Even the best laid plans can fall through. When a CEO leaves unexpectedly, Waypoint can fill the gap until a new leader is appointed and trained.
- Interim CEO Services
- Stabilize operations
- Develop plan for improving revenue streams
- Evaluate expenses and losses
- Meet regularly with the Board of Directors
- Work closely with the NCUA, if needed
- CEO Coaching and Executive Training (current or upcoming)
- Roles and Responsibilities
- Financial Literacy
- Balance Sheet Management
- Leadership Techniques
- Compliance
- Lending & Collections
- Marketing & Business Development
- Operations, Sales & Service
- Security & Information Technology
- Training & Human Resources
Waypoint is also committed to assisting the current CEO and Board of Directors fulfill their roles and responsibilities by offering the following services:
- Strategic Planning Sessions
- Capital Project Pro Forma Analysis
- Director Financial Literacy Training
- Direction Bank Secrecy Act Training
- Loan Participation Introduction for Board of Directors
- Asset & Liability Management Analysis (ALM)
- Merger Valuations
- Net Worth Restoration Planning