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Management Consultants to the Financial Services Industry
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Fall Conferences

Fall Speaking Engagements
NEFMA Fall Conference, October 16-17, 2025, Cape Cod MA
Virginia Bankers Association Leadership Conference, November 13-14, Roanoke VA
ABA Bank Marketing Conference, September 15-17, New Orleans LA
Will you be attending? Let us know!
Fall Conferences
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Our Mission

We are committed to helping our financial institution clients build and execute solid strategies to meet their growth and performance goals
Recent Project Work
mission
Strategic Planning
A More Effective Strategic Planning Process
At CPG, we’ve developed a strategic planning process that delivers results, strengthens team dynamics, and aligns management, the board, and employees with a shared vision.
CPG's Strategic Planning Services
Strategic Planning
DIgital Banking
Unlock the Full Potential of Your Data

Our Strategic Data Analytics Audit Sprint is designed for financial institutions looking to document their data analytics capabilities and plan for the future.

Find out more about our Strategic Analytics Audit
DIgital Banking

Capital Performance Group is a management consulting firm specializing in serving the financial services industry. CPG delivers Strategy, Marketing, Delivery Planning, and Finance and Risk Management consulting services. CPG’s success is built on long-term client relationships, customized approaches and practical solutions that deliver tangible results. Our professionals bring deep experience as both practitioners and consultants to every engagement.

Articles & Publications

Bank Marketing’s Evolving Role in a Era of Rapid Change
Bank Marketing’s Evolving Role in a Era of Rapid Change

In today’s fast-moving financial landscape, bank marketing can no longer be viewed as a back-office support

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Starting Small: How to Transform Marketing into a Growth Partner
Starting Small: How to Transform Marketing into a Growth Partner

Bank marketers are taking on a bigger mandate: driving measurable growth. The shift doesn’t require massive

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3Q25 Quarterly Bank Report: robust earnings in 3Q25
3Q25 Quarterly Bank Report: robust earnings in 3Q25

CPG’s Claude Hanley and Matthew Prince monitor the quarterly financial trends of publicly traded

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Channel Focus: Where Banks Marketers are Investing for 2026
Channel Focus: Where Banks Marketers are Investing for 2026

As bank marketers finalize their 2026 plans, one question looms large: Where will marketing dollars make

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Marketing Budget and Staffing Considerations for 2026
Marketing Budget and Staffing Considerations for 2026

Sustainable growth in 2026 will come from balance—pairing trusted, data-backed approaches with forward-looking

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Recent and Upcoming Industry Events

Virginia Bankers Association Leadership Conference

November 13-14, 2025

Mary Beth Sullivan and Ally Akins discussed “Leadership Lessons for Emerging Leaders from America’s Top Performing Banks”

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Marquis

2025 NEFMA Fall Conference

October 16-17, 2025

Mark Gibson presented “How to Optimize Spend, Align Agencies, and Drive Results” and Ally Akins presented “How to be your Sales Team’s Best Friend”

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ABA Bank Marketing

ABA Bank Marketing Conference

September 15-17, 2025

Mark Gibson led the peer roundtable discussion “The Budget Conversation” on September 16th

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Mega Conference

Indiana Bankers Mega Conference

May 27-29, 2025

Mary Beth Sullivan presented “Strategic Imperatives for Community and Regional Banks” and “Creating Segment-Specific Business Strategies to Drive Growth”

Learn More