Lisa Klingberg Email & Phone Number

Atlanta, Ga

OMNI Channel Consulting – helping banks and credit unions to improve self-serve adoption, increase digital sales and align the digital and physical channels. Branch 2020 – developed innovative new branch design that is cost effective, showcases brand, allows for rapid deployment and leverages a flexible design. This advancement brings the branch rollout process from 17 months down to 9 and reduces overall real estate costs by up to 30%.Branch Transformation – working closely with banks and credit unions on their Network Optimization strategies related to new market entry, repositioning existing customer touch points, and ATM placement. Creating proper branch format and flow to increase sales as well as providing comprehensive multi year plans on Consolidations/Closures and Conversions/Renovations. Technology Roadmap – partnering directly with banks and credit unions to perform high level planning process review, operational planning process review, and establishing long term investment roadmaps that provide repeatable, multi-year plans that assist with investment prioritization across all channels.

Greater Atlanta Area

Highlights: Developed process to help identify, size and estimating timing related to company-wide “Playbook for Profitable Growth” targets set for Consumer & Wealth Mgmt resulting in $275MM incremental revenue & $75MM expense reduction  Partnered with Deposit Executive in Durbin response; developed new checking products (eliminating free checking), simplified fee structure and standardized checking and saving offerings in response to $40MM revenue shortfall  Member of the three person team recommending Consumer Banking investment portfolio allocations between business units and spend categories (marketing, technology, consulting, training & real estate) to CEO, CMO & Consumer & Wealth Executive Officer Led strategic alignment and configuration of the Consumer Portfolio with the Executive Vice President of the Consumer Bank and the Chief Marketing Officer for 2012 thru 2014 resulting in investment spend of over $200MM. Provided input as part of the core team tasked with creation of a project management organization within the business; creating and internal consulting structure, governance processes to meet Fed regulatory guildance. Project Management Office grew from 5 to over 60 people in less than 3 years becoming the model for other SunTrust business units.  Managed new funding strategy rollout for Consumer Bank, providing facilitation, prioritization, analytics, and support for incorporating strategy into the line of business. Provided direction and established a cohesive environment fostering positive working relationships that yielded a cohesive three year strategy and sustainable funding and prioritization model. Selected to manage the Retail Portfolio, largest within the bank, including a $75MM Teller System Replacement program Directly manage between 6-10 direct reports.

Hightlights: Contributed to Deposits Transformation process resulting in updated product suite, streamlined back end processes and reporting and provided client transparency Resuscitated working relationship between Corporate Risk, Card, and LOB Risk creating governance structure to ensure long term communications and speed to market Managed Durbin Response to ensure the necessary emergency changes were executed and in line with overall strategy, saving the company $29MM annually

Greater Minneapolis-St. Paul Area

Highlights: Built internal team to inject corporate strategy within revenue generation units.. Cross functional effort that included IT, business lines and support groups to establish a lasting process and fulfillment model.(what is a fulfillment model?  Developed ‘Idea$ from US’ that harnessed the creativity of the employee base to mine revenue and cost saving projects. Tools and processes enabled team to derive possible cost savings of over $20MM. Established governance structure and toll-gating that allowed for ideas to be mainstreamed into concepts and finally viable business cases for execution. Assisted with the development of Mobile Banking and Mobile Wallet, as well as Person to Person Banking concept management

Greater Minneapolis-St. Paul Area

 Collaborated with E-commerce group on projects to incorporate an Amazon store front into the existing structure as well as streamline processes and add further strategic alignment. Creation of annual plan and subsequent financial analysis of performance.

Greater Minneapolis-St. Paul Area

 Provided analytical support for the company’s capital markets trading and securitization planning and analysis functions.  Created Economic Revenue Model disseminating key Capital Market Trading information provided to Capital Market Executives. Ran product profitability modeling providing executive management tools to make prioritization decisions on product investments and marketing. Instituted new revenue and expense allocation driver methods incorporated into Essbase creating a dynamic system eliminating manual processing saving 40 hours of processing time.

Greater Minneapolis-St. Paul Area

Areas of Support: Corporate Finance, Project Finance, Trade Floor  Core responsibilities included oversight of Electrical Trade Floor trading, investment instruments valuations (Industrial Revenue Bonds, SWAPS, Letter of Credit) Analyzed of trading scenarios to provide recommendations to capture gain, cash P&L, analysis of mitigation dollars owed via self created database. Negotiated with the ISO for timely payment; 2000 & 2001 resulted in 2 million dollars back to NRG. Developed business case scenario analysis: evaluating potential investments including necessary equipment and useful life of units, ROI, ROE, NPV, Free Cash Flow, WACC, EVA, risk/return, variance analysis as well as other financial criteria. Business lead in the Cash Management project: results were in-sourcing of cash forecasting and standardized forecasting procedures saving millions of dollars.

M.B.A., Finance

Activities and Societies: Participated in the TransAtlantic Program, which took several people specializing in finance and related fields.

B.A., Economics