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

March 4, 2019  Three ideas to keep highly valued employees

Employee Retention: Keep the Keepers

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?

January 22, 2019  Five Ideas

IMO: How To Make Telecommuting Work in Banks
View all Publications

Our Team Leader

George W. Millward

Managing Director

George has been with The Kafafian Group since 2010 and serves as a Managing Director. He leads our Governance and Management Advisory Services, and our Process Change practice. Over his career, he has advised community banks ranging in asset size from $150 million to $10 billion on a wide variety of engagements addressing board governance, […]

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