Session Presenters
Aaron Donaldson
Principal, Technology & Management Consulting
RSM US LLP
Brandon Koeser
Director, Audit Services
RSM US LLP
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About the presenter
Presented by
Aaron Donaldson
Principal, Technology & Management Consulting
RSM US LLP
Aaron Donaldson is a principal in technology and management consulting at RSM US LLP. He is an enterprise account leader, bringing resources from across the firm and from any discipline to serve the needs of his clients. He works extensively with clients needing real-world advice and assistance regarding their business needs, security requirements and organizational constraints and he excels in finding a way to ensure success. With a strong background in financial institution operations, technology and risk management and digital transformation, Mr. Donaldson brings a fresh, often creative approach to complex challenges across industries and disciplines.
Prior to his current role, Mr. Donaldson was responsible for the information technology consulting areas in the central region practice consisting of Iowa, Minnesota and the Dakotas. After that, he was instrumental in launching the firm’s managed services practice and transforming the way we serve clients. He then turned his attention to our cloud offering, strengthening the services and capabilities through infrastructure as a service (IaaS), expanding geographical offerings for co-location services and providing industry-specific cloud solutions.
With over 20 years of experience, Mr. Donaldson spends most of his time today assisting clients with digital transformation and cloud adoption strategies, serving in leadership and advisor roles with both a technological and business perspective.
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About the presenter
Presented by
Brandon Koeser
Director, Audit Services
RSM US LLP
Brandon Koeser is the audit services director at RSM US LLP. He is in the company’s cutting-edge Industry Eminence Program, positioning him to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. Mr. Koeser advises clients on conditions influencing middle market leaders, with a focus on the financial services industry. In client service, Mr. Koeser has over 14 years of experience serving clients across the country. He provides industry-specific insights and thought leadership that allows clients to stay at the forefront of the changes within their industry, while also providing audit and risk advisory services, including financial statement audits, attestation engagement services, operational risk assessments and specialized compliance audits.
Breakout 6: Using Data to Drive Earnings Boost
Strong, sustainable earnings are key to an effective growth strategy for banks in the current economic environment. Access to the right data allows banks to target the right customers to increase wallet share and meaningfully boost their earnings. Managing data effectively using metrics and dashboard reporting is critical to a successful growth strategy. For many institutions, information can be hard to find or is often insufficient for developing an effective strategy. This session provides an overview of solutions that allows you to effectively capture and monitor data in real-time through the integration of information from multiple sources.
Session Resources
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Session Presentation
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Navigating A Higher Interest Rate Reality