The CFO Forum tackles the top issues CFOs face today, including emerging tax and accounting strategies, ALM & liquidity, distressed credit and workouts, cybersecurity risk management, and much more.
Be prepared to build your CFO network with plenty of networking opportunities and peer-to-peer collaboration throughout the event. High-performing banks include their CFO as a critical strategic business partner across the financial institution. Such evolution has encouraged the transformation of the CFO from solely traditional tax functions to now include analysis of big data, technology systems, and efficiency strategies.
Learning Objectives
Learn about newly issued accounting standards.
Recognize current credit trends and managing credit risk at your bank.
Review the economic release data and understand the market’s current expectations.
Discuss balance sheet strategies to manage earnings, liquidity and NII.
And more!
8:00am-8:30am
8:30 am-9:15 am
Review new and emerging accounting and auditing topics as well as newly issued standards.
9:15 am-10:00 am
Discuss best practices for managing credit risk at your bank. Learn about current credit trends as well as a few recent case study examples.
10:00 am-10:15 am
10:15 am-11:15 am
The Federal Reserve has been trying to slow down the economy for well over two years now, with some tangible measures of success. The "stimulus" to the bond market recently has been the Fed's comments, since Fed Funds levels have been on hold since last August. The "response" has been the reaction to these comments, and economic releases. We will review recent commentary, and the "data," and the market's current expectations. Also, we will make some suggestions about securities with relative value in today's market.
11:15 am-11:45 am
Discuss recent tax legislation and IRS developments as well as recent accounting pronouncements that impact income taxes.
11:45 am-12:45 pm
12:45 pm-2:15 pm
2:15 pm-2:30 pm
2:30 pm-3:30 pm
Cybersecurity risk and related threats remain a top board and executive concern for banks of all sizes. Review several topics to help you remain aware of the growing risk and regulatory challenges around cybersecurity. Key discussion topics will include artificial intelligence, data classification, updated third-party risk expectations, the growing business email compromise concerns and others risks institutions should keep on their radar.
3:30 pm-4:00 pm
Discuss the latest regulatory hot topics, including 1071 Small Business Data Collection, CRA Modernization, BSA/AML, Overdraft Protection including account fees (junk fees), and Flood Insurance.
4:00 pm-4:30 pm
4:30 pm-5:45 pm
8:00 am-9:30 am
9:30 am-9:45 am
9:45 am-10:45 am
10:45 am-11:00 am
11:00 am-12:00 pm
The longest time with an inverted yield curve on record has presented bank management teams with a significant number of challenges. Learn about balance sheet strategies for prioritizing and managing a bank’s net interest margin, liquidity risk, and IRR.
12:00pm
Early Bird Price (Ends July 26, 2024): $695
ICBA Members: $795
Non-Members: $895
BDP ICBA Member: $495
BDP ICBA Non-Member: $595
This event is not recorded. For more information, call 800-422-7285.
40 W Jackson Pl
Indianapolis, IN 46225
You can use the reservation link below or call Central Reservations line at 1-800-843-6664 and reference the ICBA CFO Forum Room Block. Please note that the cutoff date for your block is August 5, 2024.
Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.
Who should attend: CFOs, Controllers, Cashiers and other accounting professionals, as well as Presidents, CEOs, and Directors
Prerequisites: Basic understanding of the CFO role in banking today
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Live
CPE Credit Hours: 13.5
President and CEO
ICBA Securities
Director/Financial Services
Forvis Mazars
Assistant Managing Partner/Consulting
Forvis Mazars
Partner/Audit
Forvis Mazars
Partner/Assurance
Forvis Mazars
Managing Director/Forensics & Valuation
Forvis Mazars
Partner/Tax
Forvis Mazars
Partner/Consulting
Forvis Mazars
Partner/Audit
Forvis Mazars
Principal/Loan Review Services
Forvis Mazars
Director/Financial Services
Forvis Mazars
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
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