Get More From Your Budgeting Process
For many financial institutions, the budgeting process is disconnected from critical parts of the business and disengaged from the people who could benefit most.
Realize the full potential of your budgeting process by aligning it with strategic planning and reporting.
The budget is a valuable management tool for planning, monitoring and controlling the finances of your institution. However, many do not realize the full potential of this tool because the budgeting process is disconnected from critical parts of your business and disengaged from the people who could benefit most. Few financial institutions set their budgets according to their strategic plan – a detailed plan based on corporate goals, branch/service expansion, market penetration, new products/services, community involvement, research, rate forecasts and media/channel mix.
This session will help you get more from your budgeting process by aligning it with strategic planning and reporting. Learn how to develop and manage a budgeting process that generates insight for your business and transforms your finance department into a value-adding business partner.
- Criteria for budgeting success
- Appropriate reporting inputs and outputs
- Modeling approaches
- Benefits of a rolling forecast
- Proven techniques to incorporate your budget into your overall strategic planning process
You will gain a better understanding of the budgeting process and learn tools, tips and techniques to enhance your budgeting process to align with your strategic planning goals.
CEOs, CFOs, controllers, senior management and anyone responsible for budgeting at your institution.
Brian Bunn, CFA, CPA, Managing Director at ZM Financial Systems in Chapel Hill, North Carolina, is responsible for leading the development and marketing of ZM’s new budgeting application. Brian applies his many years of experience in forecasting and analysis to develop practical and useful tools for finance and accounting professionals. Before joining ZMFS, Brian served as Vice President of Business Planning and Analysis for a financial institution, where his responsibilities included asset liability management, strategic planning and budgeting. Prior to that, Brian was a Commissioned Bank Examiner for the FDIC, where he supervised numerous depository institutions and served as an accounting subject matter expert for a three-state territory. Before his work with the FDIC, Brian held various positions of responsibility in Risk Management and Finance at Genworth Financial and RBC Bank.
Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session
Member price: $275.00 | Non member price $550.00
Member price: $295.00 | Non member price $560.00
Online: Visit the CBA Webinar Catalog
Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)
1516 Xavier St., Ste 500, Denver, CO 80204
Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)
- Preferred Payment Method: Online
- Please register online or by phone when paying with a credit card
- Payment Must Accompany Registration – Invoices are Not Provided
Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.