Error loading player: No playable sources found

CU21SS02

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

Date
October 19, 2021
$4900
Standard Price
This product is also available as part of the following products:
Thumbnail for 2021 AICPA & CIMA Conference on Credit Unions
This includes sessions from the conference: 2021 AICPA & CIMA Conference on Credit Unions

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)

Speakers

Speaker Image for John Kim
Sr. Director, Product Management, Financial Institutions, Syntellis Performance Solutions
Speaker Image for Jeff Truitt
Product Manager, FI Solutions, Syntellis Performance Solutions

Session Categories

Related Products

Thumbnail for Trends in Payments Fraud & Scams
Trends in Payments Fraud & Scams
The fraud environment is dynamic in that it's always changing. Fraudsters come up with new sophisticated ways to steal money from credit unions and their members while still relying on age-old methods…
Thumbnail for Economic Outlook
Economic Outlook
Chief Economist Dr. Lindsey Piegza will look at the current state of the economy amid the ongoing pandemic and what it means going forward for overall growth, interest rates and monetary policy…
Thumbnail for NCUA Regulatory Update
NCUA Regulatory Update
Hear perspectives from Associate Director Viki Nahrwold, from the Office of Examination & Insurance, on credit union trends during the pandemic, upcoming changes to examination tools, what’s on the horizon for your credit union and gain valuable insight into the NCUA proposed and enacted regulation…
Thumbnail for NCUA Regulatory Update (Replay)
NCUA Regulatory Update (Replay)
Hear perspectives from Associate Director Viki Nahrwold, from the Office of Examination & Insurance, on credit union trends during the pandemic, upcoming changes to examination tools, what’s on the horizon for your credit union and gain valuable insight into the NCUA proposed and enacted regulation…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.