Better Budgeting and Strategic Planning: Evolving Performance Management


Date: Tuesday, September 15th, 2020

Time: 2:00pm ET | 11:00am PT

Cost: Complimentary

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Year-end budgeting and planning season is around the corner. With all that has transpired in 2020, it’s time to evaluate and optimize your performance management processes.

Join this webcast, as finance experts John Kim and Kevin Smith look at how credit union performance management is changing, and what your team can do to adapt. Take these insights back to your credit union:

  • How CFO and FP&A teams can be better strategic business partners
  • Tips to optimize the convergence of people, process, and technology
  • Practical ways to change your organizational and business models
  • Ways to leverage the evolving landscape of financial budgeting and planning
  • Benefits of using consistent, governed data and assumptions for inputs and results

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)


John Kim | Senior Product Manager, Financial Institutions | Syntellis Performance Solutions

John Kim is a Senior Product Manager with Syntellis Performance Solutions, with a focus on the firm’s Axiom Financial Institutions Software products for banks and credit unions. His responsibilities include developing and maintaining the product development roadmap and strategy, directing the design and development of solutions, and overseeing the quality assurance for the firm’s Axiom Financial Institution Software suite of products.

Mr. Kim has more than 20 years of experience in the financial institutions industry. His areas of expertise include data analytics, business intelligence, profitability management, financial planning and analysis, and enterprise performance management. Prior to joining Syntellis Performance Solutions, Mr. Kim was Senior Product Manager for EPM Solutions at Fiserv, where he was responsible for strategic vision and roadmap for the performance management suite of products. Mr. Kim has been a frequent presenter at client and partner conferences.

Mr. Kim holds a B.S. from Carnegie Mellon University, and an MBA from the University of Pittsburgh.

Kevin Smith | Executive Vice President, Product Management | Syntellis Performance Solutions

Kevin Smith has more than 20 years of experience leading product management teams that deliver innovative products that delight clients and help organizations achieve new levels of success.

He manages Syntellis Performance Solutions’ software products, including setting the overall vision and strategy, and delivering products to healthcare, financial institutions, and higher education industries.

Prior to Syntellis, Kevin spent over five years in the Financial Institutions industry working at CheckFree and Fiserv leading strategy and product management functions. Kevin holds an M.B.A. in Marketing from the Kelley School of Business at Indiana University.