Profitability Check-ins: Maintaining the Momentum

Our 2022 CFO Outlook report found that 92% of financial professionals expect to meet or exceed their annual profitability goals, and 34% expect to exceed goals by 10% or more.

Despite rate environment optimism, margins remain compressed as financial institutions look for revenue to replace PPP income, fight competitive pressures, invest in digital transformation, and begin to phase out overdraft fees.

To maintain the momentum, financial institutions can conduct regular profitability check-ins. Join profitability expert Brett Sturman for this CPE webinar to gain practical guidance on:

• Key dimensions to analyze
• The best metrics to track
• Benchmarks for peer-to-peer comparison
• Recommended reports for decision support

Audience

Financial institutions Finance/FP&A team, Executive Team, and those specifically involved in profitability analysis.

Field of Study

Finance
 

CPE Credits

You can earn up to 1 CPE credit per 50 minutes of live instruction time.

Program Level

Beginner
 

Prerequisites

None
 

Advanced Prep

None
 

Learning Objectives

This session is intended to provide key insights around the profitability dimensions and performance indicators that financial institutions should track, how to compare your institution's performance to its peers, and best practices for profitability reporting.
 

Price

There is no cost associated with this webinar.

Sign-Up Instructions

To participate in this webinar, complete the registration form. You will receive a confirmation email and a calendar invitation for the webinar.

For more information regarding administrative policies, refunds, concerns, and program cancellation policies, please contact our offices at axiomacademy@syntellis.com.

Syntellis Performance Solutions, LLC 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.