Strategic Plan With Purpose

“For the first time in 25 years, we really have a strategic plan with a purpose and a roadmap.”

Out Of The Weeds

“The focus time dedicated to the strategic planning process is second to none. Having Roxanne and her team at your side for two days keeps the focus and keeps you out of the weeds.”
“Our focus on the sales process has led to growth in our core deposits, adding significant value to our organization in the long run. Twenty-six of our twenty-nine banks are in excess of their target levels.”

R.C. Burson

Chief Executive Officer, Valley Bank of Commerce
M Scheopner

B. Monts

President, Hoosier Heartland State Bank

Exceeding Lofty Expectations

“Since 2015, we have gone from $6.2 million to over $8.18 million in assets per employee. Our profitability has gone up from about $357,000 in the first half of 2015 to $1.1 million in the first half of 2018. Core deposits are up from $182 million to $263 million and assets have increased from $256 million to $422 million. Our non-interest-bearing deposits grew 34% in 2015, 36.8% in 2016, and 26% in 2017. This has exceeded even our lofty expectations!”

R.C. Burson

Chief Executive Officer, Valley Bank of Commerce

Out Of The Weeds

“The focus time dedicated to the strategic planning process is second to none. Having Roxanne and her team at your side for two days keeps the focus and keeps you out of the weeds.”
“Our focus on the sales process has led to growth in our core deposits, adding significant value to our organization in the long run. Twenty-six of our twenty-nine banks are in excess of their target levels.”

M Scheopner

B. Monts

President, Hoosier Heartland State Bank

Walk Away With A Plan

“[Strategic Planning] Think Tank allows you to get laser focus and walk away with clarity on what is going to be important for the bank moving forward the next several years. It allows you to walk away with a plan.”

Learning To Differentiate

“Hands down the best education for successful community bank strategy and learning how to differentiate your business.”

C. Adams

Senior Vice President, SouthEast Bank
M Scheopner

H. Wirtz

Chief Experience Officer, Richwood Bank

Walk Away With A Plan

“[Strategic Planning] Think Tank allows you to get laser focus and walk away with clarity on what is going to be important for the bank moving forward the next several years. It allows you to walk away with a plan.”

C. Adams

Senior Vice President, SouthEast Bank

Learning To Differentiate

“Hands down the best education for successful community bank strategy and learning how to differentiate your business.”

M Scheopner

H. Wirtz

Chief Experience Officer, Richwood Bank

Staying On Path

“The process [taught during Strategic Planning Think Tank] removes barriers in the executive management team and empowers all of us to create strategy. The structure encourages us to stay on a path to design strategy.”

Very Engaged

“Historically, the leadership team would spend months—plus two days together in-person—struggling over a 50+ page annual strategic plan. Once we finalized it, the board would approve it and everyone would put the doggone thing in a folder until the next strategic planning time the following summer. Today, it’s a one-pager. And we’re now a working, functioning leadership team that is very engaged in the strategic direction we are following. We know what to focus on. Now we hit every outcome on the plan.

C. Holland

Chief Executive Officer,Farmers State Bank of Alto Pass
M Scheopner

B. Koopman

Senior Vice President, MetaBank

Staying On Path

“The process [taught during Strategic Planning Think Tank] removes barriers in the executive management team and empowers all of us to create strategy. The structure encourages us to stay on a path to design strategy.”

C. Holland

Chief Executive Officer,Farmers State Bank of Alto Pass

Very Engaged

“Historically, the leadership team would spend months—plus two days together in-person—struggling over a 50+ page annual strategic plan. Once we finalized it, the board would approve it and everyone would put the doggone thing in a folder until the next strategic planning time the following summer. Today, it’s a one-pager. And we’re now a working, functioning leadership team that is very engaged in the strategic direction we are following. We know what to focus on. Now we hit every outcome on the plan.”

M Scheopner

B. Koopman

Senior Vice President, MetaBank

Roxanne’s System Works

“I’ve always said that if our competitors got hold of Roxanne’s information, we’d be in trouble. Fortunately, we found her first. Roxanne’s system works–especially during times like these.”

The Lights Went On

“Once we began implementing The Emmerich Group’s approach, it was like the lights went on [for our people]. Are you working with The Emmerich Group yet? If you’re not, you should be.”

A. Tubbs

M Scheopner

K. Burgess

Former Chairman, First Capital Bank of Texas and Chairman, American Bankers Association

Roxanne’s System Works

“I’ve always said that if our competitors got hold of Roxanne’s information, we’d be in trouble. Fortunately, we found her first. Roxanne’s system works–especially during times like these.”

A. Tubbs

Chairman & Chief Executive Officer, Ohnward Bank & Trust.

The Lights Went On

“Once we began implementing The Emmerich Group’s approach, it was like the lights went on [for our people]. Are you working with The Emmerich Group yet? If you’re not, you should be.”

M Scheopner

K. Burgess

Former Chairman, First Capital Bank of Texas and Chairman, American Bankers Association

Keeping Our Customers

“The real progress on the margin is on the deposit side. We have the second lowest cost of funds of any community bank in Utah. And even though rates have moved up, we’ve managed to keep customers.”

 

J. Jones

President & CEO, First National Bank of Layton

NIM Over 5

“Our net interest margin is now over 5.0—an increase of over 40 basis points in the past year. We realized our three-year goal for net income in the first year working with The Emmerich Group.”

C. Floyd

President & CEO, First National Bank of Syracuse
M Scheopner

Deposit Costs Down

“We increased net interest margin from the 27th to 82nd percentile in the time we have been working with you. We drew the line in the sand about matching rates—that was huge. We drove our deposit costs down. I don’t think we could have come out of those tough couple of years without The Emmerich Group.”

J. Burnett

Chief Executive Officer, Libertyville Savings Bank
M Scheopner
 

Interest Rates Way Up

“We were able to capture a floating rate in a rising rate environment. That was just as big a deal as getting the $10 million loan. Since then, interest rates have gone up 100 basis points. It’s the only floating rate that company has. [We were] able to negotiate that by making sure we stuck to your sales process and held tight…and it worked.”

N. Grigsby

President, Farmers State Bank