2017 INSTITUTEST. LOUIS, MOJULY 23-28, 2017

Institute Fee includes Comprehensive Training AND Meals and Lodging!

CURRICULUM

SUNDAY, JULY 23, 2017INTRODUCTIONS & INSTITUTE OVERVIEW

1:00-6:00 ASSET LIABILITY MANAGEMENT & PROFITABILITY PART I• Margin or Spreads: Key Driver of Profitability• Non-Interest Income• Managing Operating Expenses & Efficiency• What Coorelates to Success or Higher ROA?

GROUP DINNER

MONDAY, JULY 24, 20178:30-Noon

1:00-6:00

ASSET LIABILITY MANAGEMENT & PROFITABILITY PART II• Best Practices in ALCO• Managing Liquidity• Managing Interest Rate Risk• ALM in the Current Environment

ENTERPRISE RISK MANAGEMENT PART I• Introduction• Interest rate risk• Liquidity risk

TUESDAY, JULY 25, 20178:30-Noon

1:00-6:00

ENTERPRISE RISK MANAGEMENT II• Credit risk• Operational risk • Bringing it all together with capital planning

FUNDS TRANSFER PRICING• The Basic Tenets of Funds Transfer Pricing Definition and Objectives• Next Steps in Analysis: Roadmap to Decision Making

WEDNESDAY, JULY 26, 20178:30-5:30

COMPREHENSIVE COST MANAGEMENT—COST DEVELOPMENT• Business Performance Management (BPM) Model• Developing a CCM Information Database• CCM Unit Cost Development Case Study• Administering a CCM Information Database

COMPREHENSIVE COST MANAGEMENT—COST DEPLOYMENT• Cost Deployment – Integrated Resource Management• Cost Deployment – Integrated Profitability Measurement • Establishing Performance Management Targets• Pricing and Strategic Analysis

THURSDAY, JULY 27, 20178:30-5:30 Arch Trip

PROFITABILITY MEASUREMENT PART I• Market Drivers for Improved Profitability Measurement• Evolution of Profitability Analytics in Banking• Understanding Model Demands and Business Drivers

PROFITABILITY MEASUREMENT PART II• Organizational Profitability• Product Profitability• Customer Profitability

FRIDAY, JULY 28, 20178:30-11:30 PUTTING IT ALL TOGETHER

• Integrated Performance Management• Strategic Performance Measurement• Wrap Up• Graduation

“The speakers owned an outstanding command of each topic.”

— Michael Keeney, BBVA Compass

“The content covered was beyond what I expected, the classes were great.”

CURRICULUM

SCOTT WISE, FOUNDER & CEO ARMADA CONSULTINGScott Wise is founder and CEO of Armada Consulting. His areas of professional practice include strategic cost management, multidimensional profitability and business analytics, applied to the objectives of reducing costs, maximizing profitability and improving efficiency. Scott has over 20 years experience developing and deploying performance and profitability systems for some of the world’s premier corporations. His demonstrated knowledge of both methodology and technology combined with a collaborative consulting approach have enabled him to become a trusted advisor to executives at several Fortune 500 companies. Prior to founding Armada he held similar leadership positions in consulting and financial services industries.

ROBERT B. MCDONALD, FINANCIAL MANAGER WHOLESALE FINANCE, WELLS FARGO CORPORATIONRobert McDonald is a Financial Manager for Wholesale Finance at Wells Fargo Corporation where he is responsible for the P&L and profitable growth for Treasury Management and other Wholesale Bank product sets. Prior to joining Wells Fargo, he was Director of Financial Services for EMC Global Services where he was an FS Consultant and responsible for a Business Performance Management (BPM) enterprise gateway solution—the combination of periodic Key Performance Indicator (KPI) scorecards and business event process monitoring in real time. Prior to consulting, he was a practitioner as EVP and manager of Bank Operations & Technology for an East Coast bank and SVP at a Texas Bank Holding Co., where he had P&L responsibilities for a combined Bank Operations and Treasury Management business unit concept.

Mr. McDonald holds a BBA degree in Accounting from the University of Iowa, is a Certified Public Accountant and a Certified Profitability Professional. He is active in several business organizations, including the AICPA, AMIfs, BAI and ABA. He has a diversified background in management accounting and performance measurement systems, as well as senior management experience in Bank Finance, Bank Operations and Technology. This combination provides a unique perspective to establish business performance measurement criteria linked with financial management information results.

KEN LEVEY, INDUSTRY VICE PRESIDENT FINANCIAL INSTITUTIONS, AXIOM EPMKen Levey is the Vice President Industry Solutions at Axiom EPM. He focuses on shaping and executing Axiom EPM’s product and business development strategies for banks, credit unions and other financial services.

Ken has over thirty years of experience working in the financial services industry. Most recently, Ken was

INSTRUCTORS

the Senior Director, Banking Analytics at SAP BusinessObjects, where he was responsible for developing performance management and analytic applications for the banking industry.

