c. myers live – Prioritizing Strategic Conversations About Liquidity – A Few Reminders
June 7, 2023
The spotlight on liquidity seems to be growing as the environment shifts before our eyes. While it may be tempting to immediately dive into solutions mode, taking a step back to view the bigger picture can be more beneficial for you and your institution in the long run. In this c. myers live, we will remind you of ways to look at current liquidity issues through a strategic lens, while taking talent, deposit acquisition and retention, and data optimization opportunities into account.
About the Hosts:
Adam, CEO and one of five owners of c. myers, leads a client focused team of 50+ professionals who are passionate about helping our clients position themselves to remain relevant, sustainable, and differentiated. In his 20+ years at c. myers, Adam has been a key contributor to the philosophy and design of c. myers’ proprietary financial models and ALM processes. He helped design c. myers’ approach to assessing business models and strategic planning processes.
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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