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Bank Consulting and Financial Institutions

Whether it's SEC reporting, ALLL (allowance for loan and lease losses) methodology and adequacy review, Board Governance, loan grading systems, loan policies and procedures, OREO issues, or negotiations with problem credits, HKG can help. Our professionals know that a "fresh" look at a problem or potential problem can lead to a more strategic solution.

 

Members of our Bank Consulting Team

 

Edward Jamison has more than 30 years of executive-level experience with financial institutions. He has served in senior positions at several banks, including Commerce First Thrift, Commerce Financial (Utah), First Security Financial (Utah) and Community Bancorp (Nevada). He co-founded Nevada Community Bank and Community Bank of Nevada and oversaw the initial public offering of stock and listing on NASDAQ of Community Bancorp (a bank holding company).

 

Jeffrey Chase, CPA has more than 30 years of experience, including 22 years of public accounting during which he was a partner for 12 years. He has served as senior vice president and chief accounting officer of a publicly traded bank with more than $1.7 billion in assets, with responsibility for all financial reporting to the Board of Directors and SEC filings. He has substantial experience in accounting and bank operations, SEC filings, strategic planning, Sarbanes-Oxley implementation and monitoring, cash flow analysis, budget development and implementation, and regulatory compliance filings. Jeffrey started his career with Grant Thornton LLP and graduated from Abilene Christian University with a BS in accounting.

 

Curt Natham, CPA has experience in helping financial institution institutions in a multitude of ways He focuses on current benchmarking studies of metrics to create value for the institution and its investors, review and improvement of regulatory structure for an institution; application of efficient audit procedures for specific financial statement accounts – primarily loan/allowance and investment portfolios; assessment of the effect of new accounting pronouncements on an institution’s financial statements; review of the most important aspects of income taxes, deferred taxes and tax provisions for an institution; review and restructure of expected roles of the Board of Directors and Audit and Risk sub-Committees; and review of strategic risk management plans for institutions management and Board members or committees.

Industries Served

  • Apparel
  • Bank Consulting and Financial Institutions
  • Construction and Real Estate
  • Early Stage and Emerging Growth Companies
  • Litigation Support
  • Media and Communications
  • Manufacturing and Wholesale Distribution
  • Not-For-Profit
  • Professional Services

Let’s start a conversation.

Contact us >

626.585.0666

info@HKGCPA.com

100 West Walnut Street

7th Floor

Pasadena, CA 91124




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