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Capital Performance Group is a management consulting firm based in Washington, DC. Our consultants have years of experience in working with financial services companies as strategists, marketers, and operational managers. We understand what drives performance in the financial services industry and how to help our clients meet their business and financial objectives.


News & Announcements

Watch for Mary Beth Sullivan's article on "The Future of Banking - Key Trends and Implications for Competitors" in the November issue of Commercial Lending Review.

Upcoming Speaking Engagements

Gary Stein will conduct a BAI webinar called "Strategic Drivers of Retail Sales Productivity" on October 15th at 2:00pm CST. Click here for more information or to register.

Mary Beth Sullivan and Bill Hippensteel, a Compass Banchares SVP, were invited back for a second year by the BAI Retail Delivery Conference & Expo to conduct a workshop, "Generating Deposits: New Tactics for Success" on November 18, at 8:30 a.m. in Orlando. See page 6 of the conference brochure.

Gary Stein will present at the NYBA Annual Retail & Small Business Banking Conference, Nov. 19-21, in Albany, NY.

Mary Beth Sullivan will convene and facilitate a panel of bankers at the 14th Annual Best Practices in Retail Financial Services Symposium, Marco Island, FL, from March 15 to 17, 2009. The panel, called Change: New Avenues for Growth in Retail Financial Services, will include bankers from Capital One Bank, Citibank North America, Compass Bancshares and First National Bank Omaha.

Gary Stein spoke about leveraging sales opportunities across bank lines of business at the ABA Marketing Conference, Sept. 14-16, in Denver.

CPG welcomes new Consulting Associates

Pat Carmichael
– Pat has a broad range of experiences in sales, service, diversity and coaching, and has consulted in the Financial Services Industry on a variety of transformational projects.

Gary Maples – Gary has more than 30 years of experience in the Financial Services Industry with a focus on commercial lending, loan review and administration, compliance and lending education.

Steve Josephthal – Steve is a Director in the Financial Services Group and leads Navigant Consulting’s Credit Risk Management Practice.

The CPG Wire


Our July/August Wire contains articles on how 2007's Top Performers are Performing in 2008, National City, Headlines: From Bad to Worse, and Ten Financial Institutions with the Largest Percentage Decline Year-to-Date in Stock Price to Tangible Book Value. Read the July/August Wire: html or pdf.

To subscribe to The Wire please send an email to wire@capitalperform.com. Include your name, title, company and the email address to which you would like the pdf file sent.


Featured Popular Solutions

Credit Risk Management Services
Improve portfolio analysis, reporting, and monitoring processes to meet regulator guidelines and support profit improvement and risk management objectives. CPG has developed a 10-minute, self-scored Risk Management Questionnaire to enable you to identify potential weaknesses at your institution and disconnects between risk management practices and business strategy.

Growth & Innovation Workshops
Competitive Advantage is the key to high growth in financial services. Creating, achieving and sustaining an advantage requires insightful thinking as well as disciplined execution. To help financial institutions succeed in this highly competitive and challenging environment, CPG offers Growth & Innovation Workshops designed to spark innovation and creative thinking on key issues and opportunities that matter most.

See all CPG Popular Solutions.

 

Recent Whitepapers, Articles & Speeches

Read Claude Hanley's article on investor relations in the October issue ABA Bank Marketing: See page 34, "Put a Smile on Stockholders' Faces."

Check out Vanessa Mambrino and Mary Beth Sullivan's article on corporate social responsibility, "Is Your Bank Giving Back?" on page 38 of the September issue of ABA Bank Marketing.

A Practical Approach to Designing and Executing Bank-Wide Efficiency Programs, Bank Accounting & Finance, October 2008, by Claude Hanley.

Strategic Drivers of Retail Sales Productivity, BAI Banking Strategies, July/August 2008, By Gary Stein.

Reevaluate the Branch Channel, ABA Banking Journal (online version), July 10, 2008, by Gary Stein and Vanessa Mambrino.

Banking's Top Performers Part 2: Top Community Banks
ABA Banking Journal,
May 2008, by Vanessa Mambrino.

OnSiteConference
CPG's Gary Stein and Vanessa Mambrino presented Beyond Intuition: Making Better Branch Decisions with Data, on May 29th. Download the presentation (large file). BAI Banking Strategies Retail Delivery Insights reviewed the OnSite Conference on July 16th! Read their review.

Ensuring Actionable Resource Allocation Decisions Through Better Data
ABA Marketing Network Member Insights
, June 2008, by Gary Stein

Cover Story: Are Longer Branch Hours Convenient to Bottom Line?
American Banker Retail Delivery Supplement, June 2008, featuring Mary Beth Sullivan.

Banking's Top Performers Part 1: Banks with assets over $3 billion
ABA Banking Journal,
May 2008, by Vanessa Mambrino.

Mary Beth Sullivan presented "The Future of Banking" at the North Carolina Bankers Association's Women in Banking Conference and at the Arizona Bankers Association's Women Bankers Conference. Read an excerpt here.

Read Claude Hanley and Vanessa Mambrino's Viewpoints article "P-to-P Networks May Alter Market" featured in the Friday, April 4 issue of American Banker.

Mary Beth Sullivan spoke about Retail Deposit Challenges at The New York Bankers Association's Retail & Small Business Conference in Saratoga Springs on November 29th.

Mary Beth Sullivan and Compass Bank's Bill Hippensteel conducted a workshop, "Generating Deposits: New Tactics for Success", at the BAI Retail Delivery Conference & Expo in Las Vegas on November 12th.

BAI Retail Delivery Conference & Expo: Generating Deposits: New Tactics For Success Workshop Participants Click Here.

Mary Beth Sullivan spoke about trends in the financial services industry at the North Carolina Bankers Association's Managment Team Conference in Pinehurst on October 16th.

Gary Stein spoke about growing core deposits at the Virginia Bankers Association's Community Bank Management Conference in Roanoke on October 2nd.

Mary Beth Sullivan spoke about generating deposits at the ABA Bank Marketing Conference, Sept. 16-17 in Baltimore.

Want Your Firm to Excel in '08? You Need a Plan
American Banker's Community Banking Supplement, September 2007

Bankers Discuss Efforts to Get More Share
American Banker, July 24, 2007, featuring Mary Beth Sullivan

 

 


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t: 202.337-7870 f: 202-337-7871
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