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AICPA National Conference on Banks & Savings Institutions 2020

BAN20201 - Panel: Planning Unleashed - Peer Perspectives for Improving Your Budgeting, Planning & Forecasting (sponsored by Syntellis Performance Solutions)

Sep 15, 2020 10:00am ‐ Sep 15, 2020 10:50am

Standard: $49.00


While annual budgeting is time-consuming and seems to come earlier every year, budgeting and planning aren’t a once-and-done endeavor. You need to be nimble to deal with a rapidly changing landscape, and part of that preparation is learning what works for other institutions. Join finance experts from Kaufman Hall, Community Trust Bancorp, Inc., and Triumph Bancorp, Inc. for their perspectives on how to maximize the effectiveness, efficiency, and value of the budgeting, planning, and forecasting processes at your institution. Our panelists will share their experiences, best practices, and lessons learned around key planning topics, with plenty of time for interactive discussion with the audience.

Attendees will see these benefits: validate your current processes against your peers; look for ways to improve your budgeting and planning cycle―before you’re in the thick of it; take practical strategies back to your institution to streamline and enhance your processes.

Learning Objectives:
  • Describe processes and best practices on budget and variance reporting
  • Discover tips for creating a smooth process to handle non-interest expense planning, including operating expenses, capital expenditure requests, and salary planning
  • Discuss challenges, value, and best practices related to balance sheet and margin planning


  • Kevin Stumbo, EVP and Chief Financial Officer, Community Trust Bank
  • Luke Wyse, SVP, Finance and Investor Relations, TBK Bank
  • Heather Hinchley, Sr. Solutions Engineer, Syntellis Performance Solutions
Tags: Early Riser
Category: Early Riser (Online)

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