Brad Brockman 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.

Mr. Brockman has more than 20 years of experience in performance management and analytical solutions for the banking industry. Prior to joining Kaufman Hall, he was the Solutions Leader at IBM, where he was responsible for leading financial solutions across North America, including the development of profitability, budgeting and planning, predictive, and business intelligence tools.

Mr. Brockman is a regular presenter at national and regional industry meetings, and has authored numerous articles on analytical solutions. He earned an M.B.A. from the University of Phoenix and a B.S. in Finance from Northern Kentucky University. Mr. Brockman holds certifications in Analytics, Big Data, and Master Technical Sales.

All Specialties:

Budgeting & Forecasting
Reporting & Analytics
FTP & Profitability
Integrated Strategic Financial Planning

Insights from Brad Brockman

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2018 CFO Outlook for Financial Institutions

Finance executives in banks and credit unions today play a vitally important and significantly expanded role, helping to set strategic priorities through a disciplined planning process...
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accelerate-performance-through-planning-best-practices-for-achieving-value

Accelerate Performance through Planning: Best Practices for Achieving Value

(Part 3 of a 3-part blog series) Preparations for the 2018 budgeting process are underway in financial institutions. Few people relish the experience, which is often characterized by long hours and vast differences between the future financial performance executive stakeholders want and what management can deliver. Aligning strategic plans with tactical plans and associated budgets often does not occur or the linkages among these pieces are weak.
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accelerate-performance-through-planning-how-to-ensure-your-creation-of-a-data-driven-plan

Accelerate Performance through Planning: How to Ensure Your Creation of a Data-Driven Plan

(Part 2 of a 3-part blog series) Financial institutions with effectively developed and executed strategic plans have a clear competitive advantage, but such institutions are all too limited in number. Leaders often cite the lack of appropriate data and tools as a reason that strategic initiatives lose momentum amid the daily “fire drills” in financial institutions.
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