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FBA CALENDAR

CFO Forum

May 8-9, 2025 - JW Marriott Orlando Bonnet Creek

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Thank you for joining us for the 2025 CFO Forum!
​​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 forum will discuss critical success issues with CFOs, CEOs, Board Members and other senior bank officers who are interested in enhancing their organization’s profitability. The importance of reliable tools and techniques is crucial to achieving this goal. Among other presentation topics this forum will focus on accounting and financial reporting developments, Interest Rate Risk, Liquidity, fraud, management succession and digital transformation.
PLANNING COMMITTEE:
  • Connie Nelson (Chair) - United Southern Bank, Umatilla 
  • Matt Ivers – Citizens First Bank, The Villages
  • Angela Walden - Prime Meridian Bank, Lakeland
  • Mark Deitz – First Bank of Clewiston, Clewiston
  • Tyler Wong - American Bankers Association, Washington, DC
JW Marriott Orlando Bonnet Creek Resort & Spa
14900 Chelonia Parkway, Orlando, Florida, 32821
407-919-6300

REGISTRATION IS OPEN FOR 2025!

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REGISTER ONLINE (MEMBERS ONLY)
NON-MEMBER REGISTRATION FORM
Non-members are not able to register through the FBA Members Only portal, please fill out and submit a Non-Member Registration Form.
Dietary Restrictions
​If you have any dietary restrictions or preferences, such as vegetarian, vegan, gluten-free, or any other specific requirements, please let us know by sending an email to the registrar with your name and dietary needs. We will do our best to accommodate all requests and ensure that you have suitable meal options during the event.
​
​Event Registrar: Olga Williams 
Phone: 850-701-3501
Email: [email protected]

​CPE CREDITS

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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 here. 

Once the agenda for 2025 is finalized, we will apply for continuing credits for this event. 


​Event Contact: Marilyn Matherne 
Phone: 850-701-3515
Email: [email protected]

If you have any concerns or complaints about this event please contact Marilyn Matherne at [email protected] or (850) 701-3515. Click here to view the cancellation/refund policy.

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Florida Bankers Association

1001 Thomasville Road, Suite 201 | Tallahassee, FL 32303
Phone: (850) 224-2265 | [email protected] 
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  • About Us
    • Our Staff & Values
    • 2024-27 Strategic Plan
    • Governance & Bylaws
  • Advocacy
    • Government Relations
    • Florida BankPac
    • Current Issues
    • Trust & Wealth
  • Membership
    • Join the FBA
    • Peer Groups
    • Endorsed Partnership
    • Member Directory
    • Member Login
  • Education & Events
    • Calendar
    • Events List >
      • Commercial Lending School
      • FL Supervisors Academy
      • 2025 DC Trip
      • Consumer Compliance Conference
      • 2025 Capitol Day + Capitol Night >
        • FBEF Welcome Reception 2025
      • Women in Leadership Conference
      • CFO Forum
      • Annual Meeting
      • Trust Wealth Management Conference
      • Bank Directors Training
      • BSA/AML Symposium
      • Advanced Deposit Account Administration
      • Frontline Branch Series
    • Events by Date
    • Educational Foundation (FBEF)
    • FBA Schools >
      • School of Banking
      • Trust & Wealth Management School
      • Online Student Resources
    • Online Learning
    • Speak At Our Events
    • Cancellation Policy
  • Resources
    • FBA In The Media
    • FBA Publications
    • Careers in Banking
    • Advertising
    • Our Products
    • Meet Your Endorsed Partners