services

Mark Lasch 
WMG Investment Services

Joseph Tascone 
WMG Investment Services

Catherine Crandall 
WMG Estate Administration

Elizabeth Kraus   
Commercial Lending

James Morton, IV 
WMG Investment Services

Thomas Whitaker 
Finance

Vice Presidents

Roberta Bastow 
Commercial Lending

Michael Battersby 
Support Services

Kellea Bauda 
Business Banking

Joshua Cukerstein 
Commercial Lending

Bryce Cutler 
Business Banking

Mary Keefe 
Business Services

James Kresge 
Commercial Credit

Shelby Fay 
WMG Investment Services

Danielle Krisko 
Business Banking

Michael Blatt 
WMG Investment Services

Gregory Bruno 
Business Banking

Mark Fife 
Business Banking

Yvette Francisco 
Loan Review

Sarah Manasse 
Commercial Lending

Mary Anne Narosky 
Business Client Services

Tyler Wilson 
Compliance

Gregory Stewart 
WMG Investment Services

Billie Taft-Sitler 
Commercial Lending

Kristina Vaselewski 
WMG Prestige Banking

Cortni Wickham 
Commercial Credit

Peter Capozzola  
WMG Investment Services

Nathan Gage 
WMG Retrement Services

Michael Novotny 
Branch Administration

Marci Cartwright 
CFS Group, Inc.

Christopher Coletta 
Commercial Lending

Christopher Conklin 
Information Security

Kevin Harrigan  
Commercial Lending

Darick Harriger 
Information Technology

Nino Pellegrino 
Business Banking

Kathryn Rayne 
Finance

Michael Hart 
WMG Estate Administration

Jennifer Sczepanski 
Branch Administration

Alison Conklin-Devita 
Regulatory Risk

James Hartle 
Branch Administration

John Stempin 
Finance 

9

 
 
Assistant Vice Presidents

Kimberly Bailey 
Canton & Troy

Austin Farrell 
WMG Estate Administration

Megan Kozdemba 
Real Estate Lending

Heidi Wahl 
WMG Estate Administration

Bruce Boughton 
Montour Falls & Watkins Glen

Deborah French   
Main Office

Kevin Brimmer 
WMG Investment Services

Judith Frisk 
Arnot Road & Westside

Dena Carrigan 
Horseheads

Pamela Colomaio 
Bath & Corning

Joel Crimmins 
Commercial Lending

Jennifer Cruise 
WMG Support Services

Sarah Darling 
Human Resources

Sandra Grooms 
Ithaca

Tara Humphrey 
Loan Operations

Tonya Johnson 
Regulatory Risk

Barbara Keller 
Indirect Lending 

Mohammad Khan 
Latham & Slingerlands

Garrett Dawson 
Wolf Road & Schenectady

Zachary Knapp 
Municipal Banking

Heather Machmer 
Commercial Lending

Andrea McClure 
WMG Tax Services

Julianne Meeker 
Information Technology

Lenora Phillips 
Real Estate Lending

Kyle Reyell 
Municipal Banking

Patrick Ward 
WMG Prestige Banking

Tracey Wardwell 
Clifton Park & Wilton

Jon Wilcox 
Auburn & Seneca Falls

Sue Williams 
Owego & Waverly

Kristen Woodward 
Digital Client Experience

Sara Soprano 
WMG Retirement Services

Lauren Zell 
WMG Retirement Services

Charolette Truxal 
Binghamton & Vestal

Mary Beth Uebrick 
Real Estate Lending

Assistant Treasurers

Wendy Bixler 
Logistical Support

Heidi Cleary 
Resource Recovery

Kathleen Cook 
Executive Specialist

Tonya DeLige 
Account Services

Jebb Dennis 
Enterprise Project              
Management

Erica Gaylord 
Branch Administration

Jolie Guiles 
Contact Center

Daniel Hoover 
Information Technology

Carol Kane 
Southport

Alice Kiser 
Regulatory Risk

Lyanna Liu 
Audit

Jody Scott 
Elmira Heights

Ashley Skiff 
Account Services

Andrew Stockwell 
Cortland

Sarah Williamson 
Business Services

BUFFALO, NY

10

 
 
 
 
 
 
Chemung Financial 
C o r p o r a t i o n
A n n u a l  
2022
R e p o r t