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Allen Sterling

Director of Community Banking and Credit Union Practice

Allen Sterling is a proven senior financial management professional with extensive and diverse experience in small, growth-oriented community financial institutions. He has over eighteen years of experience as a chief executive officer with expertise in strategic planning, operations, accounting, business development, lending, and branch administration. 


In addition to providing leadership for the Practice, Allen provides Executive Advisory Services.  

Executive Advisory Services

Interim CEO

Experienced C-Suite professionals to fill leadership gaps during transitions.

Board Leadership Training
Comprehensive board training, financial review training, and guidance on interactions with auditors and examiners.

Audit Committee 

Define member responsibilities pertaining to internal audits and examinations.

Strategic Planning

Best practices for successful plan development, execution, and monitoring.

Examination and Audit Support

Work with your team to identify and remedy issues raised during the audit process.

CEO Coaching
Optimize CEO effectiveness in communicating with the board, outside examiners, and senior management.

Community Banks & Credit Unions

As a finance and accounting outsourcing (FAO) service provider, we work with community banks and credit unions to provide needed expertise for both ongoing staffing needs and specific financial projects.  In addition, our Executive Advisory Services are aimed at CEO and Board coaching.

Services include:


  • Skilled banking CFOs and accounting staff who can step in during a staff transition.

  • Top-tier, part-time expertise to prepare for CECL, firm up stress scenarios, complete the Call Report or run analytics on the loan portfolio.

  • Objective, third-party financial reviews of the loan portfolio and deposit analytics.

  • Assessments of accounting operations, controls, policies and procedures, and staffing with detailed, actionable board-ready recommendations.

  • Skilled audit preparation teams that understand the banking and credit union regulatory environment and reporting requirements. 



bank vault Image by Jason Dent


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