Cash Flow Based Planning: A Best Practice for Financial Institutions

IS YOUR CASH FLOW PLANNING AND BUDGETING LESS THAN IDEAL?

Financial institutions must focus on their balance sheet and net interest margin to ensure ongoing profitability and operational stability. When it comes to budgeting and forecasting, banks and credit unions often struggle to find the right approach - one that is both collaborative and precise.

In this webinar, presenter Ken Levey, Industry VP of Financial Institutions, and moderator, Jay Spence, VP of Product and Industry Solutions at Axiom Software, share best practices for cash flow planning and budgeting.


In this webinar, you will learn:

  • The pros and cons of the most common approaches to budgeting in banks
  • The benefits of adopting a cash flow based approach to planning and budgeting
  • How to incorporate funds transfer pricing into the planning process
  • How to focus on incremental new business vs. the entire portfolio

Ken brings more than 30 years of experience focused in the financial services industry developing performance management solutions for financial institutions in addition to holding key roles in finance including Vice President of Asset/Liability Management at Seamen's Bank for Savings. Jay has spent the last 20 years in the financial and performance management industry, building and leveraging performance management technologies to improve financial outcomes for enterprises.

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