4 minute read – Following are just a few practices that many leaders have found to be invaluable for their forecasting process. Prepare your Board that you won’t “get it right”. As you begin budgeting and forecasting, now is a good time to let your Board know that there will be a range of possible […]
https://www.cmyers.com/wp-content/uploads/2020/09/shutterstock_1124541077-scaled.jpg9472560Kaylyn Aguilar/images/White-Logo.pngKaylyn Aguilar2020-09-24 09:05:552020-12-31 09:40:42Change Your Forecasting Process to Relieve Unnecessary Pressure and Drive Momentum
Even in light of everything going on, budgets and forecasts still need to be developed. This year, relieve yourself of the pressure of getting it right – because you won’t. Rather, use the process to heighten awareness of financial pain points that can deter your high-impact strategies. Then, rally the leadership to create solutions and […]
https://www.cmyers.com/wp-content/uploads/2020/10/c-myers-live.jpg14001400Kaylyn Aguilar/images/White-Logo.pngKaylyn Aguilar2020-09-16 08:10:182020-12-31 09:42:30c. myers live – Don’t Feel Pressured to Budget to One Number
5 minute read – The following blog post was written by c. myers and originally published by CUES on August 17, 2020. A digital- and mobile-first mindset was a primary focus for many credit union leaders before COVID-19. The nearly instant flip from branch delivery channel usage to digital has compelled many leadership teams to reevaluate how […]
https://www.cmyers.com/wp-content/uploads/2020/09/713054818-huge-scaled.jpg17072560Kaylyn Aguilar/images/White-Logo.pngKaylyn Aguilar2020-09-02 08:37:492020-12-31 09:44:00Redefining Success for the Digital and Branch Channels
This is one of the top 3 ALM questions we get asked daily. As we help decision-makers answer this question, we emphasize that doing the math and ALM modeling is the easier part. In this c. myers live, we will talk through some things that you should consider when making this decision, and how it […]
https://www.cmyers.com/wp-content/uploads/2020/10/c-myers-live.jpg14001400Kaylyn Aguilar/images/White-Logo.pngKaylyn Aguilar2020-08-26 08:21:012020-12-31 09:45:16c. myers live – Should We Hold or Sell Our Mortgage Production?
7 minute read – This question is one of the top 3 ALM questions we get asked daily. As we help decision-makers answer this question, we emphasize that doing the math and ALM modeling is the easier part. Before deciding whether to hold or to sell, several questions should be answered. For starters, what is […]
https://www.cmyers.com/wp-content/uploads/2020/12/blog-post-scaled.jpg17072560Kaylyn Aguilar/images/White-Logo.pngKaylyn Aguilar2020-08-19 08:28:132020-12-31 09:46:53Should We Hold or Sell Our Mortgage Production?
Change Your Forecasting Process to Relieve Unnecessary Pressure and Drive Momentum
ALM, Budgeting, Featured, Process Improvement4 minute read – Following are just a few practices that many leaders have found to be invaluable for their forecasting process. Prepare your Board that you won’t “get it right”. As you begin budgeting and forecasting, now is a good time to let your Board know that there will be a range of possible […]
c. myers live – Don’t Feel Pressured to Budget to One Number
ALM, Budgeting, Featured, Strategic PlanningEven in light of everything going on, budgets and forecasts still need to be developed. This year, relieve yourself of the pressure of getting it right – because you won’t. Rather, use the process to heighten awareness of financial pain points that can deter your high-impact strategies. Then, rally the leadership to create solutions and […]
Redefining Success for the Digital and Branch Channels
Featured, Process Improvement, Strategic Planning5 minute read – The following blog post was written by c. myers and originally published by CUES on August 17, 2020. A digital- and mobile-first mindset was a primary focus for many credit union leaders before COVID-19. The nearly instant flip from branch delivery channel usage to digital has compelled many leadership teams to reevaluate how […]
c. myers live – Should We Hold or Sell Our Mortgage Production?
ALM, Featured, Strategic PlanningThis is one of the top 3 ALM questions we get asked daily. As we help decision-makers answer this question, we emphasize that doing the math and ALM modeling is the easier part. In this c. myers live, we will talk through some things that you should consider when making this decision, and how it […]
Should We Hold or Sell Our Mortgage Production?
ALM, Featured, Strategic Planning, Thinking Exercises7 minute read – This question is one of the top 3 ALM questions we get asked daily. As we help decision-makers answer this question, we emphasize that doing the math and ALM modeling is the easier part. Before deciding whether to hold or to sell, several questions should be answered. For starters, what is […]