S3 | E21: Mind the Gap (PT2): Mitigating Execution Risk

About this episode

In this episode, Craig Hartman discusses strategies for reducing execution risk in financial planning.

In Part 2 of our Banking on Data podcast series with our partners at Plansmith, Edward Vincent welcomed back Craig Hartman, Chairman and CEO of Plansmith, to explore a question that resonates with every financial leader: Once you’ve identified execution risk, how do you actually reduce it? Craig’s decades of experience helping banks and credit unions navigate planning and budgeting challenges make him uniquely equipped to answer this question. In this episode, he shares actionable insig...

People in this episode

Host: Edward Vincent

Guest: Craig Hartman

Topics covered

• execution risk
• financial leadership
• planning
• budgeting
• banking

Keywords

• execution risk
• financial leaders
• planning challenges
• budgeting
• credit unions

Mentioned in this episode

Organizations: Plansmith

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