FALL 2023 TBD - Rosen Shingle Creek, Orlando, Florida

This group live event awards up to 6 CPE credits in business management and organization.

The 2023 CFO Forum provides a platform and opportunity for Chief Financial Officers and controllers to exchange ideas freely, dissect problems, and discuss important issues with peers. The agenda for each session will flow based on feedback from participants in the forum group. As necessary, subject matter experts will be brought in to cover specific issues and topics based on responses from the forum members. You will not want to miss this opportunity!

Only bankers are invited to attend this event. No associated businesses or vendors please.
If you have any concerns or complaints about this event please contact Matthew Bennett at [email protected] or (850) 701-3515.

Registration Prior to TBD
FBA Member: $405.00/person
Non-Member: $910.00/person

Registration After TBD
FBA Member: $455.00/per person
Non-Member: $910.00/per person

rEGISTRATION - to open Soon

brochure - to be released

Discussion Topics

• Accounting issues - Evolution of the ALLL toward the Current Expected Credit Loss model; FASB guidance on liquidity and interest rate risk disclosures
• ALCO issues - Getting the most from your model and your advisor; Board understanding of ALCO issues; Surviving the low rate environment, enhancing your investment portfolio, non—core funding techniques.
• Bank profitability issues - Squeezing every basis point; Leading indicators of profitability versus lagging indicators; Customer profitability measurement, loan pricing, fee income generation.
• Regulatory issues - Increasing emphasis on enterprise risk management; Stress testing the capital plan; Assessing third party vendor risk, Contingency Funding Plan evaluation
• Financial reporting issues - planning/budgeting issues; improvements in Board reporting, etc.
• Emerging issues - The CFO and cybersecurity; Analyzing technology investments and their risks; Succession planning for CFOs.

Hotel

We ask that each participant make their own reservations at the Rosen Shingle Creek, 9939 Universal Blvd., Orlando, FL 32819.
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To make reservations call the resort reservation office at (866) 996-6338, and identify yourself with the FBA Meeting - CFO Discussions Forum, to receive the contractual room rate of $189 (plus state and local taxes).

Please be sure to secure your room reservation as soon as possible before the room block is filled, or the cut off date of TBD.
​Reservations made after this date will be subject to group room and rate availability.

CPE Credits

The Florida Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org 

This group live event awards up to 6 CPE credits in business management and organization. 
Prerequisites: None;  Advanced Preparation: None;   Program Level: Overview

​Event Contact: Olga Williams
Phone: 850-701-3501
Email: [email protected]​