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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
Credit Risk Management
Fintech & Regtech
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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Kevin Kane
Managing Director
Crystal Lloyd,CRCM, CAFP
Vice President
Craig J. Mancinotti
Managing Director
Karen I. Mannix
Consultant
Richard F. Maroney, Jr.
Managing Director
Martin T. Mitchell
Managing Director
Michael M. Moran
Senior Consultant
Andrew Morgan
Managing Director
Robert J. Morgan
Senior Consultant
Jeffrey L. Morris
Managing Director
Chris Morris
Financial Analyst
Anita O’Connor
Senior Consultant
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Let us put our
five decades of experience
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40207
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Brentwood, TN
37027
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615-370-5006
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Avenue
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43617
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