COMMUNITY BANK RESOURCES
Selected & Offered by Calvert Consulting

Auctioneering...
Bob is a licensed Auctioneer and is available to auction antiques, estates, collectibles, autos, trucks, firearms, equipment, etc. – at conventions, public, and private sales

Compensation Plans... 
We work with Community Bank Boards & Executive Officers building Pay for Performance systems

Consulting...
 Bob is a Certified Management Consultant, working with Boards & Executive Officers nationwide on a variety of bank management and director issues (see: Facilitating Stategic Plans)

Conventions...
Bob is a Certified Speaking Professional, speaking regularly at national and state conventions on a variety of banking topics and often custom designs workshops and breakout sessions on current topics of interest as needed by the association or organization

Deferred Compensation...
We develop plans for Community Bank Directors and Executive Officers; also we design bank results-oriented pay-for- performance incentive bonus plans

Executive Recruiting...
We recruit Community Bank CEOs, Sr. Loan Officers, and Senior Operations Officers nationwide using a proven 7-step process, which includes a thorough background/verification check 
(see:Recruiting Bank Officers)

Facilitation...
Bob has facilitated over 657 strategic plans since 1982  (see:Facilitating Stategic Plans)

Insurance...
Bob is a fully licensed insurance agent in all lines of personal & business insurance; he performs risk assessment and insurance adequacy analyses and custom designs key-man policies

Personal Behavioral Profiling...
We work with an experienced consultant who uses a DISC instrument & personalized computer-generated report, we profile bank employees, officers, and directors to enable banks to select, manage & determine better communications, value to the organization, motivated style, keys to managing & motivating, perceptions, strengths, weaknesses, & action plans. These reports are also available for individual banks and bank directors in their businesses

Sales and Marketing...
We assist banks in building a sales and marketing culture including the selection, training, database construction, and accountability measurement of a results-oriented business development bank sales team (see:Coninuing Education for Bankers/Directors) 

Securities and Investments...
We coordinate the securities and investment functions of community banks with a Registered Investment Advisor who specializes in community banks nationwide

Speaking...
Bob is a Certified Speaking Professional and has spoken and led workshops for state and national bankers associations on a nationwide basis for more than 20 years on a variety of banking topics and continually updates topics to keep up with the current and frequent changes in banking

Starting New Banks (de novos)...
We work with organizers to form new banks and have successfully organized 43 new banks in the last 20 years; we manage every phase of the process from the feasibility study and application construction and negotiation with the bank regulators to the selection of the bank site, recruiting of executive officers, and sale of bank stock. (see: Starting New Banks)

Strategic Planning...
Strategic Planning is the heart of our business since banks and all businesses that work in the highly competitive, rapidly changing, financial services market must focus on shareholder value and must build results-oriented accountability. We have facilitated more than 657 strategic planning retreats nationwide and continue to work with high performance banks that have found having an active plan, updated annually, is the reason they are high performing (see:Facilitating Stategic Plans)

Training...
We have outlined 12 specific programs that we have conducted and continue to update regularly. Banks and bankers associations can choose from these current programs or we can custom design a training program to fit the needs of the organization. Training is an ongoing requirement if bankers are to keep their skills sharp and meet the needs of their prospects and customers. Bob has taught in more than 6 graduate banking schools and led sessions nationally for both the ABA and ICBA as well as many state bankers associations and bank regulators. All sessions are interactive and include extensive handouts and visual aids. (see:Coninuing Education for Bankers/Directors)

Workshops and Seminars...
We have led banking workshops and seminars nationwide for more than 15 years and can structure the material to fit the organization’s time frame from 1 hour to 2 days
(see:Coninuing Education for Bankers/Directors)

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