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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.

Check the December issue of ABA Bank Marketing for Mary Ellen Georgas's article on attracting core deposits.

Upcoming Speaking Engagements

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 lead a session called "Leveraging Branch Networks" on Nov. 21st at 9:45 am at the NYBA Annual Retail & Small Business Banking Conference, 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.

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 September/October Wire, our first ever horizontal version, addresses the "Five Weeks that Rocked Wall Street", the credit crisis and the $700B bailout. 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

Efficiency Audit
Designed to provide senior bank executives with an objective, fact-based approach for identifying efficiency and productivity improvement opportunities across multiple business units and/or markets. We assess current performance relative to peer benchmarks and bank operating goals and help to develop or critique internal performance scorecards. Our process illuminates quick-hit opportunities and enables the identification and prioritization of major improvement initiatives including sales process reengineering, outsourcing, compensation plan reform, and resource reallocation. Download more information on CPG's Efficiency Audit.

Sales Force Productivity Analysis
Designed to provide managers with an objective, fact-based approach to developing sales productivity benchmarks, measuring actual productivity against those benchmarks, and developing action plans to improve productivity levels. CPG establishes banker-level performance benchmarks based on industry best practices and reasonable sales improvement targets relative to the client's current results. CPG then assesses the productivity of each individual banker relative to these benchmarks. We compare the results to analyses of local market opportunity derived through our BankRank model. Finally, using a set of additional proprietary tools, we facilitate a financial and performance objective setting process to develop targeted plans for maximizing productivity. Download more information on Sale Productivity Analysis.

See all CPG Popular Solutions.

 

Recent Whitepapers, Articles & Speeches

Mary Beth Sullivan was featured in BAI Banking Strategies article "The Fine Art of Cross-Selling" in the November/December 2008 issue.

Mary Beth Sullivan was featured as an expert for comment in the Independent Banker's cover story for October, "The End Game: Completing the Last Steps of Your Strategic Plan."

Gary Stein conducted a BAI webinar, "Strategic Drivers of Retail Sales Productivity", on October 15th.

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.*

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

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.

 

*This article is reprinted with the publisher's permission from BANK ACCOUNTING & FINANCE, a bi-monthly journal published by CCH INCORPORATED. Copying or distribution without the publisher's permission is prohibited. To subscribe to BANK ACCOUNTING & FINANCE or other CCH Journals please call 800-449-8114 or visit www.tax.cchgroup.com. All views expressed in the articles and columns are those of the author and not necessarily those of CCH INCORPORATED or any other person.


© 2008 Capital Performance Group, LLC

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