In this environment of continued tight margins, financial institutions must focus on developing and tracking to a plan that enables growth, optimizes profitability and ensures operational stability. When it comes to budgeting and forecasting, banks and credit unions often struggle to find the right approach to forecast their balance sheet and net interest income - one that is both collaborative and precise.

Presented by Axiom Software’s Bryan Ridgway and Ken Levey, this webinar reviews the approaches used to perform margin planning within the budgeting process and the business value that can be achieved through a cash flow-based budgeting approach.

This webinar will cover:

• The importance of balance sheet forecasting
• Various approaches to balance sheet forecasting
• Benefits and weaknesses of each approach
• Additional budgeting best practices