CFO Forum - Virtual

CFO Forum 2021 Square

Aug 16 - Aug 17, 2021

The CFO Forum tackles the top issues CFOs face today, including emerging tax and accounting strategies, CECL implementation, deposit funding sources, risk management, cybersecurity and more.

Be prepared to build your CFO network with plenty of networking opportunities and peer-to-peer collaboration throughout the event.

Many high-performing banks have initiated a fundamental shift in the CFO role making the CFO 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.


All times stated are Central Time.

Monday, Aug. 16

9:00 – 9:10 a.m.
Welcome & Opening Comments
Presenter: ICBA & BKD

9:10 – 9:35 a.m.
Emerging Financial Reporting, Accounting, & Auditing Issues
Join us as we review recent trends in emerging accounting and reporting topics, the latest standard-setting updates, and developments from the FASB, SEC, and PCAOB.  
Presenter: Lyle Alexander & Debbie Scanlon

9:35 – 10:25 a.m.
Growth by Digital Banking and Banking as a Service 
Description will be posted soon! 
Presenter: Erin Fonte, Hunton Andrews Kurth

10:25 – 10:40 a.m.
Break

10:40 – 11:30 a.m.
CECL Q/A – Ask the Presenters!
Description will be posted soon! 
Presenter: Gordon Dobner & Meagan Clark 

11:30 – 11:55 a.m.
Financial Institution Tax Updates
Join us for a discussion of the latest tax updates which could impact financial institutions. This update will include not only potential law changes but also a discussion of what to plan for the remainder of this year under the current tax law. There has been no shortage of tax changes the past few years and it appears this year may be no different.
Presenter: Gwyn Eastom

12:00 – 1:00 p.m.
Lunch

1:00 – 1:25 p.m.
Implementing FDICIA
In this session, we'll examine considerations for financial institutions approaching $1 billion in assets. The current environment has accelerated some timelines for meeting this goal, and we'll be sharing insight, opportunities, and lessons learned from working with institutions facing the same challenges.
Presenter: Stephanie Rocco 

1:25 – 1:50 p.m.
Enterprise Risk Management 
Community banks can improve enterprise risk management (ERM) programs simply with better communication. Identifying the risk universe, measuring success, and anticipating what could go wrong should be goals of any ERM program. We will explore best-practice communication strategies that promote transparency and inclusion as banks grow and ERM programs mature.
Presenter: Jeff Harjo

1:50 – 2:40 p.m.
Current Credit Trends
This session will discuss current emerging portfolio trends and ideas to consider to help safely manage your risk in the coming year.
Presenter: Doug Wagler

2:40 – 2:55 p.m.
Break

2:55 – 3:45 p.m.
2021 Top Cybersecurity Trends
This presentation will discuss current cyber trends, provide breach statistics, and dive into some of the most impactful cyber events thus far in 2021 in order to point out weaknesses all banks should be aware of. Cy will also cover key mitigation strategies to consider to help prevent, detect, or ultimately respond to such events in the future.
Presenter: Cy Sturdivant  

3:45 – 4:10 p.m.
Diversity & Inclusion in the Workplace
Description will be posted soon!
Presenter: Brittany Cummings & Matt Stout 

4:10 – 5:00 p.m.
Trivia Happy Hour

Tuesday, Aug. 17

9:00 – 9:50 a.m.
Right-Sizing Cash Flows for Your Balance Sheet
As the community banking industry prepares to emerge from the pandemic, bond portfolio managers continue to be faced with rate volatility. It also appears much of the deposit growth in 2020 may be around for a while longer. This session will demonstrate strategies to normalize cash flows to contain duration whipsaw, while providing reasonable risk/reward profiles. 
Presenter: Jim Reber, ICBA Securities

9:50 – 10:40 a.m.
Fraud in Banking
Description will be posted soon! 
Presenter: Bryan Callahan

10:40 – 10:55 a.m.
Break

10:55 – 11:45 a.m.
CFO Peer Exchange
Going into our fifth year of this event, we’ve found one of the most consistent requests has been for time to collaborate with peers. We are pleased to share that we’ve kept a special section of the event for doing just that! Engage with your peers from institutions similar in asset size to your own. Anything is fair game, so come prepared to ask questions, discuss issues, and share solutions with fellow community bank CFOs!
Presenter: BKD Moderators

11:45 a.m. – 12:00 p.m.
Wrap-Up & Closing Comment
Presenter: BKD & ICBA

ICBA Member Early-Bird: July 23, 2021: $695
ICBA Member after July 23, 2021: $795
Nonmember: $895
Nonbanker: $1,195 

Bank Director Program ICBA Member: $495
Bank Director Program Nonmember: $595

NOTE: Registration fee is valid for one connection, only for the individual registered. Full payment is required prior to attendance. For more information, call 800-422-7285.

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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 Internet Based

Printable Registration Form

REGISTRATION CANCELLATION
If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. A substitute registration will be accepted. No refunds will be issued after the event start date.

Attendance at all ICBA programs will be considered on a first come, first served basis. If the program is cancelled, ICBA’s liability is limited to the registration fee. For additional questions contact ICBA at 800-422-7285.

CONSENT TO USE OF PHOTOS & VIDEO CONTENT
Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions and audio files/recordings of and at such events and activities.

This live digital course is for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.