by McDermott + Bull | Mar 5, 2024 | Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study
The Company A Industry: Banking A Entity Type: Member Owned A Operating Region: California A Size: $1B AUM DOWNLOAD PDF The PROBLEM The bank required an interim CFO to fill the gap left by the departing CFO until a permanent replacement was found. This interim leader...
by McDermott + Bull | Feb 1, 2024 | Interim Financial Services Case Study, Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study
The Company A Industry: Credit Union A Entity Type: Private A Operating Region: Southern California A Size: $150M DOWNLOAD PDF The PROBLEM The credit union’s CEO suddenly retired before their scheduled exam with the NCUA. The organization needed an executive to lead...
by McDermott + Bull | Dec 20, 2023 | Interim Leaders, Interim Leaders Case Study, Julie Francis
The Company A Industry: Credit Union A Entity Type: Member-Owned Non-Profit A Operating Region: Southwest U.S. A Size: $3B DOWNLOAD PDF The PROBLEM The Chief Financial Officer left the credit union in the middle of a pivotal change in their growth strategy, focusing...
by McDermott + Bull | Nov 1, 2023 | Article, Interim Leaders, James Hickey, Julie Francis, Mark McConnell, Tamra Solis
A Forbes Report Prepared by Forbes Coaches Council. To read the full article on Forbes.com, click here. At McDermott + Bull Interim Leaders, we help clients deal with the unexpected departure of key executives every day. This can be an incredibly disruptive...
by McDermott + Bull | Aug 21, 2023 | Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study
The Company A Industry: Banking A Entity Type: Public A Operating Region: Western U.S. A Size: $1B DOWNLOAD PDF The PROBLEM The client’s CFO was leaving and gave the company three weeks’ notice. The organization had critical month-end and quarter-end reporting...
by McDermott + Bull | Jan 21, 2023 | Insight Into Interim Leaders, Interim Leaders, Julie Francis, Julie Francis Article, Video
On this episode of Insight Into Interim Leaders, M+B Interim Leaders Director of Business Development Julie Francis shares how interim leaders help address a company’s technology needs. How Do Interim Leaders Address Technology Needs? McDermott + Bull Interim...