Management Advisory

Management Advisory

Board of directors and management advisory

Assisting senior leadership with performance, governance and efficiency

We help you address board and management challenges that arise from regulatory scrutiny to everyday businesses issues.

Successful financial institutions are building stronger board governance processes and implementing management structures that support strategy and execution.

We help you develop appropriate and stronger corporate governance processes and management structure. In addition, we perform general management and board advisory services, and regulator-mandated business planning, capital plans, management studies, efficiency studies, and staffing reviews.

We offer:

  • Assessment of the capability and capacity of boards of directors and their members to perform their governance responsibilities.
  • Business and capital planning, management studies and reviews, efficiency studies, board and/or staffing reviews.
  • Risk appetite advisory connected to the strategic planning process.
  • We are known and approved by regulators to perform these studies and related engagements.

The potential benefits:

  • The chance to focus on other regulatory areas, having confidence that the portion assigned to us will be completed on time.
  • The ability to add value by helping to improve future operations.
  • Risk appetite that makes sense, from strategy to execution.
  • Outside perspectives based on centuries of collective banking experience with hundreds of financial institutions.

Recent Publications

October 6, 2020  Fake loans?

A Whale of a Tale: Enloe State Bank

April 7, 2020  Projecting bank cash flows is more important now than in recent history.

Bank Cash Forecasting: Pandemic Edition

November 26, 2019  Fraud at a Keystone, West Virginia bank.

Time Tried, Panic Tested. The Forgotten Story of the First National Bank of Keystone
View all Publications

Our Team Leader

Matthew P. Prosseda

Managing Director

Matt joined The Kafafian Group in July of 2018 and is a leader in our Management Advisory, Process/ Profit Improvement and Strategy practice. His role is to bring objectivity to […]

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