Services
Partnership Package
Strategic Planning, Business Planning, and Budgeting
Strategic Plan Updates
Succession Planning
Capital Planning
Mergers and Acquisitions
Branch Evaluations, Acquisitions, Sales, Consolidations & Swaps
Strategic Alternatives Review
Asset Liability Management & Investment Advisory
Investment Advisory
Allowance for Loan and Lease Loss Methodology
De Novo Bank Pro Forma Strategic Business Plan & Regulatory Application
Mutual Conversion
Stock Appraisals and Valuations
Intangible Valuation and Impairment
141R Mark-to-Market
Board Resolution, MOU, C&D Mitigation and COmpliance
Examination Preparation
Regulatory Consulting
Board Education, Training and Retreat Moderation
Expert Testimony
Branch Improvement Studies
Customer Segmentation Analysis
Market Ranking Studies
Site Studies & Branch Applications
Compensation Analysis
Community Reinvestment Act Performance Review
Quarterly Bank Fiduciary Package
|
Services
Partnership Package
Strategic Planning, Business Planning, and Budgeting
Strategic Plan Updates
Succession Planning
Capital Planning
Mergers and Acquisitions
Branch Evaluations, Acquisitions, Sales, Consolidations & Swaps
Strategic Alternatives Review
Asset Liability Management & Investment Advisory
Investment Advisory
Allowance for Loan and Lease Loss Methodology
De Novo Bank Pro Forma Strategic Business Plan & Regulatory Application
Mutual Conversion
Stock Appraisals and Valuations
Intangible Valuation and Impairment
141R Mark-to-Market
Board Resolution, MOU, C&D Mitigation and COmpliance
Examination Preparation
Regulatory Consulting
Board Education, Training and Retreat Moderation
Expert Testimony
Branch Improvement Studies
Customer Segmentation Analysis
Market Ranking Studies
Site Studies & Branch Applications
Compensation Analysis
Community Reinvestment Act Performance Review
Quarterly Bank Fiduciary Package
|
Services - Strategic Plan Updates
Understanding the current and future conditions facing an institution is the first step to success. Changes in market conditions can cause divergences from the original strategic plan financials, which may result in mid-course adjustments. As such strategic plans need to be continuously updated to accurately reflect the institution's financial performance.
Variances May Cause Mid Course AdjustmentsThe FinPro plan update process typically involves a what-if modeling phase and a board retreat. During this process FinPro and management meet to create multiple financial projections for the institution. The corresponding retreat is held to review the various scenarios, discuss the recommended scenario and the various strategies outlined to achieve the scenario.
Ensure the Monitoring and MaintenanceThe FinPro strategic plan update process is designed to revise the financial projections for an institution on a yearly basis. The process allows the institution to monitor the implementation success of the prior years of the plan and allows mid-course adjustments based on changes in the environment.
The Components for Continued Success A typical Strategic Plan Update includes:
Variance to Prior Plan
Modeling Output and Assumptions
Cost Center and Strategic Alternative Summary
Goals and Implementation Overview
|
