CBA Solutions Information

CBA Solutions, a service offering / division of Kestrel Consulting, Ltd, focuses on providing the highest level of support to our clients in attaining compliance with the Cost Basis mandates. Our strategy is to increase the understanding and requirements encompassing all facets of the required changes both from Industry as well as our client’s perspective. The CBA Solutions team members are individuals who are active participants in leading Industry Committees and Groups (ISITC, SIFMA, & DTCC) that are in the process of developing the required Business Practices and Procedures to implement the required US Mandates. CBA Solutions Offerings We offer our clients assistance running from the full gamut of the Cost Basis changes down to customer-specific concentrated areas. Some of our key functional areas of support include: * Subject Matter Expertise (SME) derived by our continual involvement with key Industry Committees and Groups * Future State Gap Analysis using our quantitative Proprietary Tool “Basis Appraiser” © * Project Management Office (PMO) in forming Project Teams, Communication Plans, Project Status meetings and Project Plans * Custom targeted Business Analysis and / or Systems Analysis * Testing Planning, Coordination, Monitoring and Issue Escalation processes * Education and Training of any or all affected internal divisions, including Customer Support