WEBINAR: Reshaping Performance Management

WEBINAR: Reshaping Performance Management

Tuesday, June 26, 2018

2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT
Reshaping Performance Management: A Look at Trends and Best Practices


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Kaufman Hall recently surveyed CFOs and senior finance executives from more than 100 financial institutions around trends and priorities in enterprise performance management (EPM). Join finance experts Brad Brockman and Bryan Ridgway for this discussion of:
  • Significant findings around plans and readiness for managing performance in key areas, including budgeting and forecasting; long-range and capital project planning; profitability analysis; and reporting and analytics
  • Kaufman Hall’s point of view on the areas in which banks are seeing the greatest return on process changes
  • Practical advice around EPM best practices to take back to your institution


Presenters

Brad Brockman
Senior Solutions Engineer – Financial Institutions
Kaufman Hall



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.


Bryan Ridgway

Senior Solutions Engineer – Financial Institutions
Kaufman Hall



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. Mr. Ridgway 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.

Mr. Ridgway is a frequent speaker at national and regional professional meetings and webinars, and has authored numerous articles for industry publications. He earned an M.B.A. in Global Management with emphases in Finance, European Studies, and German from the Thunderbird School of Global Management. He holds a B.S. in Business Administration from Pepperdine University.

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. Attendees of FMS live webinars also receive two views of the On-Demand version of the program they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date. Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live event.


Credit Hours

Earn up to 1.5 hours of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Strategic Issues
  • Instructional Method: Group Internet Based
  • Length: 75 minutes

For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). 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.


Registration Rate
Members and Non-members sign in or create an account below to register.

Members:
Complimentary
Non-members: $295


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When
6/26/2018 2:00 PM - 6/26/2018 3:15 PM
Where
United States

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