At VonLehman, our Financial Institutions Service Team offers your internal management team specific, cost-efficient, strategic solutions that will assist your organization in remaining competitive, improving profitability and realizing its full growth potential. As CFSA certified specialists in the internal audit needs of privately-held financial institutions, the VonLehman team has the knowledge and expertise required to assist you in reaching your institutions’ goals, no matter how ambitious or complex.
With over 70 years of experience in helping financial institutions throughout Kentucky, Ohio, and Indiana succeed through various economic conditions, VonLehman remains committed to the regional business community. Your VonLehman Financial Institutional Service Team will assist your institution with:
Projections and Forecasts
Assessing the existing situation, then developing and implementing a goal-driven business strategy is critical to the success of any organization, including Financial Institutions. Forward-looking prospective financial data is key to ensuring that your business strategies can be quantified with a customized plan and target to measure and reach successful results.
VonLehman’s Financial Institution Service Team compiles prospective financial data for clients who are seeking to raise capital, acquire other entities or prepare tax credit applications.
Financial Institution Attestation and Audit
Audit and Accounting teams may seem similar from firm to firm; the VonLehman Financial Institution Service Group difference is the value we provide to your institution through our relationship. Our team has extensive experience with and dedication to private Financial Institutions, their operations, processes and challenges. We use our extensive expertise, and the assets of other areas of the VonLehman firm to deliver solutions that go beyond today – solutions that look ahead and produce results that suit your goals now and in the future.
Financial Institution Risk Management
Financial Institutions need to understand their risk exposure and risk tolerance levels clearly and completely. The VonLehman Financial Service Group Team will work extensively with your internal teams to analyze, assess and communicate thoroughly on all areas of risk and risk tolerance. This knowledge allows your institution to manage exposure throughout operational processes, and establish a confidence that informed, productive decisions are being made at all levels. Minimizing risk and risk exposure are critical to the growth and success of your institution. Your VonLehman team will take a unique approach to your operation and provide service in the areas of:
Knowing the credit risk contained in your Financial Institution’s loan portfolio is key to achieving any Financial Institution’s full growth potential. Your VonLehman Financial Institution Service Group will help you to understand the implications of risk ratings and the critical nature of a management strategy that identifies and evaluates the overall credit risk contained in your loan portfolio. A comprehensive evaluation is within your reach. Our team of experienced advisors will review and determine that your policies and procedures are being upheld.
Your VonLehman team will provide your management team with information on loan quality and the effectiveness of existing lending policies and procedures. Based on the outcome, your VonLehman advisors can assist your organization with revising its best practices and risk management strategies for:
Regulatory Compliance and BSA Review
The VonLehman Financial Service Group’s Risk Management advisors provide regulatory compliance services to regional, private Financial Institutions. Our approach is focused on risk management and best-practice solutions, helping our clients to:
Identify, evaluate, and test risks associated with: