CFO Forum Materials - 2026

You can find materials for sessions with underlined titles—just click to view or download them. If you’d like to have a printed copy handy during the event, please print before you arrive. We won’t have hard copies available on site.

Thursday, May 14, 2026 

Friday, May 15, 2026 

Session 1:
Economic Update
Speaker – Pete Baksh, FNBMD

Session 2:
Understand the Role of Executive Coaching
Speaker – Steve Hopkins, WipFli

Session 3:
Exploring AI Trends in Banking
Speaker – Ryan Jackson, ABA 

Session 4:
The Affordable Housing Crisis and Finding Creative Solutions
Speakers – Eric Wimbush and ShaDonte Butler, FHLB-ATL

Session 5:
Mergers & Acquisitions
Speakers – Lauren Nilan and Alek Bevensee, Elliot Davis

Session 6:
Claims, Coverage, and Confidence: Strengthening your Bank’s Professional Insurance Program
Speaker – Brandon Maggard, FBA Insurance

Session 7:
The Value of the Second Network
Speaker – Diana Kern, SHAZAM

Session 8:
AI, Risk, and Readiness: How Artificial Intelligence is Reshaping Bank Training & Knowledge Management
Speaker – John Findlay, Lemonade

Session 9:
Legal Update
Speaker – Ginny Childs, Akerman 

​Session 10:
From Business Email Compromise to AI Exploits: Securing M365 and Copilot in Banking
Speakers – Justin Heck and Matt Babicz, Plante Moran 
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Session 11:
Examination Hot Topics from A Regulatory Panel’s View
Moderator: Joel Updegraff, Brean Capital
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Panelists: 
FDIC - Craig Price, Assistant Regional Director
OFR - Joe Matthews, Area Financial Manager
OCC - LaTisha Boyd, Assistant Deputy Comptroller
FRB - Don Bardwell, S&R Director of Examinations​