How to Leverage Performance Management to Maximize Profitability within the Banking Industry

CPE Credits Available: 1

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With a focus on improved profitability in a fiercely competitive market , many financial institutions are expanding their use of technology for their budgeting, planning, forecasting and broader performance management needs including:

• Profitability planning and analysis including assessing impact of variability in portfolio and interest rates on net income
• Planning / modeling for the entire P & L including interest rates, spreads, growth, non-interest income, capital, payroll,etc.
• Integrated balance sheet planning, including runoffs, new volumes, projections of loans and deposits
• M&A modeling at the legal entity, region, branch and portfolio level with detailed cash flow analysis

This webcast is ideal for executives or managers in financial institutions responsible for product (asset-liability) planning or technology solutions for business units.

Topics covered will include:

• The relevance and potential benefits of an enhanced focus on performance management activities
• How best-in-class performance management can address the challenges unique to the banking and financial services industry
• 5 common mistakes in deploying performance management applications and tips on how to avoid these pitfalls

Win an Apple iPad2 One Live Webinar Attendee will be chosen to win a 16gb Wi-Fi Apple iPad2. *No purchase necessary. Webinar registration and live attendance required. This giveaway is void where prohibited by law. The winner will be chosen at random by a member of the Business Finance editorial staff. Taxes if applicable are the responsibility of the winner. 3G and wi-fi service costs are the responsibility of the winner.  Business Finance is not liable for anything relating to this giveaway. Apple and iPad are not affiliated with this giveaway. Click here for complete rules

About our presenters:

Tim Wall
Vice President Services
BPM Partners

Mr. Wall is responsible for business advisory service development and delivery for BPM Partners global business operations. Mr. Wall has more than 20 years experience helping Fortune 500 companies, privately held businesses, and government agencies evaluate and implement business performance management, business intelligence, and knowledge management solutions.

Before joining BPM Partners, he served as Director of Technology Solutions with LexisNexis, a leading provider of news, information, and technology solutions. Mr. Wall also spent several years at Hyperion Solutions as a Regional Services Vice President where he directed professional service teams in successfully completing more than 200 implementations. Prior to Hyperion, Mr. Wall spent 10 years managing budgeting, planning, and analysis teams in the utility and media sectors. Mr. Wall holds Bachelor of Science degrees in Finance and Business Administration from the University of Arizona.

Peter Alpern
Editorial Director
Business Finance