WEBINAR RECAP: Day in the Life | CFO
WEBINAR RECAP: Day in the Life | CFO
https://klarivis.com/insight/article/webinar-recap-day-in-the-life-cfo/?&utm_source=association&utm_medium=partner&utm_campaign=2025_article_ditl_cfo&utm_content=blog_association_icba_ditl_cfo_text

Posted1 day AGO

Updated8/25/2025 10:19:16 AM

Most community bank CFOs start their day the same way: checking multiple systems, pulling overnight reports, and hoping they’ll have answers before the questions start coming. It is a reactive cycle that leaves little time for the strategic work that actually moves the needle. But what happens when that changes? When a CFO can see their entire operation clearly from the moment they sit down? Beth Beale, EVP & CFO at Benchmark Community Bank, recently walked through her daily workflow during a KlariVis “Day in the Life” demo webinars, and the difference is striking. It comes down to having the right data at the right moment, presented in a way that enables immediate action. Morning Clarity: Liquidity That Makes Sense Beth’s day begins in the Executive Summary dashboard, which provides a full view of overnight activity. She checks liquidity levels, cash balances, and portfolio quality before the day even begins....

Most community bank CFOs start their day the same way: checking multiple systems, pulling overnight reports, and hoping they’ll have answers before the questions start coming. It is a reactive cycle that leaves little time for the strategic work that actually moves the needle. But what happens when that changes? When a CFO can see their entire operation clearly from the moment they sit down? Beth Beale, EVP & CFO at Benchmark Community Bank, recently walked through her daily workflow during a KlariVis “Day in the Life” demo webinars, and the difference is striking. It comes down to having the right data at the right moment, presented in a way that enables immediate action. Morning Clarity: Liquidity That Makes Sense Beth’s day begins in the Executive Summary dashboard, which provides a full view of overnight activity. She checks liquidity levels, cash balances, and portfolio quality before the day even begins....

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