FinPro facilitates strategic Board Retreats. As part of this moderation FinPro helps to:
- Discuss the key initiatives for your company to add shareholder value;
- Identify your company’s current practices that are viewed as either value enhancements or detractors;
- Understand the latest regulatory actions and their impact to your strategic plan;
- Identify short term and intermediate term strategic plan objectives;
- Discuss the best use of capital markets to support the strategic plans
- Evaluate the risk profile of the institution under a CAMELS+ ERM (Enterprise Risk Management) program; and
- Codify a summary of the value driven strategic plan based on the discussions.