Building a Strong Foundation for Profitability Analysis, presented by Syntellis Performance Solutions - American Institute of CPAs
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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:
Determine how to best leverage a RAROC matrix and scenario analysis to better align your organization with guidance from the OCC’s Semiannual Risk Perspective (Mitigating Risk)
Identify how to leverage profitability surveys, cost allocations and more to help you accurately understand your value drivers (Improving Accuracy)
Recognize 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 - In Person(s):
Jeff
Truitt,
Product Manager, FI Solutions,
Syntellis Performance Solutions
John
Kim,
Sr. Director, Product Management, Financial Institutions,
Syntellis Performance Solutions
Category:
Concurrent Session (Onsite and Online)
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