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

February 26, 2019  Episode 38

What’s On Your Mind? You Asked & We Answered!

January 29, 2019  Episode 37

What Makes a “Great” Community Bank Board?

July 24, 2018  TMIB Lite July 2018

TMIB Lite: Welcome to Matt Prosseda
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 […]

Read More