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Bank and Credit Union Board Presentations

I will start off by saying that this template only works with Excel 2013 or higher, because we need to use slicers with a table. This dashboard template might be of interest to the CFO or financial analyst that prepares the monthly presentations for the board, finance...
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Bond Swap – Horizon Analysis – Calculator

A few posts back we looked at Holding Period Return On Option-Free Fixed Income Securities. I thought we could take that one step further, and show horizon analysis for a bond swap. In order to help explain the calculator, I have divided the analysis into three...
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Street Sweeping Days

I put this spreadsheet together to tell me when the city is going to sweep my street. Obviously, you get a parking ticket if you leave your car parked on the street on those days. The street sweeping days for me are the 1st and 4th...
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Financial Ratio Trends

In my last post I talked about how important it is for boards to pay attention to financial ratios and I provided a dashboard to keep track of  the most important ratios. It is also important to follow the trends in these financial rations. Are they...
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Financial Ratio Gauges

When I first retired from the position of CFO, I thought I might try and help boards of directors of smaller financial institutions, that may not have a financial background, better understand their obligation to ask management the right questions. Typically, boards are given large board reports...
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