Consulting

Before making a major business decision, such as a new business purchase, equipment lease, or system integration, it pays to have an objective outside opinion and analysis. Snodgrass’ consulting expertise can help you improve efficiency, reduce risk, and generate future profitability with insightful, independent advice. Then, our industry-experienced experts can help you develop and successfully execute the plan. And our highly developed knowledge of tax complexities can help you make decisions that make tax sense for your business.

Our business and financial consulting expertise includes:

Enterprise Risk Management (ERM)
Strategic Planning
Profit Improvement
Organizational Design
Process Redesign
New Product Development

For additional information on Snodgrass consulting services, contact Barbara Kelly at (800) 580-7738 or info@srsnodgrass.com.

The Strategic Planning Process
Jack Salvetti, Principal
Total presentation length: 39:08

1. Introduction to the Strategic Planning Process

2. What is the Strategic Process Pyramid?

3. What are the differences between strategy and opportunism?

4. How are strategy, business model, and organizational design defined?

5. The structure of strategy: Directional, Enduring, Realistic.

6. Can you have an effective strategic process without these parts?

7. What is the methodology behind the strategic planning process?

8. Why replace the traditional SWOT analysis with Situational Assessment?

9. How do we get from current situation to our directional goals?

10. What is strategic risk and how can we mitigate it?

11. Conclusion. What are the key issues with directors and the strategic process?

Improving Director Effectiveness
Jack Salvetti, Principal
Total presentation length: 36:08

1. Introduction - Improving Director Effectiveness

2. What is the Director's Role in a Financial Institution on Strategy & Financial Performance?

3. What is Corporate Governance?

4. What is the Board's Role in Strategic Planning?

5. What is your role as a Director in the Strategic Process?

6. What is the Director's Role in a Financial Institution on Regulatory Soundness and Risk Management?

7. How can our Board of Directors Meetings be more effective?

8. What is the Right Mindset for Directors?

9. What is the Right Role of the Director?

10. What is the Right Work for the Directors?

11. Who are the Right People to Serve as a Director?

12. How do we set an Agenda for Board of Directors Meetings?

13. The Information Challenge – How can I tell what is really going on?

14. What is the Right Culture for the Organization? What Defines Corporate Culture?

15. Conclusion – How do we improve the Board of Director�s Performance?

Strategic Planning Issues
Jack Salvetti, Principal
Total presentation length: 25:32

1. Intro - Strategic Planning Issues

2. What are the ten effective measures of relevancy?

3. The Business Model – How do we achieve total return?

4. What is the customer experience or activity? How does it lead to revenue?

5. The final component of strategy – what is organizational design?

Product Design for Profitability
Jack Salvetti, Principal
Total presentation length: 32:32

1. Intro - Product Design for Profitability

2. What are the six steps in product design, and what is the starting point?

3. What are the six steps in product design, and what is the starting point?

4. What are current trends for how people save money? How does that affect product design?

5. What is often overlooked in the product design process?

6. What should the brainstorming session accomplish?

7. What are some key concepts to include during our concept & testing phase?

8. What are some examples of an innovative product process?

9. What are the five factors in designing new products?

10. Where else can I get ideas for bank products?

More Services

Auditing and Assurance

Tax Preparation and Planning

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Articles

The Five Principles of ERM

By Jack Salvetti and Nancy Schell

Creating Value Through Risk Management Enterprise (ERM)

By Jack Salvetti and Nancy Schell

Simply Stated, What is Enterprise Risk Management (ERM) All About?

By Jack Salvetti and Nancy Schell

Back Of The Envelope Banking

Easy DuPont Formula Paints Clearer Profit Picture

By Jack Salvetti and Jeffrey Tompkins

Why Director Training?

By Jack Salvetti

Strategy Vs. Strategically Focused?

2-Minute Test Reveals Key Performance Profiles

By Jack Salvetti and Nancy Schell

Strategy…Why Now?

By Jack Salvetti

More Articles>>

White Papers

Strategic Planning

The Banker’s “Crystal Ball”
By Jack Salvetti and Nancy Schell

A Grab Bag of Profit Ideas

By Jack Salvetti and Nancy Schell

More White Papers>>