Altius

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Altius

  1. 1. 3895 Fairfax Court Atlanta, Georgia 30339 770-444-3557 Direct 770-444-9084 Fax ami@amifs.org Risk Adjusted Performance Management Webinar Series – Sponsored by SunGard Starting Tuesday September 16th Section Details Webinar Title Risk Adjusted Performance Management 1. Risk Adjusted Performance Management: the future of banking? 2. Requirements for Successful Risk Adjusted Profitability 3. Relationship Management 4. Budgets and Risk Adjusted Performance Management 5. The Data Dilemma Dates Tuesday September 16, 2008 Tuesday September 30, 2008 Thursday October 9, 2008 Tuesday October 21, 2008 Tuesday November 4, 2008 Time All Webinars will be held from 11:00-12:15pm EST Webinar Knowledge Intermediate to Advanced Webinar Series AMIfs is pleased to announce a five-part webinar series highlighting Risk Overview Adjusted Performance Management. The sessions will cover: 1. Risk Adjusted Performance Management: the future of banking? (9/16) 2. Requirements for Successful Risk Adjusted Profitability (9/30) 3. Relationship Management (10/9) 4. Budgets and Risk Adjusted Performance Management (10/21) 5. The Data Dilemma (11/4) Series Benefits The Risk Adjusted Performance Management series will introduce banks of any size to the emerging discipline of active balance management utilizing the altius2269.doc 1
  2. 2. latest tools of risk adjusted performance management. Attendees of this series will gain a complete understanding of what will required by regulators, analysts, executive management and shareholders by banks of the future in terms of risk and operational management and the ability to maximize profitability with it. All of the history, common questions about implantation and the objections will be covered so every attendee will be equipped to analyze where their institution lies on the risk management curve – and will have a good idea of what it will take to move up the curve. You can sign up for individual sessions, but in this series each section builds off of the previous session, so participating in the complete series will provide you with the greatest return for your training dollar. Series Agenda 1. Risk Adjusted Performance Management: the future of banking? a. Why RAPM is critical to bank success. b. What does a Risk Adjusted Performance Management solution look like and how is it used? c. Proof points: what’s the return on investment? 2. Requirements for Successful Risk Adjusted Profitability a. It has to start at the transaction level and aggregate up b. Full reconcilement to the corporate numbers is a must. -at the top and throughout the system. c. Taking user needs into account 3. Relationship Management a. What constitutes a relationship? b. Effective relationship management is more than pricing. c. How does relationship management drive performance? 4. Budgets and Risk Adjusted Performance Management a. Budgeting is not just an exercise. b. Setting the right expectations. c. Incentive compensation everyone can believe in. 5. The Data Dilemma a. Your data will never be perfect, but it is better than you think. b. How the system will help your data. c. Getting started without getting stuck. Learning Objective • Learn the language of Risk Adjusted Performance Management, going beyond just Interest Rate Risk to all risk categories • Learn and understand the dynamics of operational risk and efficiencies, and their potential impact on profitability – both short term and long term • Learn the features and functions necessary to successfully managing your bank on a risk adjusted basis • Understand why hardware is no longer a constraint, even for small banks • How can you be sure you have sufficient, meaningful data to enter the RAPM world? Find out what’s really required • Do budgets have a place in the RAPM world? Yes, but only if they are part of the RAPM framework Webinar Instructors William Newcomer, Solutions Manager, SunGard Banks and Corporations altius2269.doc 2
  3. 3. Will Newcomer has 28 years of commercial banking experience, with a primary focus on performance measurement and incentive plans. Newcomer was with what is now Bank of America in Texas for 13 years and subsequently spent 15 years with Bancorp South. He has a BS in Computer Science BS in Computer Science. MBA with a concentration in Corporate Finance. William Collett, Director of Profitability Solutions, SunGard Banks and Corporations Fees and Registration The fee for one webinar is: AMIfs Member fee is US $149 Non-member fee is US $199 Fee for the entire series: AMIfs Member fee is US $450 Non-member fee is US $650 The fee includes workshop instruction and materials. Registrations may be completed online at our website, mailed, or faxed to AMIfs. A copy of this brochure and current registration information can be obtained from the website - www.amifs.org. Registration and payment must be received before the webinar begins. Fees cannot be refunded if participation is canceled within 14 business days of the event. For information regarding administrative policies such as complaint and refund, please contact our offices at 770-444-3557. CPE Individual webinar will count as 1 CPE credits and the series will count for 7 CPE credits for CMAs and CPAs in the Management Advisory Services field of study. AMIfs is registered with the National Association for State Board of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. AMIfs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. About Sponsor SunGard’s Ambit is a banking solution suite for retail, commercial and private banks. It provides banking professionals with solutions that support front-, middle- and back-office operations, as well as solutions for financial management, risk and compliance. Ambit BancWare solutions offers scalable technology and proven solutions that help financial firms effectively measure and manage risk, forecast balance sheet performance, meet regulatory requirements and make critical business decisions. Our modular, integrated solutions for asset/liability management, profitability, strategic planning, credit risk, operational risk, economic capital and regulatory compliance provide a complete picture of your banking business. For more information, visit www.sungard.com/ ambit. With annual revenue of $5 billion, SunGard is a global leader in software altius2269.doc 3
  4. 4. and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. SunGard serves more than 25, 00 customers in more than 50 countries, including the world’s 50 largest financial services companies About AMIfs The Association for Management Information in Financial Services (AMIfs) is the preeminent organization for management information professionals in the financial services industry. For 28 years, AMIfs has provided a unique opportunity for financial services professionals to exchange their knowledge and experience. Our primary focus is on performance measurement related topics such as customer, account, organizational and product profitability, activity based costing, funds transfer pricing, asset/liability management, and related measurement programs. For more information, visit www.amifs.org. For information regarding administrative policies such as complaint and refund, please contact AMIfs at 770-444-3557. altius2269.doc 4

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