c. myers live – Don’t Feel Pressured to Budget to One Number
September 16, 2020
Even in light of everything going on, budgets and forecasts still need to be developed. This year, relieve yourself of the pressure of getting it right – because you won’t.
Rather, use the process to heighten awareness of financial pain points that can deter your high-impact strategies. Then, rally the leadership to create solutions and identify the top priorities for investing time, energy, and money.
In this c. myers live, we talk about how effective this mindset shift has been for many leadership teams.
About the Hosts:
Rob, one of five c. myers owners, has a reputation for deep, original thinking on asset/liability management and every conceivable modeling methodology, as well as analysis of investments, liquidity, aggregate risk, concentration risk, and other related topics. While Rob is a familiar face to the managements and boards of many of the largest credit unions, he has helped credit unions of all sizes tackle some of their toughest challenges, such as rebuilding capital and navigating safely and soundly with the smallest of margins. He has become quite familiar to many leaders in the regulatory world, both as an educator and a thought leader.
Since Dave joined c. myers in 2005, he has become well-known and well-respected by scores of credit unions in every corner of the country. Dave has worked on many complex modeling and consulting projects that c. myers has undertaken – he is always looking for a challenge. He most enjoys facilitating sessions for management teams as they work to make tough financial decisions, while at the same time running “what-ifs,” real-time, to help inform decision-making. Clients enjoy Dave because he’s down-to-earth, and he makes it easy for them to understand something that they had perceived as complex.
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