Beyond the impact to our daily lives, the coronavirus pandemic has created unprecedented economic conditions. As a trusted partner in the financial institution space for over ten years, we want to help your institution navigate these turbulent times by offering thoughts, ideas, and best practices from a Financial Planning and Analysis (FP&A) perspective.

Recent Updates & Analysis on COVID-19 Affecting Your Bank, Credit Union, or Farm Credit Association

Helpful Resources for Financial Institutions in Times of Crisis

We’ve compiled a few resources that may be especially useful at this time. To gauge rapidly-changing impacts to the balance sheet and resulting interest income/expenses, it’s important to update the forecast on a regular cadence. It's also critical to understand your institution’s sources of profit to know where to focus and invest.