c. myers live

c. myers live

C. myers helps financial institutions take control of their future by linking strategy, desired financial performance, and consistent execution with the right talent. We recognize that credit union and bank leaders are facing uncertainties now more than ever. Conversations with our clients are happening daily to help with strategic thinking, strategic planning, and financial modeling. C. myers live is an opportunity to take these conversations to the masses.

Episodes

September 3, 2025 15 mins

Financial institutions of all shapes and sizes are witnessing historic changes in the environment as they struggle to embrace a world that is becoming more and more digital. Organizations are facing increasing pressure to remain relevant in an environment that is fraught with uncertainty on many fronts, whether it’s threats from regulatory bodies that challenge their business model or disruptive innovation that chips away at their ...

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Becoming a CFO isn’t just about knowing the numbers, it’s about connecting them to the bigger picture. In this episode of c. myers live, we dive into the journey from accountant to CFO and share tips for anyone looking to grow beyond accounting and into leadership.

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Whether you're leading or participating, this conversation offers insight on how to turn ALCO meetings into high-impact sessions.  In this episode of c. myers live we share common pitfalls that make these meetings fall flat and offer practical ideas to boost clarity, engagement, and connection to strategy. 

In the podcast we refer to 8 Areas of a High Performing ALCO.  Please see below for easy access to use these areas to Survey y...

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As organizations grapple with resource constraints and the need to develop future leaders, the challenge of relying on the "Same Ten People" (STP) becomes more pronounced.  In this episode of c. myers live, we explore the concept of STP and how it affects project execution, talent development, and organizational resilience.  Join us as we discuss practical strategies for breaking the STP cycle, empowering broader teams, and fosteri...

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As the world continues to change, with a pace that is accelerating day by day, it is more important than ever for CFOs to be aligned with their C-Suite on the financial future of the organization.  In this episode of c. myers live, we dive into how to effectively use a forecasting tool in real-time to help CFOs and C-Suite leaders gain clarity on actions their institutions might consider taking, while continuing to have the convers...

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With the busy season of Strategic Planning upon us, common themes are emerging from our client sessions. In this episode of c. myers live, we discuss some of the critical conversations institutions are having across the industry.  From growth strategies and financial performance, to the ever important focus on cultivating talent, we dive into themes that should be part of every strategic conversation this year.

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Liquidity management is more crucial than ever for financial institutions navigating today’s complex environment.  In this episode of c. myers live, we explore key strategies for understanding your liquidity position, stress testing assumptions, and pivoting when things don’t go as planned.  Additionally, we emphasize prioritizing your available levers and ensuring alternative liquidity sources are in place.

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Many leaders in financial institutions are discovering gaps in their team's thinking and decision-making processes when it comes to ALM, especially those who don't come from a financial background.  In this episode of c. myers live, we highlight the importance of intentional ALM education and building a solid financial foundation within leadership teams.  Listen to learn how leadership can bridge these knowledge gaps and enhance th...

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Every day we see, hear, and read about Artificial Intelligence (AI) and the impact it is making on not only the financial services industry, but the world. One common question we hear in our conversations with clients is, “How do I even get started?” We answer this question with a quote from our founder, Cliff Myers, “The best way to get something done is to begin.” In this episode of c. myers live, we give you things to conside...
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Regardless of the asset size of your institution, we encourage you to consider how the message in the Feds new analysis can help your organization plan for the future.  On February 15, 2024, The Federal Reserve released the Exploratory Analysis of Risk to the Banking System.  This iteration of analysis goes beyond typical Dodd-Frank Act Stress Test scenarios, and focuses more on the economic stresses which have been recently experi...
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As leaders, we understand the value of time, and we recognize the significance of meaningful conversations.  It can be difficult to find balance between the two, but implementing critical thinking into everyday conversations is an action you can take immediately.  In this episode of c. myers live, we discuss different ways to have efficiency in conversations, while blending critical thinking and communication.
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Every day we talk with CEOs about leadership priorities for themselves and their teams. In this episode of c. myers live, we discuss the priorities that should be top-of-mind as we enter the new year. Our discussion encompasses the vital aspects of building capacity within the leadership team, prioritizing strategic initiatives, and the relentless pursuit of desired outcomes. Tune in for actionable leadership insights that will ...
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Every day we have timely conversations with leaders on topics such as Interest Rate Risk, Liquidity, and ALM. Although these are financial topics, the discussions are not limited to the finance team. Involving decision-makers across the organization will help you better approach opportunities and solve problems. In this c. myers live, we talk about the importance of blending mindset concepts into your conversations to help ask t...
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Business efficiency and consumer expectations are topics we are always discussing with decision-makers. Making Process Improvement a core competency of your institution will create a competitive advantage. In this c. myers live, we dive into skills and structures that drive a culture of continuous Process Improvement. Beyond reading our Thought Leadership on this topic, many have found value in attending our Process Improvemen...
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In the age of rapidly evolving technology, it seems the conversation around Artificial Intelligence grows by the day. Financial Institutions have found themselves at the threshold of opportunity, but sometimes the pace of evolution can be overwhelming. In this episode of c. myers live, we delve into strategic questions about AI that every leader should be asking to understand how this can impact their business model now, and into...
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The spotlight on liquidity seems to be growing as the environment shifts before our eyes. While it may be tempting to immediately dive into solutions mode, taking a step back to view the bigger picture can be more beneficial for you and your institution in the long run. In this c. myers live, we will remind you of ways to look at current liquidity issues through a strategic lens, while taking talent, deposit acquisition and reten...
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The financial services industry is changing day by day, and the impact of net worth on organizational performance and growth is relevant and top-of-mind for many institutions. In this c. myers live, we explore the importance of strategic net worth considerations. We also provide insights on how organizations can maintain optimal net worth levels through strategic planning and decision-making, while aggregating risks and always co...
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As the financial industry is discussing the ramifications of the recent closings of Silicon Valley Bank and Signature Bank, many are asking themselves, “Where do we go from here?” This is an opportunity to take a step back and evaluate your institution's next steps in this rapidly changing environment. In this c. myers live, we address your questions and concerns about short-term and long-term liquidity management and analysis, t...
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With the financial services industry changing faster than ever, it is essential for teams to practice critical thinking to accelerate their depth of thinking and execution of the things that really matter. In this c. myers live, we will reflect on some takeaways from our Critical Thinking Workshop that participants found valuable for implementation within their own organization.
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In this episode of c. myers live, we discuss critical ALM modeling issues that impact decision-making, in this challenging environment. We recently wrote a blog about a specific ALM modeling issue, with respect to decay rates. This podcast builds on this critical conversation and works to simplify a complex set of financial concepts through discussion. Show notes for this podcast can be found on our website: https://www.cmyers.c...
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