Is Your Finance Team Telling You the Right Story?
In today’s fast paced, constantly changing banking environment it is imperative that your executive team and board have the information they need to make performance focused strategic decisions. The traditional view of the CFO and their respective accounting, treasury and finance teams as purely “bean counters” must change. The current banking environment, defined by economic uncertainly, increased regulatory burdens, technology and digital transformations, expanding customer demands, and growth volatility requires that your finance organization be experts across a number of areas, including accounting, data governance and analysis, economics, industry trends, performance measurement, planning, risk management and reporting and analytics. With this broad purview of information and expertise the finance area should be both a key strategic partner and the chief storyteller for the organization.
In this session we will discuss these areas of expertise now required by the finance organization, and how all those areas can be leveraged through various processes to tell a cohesive financial story about what has happened, why it has happened, what could happen and what is the best way forward.
Managing Director, Empyrean Solutions
Ken Levey is Managing Director at Empyrean Solutions. He focuses on shaping and executing the Budgeting and planning products for banks, credit unions and other financial services.
Ken has over thirty-eight years of experience working in the financial services industry. Most recently, Ken was the Vice-President at Syntellis (formerly Kaufman Hall’s Axiom Software), where he was responsible for developing performance management products for the banking industry. Ken started his career in financial services at Bear Stearns in New York and then became the Vice President of Asset/Liability Management at Seamen’s Bank for Savings. For 17 years, Ken held a senior position at IPS-Sendero (Fiserv) where he led the development of their Asset/Liability Management system and managed their ALM and Funds Transfer Pricing implementation and consulting departments. Ken also worked at SAP where he was Senior Director of banking analytics.
Senior Sales Engineer, Empyrean Solutions
With more than twenty-five (25) years of experience in the financial risk and performance management areas within the banking industry, Bryan’s current responsibilities include assisting clients and prospects in understanding how Empyrean solutions can help analyze and improve their overall financial performance.
Prior to joining Empyrean, Bryan was the Senior Solution Engineers at Syntellis’ Axiom Software. Prior to that, 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.
He is a frequent speaker at national and regional professional meetings and webinars and has authored numerous articles for industry publications.
Bryan holds an M.B.A. in Global Management with emphases in Finance, European Studies, and German from the Thunderbird School of Global Management, and 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: Finance - Technical
- 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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