top of page

As a former Credit Union CFO, Mary has over 30 years experience, specializing in ALM and risk analysis for financial institutions that go beyond the full service CFO role, including:

​

1.

Write policies, establish pricing, diversify investments, and prepare for State, Federal, and CPA Exams

2.

ALM analysis and planning

3.

Prepayment Analysis

4.

NEV Setups

5.

Core Deposit Assumptions

6.

Developing Rate Shock Parameters

7.

Evaluating Liquidity Shocks

8.

Correcting deficiencies in how data downloads from core software

9.

Board & management training, analysis, and reporting of ALM results, concentration risk, & key financial results

One Word:  Brilliant!  The stars are

beginning to align.

Brilliant.JPG

Robert

Brilliant!  The stars are starting to align.

Flexible.JPG

Ron

The systems she created gave us what we needed, & were flexible enough to allow us to work through significant change while operating in the public eye.

Outside the box.JPG

Michael

She is meticulous in detail, and yet thinks out of the box.  She is extremely honest and has impeccable people skills.  We will continue to highly recommend her services to our clients

Mary 8.jpg

Tonni

She is a wealth of information.  She will not only validate your calculations but will provide educational direction throughout the process to help you gain better control & knowledge of your institution's data.

Training.JPG

Pat

Your ability to handle things on the fly is nothing short of spectacular.  Sincerely, no blowing smoke up your skirt, you are by far the smartest person I know... and the way you can relay info is amazing.

bottom of page