Live webcast

Managing risk and efficiency through technology

May 23, 2023
Event details
Date and time

Recorded, watch anytime

Intended audience

C-level executives at financial institutions

Duration

60 minutes

Event overview

Today’s financial marketplace is riddled with uncertainty, particularly for community and middle market financial institutions. Bank leaders are faced with additional scrutiny and potential regulations. Now is the time for executives to look forward and explore ways to proactively and efficiently manage operations and risk through technology. During this recorded webcast, we explore innovative ways to navigate this time of uncertainty.

Topics discussed:

  • Overview of the current environment and lessons learned
  • Leveraging your current digital transformation efforts
  • Evaluating your IT infrastructure
  • Exploration of current technology strategies 

Recording and slides

Presenters
  • Aaron Donaldson
    Financial Institutions Consulting Co-Leader
    RSM US

    Aaron Donaldson, principal, serves as co-leader of the financial institutions consulting practice at RSM US LLP, focusing on technology and management consulting. 

    Aaron Donaldson
    Financial Institutions Consulting Co-Leader
    RSM US

    Aaron Donaldson, principal, serves as co-leader of the financial institutions consulting practice at RSM US LLP, focusing on technology and management consulting. 

  • Matt Kramer
    Director
    RSM US

    Matt Kramer has more than 15 years of experience in commercial lending and credit risk consulting. At RSM, he provides risk management consulting services for financial institutions of all sizes. Matt’s technical knowledge includes all aspects of banking, commercial loan underwriting, credit policies and procedures, financial statement analysis, state and federal banking regulations, appraisals and loan documentation. 

    Matt Kramer
    Director
    RSM US

    Matt Kramer has more than 15 years of experience in commercial lending and credit risk consulting. At RSM, he provides risk management consulting services for financial institutions of all sizes. Matt’s technical knowledge includes all aspects of banking, commercial loan underwriting, credit policies and procedures, financial statement analysis, state and federal banking regulations, appraisals and loan documentation. 

  • John Behringer
    Financial Institutions Leader
    RSM US

    John Behringer is risk consulting partner at RSM US LLP and national leader of the financial institutions sector for the firm. He has more than 20 years of financial services experience and is a recognized thought leader in the credit risk and regulatory space. 

    John Behringer
    Financial Institutions Leader
    RSM US

    John Behringer is risk consulting partner at RSM US LLP and national leader of the financial institutions sector for the firm. He has more than 20 years of financial services experience and is a recognized thought leader in the credit risk and regulatory space. 

Event details
Date and time

Recorded, watch anytime

Intended audience

C-level executives at financial institutions

Duration

60 minutes

"