Strategic Planning

A critical component to effective management is the strategic planning process. Many times strategic plans are missing the critical component of financial planning. To assist clients in the development of a strategic financial plan, we offer our partner and Managing Director of FARIN, Dr. Tom Parliment of Parliment Consulting.

This interactive strategic financial planning session explores how to sustain a competitive return; solutions for interest margins under downward pressure; how to manage margins through efficient pricing of loans and deposits; how to manage risk more effectively by using dynamic projected cash flows; a detailed review of risk management elements to satisfy your board and examiners; non-interest income opportunities; solutions for funding a growing balance sheet; a menu of proven ways to drive up your retail deposit balances; retail product differentiation and market segmentation; and much more.

To learn more about how Parliment Consulting Services can assist you with your planning needs, please email us at sales@farin.com or call us today at 800-236-3724.