Sample Questions You or Your Board Might Be Asking that Bart
Can Customize Management and/or Board Planning Presentations
to Address this Fall or Anytime

Is Our Credit Union Operating More Like a
Bank than We Are Aware?

Are Our ALM Modeling Reports Properly Displaying the
Credit Union’s Interest Rate Risk?

How Are We Doing in Our Responsibility for
Managing Our Members’ Capital?

Are there Ways We Can Improve the
Effectiveness of Our ALCO?

Do We Really Need to Merge Our Credit Union?

How Do We Better Understand Our ALM Reports?

Bart is also available for consulting. 
Let him complete those financial projects you know have to
get done, but you have not had enough time to do.