Description
How are strategies changing in 2019 to support ever-increasing performance goals? Kaufman Hall surveyed CFOs and senior finance executives from financial institutions around trends and priorities in financial performance management. In this session, Kaufman Hall experts Ken Levey and Bryan Ridgway will:
- Review key survey findings and best practices in budgeting, forecasting and long-range planning; reporting and analytics; and profitability analysis.
- Provide a focused look at Profitability Analysis—the top performance management initiative indicated by CFOs—describing best practices for developing an effective multi-dimensional profitability analysis framework specifically for financial services organizations. Attendees will learn challenges and pitfalls of traditional profitability initiatives, the importance of adding relationship profitability for comprehensive analysis, and tips for making profitability matter at every institution.
Learning Objectives:
- Understand what your peers are prioritizing across performance management processes
- Hear best practices around budgeting and planning, reporting, and profitability analysis
- Learn how to develop a profitability framework that you can apply at your credit union
Speaker(s):
- Brad
Brockman,
Senior Solutions Engineer, Financial Institutions,
Syntellis Performance Solutions
- Kenneth
Levey,
Vice President, FI Software, Product Management & Strategy,
Kaufman Hall
