5 Critical Tools for a Bank’s Budgeting Process

About this Mini Video Webcast

This On-Demand Webcast will give you a quick overview of how regional and community banks are gaining a competitive advantage in their local markets with the same tools leveraged by global competitors to unify their financial and risk data. Topics include:

  • Budgeting challenges for community and regional banks
  • How to leverage loan and deposit models
  • Why to integrate compensation modeling
  • Automated balancing
  • Working budget analytics
  • How to track actual performance vs. budget in real-time


About The Presenters

Aaron Taylor – President SOLA Analytics

Aaron has over 18 years of banking industry experience with an emphasis on stress testing, enterprise risk management, and financial reporting and analysis. 

Before forming SOLA Analytics, Aaron spent 10 years at a regional financial institution based in Dallas, TX.  In the role of Executive Vice President, Director of Capital Planning, Aaron oversaw the development of the Dodd Frank Act Stress Testing (DFAST) program and managed the financial reporting, budgeting, and forecasting system used for all internal, regulatory, and SEC reporting.