How to Maximize Your Bank’s Profitability Through Performance Management

The banking industry has held business growth as the chief priority for years. But all that changed after the global recession, and now financial institutions are under more pressure than ever to create value and profitability in a landscape of tighter margins.

In these current conditions, understanding the latest trends and strategies will allow banking executives to be more agile and responsive. Join us for a complimentary one-hour BAI Banking Strategies Webinar as key industry thought leader Craig Schiff and Tagetik’s Financial Services Specialist John Engelbrecht explore several strategies to optimize financial performance management in your organization.

Optimizing Financial Performance Management

  • Profitability planning and analysis

  • Regulatory reporting and analysis, including Dodd-Frank Act stress test and Comprehensive Capital Analysis & Review

  • Planning and modeling for the entire P&L, including interest rates, spreads, growth, non-interest income, capital and payroll

  • Integrated balance sheet planning, modeling contractual cash flows, prepayments and new volume projections of loans and deposits

  • M&A modeling at the legal entity, region, branch and portfolio level with detailed cash flow analysis

During this webinar, learn the benefits of an enhanced focus on performance management activities and how it can address the challenges unique to the financial services industry. The discussion also will include strategies to avoid five common mistakes when deploying performance management applications.

Your Presenters


Craig Schiff
President and CEO
BPM Partners

Craig Schiff is a pioneer in the Business Performance Management space. As a founding member of IMRS/Hyperion Software (which became Hyperion Solutions and is now part of Oracle) he helped create and define the space, known first as analytic applications, then Business Intelligence, and now BPM. Mr. Schiff spent 16 years at Hyperion and as its Senior Vice President ran the 500 person Products and Services Group. Most recently he co-founded OutlookSoft (now part of SAP). While at OutlookSoft he was President and CEO and oversaw the delivery of the first unified, web-based Business Performance Management solution. Prior to Hyperion and OutlookSoft he project managed the custom development of financial reporting systems for customers of GE Information Services Company including American Express and AMF. Mr. Schiff has published dozens of articles, spoken at numerous BPM conferences to thousands of business leaders, appeared on WOR Weekend Business Report, and was interviewed by Al Haig on World Business Review. Currently Mr. Schiff contributes to several publications, is responsible for the BPM expert channel and blog on the Business Intelligence Network/TechTarget, and develops the annual BPM Buyers Guide for Business Finance magazine. He is a recipient of the prestigious Ernst & Young Entrepreneur of the Year award. Mr. Schiff holds a B.S. from S.U.N.Y and an M.B.A. from Fordham University.



John Engelbrecht
Financial Services Specialist
Tagetik North America

John Engelbrecht is the Financial Services Specialist at Tagetik North America with over 25 years of experience in CPM and Financial Analysis solution sales. John’s experience is primarily focused on Financial Services and includes a wide range of firms from the largest commercial and investment banks and insurance companies to small community organizations and boutique firms. John has also worked with a wide range of other capital markets companies including fund managers and specialty investment firms. Solutions provided range from traditional CPM such as Budgeting & Planning and Consolidation & Reporting to more specialized projects such as Activity-Based Costing, Funds Transfer Pricing, Asset/Liability Management and Accounting Systems. John also has experience providing Business Intelligence solutions with some of the leading data management and visualization solutions in the marketplace. John was formerly a financial analyst in a regional bank controller’s department as well as a retail and commercial lender and assistant branch manager.


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RECORDED:
June 24, 2015