The constant change in the community bank CFO’s environment — regulatory, legislative and COVID-19 — is creating very real challenges and burdens. In the shifting landscape of the financial services industry, CFOs are confronted daily by situations that call for a range of expertise. The importance of reliable tools and techniques is critical to bottom-line performance. Please join us and learn how to manage all critical aspects such as strategic planning, investment analysis, risk management and capital and funding requirements that can positively influence your bank’s profitability.
Who Should Attend
CFOs, Controllers, Investment Officers, Chief Risk Officers, Cashiers, Treasurers, Asset Liability Management Officers and Senior Bank Officers
Day 1 (May 6)
9:00 – 9:50 am Strategic Plans, Capital Plans & Risk Appetites – How They Fit Together
Heather Archer Eastep, Partner, Hunton Andrews Kurth
9:50 – 10:00 am Break
10:00 – 10:50 am Developing and Articulating Your Bank’s Risk Appetite
Jeff Rigsby, President & CEO, CB Resource Inc.
10:50 – 11:00 am Break
11:00 – 11:50 am ALCO and Balance Sheet Management in the Era of COVID-19
Omar Hinojosa, CFA, Senior Consultant, Taylor Advisors
11:50 – 12:00 pm Q&A and Day 1 Adjournment
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Day 2 (May 7)
9:00 – 9:50 am Remote Commerce: What’s your Digital Strategy?
Patrick Dix, Vice President - Strategic Alliances, SHAZAM
9:50 – 10:00 am Break
10:00 – 10:50 am Opportunities for Your Bank - Safety for Your Customers
David Still, Regional Director, Intrafi Network
10:50 – 11:00 am Break
11:00 – 11:50 am Strategies to Improve Investment Portfolio Performance in Today’s
Challenging Rate Environment
James Reber, President & CEO, ICBA Securities
11:50 – 12:00 pm Q&A and Conference Adjournment