PODCAST · business
c. myers live
by c. myers corporation
C. myers helps financial institutions take control of their future by linking strategy, desired financial performance, and consistent execution with the right talent. We recognize that credit union and bank leaders are facing uncertainties now more than ever. Conversations with our clients are happening daily to help with strategic thinking, strategic planning, and financial modeling. C. myers live is an opportunity to take these conversations to the masses.
Episodes
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c. myers live — 7 Core Competencies of a Strategic CFO
Financial institutions of all shapes and sizes are witnessing historic changes in the environment as they struggle to embrace a world that is becoming more and more digital. Organizations are facing increasing pressure to remain relevant in an environment that is fraught with uncertainty on many...
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c. myers live – The Journey to CFO: Just a Few Lessons for Aspiring Leaders
Becoming a CFO isn’t just about knowing the numbers, it’s about connecting them to the bigger picture. In this episode of c. myers live, we dive into the journey from accountant to CFO and share tips for anyone looking to grow beyond accounting and into leadership.
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c. myers live – Leadership in an ALCO Committee: Strategies for Success
Whether you're leading or participating, this conversation offers insight on how to turn ALCO meetings into high-impact sessions. In this episode of c. myers live we share common pitfalls that make these meetings fall flat and offer practical ideas to boost clarity, engagement, and connection to...
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c. myers live – Empowering Teams Beyond the Same Ten People
As organizations grapple with resource constraints and the need to develop future leaders, the challenge of relying on the "Same Ten People" (STP) becomes more pronounced. In this episode of c. myers live, we explore the concept of STP and how it affects project execution, talent development, and...
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c. myers live – The Power of Real-Time Forecasting for CFOs & C-Suite Teams
As the world continues to change, with a pace that is accelerating day by day, it is more important than ever for CFOs to be aligned with their C-Suite on the financial future of the organization. In this episode of c. myers live, we dive into how to effectively use a forecasting tool in…
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c. myers live – 2024 Key Strategic Planning Themes
With the busy season of Strategic Planning upon us, common themes are emerging from our client sessions. In this episode of c. myers live, we discuss some of the critical conversations institutions are having across the industry. From growth strategies and financial performance, to the ever...
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c. myers live – The Evolving Role of Liquidity in Financial Institutions
Liquidity management is more crucial than ever for financial institutions navigating today’s complex environment. In this episode of c. myers live, we explore key strategies for understanding your liquidity position, stress testing assumptions, and pivoting when things don’t go as planned....
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c. myers live – Elevate Your Team’s Financial Foundation for Enhanced Decision-Making
Many leaders in financial institutions are discovering gaps in their team's thinking and decision-making processes when it comes to ALM, especially those who don't come from a financial background. In this episode of c. myers live, we highlight the importance of intentional ALM education and...
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c. myers live – AI in Your Institution: Start the Conversation Today
Every day we see, hear, and read about Artificial Intelligence (AI) and the impact it is making on not only the financial services industry, but the world. One common question we hear in our conversations with clients is, “How do I even get started?” We answer this question with a quote from our...
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c. myers live – Takeaways From the Fed’s Exploratory Analysis of Risks to the Banking System
Regardless of the asset size of your institution, we encourage you to consider how the message in the Feds new analysis can help your organization plan for the future. On February 15, 2024, The Federal Reserve released the Exploratory Analysis of Risk to the Banking System. This iteration of...
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c. myers live – Mindful Dialogue: Integrating Critical Thinking Into Conversations
As leaders, we understand the value of time, and we recognize the significance of meaningful conversations. It can be difficult to find balance between the two, but implementing critical thinking into everyday conversations is an action you can take immediately. In this episode of c. myers live…
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c. myers live – Practices for Thriving CEOs Heading Into 2024
Every day we talk with CEOs about leadership priorities for themselves and their teams. In this episode of c. myers live, we discuss the priorities that should be top-of-mind as we enter the new year. Our discussion encompasses the vital aspects of building capacity within the leadership team,...
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c. myers live – Expanding Your Team’s Mindset on ALM
Every day we have timely conversations with leaders on topics such as Interest Rate Risk, Liquidity, and ALM. Although these are financial topics, the discussions are not limited to the finance team. Involving decision-makers across the organization will help you better approach opportunities and...
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c. myers live – Make Process Improvement Your Institution’s Superpower
Business efficiency and consumer expectations are topics we are always discussing with decision-makers. Making Process Improvement a core competency of your institution will create a competitive advantage. In this c. myers live, we dive into skills and structures that drive a culture of…
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c. myers live – Strategic Thinking Around Your Approach to AI & Its Role in Your Institution
In the age of rapidly evolving technology, it seems the conversation around Artificial Intelligence grows by the day. Financial Institutions have found themselves at the threshold of opportunity, but sometimes the pace of evolution can be overwhelming. In this episode of c. myers live, we delve...
