Services
Strategic Planning
Facilitate planning session(s) dedicated to assisting your board and executive management in developing 3-5 year strategic plans that capture your mission, vision, growth and financial performance objectives.
Capital Planning
Develop plans that support organic or acquired growth in assets that meet regulatory and risk policy requirements.
Earnings Optimization
Develop a SWOT analysis that capitalizes on Strengths and Opportunities while fixing Weaknesses and protecting against Threats.
Budgeting & Forecasting
Assist in developing the current year budget and creating a dynamic 12-month rolling forecast.
Liquidity/Investment Management
Identify current and future cash flows and recommend investment of excess liquidity in earning assets that comply with board policies.
Enterprise Risk Management
Develop a risk policy, charter and reports to assess, monitor and implement internal controls to manage risk within reasonable pre-determined levels.
Compliance & Audit
Develop internal compliance and audit plans that conform with regulatory requirements.
Vendor Management
Identify critical vendors and review contracts for potential expense savings.
Mergers & Acquisitions
Identify potential merger partners and develop Pro-forma financials to assist in the decision making process. Perform due diligence on the targeted partner.
Operations Management
Review current processes for consolidation, elimination or outsourcing of non-productive functions.
Facilities Management
Assist in the opening of a new branch or office, remodel or closure of an existing office.
Project Management
Lead project teams in the identification of project deliverables required to meet pre-determined outcomes. Manage projects within budgets and implementation timelines.