Strategic Leverage: Bringing Clarity to Modeling and Messaging
Thank You!
Thank you for joining c. myers at the America’s Credit Unions Finance Conference for Strategic Leverage: Bringing Clarity to Modeling and Messaging. During the session, Rob explored practical framework for evaluating the effectiveness of balance sheets and identifying strategic leverage opportunities, while emphasizing the importance of translating financial modeling results into clear, actionable narratives for senior management and boards, enabling confident decision-making.
This additional content is designed to help you continue the conversation beyond the room. The resources below offer additional leadership insights, practical tools, and development opportunities to support the evolution of your team and the strategic effectiveness of your balance sheet.
Should you have any questions or want to discuss the speech topics or any of the content below, please don’t hesitate to reach out to us at smay@cmyers.com or directly to Rob (rjohnson@cmyers.com).
This information will be available until the end of June 2026.
Informative Podcasts & Videos
These podcasts and videos build on the key themes introduced in the speech, offering deeper insights, practical examples, and expanded perspectives on the topics discussed.
Beyond the One-Year Budget: What Strong Credit Unions Are Doing Differently
Rob Johnson joins Mark Treichel on the With Flying Colors podcast to discuss why strong credit unions are moving beyond one-year budgets toward multi-year, scenario-based strategic thinking.
c. myers Video – Strategic Net Worth/Capital: How Much Do You Need?
This video introduces a framework and easy-to-use tool for communicating the magnitude of a critical decision – the desired level of capital – and how finance teams can engage other decision-makers in the process.
Building on Part 1, this video explores various approaches for determining the roughly-right amount of net worth/capital your institution needs to support its strategy.
Featured Readings
These blogs build on the key themes introduced in the speech, offering deeper insights, practical examples, and expanded perspectives on the topics discussed.
Scenario Planning In Action: A Founders FCU Case Study
This case study highlights how Founders FCU partnered with c. myers to use data-driven strategic planning to get ahead of shifting credit-tier demographics and strengthen long-term resilience.
Capital Strategy in Motion: Positioning for Consistent Customer Value
How CEOs and CFOs can use scenario planning and next-generation capital strategy to navigate uncertainty and build resilience across multiple plausible futures.
Capital as a Catalyst
How leading financial institutions are rethinking capital strategy, moving beyond rainy-day cushions to use capital as a forward-looking tool that balances risk, opportunity, and long-term vision.
How Multi-Year Forecasting Fuels Strategic Success for Financial Institutions
This article explores how multi-year financial forecasts help institutions align strategy, allocate resources, manage risk, and drive long-term success.
Tools
Explore practical tools designed to help financial institutions model net worth targets, test strategy levers, and understand how growth and ROA shape long-term capital.
Net Worth Strategy – Target Impact and Needs
Helps financial institutions evaluate target net worth, model the impact of strategic decisions, and identify capital needs.
Strategy Lever Calculator
Helps financial institutions model how the key strategy levers impact earnings.
Relationship Between Growth, Net Worth, and ROA
Shows how different growth and ROA assumptions impact your capital ratio over a multi-year horizon.
Continued ALM Education: For Those Who Need To Sweat The Details
This course is built for finance professionals who carry the weight of translating ALM complexity into clear, actionable insights for their institutions. Through real-world scenarios, what-if modeling, and hands-on exercises, participants learn to navigate the methodologies and assumptions that shape short- and long-term financial decisions. Offered as a combination of virtual and in-person (limited) attendees seats, the synchronous format encourages deep discussion and interactive learning across every attendee.
Who Should Attend?
CFOs and Finance Teams
Register Now
Customized ALM Education
Strengthen Your Team’s ALM Skills to Navigate What’s Next
Build ALM fluency across your team with education tailored to your institution’s goals. While ALM has traditionally been the domain of the CFO and finance function, today’s environment demands broader understanding across departments. Lending, retail, treasury, risk, and executive leadership all make decisions that influence (and are influenced by) the balance sheet.
Our customized program meets participants where they are, equipping non-finance leaders with the foundational concepts they need to engage in ALM conversations, while deepening the technical knowledge of those closer to the function. The result is a team that can quickly and more effectively grasp the short and longer term financial impacts of the decisions your institution faces today and in the future, with ALM serving as a shared language and a key driver of success.
Contact Information
Should you have any questions or want to discuss the speech topics or any of the content below, please don’t hesitate to reach out to us at smay@cmyers.com or directly to Rob (rjohnson@cmyers.com).
This information will be available until the end of June 2026.
