8th Annual CFO Symposium

 

May 2-3, 2019 - Rosen Shingle Creek, Orlando, Florida

The role of the bank CFO, controller, treasurer or cashier is tougher than ever. Financial strategies are continually evolving in an effort to determine the best path for achieving earnings. Whether it is growing your loan portfolio or simply finding new fee income, the challenge to create acceptable ROA and ROE performance is as difficult as we have seen for nearly 20 years.

This symposium will discuss critical success issues with CFOs, CEOs, Board Members and other senior bank officers who are interested in enhancing their organization’s profitability in 2019 and beyond. The importance of reliable tools and techniques is crucial to achieving this goal. Among other presentation topics this symposium will focus on current banking and industry issues, accounting and financial reporting developments, mergers and acquisitions, relative value opportunities, IT risk management and investments. The "take away's" from this event will make it well worth your time, energy and money to attend. 

Who Should Attend? This program is specifically designed for bank CFOs, but bank presidents, CEOs and directors would benefit from the curriculum as well.

If you are interested in becoming a sponsor at this event,  click here for more information.

If you have any concerns or complaints about this event please contact Pete Brokaw at pbrokaw@floridabankers.com or (850) 701-3515.

Registration Before 4/2/19
FBA Member: $525.00/person
Non-Member: $1,050.00/person

Registration After 4/2/19
FBA Member: $575.00/per person
Non-Member: $1,150.00/per person

Register for the Event Below



Click here to download a brochure

Attending in person?

Be sure to download the FBA mobile app which allows users to connect with attendees using in-app messaging, know what to wear/pack as well as view presentation materials or agendas when attending (depending on event). 

THURSDAY, MAY 2nd
7:30 a.m. - 8:30 a.m. - Registration Desk Opens & Continental Breakfast
Name Badge Lanyards Sponsored by: BBVA Compass

8:30 a.m. - 9:45 a.m. - Session One and Q&A
"Opening Remarks and Symposium Emcee"
J. Kimbrough "Kim" DavisExecutive Vice President & CFO, Capital City Bank Group, Inc.

"Overview of Banking and Industry Issues"
Jack P. Greeley, Attorney at Law, Smith Mackinnon, P.A.

9:45 a.m. - 10:00 a.m. - Refreshment & Networking Break
Sponsorsed by: Ncontracts

10:00 a.m. - 11:00 a.m. - Session Two and Q&A
"Prepping for the Turn: Portfolio Strategies for Falling Rates"
Mike Davis, Managing Director/Fixed Income Strategies, SunTrust Robinson Humphrey, Inc.
We are now solidly into our fourth year of Fed tightening. While it is uncertain when the current cycle will end, certain late cycle indicators are flashing and depositories should be prepping for the eventual turn in rates. This session will discuss previous interest rate cycles and draw lessons from the past. It will also discuss the importance of convexity and how it can better prepare portfolios for falling interest rates. And finally it will take a deeper dive into products that provide both positive convexity and relative value.

11:00 a.m. - 11:15 a.m. - Refreshment & Networking Break
Sponsored by: Federal Home Loan Bank of Atlanta

11:15 a.m. - 12:15 p.m. - Session Three and Q&A
"M&A Core IT Contract Negotiations: Why Planning  Ahead Pays Off Big League"
Aaron Silva, President & CEO, Paladin fs, LLC
Mergers will continue to be a viable strategy as a way to grow — or, in some cases, just to survive. No matter which side of the transaction your franchise may be, Core & IT contracts will impact the deal cost, accretive value, and shareholder benefit. This session will outline the specific steps and strategies banks can follow to implement more profitable and merger-friendly agreements.

12:15 p.m. - 1:00 p.m. - Lunch

1:00 p.m. - 2:00 p.m. - Session Four and Q&A
"Why a New Approach toward M&A is Required for a New World"
Adam Mustafa, President & CEO, Invictus Group
After seven years of consolidation within a zero-interest-rate-policy environment fueled by elevated bank stock prices, the M&A game is changing dramatically.  This session will discuss how the smartest banks will use M&A as a tool to win in the next cycle, and how they are changing their approach and analytics toward M&A to reflect the changing environment. 

 
2:00 p.m. - 2:15 p.m. - Refreshment & Networking Break

2:15 p.m. - 3:15 p.m. - Session Five and Q&A
"How To Dynamically Measure, Monitor and Managing Your Liquidity in a Volatile Rate Environment"
Ryan Hayhurst, Managing Director, The Baker Group
Over the last several years, loan demand has outpaced deposit growth and has left many banks with their tightest liquidity levels since before the financial crisis. Furthermore, banks are now feeling increased pressure to pay up for deposits or face the risk of deposit runoff. Regulators have taken notice and continue to focus on liquidity levels and liquidity risk management practices during their examination process. This session will look at current liquidity trends in the banking industry and compare the various funding options available to determine the best liability strategy using a marginal cost of funds analysis.  Best practices will also be presented to help comply with the heightened regulatory scrutiny on liquidity risk management.  Finally, attendees with receive institutions specific data and analysis to help them better understand their liquidity position and how it compares to peers.

3:15 p.m. - 3:30 p.m. - Refreshment & Networking Break
Sponsored by: Cornerstone Advisors, Inc.

3:30 p.m. - 4:30 p.m. - Session Six and Q&A
"Interest Rate Risk - Balance Sheet Strategies for a Flat Yield Curve"
Rick Redmond, President, Vining Sparks Interest Rate Products, LLC
During the latest economic cycle, community banks have dealt with market dynamics not encountered in nearly a decade. With loan growth outpacing deposit growth, funding costs on the rise, deposit betas increasing and an essentially flat yield curve, bankers need to consider innovative new ways to maintain earnings momentum. Please join us as we discuss an approach to strategy development and illustrate strategies that you can use to improve performance and manage interest rate/liquidity risk.

5:00 p.m. - 6:00 p.m. - Networking Cocktail Reception
Drink Tickets Sponsored by: KaufmanHall
Hors d'oeuvres Sponsored by: BMO Capital Markets

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