As Merger & Acquisition activity continues to be a key strategic lever for growth for credit unions, finance teams are being called on to play a more strategic role in identifying opportunities and shaping financial structures. This webinar explores how finance leaders can elevate their approach and make a greater impact throughout the M&A process.
As interest rates fluctuate and market conditions evolve, financial institutions are seeing shifts in their Economic Value of Equity (EVE). But are these improvements the result of strategic decisions, or are they merely a function of external forces? Understanding the key drivers behind EVE fluctuations is critical for making informed financial and strategic decisions. The … Continued
Financial institutions operate in a dynamic environment where strategic planning is crucial for long-term success. Wouldn’t it be valuable for organizations to utilize tools that help visualize the economic implications of achieving or not achieving their strategic goals? The fantastic news is that longer-term financial forecasts are tailor-made to do just that. Below, we highlight … Continued
Have you ever noticed how projects start out so well with everything on track until suddenly, out of the clear blue sky, there’s a giant problem? The project is unexpectedly off track and you’re scrambling to slow the resulting domino effect. What happened? It’s likely that things weren’t nearly as on track as you were … Continued
72% of all projects fail.¹ Effective project management can be a strategic differentiator. One of the most important keys to the success of a big project is the project manager. Equally important is the senior support necessary to allow an effective project manager to get the job done – even when the project manager isn’t … Continued
Client Objectives: Engage our people to rally around the strategy and build a bridge to successful implementation Create a foundation of the right people in the right seats to take us into the future, while delivering outstanding and efficient experiences Things were going well, yet leadership was certain that the institution was capable of more. … Continued
Three. The typical number of bottlenecks when it comes to financial institution project management: IT, Marketing, Compliance. These three departments are tasked with to-do lists for many projects within the organization – on top of their own projects and priorities. A huge concern is if go-live dates are set on a case-by-case basis, instead of from an … Continued
Turning visionary strategies into tangible results requires not just planning, but the disciplined execution of your most critical projects. In our work with financial institutions of all sizes and unique business models, we’ve identified seven practices that lead to successful execution, as well as opportunities to prevent potential missteps and ensure success. These seven practices … Continued
Becoming an organization that is good at project management is not simple. While the basic concepts of project management are easily understood, there are a myriad of reasons why those concepts are not consistently and effectively put into action. Here are 2 of the most common misconceptions that get in the way: 1) A good … Continued
5 minute read – After receiving great feedback on this topic, we have decided to remind leaders how important it is to establish clear objectives for business intelligence (BI) and data analytics initiatives. There are almost as many strategic initiatives focused on business intelligence (BI) and data analytics as there are financial institutions. The potential … Continued
