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Hybarger & Associates

Serving Small to Mid-Size Community Banks for over Thirty Years

  • Who We Are
    • Firm's Founder and History
    • Officers
  • Who We Serve
    • Who Are Our Clients
  • What We Do
    • Asset / Liability Management >
      • Budgeting
      • Performance Analysis
      • Forecasting
      • Quality Control
      • ALM Board Reporting >
        • The Directors' Financial Digest
        • The Executive Management Series
        • The Account Level Forecasting Series
      • Alternative Planning Scenarios
    • Interest Rate Risk >
      • Reporting for Interest Rate Risk
      • Assumptions & Back-Testing
    • Portfolio Management & Accounting >
      • The InvestWise Reporting Series >
        • Portfolio Management Series
        • Financial Management Series
        • Econometric Series
      • "Total Return" Investment Strategy
    • Liquidity Risk Management
    • Capital Adequacy & Analysis
    • Dynamic Strategic Planning
    • Comprehensive Funds Management Policy
    • CECL Overview >
      • Historical Analysis
      • "Currently" Identifiable Risks
      • "Specific" Potential Risks
      • Potential "Future" Risks
      • Traditional Reserves vs CECL
    • General Consultation >
      • Holding Company Systems
      • Balance Sheet Pricing Strategies
      • Regulatory Reporting
  • What Our Clients Say
  • How We Interface
    • What happens when we become a Client?
    • How are Fees Determined?

Dynamic Strategic Planning

Dynamic Strategic Planning provides up to date information on a continual basis as to where your Bank is headed & how much your Board & Management will be satisfied (or dissatisfied) with the results

We have found that most Banks develop a traditional Comprehensive Strategic Plan every few years, but by the time it is completed – the information is often times already out of date.

Hybarger & Associates has developed an alternative, which we call the MacroLink Series.

​The MacroLink Series is a "Dynamic Strategic Planning Process" where the Plan's forecast is updated quarterly to reflect the Client Bank’s performance for the Current Year as well as the Next Two Years. It essentially addresses all of the issues normally associated with the CAMEL’s Rating System.
​

We believe that this “Dynamic Strategic Planning Process” provides a consistent and reliable framework from which the Board of Directors and Executive Management can assess how their Bank is projected to perform given the current, and forecasted, Interest Rate environment.

Please click on the available links below to view a sample from our MacroLink Series ~ Dynamic Strategic Planning Reports:
  • Directors' Financial Digest with Cumulative Change Analysis
  • Executive Management Series ~ Three Year Perspective
  • Balance Sheet & Performance Analysis
  • Capital Analysis 
  • Asset Quality 
  • Earnings Analysis
  • Liquidity Analysis
  • Assessment of Plan Objectives
  • Historical Perspectives

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  • Who We Are
    • Firm's Founder and History
    • Officers
  • Who We Serve
    • Who Are Our Clients
  • What We Do
    • Asset / Liability Management >
      • Budgeting
      • Performance Analysis
      • Forecasting
      • Quality Control
      • ALM Board Reporting >
        • The Directors' Financial Digest
        • The Executive Management Series
        • The Account Level Forecasting Series
      • Alternative Planning Scenarios
    • Interest Rate Risk >
      • Reporting for Interest Rate Risk
      • Assumptions & Back-Testing
    • Portfolio Management & Accounting >
      • The InvestWise Reporting Series >
        • Portfolio Management Series
        • Financial Management Series
        • Econometric Series
      • "Total Return" Investment Strategy
    • Liquidity Risk Management
    • Capital Adequacy & Analysis
    • Dynamic Strategic Planning
    • Comprehensive Funds Management Policy
    • CECL Overview >
      • Historical Analysis
      • "Currently" Identifiable Risks
      • "Specific" Potential Risks
      • Potential "Future" Risks
      • Traditional Reserves vs CECL
    • General Consultation >
      • Holding Company Systems
      • Balance Sheet Pricing Strategies
      • Regulatory Reporting
  • What Our Clients Say
  • How We Interface
    • What happens when we become a Client?
    • How are Fees Determined?