Leveraging Data to Drive Financial Value

Tuesday, April 26, 2022

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1:00 PM CT

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2:30 PM CT

Program Description

The challenge facing most financial institutions (FIs) is not a lack of data. FIs have access to an abundance of information; every day a FI will send millions of data points through expensive networks and applications in order to process, transmit and maintain daily operations. But having this massive volume of data does not automatically correlate to having valuable insights. During this session, Gill Hundley, Chief Administrative & Risk Officer, and Jerry Bradley, Chief Operating Officer, of KlariVis will discuss how to easily turn this cache of data into actionable insights that empower FIs to provide the customer experience their customers are demanding, streamline operations, and ultimately drive financial value for their constituents.

Agenda

    1:00 - 2:30 PM CT

    The following topics will be highlighted during this presentation:

    The data conundrum that exists within financial institutions today
    Defining transformational data
    The benefits of investing in data analytics
    How to leverage data to increase your competitive advantage

Presenter(s)

Kim Snyder, CPA

CEO & Founder, KlariVs

Kim Snyder is the founder and CEO of Roanoke,Virginia based KlariVis,an enterprise dashboard and analytics solution designed for bankers, by bankers. KlariVis lets you see your data in a way that empowers you,your team and your customers to live and work better. KlariVis helps you and your team say “goodbye” to hours wasted sifting through spreadsheets and focus on what’s most important: your customers.

Snyder is a veteran community banker, having served as EVP/CFO for Valley Bank, a $900 million publicly traded community bank in Roanoke,VA for 10 years. She has served as the Tennessee Bankers Association CFO Forum Facilitator for the past 3 years and is a notable speaker, having spoken at many industry conferences such as Bank Director’s Acquired or Be Acquired, VBA Connect, VBA CFO Conference, NCBA Bank Director’s Assembly to name a few.

She earned a BBA in Business Administration from James Madison University and is an alumni of the ABA Stonier Graduate School of Banking. She is a Certified Public Accountant(CPA).

 

Registration to the live session includes:

  • One online connection

  • CPE credit for registrant

  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit

Credit Hours

Earn up to 1 hour of CPE

  • Level:

Intemeidate

None

  • Prerequisites:

  • Advance Preparation:

  • Field of Study:

  • Instructional Method:

  • Length:

60 Miniutes

Business Management & Organizations - Non-Technical

None

Group Internet Based

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Cost

  • Member Price:

  • Non-Member Price:

Complimentary

Complimentary