Bank Consulting

Financial institutions and banks are facing uncharted waters in today's economic environment. The market, shareholders and regulators require more of your time and expect more from your management team. At HKG, a team of bankers, accountants, auditors and former regulators can help with the pressing issues caused by the economic crisis. Whether it's ALLL methodology and adequacy review, loan grading systems, regulatory orders, 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

Edward 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).

Patrick Hartman

Patrick brings more than 35 years of experience in the accounting and finance profession, primarily serving as CFO for community banks in the Los Angeles area. He has served as the CFO for Community Bank and California United Bank and Center Bank and Community Bancorp (Nevada). Patrick has substantial experience in cash management, financial projections, balance sheet management, SEC reporting, Sarbanes-Oxley implementation, mergers and acquisitions, and bank regulatory matters. He started his career with Peat Marwick in Chicago and has taught graduate and undergraduate accounting and finance classes at the University of Redlands in California. Patrick earned his BS in Business Administration from the University of Wisconsin and his MBA from Northern Illinois University.

Jeffrey Chase, CPA

Jeffrey has more than 30 years of experience, including 22 years of public accounting during which he was a partner for 12 years. He has serviced clients in the finance, distribution, oil and gas, not-for-profit, entertainment and construction industries. 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.