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 fronts, whether it’s threats from regulatory bodies that challenge their business model or disruptive innovation that chips away at their core business and value proposition. In this episode of c myers live, we discuss how leaders can think differently about these challenges and position their organizations to remain relevant in the midst of change.

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.

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 strategy.

In the podcast we refer to 8 Areas of a High Performing ALCO. Please see below for easy access to use these areas to Survey your ALCO team.

1. Clarity

2. Connecting to Strategy

3. Engagement

4. Financial Acumen

5. Windshield Focus

6. Doing the Math: S-T/L-T

7. Showing the ‘So What’

8. Overcoming Hurdles

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 organizational resilience. Join us as we discuss practical strategies for breaking the STP cycle, empowering broader teams, and fostering a culture of engagement and growth that benefits the entire organization.

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 real-time to help CFOs and C-Suite leaders gain clarity on actions their institutions might consider taking, while continuing to have the conversations needed to move the organization forward.

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 important focus on cultivating talent, we dive into themes that should be part of every strategic conversation this year.

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. Additionally, we emphasize prioritizing your available levers and ensuring alternative liquidity sources are in place.

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 building a solid financial foundation within leadership teams. Listen to learn how leadership can bridge these knowledge gaps and enhance their team's effectiveness in managing financial assets and liabilities.

This podcast references different interactive tools and resources that can be used in training for enhancing ALM understanding. Click here to use these free tools on our website.