Chief Financial Officer Forum
March 14, 2019, June 18, 2018 and October 16, 2019
Registration for all three sessions is $,1200 for CBAO members.
Participate in an investment for you and your bank’s future!
The 2019 CFO/Controller Forum provides a platform for non-competing bank CFOs and controllers to exchange ideas freely, dissect problems, and discuss important issues with peers. Each group meets three times annually at the Missouri Independent Bankers Association headquarters. The agenda for each session will flow based on feedback from participants in the forum group. As necessary, subject matter experts will be brought in to cover specific issues and topics based on responses from the forum members. You will not want to miss this opportunity!
Location & Dates
8800 Lyra Drive, Suite 570
Columbus, OH 43240
Schedule of Events
8:00 a.m. Continental Breakfast
9:00 a.m. Forum Convenes
12:00 p.m. Lunch Provided
3:00 p.m. Adjourn
How Do Forums Work?
- CBAO organizes the groups based on bank size and market to ensure that participants have as much in common as possible without being competitors. Additional groups may be added, depending on demand.
- The groups are small—no more than 15 bank CFOs/ controllers in a group. Due to the nature of the program, no substitutes are permitted unless by consent of the other participants.
- Each forum meets three times during the year.
- Five to seven topics are discussed at each session. Participants are strongly encouraged to suggest agenda topics of interest.
- Participants get the benefit of working with industry experts on a cost-saving basis.
- A binder containing forum handout materials is provided for each group member.
- Members can exchange ideas and network between meetings.
- CBAO is responsible for correspondence, meeting details, lunches, some speaker resources, and other guidance as determined by the facilitator.
Benefits of the Forum
- Improve your effectiveness as CFO/Controller
- Learn from your peers what’s working and what’s not in bank financial management
- Improve the efficiency of your bank’s financial function
- Form lasting relationships with other CFOs
- Gain insight into your most pressing accounting and finance concerns
- Obtain access to highly respected industry experts
- Grow professionally as well as personally
Possible Forum Topics
- Accounting issues - Evolution of the ALLL toward the Current Expected Credit Loss model; FASB guidance on liquidity and interest rate risk disclosures
- ALCO issues - Getting the most from your model and your advisor; Board understanding of ALCO issues; Surviving the low rate environment, enhancing your investment portfolio, non—core funding techniques.
- Bank profitability issues - Squeezing every basis point; Leading indicators of profitability versus lagging indicators; Customer profitability measurement, loan pricing, modals, fee income generation.
- Regulatory issues - Increasing emphasis on enterprise risk management; Stress testing the capital plan; Assessing third party vendor risk, Contingency Funding Plan evaluation
- Financial reporting issues - The CFO as Chief Measurement Officer; Reports that change behavior; Planning/budgeting issues; Improvements in Board reporting, IPAOS and Dashboard.
- Personal growth - Making execution a priority; The CFO as a leader; Retention and motivation of financial function personnel
- Emerging issues - The CFO and cybersecurity; Analyzing technology investments and their risks; Succession planning for CFOs.
Meet Your Facilitator
Karl Nelson is the founder and CEO of KPN Consulting. His career has included senior positions with IDC Deposits and Promontory lnterfinancial Network. In addition, Karl served as a senior vice president with the Federal Home Loan Bank of Atlanta from 1991 through 2002, where he managed the sales and marketing, strategic planning, and trade association/regulatory outreach efforts and served on the bank’s ALCO. Prior to joining the Home Loan Bank. he was involved for 18 years with various regional banks. Karl serves on the faculties of the Graduate School of Banking in Madison, Wisconsin and Boulder, Colorado, the Graduate School of Bank Investments & Financial Management in Columbia, South Carolina as well as the faculties of the state banking schools in Florida and Tennessee. He is also a past chairman of Neighborhood Lending Partners Inc., a Community Development Financial Institution serving the affordable housing and community revitalization needs for communities in the state of Florida. Karl was an organizing Director and former ALCO Chair for a de novo bank in North Carolina and consults regularly with community bank Boards and Management on business strategies.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.