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Utilizing Management Information to Make Informed Decisions (Financial Institutions Conference)


CPE Credits



PICPA Member: $29 | Nonmember: $39

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Course No.

You will have up to 90 days after the date of purchase to complete the course and take the exam.


If you attended the Financial Institutions Conference on September 25, 2017, this course would be considered a duplicate and cannot be used towards your CPE requirement.

Click play to earn CPE!

Hear Robert E. Kafafian, President & CEO speak about the following:

  • Emerging trends
  • The banking industry paradigm
  • Key profitability and performance metrics
  • Performance measurement trends and statistics


Robert E. Kafafian
President & CEO
The Kafafian Group Inc.

Mr. Kafafian is President & CEO of The Kafafian Group, a finance, strategy, and operations consulting firm that specializes in performance measurement, profitability outsourcing, strategic and capital planning, regulatory assistance, process/profit improvement, and investment banking advisory services for the financial industry.

Over the past thirty-five years he has consulted with and advised over 500 financial institutions in over forty states. He was instrumental in the design and development of a nationally established bank profitability software product and recognized as a leader in the performance measurement field of the banking industry.

He is a frequent speaker and writer on a variety of banking subjects and often quoted in banking periodicals.  He teaches at the Pennsylvania Bankers Association’s Advanced School of Banking, Pennsylvania Bankers Association’s School of Banking, the AMIfs Institute, America’s Community Bankers Center for Financial Studies, the Stonier Graduate School of Banking, the American Bankers Association’s School of Bank Marketing and Management, the Maryland Bankers Association’s Advanced School of Bank Management, and the New York Bankers Association Management School for Career Development.

Mr. Kafafian received his B.A. degree in Business/Economics from Moravian College, and his M.B.A. in Finance from Fairleigh Dickinson University.  He is Past President of the Board of Directors of the Association for Management Information in Financial Services (AMIfs), a member of the Financial Managers Society Strategic Issues Council, and is an active Board member of a number of other corporations, professional, community, and academic organizations.  He has written a book, published by AMIfs titled, KEYS TO COMMUNITY BANK SUCCESS/"Utilizing Management Information to Make Informed Decisions."

August 2016

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