Entries by Heidi Reyes

, , ,

Use the Business Intelligence at Your Fingertips to Have a Strategic Discussion About Liquidity

4 minute read – Every day, leadership teams are evaluating what to do with all their liquidity.  Discussions often include setting aside dollars for investment purchases, holding more mortgages, and being positioned to meet pent up consumer loan demand.  But before plans are put into motion, help paint a picture for your team by using […]

, , ,

Why a Financial Roadmap is Important

4 minute read – More and more decision–makers are understanding how important it is to have a financial roadmap – similar to their technology roadmaps – that links to strategy.  These roadmaps, or strategic financial plans, communicate longer-term financial outcomes to stakeholders and are key to aligning expectations.    To help connect the strategy to the longer-term financial future, a strategic financial plan should look out 3-5 years.  The intent is […]