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c. myers live – Prioritizing Strategic Conversations About Liquidity – A Few Reminders
The spotlight on liquidity seems to be growing as the environment shifts before our eyes. While it may be tempting to immediately dive into solutions mode, taking a step back to view the bigger picture can be more beneficial for you and your institution in the long run. In this c. myers live, we...
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c. myers live – Maximizing Net Worth: Insights for Financial Institutions
The financial services industry is changing day by day, and the impact of net worth on organizational performance and growth is relevant and top-of-mind for many institutions. In this c. myers live, we explore the importance of strategic net worth considerations. We also provide insights on how...
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c. myers live – Liquidity Considerations on the Heels of SVB
As the financial industry is discussing the ramifications of the recent closings of Silicon Valley Bank and Signature Bank, many are asking themselves, “Where do we go from here?” This is an opportunity to take a step back and evaluate your institution's next steps in this rapidly changing...
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c. myers live – Key Components of Thinking Critically – Takeaways from Senior Leaders
With the financial services industry changing faster than ever, it is essential for teams to practice critical thinking to accelerate their depth of thinking and execution of the things that really matter. In this c. myers live, we will reflect on some takeaways from our Critical Thinking…
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c. myers live – Pricing and Withdrawals: Critical ALM Issues
In this episode of c. myers live, we discuss critical ALM modeling issues that impact decision-making, in this challenging environment. We recently wrote a blog about a specific ALM modeling issue, with respect to decay rates. This podcast builds on this critical conversation and works to…
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c. myers live – Liquidity Pressures: 3 Questions to Discuss with Your Team
As many institutions are having an increasing amount of discussion about liquidity, it is important to ask 3 questions: Do we have a solvency or survival issue? Is the liquidity pressure you’re facing because of major loan demand? Are our KPIs unintentionally causing liquidity pressures? In this…
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c. myers live – Using Talent as Your Institution’s Competitive Advantage
One of the most talked about topics in the financial industry is talent. In this c. myers live, we take the talent conversation to the strategic level and give you ways to use it as a competitive advantage. This is crucial for any business model and can make a huge impact on your institution and...
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c. myers live – Take Crypto as a Learning Opportunity for Your Institution
It is no secret that the world of crypto is constantly changing and challenging decision-makers to think outside the box. Amongst this new terrain, there is a multitude of learning opportunities to better understand this complicated market and its impact on financial institutions. Joining us to...
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c. myers live – Liquidity and Its Potential Impact On Your Institution
Things are changing quickly since we last had conversations about liquidity. Savings rates are dropping off, inflation is getting higher, and rates are rising. With the environment on the move, it is a great time to think about what might happen with liquidity over the next 12-18 months and how…
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c. myers live – Strategic People Planning: Why is it Important for Your Organization?
Our world is moving fast, and it is more important than ever for organizations to be critical with their approach to people planning. In this c. myers live, we discuss how to become more strategic with your approach to your team and give leaders the right questions to ask.
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c. myers live – An Insightful Conversation About Inflation
Top of mind for many decision-makers is the topic of inflation. While there is a lot of uncertainty around the topic, the key is in the discussion. In this c. myers live, we dive into discussions your team can be having around inflation and its impact on the financial industry, and why it is...
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c. myers live – Using Scale and Automation to Control Expenses and Grow Revenue
Decision-makers in the financial industry have been battling this question: "How can we effectively use scale and automation to control our expenses and grow revenue?" In this c. myers live, we will discuss the importance and benefits of scale and automation in this ever-challenging environment.
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c. myers live – 3 Ways CEOs Can Create More Time to Think
With the growing complexity of the financial industry and the world around it, CEOs are looking for more time in their day to think strategically. In this c. myers live, we will discuss 3 ways CEOs can create more time to think and make decisions.
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c. myers live – 2022 Trends in Financial Forecasting
With budgeting season coming to an end, 2022 financial trends and opportunities have been a big discussion. In this c. myers live, we discuss how to navigate these opportunities in light of your financial structure.
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c. myers live – Scenario Planning: A Tool to Prepare for the Future
Scenario planning has always been a key tool for institutions to use as they prepare for the future. In this c. myers live, we discuss ways scenario planning can help institutions think critically about potential outcomes and gain clarity on actions they may take in the future.
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c. myers live – Should We Hold or Sell Our Mortgage Production?
This c. myers live was first published in August of 2020. Although the premiums are lower than when this was originally recorded, the questions discussed are always relevant - the pandemic just raised them in a more urgent fashion. Given recent conversations with our clients, we thought it would…
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c. myers live - Five Characteristics of Critical Thinkers
Many CEOs are saying there is a need and growing opportunity to cultivate more critical thinkers in their organization in order to move their business forward. In this c. myers live, we discuss five characteristics of critical thinkers, and give examples of how those characteristics support...
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c. myers live – Building a Strong Leadership Team
We’re hearing from many CEOs about how the outside world is changing much faster than their team is able to change themselves. In this c. myers live, we discuss ways to move into action to build or cultivate a strong leadership team, and why it is perhaps the most important initiative for...
