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Helping banks achieve exceptional levels of performance long-term.

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Our programs, services, and 5-step iterative process will lead your bank to higher growth and a better bottom line.

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Set your course

Too often, the annual meeting is the only time banks look at their mission, vision, and core values. What if they played an active role in business every day, and helped improve the bottom line? Strategically defining these core pieces can help you discover your unique strengths, and start using them to compete.

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Set your course

Too often, the annual meeting is the only time banks look at their mission, vision, and core values. What if they played in active role in business every day, and helped improve the bottom line? Strategically defining these core pieces can help you discover your unique strengths, and start using them to compete.

“There are a lot of Asset/Liability Management systems out there…what your looking for is good value. We found Plansmith to be in that sweet spot where feature/functionality and the monthly cost were reasonable but gave us the information we truly needed.”

Greg Ohlendorf President & CEO, First Community Bank and Trust

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Latest Posts

11.14.17

The 3 Reasons Strategic Plans Fail

Why does strategic planning matter? Jim Fugitte, Director of Strategic Advisory Services, explains that banks with a strategy outperform their peers – when they execute the plan.

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10.17.17

3 Key Components in Outsource IRR Analysis

The October 2017 issue of ICBA Independent Banker features Dave Wicklund and his views on selecting a service provider for outsourcing your IRR analysis. You can find the article on page 57.

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7.18.16

Budget Reforecasting for Community Banks

Your community bank's budgets are finalized. Year end is over. Now what?

Our budgeting process gives us an idea of where we think we are headed in the next year. Many times, what we think will happen, is not what happens in reality. After all, if we all had a crystal ball at our disposal, you would not be reading this blog right now (I know I would not be writing it!).

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