2019 CFO Outlook: Insights and Recommendations 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 while navigating regulatory changes and market fluctuations.
Kaufman Hall recently conducted its annual survey of senior finance professionals in roles such as CFO, vice president of finance and treasury, and director of finance. On February 6, 2019, 2 ET, join Kaufman Hall finance experts Ken Levey and Bryan Ridgway for a discussion of key findings in the following areas:
Hear Kaufman Hall’s perspective and learn how your institution compares to peer organizations.
- Readiness to manage performance in the current environment
- Priority areas in budgeting
- Status of performance analytics
- Progress toward better performance management
Vice President, Financial Institutions, Kaufman Hall
Ken Levey is Vice President of Financial Institutions at Kaufman Hall. In this capacity, Ken has responsibility for the overall product and business strategy for the Banking solutions that reside on the Axiom Software platform. Prior to joining Kaufman Hall, Ken was the Senior Director for Banking Analytics at SAP BusinessObjects where he was responsible for developing performance management and analytic applications for the Banking Industry. Ken has spent over thirty-five (35) years in the financial institution industry, starting his career at Bear Stearns in New York and then Seamen’s Bank for Savings, before moving to a senior position at IPS-Sendero (Fiserv) where he led the development of the Asset/Liability Management system and managed the ALM and Funds Transfer Pricing implementation and consulting departments. Ken serves as an instructor for the Financial Managers Society (FMS) at their FMS-AMIfs Institute.
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.
|| Earn up to 1 hours of CPE credit.
- Level: Basic
- Prerequisites: None
- Advance preparation: None
- Field of Study: Business Management
- Instructional Method: Group Internet Based
- Length: 60 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.
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