How A Digital Bank Transformed Its Forecasting

TUESDAY | June 25, 2019 at 2pM et

WEBINAR

In 2016, ATB Financial - a digital banking leader with $51.9 billion in total assets - began to pivot into technical banking solutions. Exciting as the transition was, it also required ATB to find better ways to execute its FP&A processes - including a major overhaul of the company’s forecasting strategy.

Sign up for our webinar on June 25 to see how ATB Financial moved from a high-cost, single-user forecasting process to an intuitive, multi-user strategy that doubled down on data integrity and expanded the company’s modelling capabilities. Plus, hear from the Director of Finance Data Services & Analytics about best practices and valuable learning opportunities from ATB’s transition into the era of rolling forecasts.

Tuesday | June 25, 2019 at 2PM EST

Register today!

Your privacy is important to us. We never share your information with third parties. By submitting this form, you are agreeing to Vena's privacy policy.

  • Major benefits and tips for overcoming challenges to implementing rolling forecasts
  • Real-world lessons from one bank’s experience changing their approach to forecasting
  • 5 best practices for getting the most out of your FP&A software for more effective forecasting

Meet the Presenters

Michael To
Director Finance Data Services & Analytics, ATB Financial

Michael To has extensive experience in the finance industry and has had first-hand experience on deploying best practices for continuous, actionable forecasting. Michael has over 20 years of experience in the Financial Services Industry in various branch and head office roles (treasury, ITSD, finance).

Vena Solutions 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. Website: www.nasba.org

US Head Office
1971 Western Avenue #1125
Albany, NY, 12203
1.855.207.1770
info@venasolutions.com

Canadian Head Office
2 Fraser Avenue, Suite 200
Toronto, ON M6K 1Y6
1.416.207.1770
info@venasolutions.com

REGISTER NOW

Sign up today to learn valuable planning lessons including:

As a Solutions Engineer, Jeff is responsible for presentations that showcase how Vena can support many processes within organizations.  Jeff’s experience with multiple CPM vendors (Hyperion/Oracle, Outlooksoft/SAP) over the years allows him to present how Vena is strategically different and can address many different areas including financial close management, reporting and analysis.

Earn 1 CPE credit for participating.

Jeff Priest
Solutions Engineer, Vena Solutions

The CFO’s Guide To Continuous, Actionable Forecasting