strategic plan projections

Bankers: What is the value of your strategy?

November 19, 2013 | Jeff For Banks

A colleague and I recently had a healthy discussion about what agenda items to include at strategic planning retreats. He was strongly in favor of showing summary level financial projections […]


Bank Shareholders Are Only One Seventh of the Equation

November 1, 2013 | Jeff For Banks

I am guilty. Guilty of elevating increasing shareholder value to Napoleonic heights. I annually rank the top five financial institutions by total return to shareholders. I write about developing a […]


The Grand Mishandling of Strategic Projections

November 23, 2011 | Jeff For Banks

After nineteen years in financial services, I am finally witnessing the tide turn in bank and credit union strategic planning. What once was an annual budgeting exercise, is now beginning […]