Identifies and addresses programs, practices, and current trends related to a broad range of financial planning and analysis issues in the financial services industry. Topics addressed include but are not limited to: financial forecasting, allocations, budgeting, and planning (including capital budgeting and cost benefit analysis), expense management, improving management reporting as well as tools and technologies employed in these areas.
Membership Requirements:
Members should be officer level and have primary responsibility for the overall FP&A function or one or more of the following functions: financial forecasting, allocations, budgeting and planning, expense management. Members must be employed by a LOMA Member insurance company.
LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org