What We Do
We serve credit union clients with needs for additional support in the areas of finance, treasury, ALM and risk management. Such support may be contracted on an hourly or by project completion basis.
Areas of Expertise
- Responses to regulatory examination findings and enforcement actions such as documents of resolutions and letters of understanding.
- Providing recommended changes to the credit union’s investment, ALM, contingency funding plans, policies and procedures.
- Serving as an interim V.P. of Finance to perform duties involving managing liquidity and investments, ALM models, vendor management and preparing ALCO and Board packets.