Ken started his career in financial services at Bear Stearns in New York and then became the Vice President of Asset/Liability Management at Seamen’s Bank for Savings. For 17 years, Ken held a senior position at IPS-Sendero (Fiserv) where he lead the development of their Asset/Liability Management system and managed their ALM and Funds Transfer Pricing implementation and consulting departments.

MICHAEL R. GUGLIELMO, MANAGING DIRECTOR DARLING CONSULTING GROUP DCGWith nearly 30 years of experience in strategic risk management, Mike Guglielmo provides technical and strategic consulting to a diverse group of financial institutions in the United States and abroad. Mike is also a frequent author and top-rated speaker on a variety of financial and operational risk management topics.

During his tenure at DCG, Mike has served in various capacities, including director of financial analytics. In addition, he is a technical resource for the ongoing development of many of DCG’s quantitative and strategic risk management products and services. Prior to joining DCG, Mike managed the ALCO and strategic planning processes for a regional bank in the northeast.

Mike is a graduate of Fairfield University with a degree in economics.

INSTRUCTORS

“The AMIfs Institute was by far the most informative, educational and enjoyable workshop I have ever attended. It was clear that AMIfs is in-tune to the needs of financial managers

in today’s competitive banking environment.”

OVERVIEW

INSTITUTE OVERVIEWThe Institute is an outgrowth of the AMIfs mission to be a leader in providing management accounting, financial and economic education for performance information professionals in the financial services industry. The Institute’s curriculum on Performance Management is a basic, comprehensive training program. Students will participate in workgroups on complex, real-world problems. Individuals who successfully complete the one-week program will be awarded the AMIfs Institute’s Certificate of Performance Management. To ensure a maximum learning experience, class size will be limited to no more than 25 students. Speakers will include university professors and financial industry practitioners. The program level is Intermediate, limited prior banking experience is suggested.

Individuals who will benefit the most from this program include:• Management Accountants• Financial Analysts• Profitability Consultants• Performance Analysts• Strategic Planners• Business Analysts

AMIfs will provide a special edition of the Journal of Performance Management as advance reading for this course. There are no other pre-requisites or advanced preparation required. The Institute delivery method is group live.

ABOUT AMIfsThe Association for Management Information in Financial Services (AMIfs) is the preeminent organization for management information professionals in the financial services industry. Founded in 1980 (known then as NABCA), AMIfs is a not-for-profit professional association dedicated to developing and advancing the profession of management information for the financial services industry. Members receive the “Journal of Bank Cost & Management Accounting” quarterly newsletters, and have access to many members only benefits on our website: www.amifs.org.

CPE CREDITS

This event will count as CPE credits for CMAs and CPAs in the Management Advisory Services field of study. The number of hours of CPE depends on participation. A total of 45 CPE credits is possible to earn at this group-live program. There are no prerequisites for this program. 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. Visit the website: www.nasba.org.

For more information, visit www.AMIfs.org. For information regarding administrative policies such as complaint, refund or cancellation, please contact AMIfs at 317-815-5857.

Earn up to 45 hours of CPE creditLevel: IntermediatePrerequisite: None

Advanced Preparation: NoneField of Study: Management Advisory ServicesInstructional Mode: Group-Live Workshop

“The Institute is a great way to learn about topics that are relevant to our industry. But most importantly, it is done in a very relaxed and enjoyable atmosphere. Who knew learning could be so much fun!”

— Senai Barlow, Comerica

The fee includes institute instruction and materials and accommodations (see below) as well as most meals. 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 institute begins. For information regarding administrative policies such as complaint and refund please contact our office at 317-815-5857.

ACCOMMODATIONS: Washington University in St. Louis, Missouri is an independent university known internationally for excellence in teaching and research and for the quality of its faculty and student body. Founded in 1853 as a non-denominational community of scholars, the University ranks among the nation’s leaders in higher education. Its undergraduate, graduate, and professional programs are highly regarded. The air-conditioned dormitory rooms provide private accommodations with bed linens, blanket, pillow and towels for each participant. (AMIfs will reserve all rooms and make room assignments.) Note: University facilities are strictly non-smoking except in designated areas.

HOW TO REGISTER:

MAIL FAX WEBSITEMail completed form with payment to:

AMIfs14247 Saffron Circle

Carmel, IN 46032

Fax completed form and credit card information to:

317-815-5877

Download, complete form and fax or mail, with payment to AMIfs Office.

www.amifs.org

QUESTIONS? CALL AMIfs AT 317-815-5857REGISTRATION FEES: 2 AMIfs MEMBER: $2995 2 Non-Member: $3345*Deep discounts for multiple attendees from the same institution, contact AMIfs or visit the website for details.

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Note: There is a $200 cancellation fee if you cancel outside of 30 days of the event once inside 30 days you will receive 50% of your registration fee back, but the registration can be transferred to a co-worker. Call us at 317-815-5857 if you have special registration needs.

REGISTRATION & FEES

2017 INSTITUTES T. LO U I S , M OJULY 23-28, 2017