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What We Do
Education Services
Seminars
Webinars
Publications – Newsletters & Manuals
Compliance Schools
Association-Sponsored Seminars
Conferences & Conventions
In-House Training
Director & Officer Training
bankED Online Compliance Training
Financial Management
Asset/Liability Management & Interest Rate Risk Management
Independent Third Party Reviews
Profitability System
LoanPricingPRO®
CECL AdvisorPRO®
GRC Management
Governance
Risk Management
Regulatory Compliance
ProBank Advisor
Investment Banking
Merger & Acquisition (M&A) Advisory Services
Fairness Opinions
Strategic Alternative Assessments
Capital Planning & Private Placements
Stock Valuations
Due Diligence Assistance
Strategic Consulting
Strategic Planning
Capital Planning
Loan Portfolio Stress Testing
Market & Branch Feasibility Studies
Concentration Assessment and Reporting
Operational Reviews
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Michael O. Anderson
Managing Director
Jana Berg,CAMS
VP of Operations
Shelly Berman
Business Development Executive
Darla Brogan
Senior Consultant
Mark Burnside, CRCM
Senior Consultant
Douglas L. Bushman,CRCM, CAMS
Senior Consultant
Kathleen A. Caldwell,CAMS, CAFP
Vice President
Tammy G. Carter
Managing Director
Anetria Cohen
Vice President
Michael Darst
Financial Analyst
Adam M. Davis, CPA
Chief Financial Officer
Mark W. Dever
Vice President
Let us put our
five decades of experience
to work for you.
Contact Us
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Offices
Kentucky
950 Breckenridge Lane
Suite 280
Louisville, KY
40207
Phone
502-451-6633
Fax
502-451-6755
Tennessee
216 Centerview Drive
Suite 225
Brentwood, TN
37027
Phone
615-370-5006
Fax
615-370-5611
Ohio
7205 W. Central
Avenue
Toledo, OH
43617
Phone
419-841-8521
Fax
419-841-8380
New York
100 Park Avenue
Suite 1600
New York, NY
10017
Phone
212-849-6828
Fax
212-880-6499
Illinois
111 West Jackson
Suite 1700
Chicago, IL
60604
Phone
312-214-3276
Fax
312-214-3110
Toll Free
800.523.4778
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