Best Practices in Budgeting and Planning to Accelerate Performance

RECORDING: November 7, 2017
TIME: 1:00 - 2:00 PM CT

Sponsored By:

Given the numerous challenges in today’s financial services industry, it is now more important than ever to have a comprehensive plan for your institution to achieve its goals and financial targets. Ensuring that your financial institution has accurate, flexible, and transparent strategic and tactical plans will help you address both external and internal challenges, while ensuring you have a roadmap toward profitable growth.

Join us for this complimentary BAI webinar and hear from financial experts Bryan Ridgway and Brad Brockman as they share insights into best practices in budgeting and planning to accelerate performance.

Key Takeaways:

  • Examine market and peer information pointing to the need for better budgeting and planning practices
  • Understand current challenges faced by financial institutions around budgeting and planning
  • Learn best practices and practical examples to improve budgeting, planning, and forecasting processes at your organization

Your Presenters

Bryan Ridgway
Senior Solutions Engineer – Financial Institutions
Kaufman Hall

Bryan Ridgway is a Senior Solutions Engineer in the Financial Institutions practice of Kaufman Hall. His responsibilities include assisting financial institutions of varying sizes and complexity in the development of solutions to analyze and improve their financial performance, utilizing the Kaufman Hall Axiom Software Suite. Mr. Ridgway has more than 20 years of experience in financial risk and performance management for the banking industry. Prior to joining Kaufman Hall, he was Director of Product Management for the financial risk and performance management solutions at Fiserv, where he was responsible for leading overall business strategy in this area, including the development of funds transfer pricing, budgeting and planning, and asset liability management solutions.

Brad Brockman
Senior Solutions Engineer – Financial Institutions
Kaufman Hall

Brad Brockman is a Senior Solutions Engineer in the Financial Institutions practice of Kaufman Hall. His responsibilities include assisting financial institutions of varying sizes and complexity in the development of solutions to analyze and improve their financial performance, utilizing the Kaufman Hall Axiom Software Suite.

Mr. Brockman has more than 20 years of experience in performance management and analytical solutions for the banking industry. Prior to joining Kaufman Hall, he was the Solutions Leader at IBM, where he was responsible for leading financial solutions across North America, including the development of profitability, budgeting and planning, predictive, and business intelligence tools.

Mr. Brockman is a regular presenter at national and regional industry meetings, and has authored numerous articles on analytical solutions. He earned an M.B.A. from the University of Phoenix and a B.S. in Finance from Northern Kentucky University. Mr. Brockman holds certifications in Analytics, Big Data, and Master Technical Sales.


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