ADDITIONAL PRODUCTS/SERVICES
Business Model Evaluation
Turmoil in the economic environment and the world abroad is causing a fundamental shift in consumer expectations and how businesses are evolving. C. myers can help your management team evaluate your business model to determine steps, if any, that need to be taken to help ensure long-term relevance.
Independent Model Validation
Our A/LM experts can review and verify your chart of accounts and the reasonableness of data assumptions that are being used for modeling. We also meet with key members of management via telephone and internet to review findings and discuss suggestions on modeling and A/LM policy—as well as provide a summary level written report. For a more complete validation, consider adding an Independent Assessment to compare results.
Liquidity Analysis Service
A comprehensive evaluation of liquidity needs, including various alternative scenarios, that can provide a solid basis for determining the credit union's range of liquidity requirements.
Consulting
Many credit union's have unique financial projects and issues. Our senior consultants are available to address these unique issues on an as needed basis.
Contingency Planning Service
Hope for the best, prepare for the worst. Share your contingency plans with us and we'll help you understand the financial consequences of waiting vs. taking action today.
Policy Review and Development
Flexible, yet effective policies. Our consultants are available to review or help you write your A/LM policies.
Exam Preparation Service
Face your examiners with more confidence. The interest rate risk component of the Risk-Focused Exam can be tough, but our Exam Preparation Service can help get you ready.
Game Planning Session
Already have your strategic plan but having a hard time putting it into action? Our Game Planning Session can help you develop specific, realistic game plans to achieve your objectives.
Strategic Dialogue Session
The world is going through unprecedented changes. The purpose of this session is to discuss these changes and how credit union business models may be impacted.
Strategic Thinking Session
Rehearse tomorrow, today. Strategic thinking is a process that helps key players think through decisions so they can be made swiftly, with confidence, when the future suddenly arrives. We work with credit unions to develop scenario test drives that are customized to meet their unique needs.
Deciding Target Market and Value Proposition
This session is designed to arrive at answers to the questions:
- Who is in our target market?
- What value proposition do we have to offer to our target market that will cause them to choose to do business with us consistently?
Contact us for more information.