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mh discussion on 13-may-2022 - Coggle Diagram
mh discussion on 13-may-2022
mentorship / advisory
this is what we are seeing
this is how we can help
quarterly check-in / keep an eye on things
like an examiner that's got your back
CAMELS preparation
Carver model
RBC
alco / board packet
pilot client
service
outsource some roles, e.g., CFO, HR
CUSO-like
ncua
provide ammo so CU can face examiner
proactively reach out to examiner
education & tools
provide videos that walk through certain items
holding company
strategic?
economy of scale
product mix
revenue
strategic planning