An Integrated Approach to Planning for Banks and Credit Unions

Join Workday and Huron for a virtual session to learn about a comprehensive approach to enterprise planning

Date: Thursday, May 20, 2021
When: 10:00am to 11:00am PT
Fee: Complimentary

This event is being offered virtually in lieu of in-person.*

As we enter a post-COVID world, the experience of the past year has taught us how crucial accurate, up-to-date and comprehensive plans are to managing your business. The importance of planning and forecasting to both prepare for unforeseen circumstances as well as to react to them is more important than ever. Now is the time to not only leverage advanced modeling cloud-based technologies enabling better informed strategic decisions and also differentiating and elevating your institution along the way.

Join this virtual discussion led by Workday and Huron Consulting Group to learn more about next generation planning in the financial services industry.

We will discuss:

  • The importance of an integrated approach to planning
  • Reconnecting the management of risk and return
  • Developing an integrated planning architecture
  • How to make the planning process relevant and valuable to all participants

Additional concepts will include:

  • Planning and forecasting net interest margin accurately
  • Using your current book of business as a baseline for projections
  • Understanding the drivers of your costs and expenses
Agenda: 
10:00am - 10:30am

Enterprise Modeling for Banks & Credit Unions

Presented by Huron Consulting Group

10:30am - 11:00am

Financial Services Demo & Q&A

See an interactive demo of comprehensive planning, forecasting, and modeling built for the uniqueness of industry requirements and modeling complexity. We will show margin forecasting strategic planning and stress modeling, all in the cloud.   

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About Workday Adaptive Planning

Agility is everything in the changing world of business. To think fast and move first, you need an enterprise planning solution designed to help you make better decisions, faster. Workday Adaptive Planning enables 5,200+ customers worldwide to collaborate, gain insights, and deliver superior performance so you can gain business agility and plan for what’s next. Built for business users, our cloud-based software offers powerful modeling and analytics capabilities in a tool simple enough for anyone to use, and scalable enough for organizations of any size. Discover how an enterprise planning solution from Workday can help you embrace the future with confidence.

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