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2021 AICPA & CIMA Conference on Credit Unions

CU21SS02 - Building a Strong Foundation for Profitability Analysis, presented by Syntellis Performance Solutions


Oct 19, 2021 8:00am ‐ Oct 19, 2021 8:50am


Standard: $49.00

Description

Changing economic and risk landscapes require profitability analysis to be agile, precise, and aligned throughout the institution. Join Syntellis finance experts John Kim and Jeff Truitt to learn how to adapt your profitability analysis to these changing requirements.

Learning Objectives:
  • Recognize how leveraging a RAROC matrix and scenario analysis will better align your organization with guidance from the OCC's Semiannual Risk Perspective (Mitigating Risk)
  • Determine how to leverage profitability surveys, cost allocations and more to help you accurately understand your value drivers (Improving Accuracy)
  • Assess the role and value of profitability steering committees (Increasing Buy-In)
  • Identify tips for better data visualization, and see concrete examples of value-added reporting (Enhancing Communication)

Speaker(s):

  • John Kim, Sr. Director, Product Management, Financial Institutions, Syntellis Performance Solutions
  • Jeff Truitt, Product Manager, FI Solutions, Syntellis Performance Solutions
Category: Early Riser (Online)

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