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Management Team Analysis

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It is imperative that financial institutions’ executive officers possess the ability, experience, and knowledge required to maintain an institution’s safe and sound condition. We conduct personal interviews and evaluations of all officers to determine whether these individuals possess the qualifications required to perform present and anticipated duties, including adherence to the Institution’s established policies and practices.

We also provide staffing reviews, recommend training requirements and position accountabilities, as well as suggested succession plans.

We tailor our Management Team Analysis for presentation to the Board of Directors.

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