Financial Services Interest Group

Purpose of the FSIG

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.

Scope of the FSIG

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:

Goal setting
Planning and control
Portfolio investment management
Performance measurement & reporting
Organization & culture

Incentive models
Cost management & shared services
Risk management
Decision support tools
Implementation roadmap

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.

FSIG Brochure and Membership Application Form

For further information contact Steve Player, or download the FSIG Brochure:

FSIG Brochure

BBRT - Beyond Budgeting Roundtable