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2022 AICPA & CIMA Conference on Banks & Savings Institutions

BAN22SS01 - Staying Nimble: The Ins and Outs of Effective Scenario Planning, presented by Syntellis Performance Solutions

Sep 13, 2022 8:00am ‐ Sep 13, 2022 8:50am


How agile is your institution? Though currently in a low-rate, high-deposit environment, have you identified short and long-term scenarios based on key business drivers for when the financial market inevitably changes?

In this session, Sr. Solutions Engineer Heather Hinchley will walk us through best practices for effective scenario planning and practical applications for financial institutions.

Learning Objectives:
  • Recognize what scenario planning really means – and what you should be modeling in today’s environment
  • Identify the specific drivers you should look at, and tips for incorporating those driver assumptions to create meaningful scenarios
  • Determine how to understand the downstream effects of specific scenarios/assumptions on your current forecast


Category: Concurrent Session (Onsite and Online)

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