SIGs

Financial Services

Public Sector

Financial Services Interest Group

FISG

What is the purpose of the Financial Services Interest Group?

Launched in 2004, this interest group seeks to find ways to adapt the Beyond Budgeting principles to the financial services industry by:

• Exchanging ideas to facilitate the advancement of new performance management concepts and tools.
• Identifying and sharing best practices and lessons learned at an executive level.
• Supporting coordinated initiatives, such as benchmarking and learning programs.

What is scope of the Financial Services Interest Group?

The interest group works to produce ‘best practice’ research and reports based on case visits and shared discussion. The interest group members determine the topics such as:

Who should participate?

The interest group is open a broad range of financial service companies from banks and insurance companies to broker-dealers and mono-lines. Typically the attendees are senior financial and planning executives as well as those individuals focused on improving budgeting and planning in their organizations. Members of the interest group include: American Express, Charles Schwab, CIBC, Deutsche Bank, Handelsbanken, Omgeo, UBS, and Wachovia Bank.

The FSIG meeting calendar for 2004

FSIG Prospectus

For more information contact Mitch Max, BBRT FSIG Director, or download the FSIG Prospectus

FSIG Prospectus

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