c. myers live – Maximizing Net Worth: Insights for Financial Institutions
April 12, 2023
The financial services industry is changing day by day, and the impact of net worth on organizational performance and growth is relevant and top-of-mind for many institutions. In this c. myers live, we explore the importance of strategic net worth considerations. We also provide insights on how organizations can maintain optimal net worth levels through strategic planning and decision-making, while aggregating risks and always considering different opportunities.
For access to the interactive tools Rob and Charlene discussed in the podcast, please click here. These tools are designed to help organize thoughts in order to have productive conversations around strategic net worth and other important topics.
About the Hosts:
Rob, one of five c. myers owners, has a reputation for deep, original thinking on asset/liability management and every conceivable modeling methodology, as well as analysis of investments, liquidity, aggregate risk, concentration risk, and other related topics. While Rob is a familiar face to the managements and boards of many of the largest organizations, he has helped financial institutions of all sizes tackle some of their toughest challenges, such as rebuilding capital and navigating safely and soundly with the smallest of margins. He has become quite familiar to many leaders in the regulatory world, both as an educator and a thought leader.
Since joining c. myers in 2004, Charlene has become one of the most diverse facilitators within the industry, especially with regard to helping financial institutions of all sizes address three necessary business objectives: relevancy, differentiation, and sustainability. Over the years, she has honed her skills for facilitating various types of sessions, including Strategic Planning, Strategic Implementation, Member Journey and Experience Improvement, and Strategic Financial Planning.
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