Strategy, Strategic Planning & Implementation Support
A good strategy makes clear where and how your company will win in the marketplace. A good strategic plan aligns the organization, defining the priority actions to take to deliver that win. Our experienced consultants’ partner with your team to develop strategic plans that serve to guide the enterprise and foster a sense of shared purpose/commitment; implement the defined strategies to drive competitive advantage, growth and sustained profitability and create exceptional, unique companies; and build scorecards and tracking/reporting disciplines to create accountability. Our industry knowledge enables us to provide valuable perspectives on the economic and competitive environment, best practices, execution requirements, and what it takes to manage change effectively.
CPG can help your team set priorities and build a roadmap for success. Download a pdf our our Strategic Planning Services.
We monitor the quarterly financial performance trends of publicly traded banks, provides opinions on the implications for the industry, and highlight the strategies required to deliver top-tier performance going forward. See our 2Q25 Bank Report here!
Strategic Analytics Audit
Customer Segment Growth Strategies
Process Reengineering
For more information on CPG’s Strategic Planning Services, please contact Mary Beth Sullivan, Managing Partner, 202-422-5261.
Mary Beth Sullivan is the Managing Partner of Capital Performance Group. Mary Beth works closely with Executives and Directors on strategy engagements, helping them to address emerging trends, identify and build new revenue streams, and create efficient operating models to achieve targeted business and financial results. Mary Beth leads the CPG team to deliver Strategy, Marketing, Delivery, Risk, and Finance consulting engagements for banks, credit unions, financial technology companies, and vendors to the industry.
Mary Beth has more than 30 years of experience in banking; she began her career at JPMorgan Chase and has worked with hundreds of financial institutions across the country as an advisor to senior management. CPG partners each year with American Banker to assess industry performance, rank the Top Performing Banks, and analyze the factors driving high performance in the banking industry. Mary Beth has penned articles or been quoted in numerous industry publications including American Banker, ABA Banking Journal, BAI Banking Strategies, The RMA Journal, and LinkedIn. She is a frequent speaker at industry conferences on topics related to driving growth and sustained profitability in today’s changing financial services industry.
