Instructors

This school will be taught by leading industry experts with deep knowledge and experience in Performance Measurement. Speaker ratings average 4.8 out of 5.0 each year. You will be amazed at how each speaker keeps you engaged and educates you on the latest thinking on performance management.

Mike Guglielmo
Managing Director, Darling Consulting Group

With over 30 years of experience in strategic risk management, Mike Guglielmo has provided technical and strategic consulting to a diverse group of financial institutions. Mike is also a frequent author and top-rated speaker on a variety of balance sheet and model risk management and operational risk management topics. He serves as Vice Chairman and board member for the Financial Managers Society.

During his tenure at DCG, Mike has served in various capacities, including director of financial analytics. In addition, he is a technical resource for the ongoing development of many of DCG's quantitative and strategic risk management products and services. Prior to joining DCG, Mike managed the ALCO and strategic planning processes for a regional bank in the northeast. Mike is a graduate of Fairfield University with a degree in economics.
Ken Levey
Vice President, Financial Institutions at Kaufman Hall

Ken Levey is the Vice President, Financial Institutions at Kaufman Hall. He focuses on shaping and executing the Axiom Software product and business development strategies for banks, credit unions and other financial services.

Ken has over thirty-five years of experience working in the financial services industry. Most recently, Ken was the Senior Director, Banking Analytics at SAP BusinessObjects, where he was responsible for developing performance management and analytic applications 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 IPSSendero (Fiserv) where he lead the development of their Asset/Liability Management system and managed their ALM and Funds Transfer Pricing implementation and consulting departments.

Robert B. McDonald
Financial Manager, Wholesale Finance, Wells Fargo Corporation

Robert McDonald is a Financial Manager for Wholesale Finance at Wells Fargo Corporation where he is responsible for the P&L and profitable growth for Treasury Management and other Wholesale Bank product sets. Prior to joining Wells Fargo, he was Director of Financial Services for EMC Global Services where he was an FS Consultant and responsible for a Business Performance Management (BPM) enterprise gateway solution—the combination of periodic Key Performance Indicator (KPI) scorecards and business event process monitoring in real time. Prior to consulting, he was a practitioner as EVP and manager of Bank Operations & Technology for an East Coast bank and SVP at a Texas Bank Holding Co., where he had P&L responsibilities for a combined Bank Operations and Treasury Management business unit concept.

Mr. McDonald holds a BBA degree in Accounting from the University of Iowa, is a Certified Public Accountant and a Certified Profitability Professional. He is active in several business organizations, including the AICPA, BAI and ABA. He has a diversified background in management accounting and performance measurement systems, as well as senior management experience in Bank Finance, Bank Operations and Technology. This combination provides a unique perspective to establish business performance measurement criteria linked with financial management information results.

Scott Wise
Founder and CEO, Armada Consulting

Scott Wise is founder and CEO of Armada Consulting. His areas of professional practice include strategic cost management, multidimensional profitability and business analytics, applied to the objectives of reducing costs, maximizing profitability and improving efficiency. Scott has over 20 years experience developing and deploying performance and profitability systems for some of the world’s premier corporations. His demonstrated knowledge of both methodology and technology combined with a collaborative consulting approach have enabled him to become a trusted advisor to executives at several Fortune 500 companies. Prior to founding Armada he held similar leadership positions in consulting and financial services industries.  This summer he has a new book coming out entitled Actionable Profitability Analytics.