How A Digital Bank Transformed Its Forecasting

TUESDAY | June 25, 2019 at 2pM et


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!

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  • 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).

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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