Comprehensive Cost Management*
*As of January 19, 2021 - Subject to Change

Tuesday, July 27, 2021  |   1:00 PM - 4:00 PM ET

Wednesday, July 28, 2021  |   1:00 PM - 4:00 PM ET

These sessions will introduce all of the cost development methodologies to account for 100% of non-interest expenses at your institution. Additionally, we will share all of the cost deployment options to support ongoing integrated profitability and integrated resource management scorecards. All of the management accounting processes must come together in order to generate meaningful and reliable management information. Proper Cost Management is one of these critical components.


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.

CPE Credit Hours

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 The Financial Managers Society, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) 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 registered sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site:

  • Level: Basic - Expert
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Management Services - Technical
  • Up to 6 hours for concurrent sessions
  • Instructional Mode: Group Internet Based

For more information regarding administrative policies such as complaints or refunds, call 312-578-1300. FMS has also entered into individual sponsor agreements with a number of states. For additional information, please call 312-578-1300.

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