Three Tangible Profitability Analyses for Your Institution to Use Today
Many profitability presentations talk in hypotheticals about what your institution can achieve by implementing a profitability system. This presentation focuses on three tangible analyses you can utilize in your institution today: product (evaluation of mortgage & HELOC portfolios), officer (pricing performance), and customer (identify actionable relationships to move on). From one banker to another, the details outlined will be insightful from what we've found at our institution and straightforward enough to consider applications to your institution.
Associate Director of Finance, Associated Bank
Ben Braun joined Associated Bank in 2011 through a corporate developmental program. While with Associated Bank, he has been exposed to a variety of areas including strategy, marketing, and finance. As Associate Director of Finance, Ben currently focuses on Management Accounting and adopting of profitability at the Associated Bank. Ben studied economics at the University of Wisconsin, Madison and earned an MBA from Saint Norbert College’s Schneider School of Business. He has been a Certified Management Accountant (CMA) since 2004.
Originally a member of the AMIfs community, Ben became active FMS member after the acquisition in December of 2017. At which time, Ben joined the FMS Board of Directors as the Profitability & Risk Management Committee council chair in June 2018.
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: Management Services - Technical
- Instructional Method: Group Internet Based
- Length: 60 minutes
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