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2021 AICPA & CIMA Conference on Banks & Savings Institutions

BAN2120 - How a Modern Loan Subledger Can Transform Your Finance Organization, presented by SS&C EVOLV

Sep 22, 2021 9:00am ‐ Sep 22, 2021 9:50am

Standard: $49.00


Finance transformation and modern technology solutions go hand-in-hand when building a flexible finance organization. Limiting investment to only modernizing current capabilities falls short of driving the efficiency and effectiveness required to compete in a demanding market.

Learning Objectives:
  • Recognize how to build a flexible finance organization
  • Identify and review the role of a loan subledger in planning and forecasting
  • Evaluate finance transformation and modern technology solutions
  • Recognize how driving efficiency and effectiveness is required to compete
  • Assess building a flexible architecture and scalable data model

​Speaker - In Person(s):

  • Brent Dann, Senior Vice President, Chief Accounting Officer, PenFed Credit Union

​Speaker - Virtual(s):

  • Bryan Suarez, Managing Director, Financial Services Consulting, EY
  • Katie Wilson, Vice President, Solutions Consulting, SS&C EVOLV
Category: Concurrent Session (Onsite and Online)

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