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FBA CALENDAR

CFO Forum

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Join us for the 2026 CFO Forum!
May 14-15, 2026
Lake Buena Vista, Florida

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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.



Schedule at a Glance
2026 CFO Forum Schedule
Meet the Speakers
PLANNING COMMITTEE:
  • Connie Nelson (Chair) - United Southern Bank, Umatilla ​
  • David Monter - BankMiami, Miami 
  • Mark Deitz – First Bank of Clewiston, Clewiston
  • Tyler Wong - American Bankers Association, Washington, DC

REGISTRATION IS OPEN FOR 2026!

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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 submitting this form. 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]
Hotel Information
Renaissance Orlando Resort – Disney Springs
1905 Hotel Plaza Blvd, Lake Buena Vista, FL 32830
(407) 828-2828
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Book your room online​
Room Block Cut-off Date: 04/24/26

Please click on the link above or call the hotel directly to secure your room reservations. Make sure to mention that you are with the FBA 14th Annual CFO Symposium to receive the room rate of $149++ per night, plus applicable taxes. The deadline for reserving your room at this rate is April 24th, 2026,  or when no more rooms are available. Any reservations requests made after that date will be accepted on a space and rate available basis. Please note, you must make your own reservations with the hotel as registering for the event through the FBA does not include a room reservation.
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​The Florida Bankers’ Association does not contract with third parties for hotel reservations. Only make your room reservation using the information provided by the FBA on our website and through official communications (FBA emails and social media).  
​

Do not engage with any unauthorized companies claiming to represent or work with the FBA as the official hotel service. Contact Terry Hughes at [email protected] directly with any questions or concerns.  ​

​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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website here. 

The agenda for 2026 is now finalized. This 
agenda offers 11.2 CPE credits for participants who sign in and attended all sessions.
​
Event Contact: Olga Williams
Phone: 850-701-3501
Email: oj[email protected]

If you have any concerns or complaints about this event please contact Olga Williams at oj[email protected] or (850) 701-3501. Click here to view the cancellation/refund policy.

Sponsorship Opportunities

The 2026 CFO Forum is fully sponsored! 

If you are interested in sponsoring other FBA Events, such as the Annual Meeting, D.C. Fly-In, BSA/AML Symposium and more, contact Annie Coldstream.

​Sponsorship Contact:
Annie Coldstream
[email protected]

Thank you to our Sponsors!
​

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Exhibitors:
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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
    • Associate Membership
    • Member Directory
    • Member Login
  • Education & Events
    • Calendar
    • Events List >
      • Advanced Deposit Account Administration
      • Annual Meeting >
        • Annual Meeting Hotel Information
        • Golf Outing
      • BSA/AML Symposium
      • Capitol Day + Capitol Night
      • CFO Forum
      • Commercial Lending School
      • Consumer Compliance Conference
      • DC Fly-In
      • Doc Stamp Tax
      • FBEF Welcome Reception
      • Florida Supervisors Academy
      • Fraud Academy
      • Frontline Branch Series
      • Trust Wealth Management Conference
      • Women in Leadership Conference
    • Events by Date
    • Educational Foundation (FBEF)
    • FBA Schools >
      • School of Banking
      • Trust & Wealth Management School
      • FBA Schools Cancellation Policy
    • Online Learning
    • Speak At Our Events
    • FBA Sponsorships >
      • FBA Commercial Lending School
      • FBA Consumer Compliance Conference
      • FBA Women in Leadership Conference
      • FBA CFO Forum
      • FBA Leadership Luncheons
      • FBA BSA/AML Symposium
      • FBA Supervisors Academy
      • FBA Trust and Wealth
    • Cancellation Policy
  • Resources
    • FBA In The Media
    • FBA Publications
    • Careers in Banking
    • Internships
    • Advertising
    • Our Products
    • Meet Your Endorsed Partners