BANK AND CREDIT UNION Consulting, with a Personal Touch
Let's plan your brighter future!
BANK AND CREDIT UNION Consulting, with a Personal Touch
Let's plan your brighter future!
About
M&A Activity
Accounting/Financial Consulting
Accounting/Financial Consulting
Let us help you strategize for M&A activity including due diligence review and outreach for potential synergies and alignment. We have helped sit on the M&A committees to review potential candidates and review from a financial and credit perspective to provide a summary assessment. This has also included assisting with project planning an
Let us help you strategize for M&A activity including due diligence review and outreach for potential synergies and alignment. We have helped sit on the M&A committees to review potential candidates and review from a financial and credit perspective to provide a summary assessment. This has also included assisting with project planning and brand integration along with planning out cost savings. Another recent aspect has been reviewing succession plans for alignment.
Accounting/Financial Consulting
Accounting/Financial Consulting
Accounting/Financial Consulting
Decades of expertise in financial accounting framework, controls and governance, expense savings analysis, core system analysis and CECL implementation. We provide CFO fractional/transitional services as well to help fill voids in this key position, or for specialized areas such as Policies, ALM, CECL, Investments, Call Reports and Financ
Decades of expertise in financial accounting framework, controls and governance, expense savings analysis, core system analysis and CECL implementation. We provide CFO fractional/transitional services as well to help fill voids in this key position, or for specialized areas such as Policies, ALM, CECL, Investments, Call Reports and Financial Reviews including Board Advisory. We have also assisted in asset repositioning strategies.
Regulatory Problem Resolution
Regulatory Problem Resolution
Regulatory Problem Resolution
Bring us your regulatory problems and we will help not only resolve but train your team on how to maintain proper governance. We have decades of experience in working through a variety of regulatory concerns and assist with developing plans in conjunction with regulators but also ensuring these plans are executed. Experience also includes CRA Performance Evaluation reviews and planning.
Credit Services
Regulatory Problem Resolution
Regulatory Problem Resolution
We also specialize in credit services including policy review and updates/recommendation, credit analysis services, credit review and interim fractional services for credit officer needs. KJPB has also provided some training and educational services for mentoring of existing credit teams from a simple mentoring engagement up to board advi
We also specialize in credit services including policy review and updates/recommendation, credit analysis services, credit review and interim fractional services for credit officer needs. KJPB has also provided some training and educational services for mentoring of existing credit teams from a simple mentoring engagement up to board advisory and credit committee. We have also provided these services on a micro-level for asset repositioning, special assets, capital markets, ALM, Call Report and CECL to bring in expertise where needed during cyclical financial time periods.