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c. myers live – Powerful Discussion on the Difficult Topic of Talent
Talent is currently top of mind for many organizations. In this c. myers live, we focus on things to consider when discussing the topic of talent, and the importance of acquiring, appropriately developing, and retaining the right type of talent.
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c. myers live – Grow Your Top Line
As leadership teams continue their strategic discussions, and move into their formal strategic planning process, it’s important that teams don’t lose sight of their top line. In this c. myers live, we focus on revenue, and things to consider when discussing generating revenue, diversity of…
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c. myers live – Strategic Insight into Industry Trends and Topics
As we’re helping clients navigate changes in the environment and impacts to the industry, we’ve been having invaluable, strategic conversations on a wide range of topics. In this c. myers live, we have a free-flowing discussion on some of these latest trends and topics, and why they are so...
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c. myers live Bonus – How Financial Institutions Are Using Derivatives in Their Strategy
In this bonus clip from "Considering Derivatives for Smoothing Earnings and Managing Interest Rate Risk", Rob and Ben expand their conversation and talk about how others are using derivatives in their strategy.
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c. myers live – Considering Derivatives for Smoothing Earnings and Managing Interest Rate Risk
Decision-makers are consistently searching for opportunities for more earnings in this low-rate environment. In this c. myers live, we discuss considerations for adding derivatives to your strategy. Joining us to share his expertise is special guest, Ben Lewis, from Chatham Financial. Founded in...
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c. myers live – The Potential Liquidity Risk You Should be Considering
Liquidity is currently a focus for many financial institution leadership teams. In particular, teams are strategizing on what to do with all the excess liquidity coming from deposit growth and stimulus money. In this c. myers live, we discuss liquidity, but not in the way you might think. We...
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c. myers live – Are You Getting the Strategic Progress That You Want?
Many institutions we work with are continuously focused on how they can improve their strategic implementation. In this c. myers live, we discuss a few approaches and considerations for institutions looking to build their competency for executing strategic initiatives.
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c. myers live – Proactive About Payments
The world of payments is changing rapidly – it’s becoming more complex, and consumers have numerous options to choose from. In this c. myers live, we discuss things to consider when determining your strategic positioning with respect to payments.
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c. myers live – Practice Quick Thinking with Napkin Math
One thing we have noticed in this fast changing world is how the need to make quick, good decisions is speeding up. In this c. myers live, we provide napkin math examples to help you practice quickly estimating the impact of potential decisions and help move conversations to considering various...
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c. myers live – Revving Up Your Loan Volume
While working with institutions during their budgeting process, we noticed that many were planning on loan volume decreasing. While that might happen, it doesn’t mean you can’t put up a fight to increase it. In this c. myers live, we discuss some tips on how to analyze your loan production and...
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c. myers live – Strategic Planning is Done – Now What?
Strategic planning is sometimes the easy part. Strategic implementation – getting the right things done – is often a challenge. In this c. myers live, we discuss some of the actions leaders are taking to elevate implementation to the strategic level.
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c. myers live – Don’t Feel Pressured to Budget to One Number
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…
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c. myers live– Should We Hold or Sell Our Mortgage Production?
This is one of the top 3 ALM questions we get asked daily. As we help decision-makers answer this question, we emphasize that doing the math and ALM modeling is the easier part. In this c. myers live, we will talk through some things that you should consider when making this decision, and how it...
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c. myers live – CEOs and CFOs Are Saying, “I Am Not Ready to Go Out of Business!”
In our many conversations with CEOs and CFOs, they are emphasizing that they believe they will be operating in the current environment for an extended period. In this c. myers live, we discuss their different mindsets, the resulting behaviors, and approaches to navigating this environment.
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c. myers live – Survey Says…Impact of a Remote Workforce
We surveyed employees of credit unions across the nation in an effort to gain some insight into what their mindsets and behaviors might be 12 months from now compared to pre-COVID-19. Using this insight can help leaders think through the economic, strategic, and financial impacts they may face in...
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c. myers live – Handling Credit Risk and Deferrals in This Challenging Environment
A recent area of opportunity and focus has been around how to handle credit risk and deferrals. In this c. myers live, we talk about how business intelligence can assist with identifying member behaviors which can be a helpful indicator when considering your level of concern for reserves.
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c. myers live – Discussing Implications of Negative Rates
In light of current rates hitting historic lows and economic pressures, there has been a need to discuss the implications of negative rates and things to consider. In this c. myers live, we will talk about some things to think about if we were to experience rates going negative in the US.
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ABOUT THIS SHOW
C. myers helps financial institutions take control of their future by linking strategy, desired financial performance, and consistent execution with the right talent. We recognize that credit union and bank leaders are facing uncertainties now more than ever. Conversations with our clients are happening daily to help with strategic thinking, strategic planning, and financial modeling. C. myers live is an opportunity to take these conversations to the masses.
HOSTED BY
c. myers corporation
CATEGORIES
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