CLIENT RESULTS

Company Size: $950 Million

Project Description:

Led bank through strategic planning process resulting in a 5-year financial projection plan that included a new operating model, entry into new markets, acquisition strategy and key initiatives to improve financial performance.

From this effort bank assets grew by 20% and net income was 50% higher than baseline earnings, or $2.4 Million. The bank’s Return on Assets advanced 16 BP, and the efficiency ratio improved from 74.5% to 68%.

Company Size: $7.0 Billion

Project Description:

GNA served as interim financial manager to identify, guide, and support strategic initiatives designed to improve efficiency and profitability. The company improved run rate income by 20% or $16 million in 6 months.

Company Size: $4.5 Billion

Project Description:

Developed a strategic planning process that leveraged action plans to achieve balance between vision and annual priorities that served as a basis for a communication tool targeted at shareholders, market analysts, and employees; implemented a resource allocation and capital investment process that resulted in cost avoidance, expense savings, and allocation of resources toward growth markets.

Company Size: $4.5 Billion

Project Description:

Focused executive management toward primary strategic initiatives through the facilitation of 14 executive level and 3 employee level task forces in a 2 month period. Each initiative was prioritized and defined by an action plan with resource requirements and timelines.

Year: 2017

Projects:

• Advising, developing, and managing the due diligence and integration projects for a $1 billion bank’s merger with a $350 million bank
• Advising, developing and managing the due diligence and integration projects for a $3.2 billion bank’s merger with a $1.2 billion bank
• Advising, developing and managing the integration for a $350 million bank’s merger with a $150 million bank

Year: 2016

Projects:

• Advised and facilitated the project management for a $800 million bank’s acquisition of a $100 million bank
• Advised, developed, and managed the integration for a $300 million bank’s merger with a $150 million bank

Year: 2015

Project:

• Managed the due diligence and integration for a $3 billion bank’s acquisition of a $330 million bank

Years: 2000 – 2014

Projects:

• Managed 3 due diligence efforts for banking companies
• Managed multi-state Credit Union acquisition and merger integration, 2009
• Financial projection and valuation of data services company, 2008 and 2010

Years: 1994 – 2000

Projects:

• Advised and Managed 7 BHC mergers and integrated 22 bank subsidiaries between 1994 and 1997
• Experience in acquisition of money management firm, insurance agency, collection agency
• Managed over 25 due diligence efforts, including FDIC assisted transaction
• Financial analysis of numerous acquisitions, 1992 through 2017
• Experience in the sale of branches and companies

Company Size: $3.5 Billion

Project Description:

Evaluated all aspects of the bank’s financial division. Under our recommendations, the bank changed its organization structure, realigned roles and responsibilities, streamlined their management reporting using GNA’s executive reporting package, accelerated month-end closing and modernized the payables process while reducing staff by 15%.

Company Size: $2 Billion

Project Description:

Accelerated month-end close by 30% after 2 day review.

Company Size: $30 Billion

Project Description:

Accelerated the availability of management information by 80% with a redesigned reporting process.

Company Size: $3.5 Billion

Project Description:

Led accounting team in the design and implementation of an automated balancing process for the institution’s core system conversion resulting in balancing at conversion in less than 2 hours.

Company Size: $7.0 Billion

Project Description:

Interim manager of finance function to rebuild finance team and target reporting and analysis to support profit improvement initiative along with supporting 5 regional presidents and over 20 bank presidents.

Company Size: $2.0 Billion

Project Description:

Provided financial division assessment identifying immediate, short term, and long term recommendations for the division’s organizational structure, processes, and systems.

Company Size: $3.5 Billion

Project Description:

Designed concise package of 2008-9 executive and management level reports, guided technical support, and identified implementation steps. Provided assessment and process improvement guide for management reporting, planning and forecasting.

Company Size: $3.5 Billion

Project Description:

Evaluated 45 IT initiatives in a 2 week period, leading IT, retail, and marketing teams to consensus on significant value added projects. Eliminated 22 unnecessary projects, saving $500,000 annually.

Company Size: $3 Billion

Project Description:

Restructured loan and mortgage operations, deposit operations and treasury management for capacity and process to support aggressive growth. This institution will grow to over $4 billion.

Company Size: $500 Million

Project Description:

Conducted comprehensive loan process assessment of commercial, retail, mortgage, credit administration and loan operations resulting in annual savings of $500,000-$900,000.

Company Size: $750 Million

Project Description:

Conducted comprehensive loan process assessment of commercial, small business, retail, mortgage, credit administration and loan operations resulting in annual savings of $200,000-$300,000. Additional savings were realized due to staffing optimization.

Company Size: $7 Billion

Project Description:

This organization / efficiency assessment and leadership coaching resulted in $16 million in expense savings and revenue enhancement.

Company Size: $2 Billion

Project Description:

Served as project manager to realign treasury management sales, products and operations for commercial customers. The 2 year project resulted in deposit growth of $200 million and an additional $2 million in annual revenue.

Company Size: $250 Million

Project Description:

Served as project manager to transfer all banking operations from the holding company headquarters to the newly formed independent bank in another city. The project included facilities, hiring, systems, and operational procedures over a 120 day period, 2 months ahead of schedule.

Company Size: $115 Million

Project Description:

Conducted a project start-up assessment in a 3 day engagement to scope a systems conversion, legal consolidation, and operations centralization. GNA provided CEO counsel, team building, project management tools, and a first draft 250 task action plan with key milestones.

Company Size: $2.5 Billion

Project Description:

Guided significant improvements to the financial division’s organization structure, people, processes, and systems.

Company Size: $80 Billion

Project Description:

Completed a corporate level project to align, consolidate, and convert management reporting systems for two merging companies. The six month project involved 800 high level tasks and 15 senior level managers.

Company Size: $25 Billion

Project Description:

Designed and facilitated strategic planning effort that identified long term direction for all business lines and operational units with documented and measurable goals and initiatives.

Company Size: $2.5 Billion

Project Description:

Performed an assessment of the Accounting/Finance Division providing actionable recommendations in processes, systems, and organization structure.

Company Size: $600 Million

Project Description:

Completed Cornerstone Advisers’ benchmark survey providing comparison to detailed best practice benchmarks for all functions of the company and highlighting recommended actions for process improvement.

Company Size: $500 Million

Project Description:

Completed Cornerstone Advisers’ benchmark survey providing comparison to detailed best practice benchmarks for all functions of the company and highlighting recommended actions for process improvement.