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STRATEGIC AND BUSINESS PLANNING
- Organization assessment.
- Financial and market analyses.
- Strategic alternatives.
- Facilitation of planning meetings.
- Documentation of plan.
- Financial simulation of strategic options.
- Implementation assistance.
- Tracking/measurement of plan objectives.
FINANCIAL MANAGEMENT
- Comprehensive Asset/Liability Management Service.
- Asset/liability management strategies.
- Interest rate risk measurement systems.
- Model validation.
- Independent assessment of the asset/liability management function and effectiveness.
- Investment strategy/management.
- Independent assessment of the investment function.
- Financial management policies.
- Asset/Liability Management Policy.
- Liquidity Management Policy (including contingency planning).
- Hedging Policy.
- Investment Policy.
- Education programs for Board members and Asset/Liability Management Committee
MERGER AND ACQUISITION SUPPORT
- Analysis and valuations.
- Due diligence reviews.
- Fairness opinions.
- Negotiation/development of merger agreement points.
- Regulatory applications.
- Integration.
HUMAN RESOURCES ADMINISTRATION
- Organization, staffing and workflow analysis.
- Succession planning.
- Position descriptions, grading and salary structure.
- Personnel policies.
- Performance appraisal system.
- Incentive compensation programs.
- Executive recruitment.
- Communications and recognition programs.
- Board advisors on management staffing and compensation.
REGULATORY COMPLIANCE
- Responses to examinations and regulatory orders.
- Regulatory capital plan, profit plan and management plan development.
- Assistance with other regulatory communications
CORPORATE ADMINISTRATION
- Board of Directors:
- Structure and organization; charters for Board and committees.
- Reporting; communications; meetings.
- Training/orientation.
- Corporate communications and marketing:
- Marketing planning and implementation.
- Public relations programs.
- Retail banking:
- New branch feasibility analysis.
- Branch sales and acquisitions.
- Assessment of current branch effectiveness.
- Operating policies and programs.
- Comprehensive Loan Policy.
- Ethics Policy.
- Risk Management Policy and process.