Banking Budget Strategic Planning Team Building 
Strategy Driven
NOVEMBER 6, 2015
Each product-service is budgeted. Long-term investments plan is annually updated, with realistic, measurable goals. Cash flow, forecasting and budgeting are consistently monitored. Strategic Plan includes provisions for refinancing, equity and debt financing. Assets are adequately valued and managed.
Strategy Driven
AUGUST 3, 2012
This review is the basis for most elements that will appear in a strategic plan, including the organization’s strengths, weaknesses, opportunities, threats, actions, challenges, teamwork, change management, commitment, future trends and external forces. He has advised two U.S. Presidents and spoke at five Economic Summits.
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