The Road to Successful Relationship Profitability Analysis and Pricing: A Panel Discussion
Tuesday, May 14 - 10 a.m. PDT
Join profitability experts from
Lake City Bank, First Business Bank, and Kaufman Hall for this 1-hour webinar
on how to best leverage relationship profitability analysis and pricing to add
value for your institution. This session offers insights, best practices, and
key considerations, both from a practitioner and provider perspective,
The importance of comprehensively understanding
The value of relationship-based pricing
The need for consistency in profitability
measurement and strategies to achieve it
Key considerations to successfully leverage
relationship profitability and pricing
Reserve your seat today.
Ryan Neese, Lake City Bank
Ryan is the VP, Financial Planning & Analysis Manager
for Lake City Bank. In his duties, Ryan is responsible for
overseeing the department that measures profitability across several business
units of the bank. In this capacity, he works very closely with loan and
deposit customer data. Ryan's department uses various data source feeds
to convert data points into information for strategic planning and
decision-making purposes. He has been with the bank for almost 10 years
and holds an MBA in Finance and Accounting.
Brain Spielmann, First Business Bank
Brian Spielmann is the Director of Financial Planning &
Analysis at First Business Financial Services (NASDAQ: FBIZ), a bank holding
company headquartered in Madison, WI. In his current role, Brian chairs the
bank's profitability steering committee, providing strategic direction and
application of Funds Transfer Pricing and cost allocation rules and drivers
across organizational, product and relationship profitability. Brian is also
administrator/owner of the bank's annual budget and budgeting system. Brian has
over 10 years of financial services experience including strategic planning,
organizational profitability, and financial reporting and analysis. Prior to
joining FBIZ in 2006, Brian earned a Bachelor's degree in Accounting from
Bryan Ridgway, Kaufman Hall
Bryan Ridgway is a Senior Solutions Engineer within Kaufman Hall's Axiom
Software Financial Institutions practice. In this role he assists clients
and prospects in understanding how the Axiom solutions can help analyze and
improve their overall financial performance. In addition, he provides
industry thought leadership through the creation and delivery of articles,
webinars and conference speaking engagements. Bryan has nearly twenty-five
(25) years of experience in the financial risk and performance management areas
within the banking industry, and holds an M.B.A. in Global Management from the Thunderbird School
of Global Management.
Mastering the Month-End Close for Banks & Credit
Wednesday, June 12 - 4 p.m. EST
Banks and Credit Unions face a special set of
challenges during month-end close. Outside of daily core system balancing,
there are a plethora of general ledger accounts that need to be reconciled. In
addition, the accounting team must also manage numerous tasks during the close,
and all this work must be done under strict regulatory compliance guidelines.
Please join us for an informative webinar, where we share leading practices
that all strong accounting departments share when it comes to the month-end
close and provide you with takeaways your own team can implement to master the
1 CPE credit will be provided for qualifying participants.
Please note: When registering, use the name and email you
would like the CPE certificate to be awarded to.
Learning Objectives: This course objective is to understand
the key elements of executing a strong month-end close. Field of Study:
Accounting. Recommended CPE: 1 CPE. Program Cost: . Due to this program being
offered free of charge, there will be no refunds issued. Program Knowledge
Level: Overview. Prerequisite: None. Advanced Preparation: None Required.
Delivery Method: Group Internet-Based. Feedback and Comments: contact firstname.lastname@example.org or call
Bio: Nancy Wu, Head of Sales and Support, has spent most of her
career working in, consulting for, and auditing various accounting departments'
financial close process for public and private organizations. Ms. Wu is also
the author of a whitepaper that discusses management standards around balance
sheet reconciliation process. She is the subject matter expert on an
award-winning webinar program that draws hundreds of signups each month on
topics ranging from internal controls over financial reporting, to month-end
close infrastructure, to Finance tone at the top. Ms. Wu currently leads sales
and customer success for SkyStem, a technology company that offers month-end
close and reconciliation automation for mid-market companies in banking,
healthcare, retail and various other industries.