Boston Chapter: Technology Update
Discuss financial institutions' digital trends that are being driven by consumer needs, competition, and opportunities to modernize the support processes to meet digital strategies. We will review tactics and strategy to deliver success and gain support from bank’s CIO and CFO to embrace the digital transformation journey.
The presenters will discuss:
- Financial Institutions' digital trends
- Opportunities to modernize the support process to meet digital strategies
- Tactics and strategy options to deliver success and gain support from your institution's CIO and CFO
Principal, Management Consulting, RSM US LLP
Jeff manages RSM’s national financial institution management consulting team. Jeff focuses on helping clients utilize technology to support efficient processes . He is a specialist in the financial industry with over 30 years of experience working for and consulting with financial institutions. Jeff has a strong background in all aspects of financial institution operations, technology management, digital transformation and risk management.
Manager, RSM US LLP
Brad is a member of the Management Consulting Financial institution team. Brad has over two decades of commercial banking industry experience as well as private industry financial management. Brad brings a unique perspective as a user of and participant in the systems and processes of today’s financial institutions. His background allows Brad to understand the challenges faced by the institution across the entire organization and develop practical solutions to assist the institution in improving efficiencies, developing and leveraging current state and future state technology, and process improvement. His specialized focus is in the areas of financial analysis, operational workflow analysis and improvement, and strategic planning.
Management Consulting, RSM US LLP
Elia has over two decades of experience working in financial institutions managing operations departments and retail locations. As a member of the FI Management Consulting team she has assisted financial institutions transform operational areas by applying sustainable and innovated solutions to help solve process inefficiencies, organizational misalignment and digital inefficiency in a holistic transformative approach. Her technical background administrating banking systems and process improvement allows her to leverage technology to help solve many process inefficiencies.
Registration to the live session includes:
- One online connection
- CPE credit for registrant
- Permission to reproduce the handouts and other written material for additional attendees at your location
Only registered attendees of the live session can obtain CPE credit
|| Earn up to 1 hour of CPE credit.
- Prerequisites: None
- Advance preparation: None
- Field of Study: Information Technology - Technical
- Instructional Method: Group Internet Based
- Length: 60 minutes
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
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