Strategic Planning & Consulting

Financial institutions seeking extensive industry-specific experience to assist with strategic planning will appreciate the talents and approach inherent in Arnett Carbis Toothman’s Financial Institutions Services Group.

Working diligently with management and boards of directors, we assist in defining specific goals and strategic objectives. Our strategic planning sessions are successful in identifying operational, financial or regulatory risks specific to your entity. The action plans we develop, in concert with you, provide the resources and tools needed to meet objectives on a definitive timeline.

As a full service firm, Arnett Carbis Toothman prides itself in offering a comprehensive array of consulting services to financial institutions that include:

  • Asset/liability management and budgeting systems development
  • Development of strategic plans
  • Operational and functional policies and procedures development
  • Profit enhancement studies
  • Regulatory compliance assistance
  • Industry specific seminars
  • Merger consultation, including due diligence services
  • De novo assistance
  • Initial public offerings
  • Regulatory reporting
Contact an ACT Advisor

For more information, contact your Arnett Carbis Toothman advisor or one of these trusted advisors.

Christopher Nice CPA, CISA, CGMA chris.nice@actcpas.com
Susan Barber CPA, CGMA susan.barber@actcpas.com
Brian Kassalen CPA brian.kassalen@actcpas.com
Richard "Chap" Donovan CPA, CRCM, CTP chap.donovan@actcpas.com