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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. Who Should Attend? This program is specifically designed for bank CFOs and Controllers. |
PLANNING COMMITTEE:
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VENUE |
Room Block Deadline: Friday, May 3, 2024!
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Renaissance Orlando at SeaWorld
6677 Sea Harbor Drive, Orlando, FL 32821
407-351-5555
Click here to make your room reservations online , or contact the resort reservations department directly at 800-380-7917. Be sure to identify yourself as an attendee of the FBA 12th Annual CFO Forum to secure the $209 single/double rate. Each individual guest will be charged one night room and tax upon making the reservation to guarantee the room. Please make your reservations as soon as possible but certainly no later than Friday, May 3, 2024. After that date any reservation requests will be accepted on a space and rate available basis.
6677 Sea Harbor Drive, Orlando, FL 32821
407-351-5555
Click here to make your room reservations online , or contact the resort reservations department directly at 800-380-7917. Be sure to identify yourself as an attendee of the FBA 12th Annual CFO Forum to secure the $209 single/double rate. Each individual guest will be charged one night room and tax upon making the reservation to guarantee the room. Please make your reservations as soon as possible but certainly no later than Friday, May 3, 2024. After that date any reservation requests will be accepted on a space and rate available basis.
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MONDAY | MAY 20
7:30am – 8:30am Registration 8:30am – 9:45am Session 1: Learning From Our Recent Experiences To Enhance Safety, Soundness, And Profitability Going Forward Marty Mosby, ERMA Strategies, LLC 9:45am - 10:45am Session 2: Counterfeit Check And Altered Check Fraud Pat Dix, SHAZAM 10:45am – 11:15am Networking Break 11:15am – 12:15pm Session 3: Public Accounting Panel On CECL Trends, Audit Costs, And Maintaining Independence Moderator: Connie Nelson, CPA, United Southern Bank Panelists:
12:15pm – 1:15pm Lunch 1:15pm – 2:15pm Session 4: Human Resources - Training, Staffing And Management Succession Edith Gandy, TriSource Associates 2:15pm – 3:15pm Session 5: Growing Revenue With Your Debit Card Mike Holt, PRI 3:15pm – 3:45pm Break 3:45pm – 4:45pm Session 6: Liquidity Eric Wimbush, Federal Home Loan Bank 5:00pm – 6:00pm Networking Reception |
TUESDAY | MAY 21
8:00am – 9:00am Breakfast & Networking 9:00am – 10:15am Session 7: CFO’s Role In Innovation Brandon Quiterio, Wolf & Company 10:15am - 10:30am Break 10:30am – 11:30am Session 8: Opportunities for Increasing Profitability Using Tested Deposit and Funding Strategies Danny Capitel, IntraFi 11:30am - 1:00pm Luncheon/ Regulatory Update With Q&A Kathy Kraninger, Florida Bankers Association Alison Touhey, American Bankers Association Heather Trew, American Bankers Association Meeting Adjourned |
REGISTRATION
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Registration Before 4/22/24
FBA Member: $575.00/person Non-Member: $1,250.00/person Registration After 4/23/24 FBA Member: $625.00/per person Non-Member: $1,250.00/per person |
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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. This group live event will award up to 9.6 CPE credits in Finance, Personnel/Human Resources, Business Management & Organization, and Accounting. Prerequisites: None; Advanced Preparation: None; Program Level: Overview.
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. |