Helping banks perform better

We’re passionate about helping community financial institutions become more efficient and more profitable. We help you solve challenges and take advantage of opportunities in a rapidly changing industry and economic environment.

What We Do

We serve community financial institutions by helping senior leaders develop profitable strategies that lead to long-term success.

December 2019 - Episode 48 | December 23, 2019

Bob Kafafian – Up Close and Personal!

November 2019 - Episode 47 | November 26, 2019

Are Diversity Requirements Really Necessary?

October 2019 | October 29, 2019

Finxact Core System – It’s Different!

Upcoming Events

January 22, 2020

2020 Key West Community Banking Symposium

Topic Strategic Planning Speaker: Robert Kafafian


January 26, 2020

Bank Director Acquire or Be Acquired Conference

Acquire or Be Acquired Conference


January 30, 2020

Launch Conference – Carolinas Credit Unions League

Topic Harness the Power of Your Financial Data to Help Your Credit Union Make Smarter, More Confident Decisions That Drive Performance - Speaker: Gregg Wagner