7th Annual CFO Symposium

 

May 24-25, 2018 - Ritz Carlton, Sarasota, Florida

This event is approved for 9 CPE continuing educational credits

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 2018 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. 

Registration Before 5/10/18
FBA Member: $475.00/person
Non-Member: $950.00/person

Registration After 5/10/18
FBA Member: $525.00/per person
Non-Member: $1,050.00/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). 

7:30 a.m. - 8:30 a.m. - Registration Desk Opens & Continental Breakfast
Meeting Room Wifi Sponsored by: ICBA Securities
Continental Breakfast Sponsored by: Quantum Banking

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

"Overview of Banking and Industry Issues"
Frank A. Lafalce, Esq
Member, Anthony & Partners, LLC

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

10:00 a.m. - 11:00 a.m. - Session Two
"The Emerging Quantitative Measures in Assessing Credit Quality—the Overlaps and Distinctions"
David H. Ruffin, Director, DHG Credit Risk Management
Adam W. Thomas, CPA, Office Managing PartnerDixon Hughes Goodman
As the ALLL calculation morphs into a fair value concept under CECL, it is paramount to understand the overlap and distinction of quantitative measures between your bank's credit mark, fair value disclosures, M&A due diligence and the upcoming CECL standard. This session will discuss strategic credit considerations across the bank’s loan, risk, audit and due diligence committees as banks look to tie together these different concepts to enhance efficiencies and performance.

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
"The Implications of CECL on Strategy and Maximizing Shareholder Value"
Adam Mustafa, President, Invictus Group
The implementation of CECL in 2020 is a sea change for the banking industry. This session will educate attendees about the best way to get ready for CECL that will help them maintain a competitive edge in the marketplace. CECL is not only about compliance. It’s also about maximizing shareholder value, strategic planning, capital planning and M&A.  CECL will change the way investors view a bank’s balance sheet. Smart banks will want to know what that picture looks like—and how they can optimize their bank for implementation.

12:15 p.m. - 1:00 p.m. - Lunch
Sponsored by: SunTrust Robinson Humphrey, Inc.

1:00 p.m. - 2:00 p.m. - Session Four
"Secrets Revealed: 10 Things Your Core IT Supplier Won't Tell You"
Aaron Silva, President & CEO, Paladin fs, LLC
This session will take the audience through 10 critical issues and negotiating secrets that bankers should know before they sit down at the negotiating table. It will discuss proprietary research findings that outline the problems, pitfalls and best practices in restructuring vendor contracts based on nationwide intelligence. Through real life examples of how banks often pay in excess of $1 million more than necessary over the life of their core services contracts, the audience will learn how to dramatically improve their core and IT spending efficiency and better protect their institutions from downstream risks hidden within their contracts.

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

2:15 p.m. - 3:15 p.m. - Session Five
"Balance Sheet Strategy: The Big Picture for Banks"
Scott Hildenbrand, Principal & Chief Balance Sheet Strategist, Sandler O’Neill & Partners
Opportunities in the capital markets and developments in the financial landscape are driving key balance sheet decisions for banks. As chief balance sheet strategist for Sandler O’Neill, Scott Hildenbrand shares his thoughts and insights regarding how banks can best position themselves to meet their earnings expectations for the second half of 2018.

3:15 p.m. - 3:30 p.m. - Refreshment & Networking Break

3:30 p.m. - 4:30 p.m. - Session six
" New Accounting Rules Expected to Greatly Expand Use of Interest Rate Swaps"
Rick Redmond, President, Vining Sparks Interest Rate Products, LLC
Favorable changes to derivative accounting rules have greatly expanded the hedging opportunities for community bankers. Presently, almost one in four community banks use derivatives to efficiently manage their balance sheets. That number is expected to quickly grow as bankers discover the new opportunities presented by the new accounting rules. This session will present insights on new and existing interest rate swap strategies designed to improve performance and reduce risk.

5:00 p.m. - 6:00 p.m. - Networking Cocktail Reception
Hors d' oeurves sponsored by: BMO Capital Markets
Drink Tickets Sponsored by: SunTrust Robinson Humphrey, Inc.

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