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Beyond Budgeting: Linking Strategic Goals to Operational Excellence

Beyond Budgeting: Linking Strategic Goals to Operational Excellence
October 27, 2005, 2:00 p.m. EST - 4:00 p.m. EST.

Regulatory pressures are demanding unprecedented levels of transparency into performance. Too often, the corporate strategy is developed but fails in its execution. There are a number of factors that contribute to successful operational execution in our performance-based environment, revealing the organizational risks, vulnerabilities and opportunities. Bank budgets have had to morph at an unprecedented rate to reflect a myriad of new line items. This premiere Xtalks event will tackle the challenges now facing the finance departments of community banks, and offer advice to ensure they remain highly competitive, resilient and compliant, in line with the shifting expectations of their customers, the needs of their internal clients and the scrutiny of regulatory bodies and auditors.

  • Effectively translating corporate strategy to operational execution plans
  • Managing regulations and compliance issues
  • Managing interest rates spreads
  • Click here to watch the entire event (Audio and Visual)
  • Click here to download an .mp3 podcast of the event (Audio Only)
  • Click here for the PDF of the presentation (Visual Only


    • Robert D. Kugel, VP & Research Director, Ventana Research Learn More
    • Karey Robb, Banking Specialist, PROPHIX Software Inc. Learn More
    • Bruno Ienni, VP/Controller, Charter Bank Learn More
    • Panel Discussion to follow the formal presentation moderated by Robert Kugel and with 3 banks on the panel


    Sponsoring Partner



    PROPHIX Software provides an end-to-end offering including products, professional services, education, and technical support. PROPHIX financial and data analysis tools bring accountability back to the business process, so key internal and external stakeholders have access to relevant information. Efficiency and timeliness become inherent within the process so value added data is produced and utilized to its fullest. PROPHIX Software includes applications for budgeting, reforecasting, consolidation, data mining, reporting, and personnel planning.

    Media Partner


    ABA Banking Journal is the official monthly publication of the American Bankers Association with community bank coverage every single issue. If you’re a community bank CEO you should be filling out the 2006 Community Bank Competitiveness Survey now. Download the questionnaire at www.ababj.com/pdfs/2006compsurvform.pdf and look for the results in the March 2006 issue of ABA Banking Journal. As a banker, receive a free subscription. Sign up at www.ababj.com/subscribe.html.


    Robert D. Kugel, CFA
    VP & Research Director - Financial Performance Management & ERP
    Ventana Research

    Rob heads up the Financial Performance Management (FPM) practice, focusing on the intersection of information technology and the finance organization. The FPM research agenda includes the application of IT to financial process optimization and collaborative systems; control systems and analytics; and advanced budgeting and planning. Rob has been a technology analyst for over 20 years. Prior to joining Ventana Research he was an equity research analyst at several firms including First Albany Corporation, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob has experience in aerospace and defense, banking, manufacturing and retail and consumer services. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder.

    Bruno Ienni, VP/Controller, Charter Bank

    Bruno has served as the Controller of Charter Bank for the past five years. Charter has tripled in size during that period and now has over $1 billion in assets and $3 in mortgage servicing. In addition to managing financial and regulatory reporting for Charter, Bruno works on the Asset-Liability committee that controls Charter's balance sheet positions and interest rate risk profile. Before coming to Charter, Bruno was Controller at two manufacturing concerns in the Seattle area and spent three years as a financial systems consultant. In addition to his CPA and CMA credentials, Bruno holds a BS in Business Management and Economics from the State University of New York.


    Karey Robb Banking Specialist PROPHIX Software Inc.

    Karey Robb is a Sales Consultant with PROPHIX and has been with the company since 2001. Since 2004 Karey has brought on such clients as Northern Trust Bank, Tompkins Trust, Mountain West Bank, Steinbach Credit Union and Ziff Brothers Investments. At the beginning of her career with PROPHIX, Karey played a valuable role within the professional services group, leading the implementation of PROPHIX solutions for over 40 clients across a variety of industries and regions. Karey holds a Masters of Business Administration degree from Dalhousie University and a Bachelor of Engineering Degree from Acadia University and T.U.N.S. This combination of experience and training, have helped Karey provide PROPHIX clients with a balanced technical and financial accounting approach to building a more dynamic planning and reporting environment.

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