Upcoming Webcast

Taking a Pulse with Financial Institutions: 2020 Profitability Strategies


PT | 2:00 PM ET


Length of time
1 hour

With the advent of COVID-19 and the resulting economic downturn and uncertainty, accurately identifying your profitability drivers is critical. It is imperative to understand how your customers, relationships, branches, channels, officers and products contribute to the bottom line. 

Finance leaders concur. In joint research recently conducted by Kaufman Hall and FMS, 87% of financial institutions said they should to do more to leverage profitability analysis to inform strategic decisions.

Join finance leaders from Umpqua Bank, Baxter Credit Union, and First Midwest Bank, and finance experts from FMS and Kaufman Hall, for a panel discussion of our research results―and learn how today’s profitability management has changed in the face of COVID-19 and the current economic environment. 


Register Now

Meet the Speakers
Bryan Ridgeway

Bryan Ridgway

Bryan Ridgway is a Senior Solutions Engineer in the Financial Institutions practice of Kaufman Hall. His responsibilities include assisting financial institutions of varying sizes and complexity in the development of solutions to analyze and improve their financial performance, utilizing the Kaufman Hall Axiom Software Suite.
Learn More About Bryan
Jeff Truitt

Jeff Truitt

Practice Lead
Jeff Truitt is a Practice Lead with the Software Division of Kaufman Hall, with a focus on financial institutions. He leads the team that implements the firm’s Profitability, and Relationship Profitability and Pricing (RPP) solutions.
Learn More About Jeff
Brett Engel

Brett Engel

Baxter Credit Union
Director of Finance and Credit Risk
Brett Engel currently serves as Director of Finance and Credit Risk Management at Baxter Credit Union, a $4.1 billion credit union headquartered in Vernon Hills, Illinois. Brett has a bachelor’s degree in Finance from the University of Illinois and Urbana-Champaign and earned an MBA from The University of Chicago Booth School of Business with conce
Dennis Powers

Dennis Powers

First Midwest Bank
VP - Manager Financial Profitability and Pricing Systems
Dennis Powers is Vice President and Manager of Profitability and Pricing Systems for First Midwest Bank. Serving in this role for the past four years, Dennis leverages multiple software platforms to build relationship profitability awareness and help lenders deepen relationships at his institution.
Daniel Groom

Daniel Groom

Umpqua Bank
SVP - Financial Planning and Analysis Director
Daniel Groom has been with Umpqua Bank since 2006, serving in a variety of roles. Currently Daniel serves as Senior Vice President/Director of the Financial Planning & Analysis, primarily focused on internal reporting, budgeting, forecasting, profitability/pricing, and supporting the Capital Planning and Accounting/Treasury departments.