Surviving Budgeting Season: Tactical Improvements for Balance Sheet and Margin Planning
Date and Time
Are you dreading budgeting season? You’re not alone.
Kaufman Hall’s 2019 CFO Outlook survey found 94% of CFOs and senior finance leaders felt increasing pressure to provide greater insights into how financial results impact business strategy. Given that net interest margin typically represents 60-85% of earnings for most financial institutions, the ability to perform robust balance sheet and margin planning is critical to providing those insights.
With the right strategies and solutions, you can easily deliver these insights and more to guide profitability planning and strategy.
Join our webinar on Tuesday, Sept. 17 at 11 am PDT / 2 pm EDT to:
- Learn best practices for balance sheet and margin planning as part of your budgeting, planning, and forecasting processes
- See the value of leveraging cash flow-based forecasting, forecasted Funds Transfer Pricing, scenario analysis, and other concepts in these processes
- Understand how these strategies will both improve your budgeting process and maximize your institution’s profitability
Attendees will receive a free $25 Grubhub gift card 1-2 weeks after the webinar.
About the presenter
Senior Solutions Engineer – Financial Institutions
Bryan Ridgway is a Senior Solutions Engineer in the Financial Institutions practice of Kaufman Hall, and has more than 20 years of experience in financial risk and performance management for the banking industry. Prior to joining Kaufman Hall, he was Director of Product Management for the financial risk and performance management solutions at Fiserv, where he was responsible for leading overall business strategy in this area, including the development of funds transfer pricing, budgeting and planning, and asset liability management solutions. His current responsibilities include assisting financial institutions of varying sizes and complexity in the development of solutions to analyze and improve their financial performance, using the Kaufman Hall Axiom Software Suite.