The Road to Successful Relationship Profitability Analysis and Pricing: A Panel Discussion

    Tuesday, May 14 - 10 a.m. PDT

    Presented by

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, exploring:

  •          The importance of comprehensively understanding relationships
  •          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 Bradley University. 

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 Unions

    Wednesday, June 12 - 4 p.m. EST

    Presented by

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 month-end close.

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 or call 646-833-3177. 

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.

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