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.
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: