CFO Forum - In-Person

Chess Board EngageFi Sponsor

Aug 15 - Aug 16, 2022

CFO Forum - In-Person

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 much 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. 15

Monday, August 15
8:00 a.m. - 8:30 a.m. Registration

8:30 a.m. - 8:40 a.m.
Welcome & Opening Comments

8:40 a.m. - 9:30 a.m.
Cybersecurity is a board/executive Issue. Presenters from FORVIS will cover what it takes to create a strong cyber culture, remain engaged, and maintain a creditable challenge to help ensure your institution remains aware of the growing risk and challenges of cybersecurity threats. 

9:30 a.m. - 9:55 a.m.
Emerging Financial Reporting, Accounting, & Auditing Issues 
Review recent trends in emerging accounting and reporting topics, the latest standard-setting updates, and developments from the FASB, SEC, and PCAOB.  

9:55 a.m. - 10:10 a.m.

10:10 a.m. - 10:35 a.m.
The Evolving World of Tax
Join FORVIS for a discussion of the five tax technical developments every CFO should have in their toolbox as 2022 progresses. We will boil the ocean and provide you with the key items to communicate to your board and shareholders.

10:35 a.m. - 11:00 a.m.
Validating Your BSA/AML Models - How It’s Done & Why It’s Important 
This model risk management session will cover an overview of anti-money laundering models, why/how they are used, regulator guidance on model use, and how their performance is validated. We will share helpful insight on these questions:
• What is an anti-money laundering (AML) model?
• Why do third-party models need validation?
• What is expected of compliance team members?
• What does the model validation process look like?

11:00 a.m. - Noon
Bond Prices in 2022: One Way Ticket?
Community bank bond portfolios prices have fallen substantially in 2022. As the Fed has begun to tighten, and its balance sheet paydown begins, what does that mean for the rest of year? We’ll look at some historical data, and the current levels of interest rates in the market and will make some suggestions about products and strategies that may perform better-than-average in the near future.

Noon - 1:00 p.m.

1:00 p.m. - 1:25 p.m.
Credit Risk in a Rising Rate Environment 
This session will discuss current emerging portfolio credit trends and ideas to consider helping safely manage your risk in the coming year.

1:25 p.m. - 2:15 p.m.
FDICIA Internal Control Considerations 
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.

2:15 p.m. – 2:30 p.m.

2:30 p.m. - 3:20 p.m.           
Innovation/FinTech – ICBA Innovation Team 

3:20 p.m. - 3:45 p.m.
Accounting for Investments in Fintech 
As banks continue to develop their fintech strategy, they may consider investing in fintech entities. We will explore accounting considerations for those investments in a variety of scenarios.

3:45 p.m. - 4:35 p.m.
Legal Trends & Issues

4:35 p.m. - 6:00 p.m.
Tuesday, Aug. 16

8:00 a.m. - 9:55 a.m.
Peer Roundtable 
Going into our sixth 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!

9:55 a.m. – 10:10 a.m.

10:10 a.m. - 11:50 a.m.
CECL Workshop 2.0 
While many community banks have developed a plan for implementing CECL, there is still much work to be done before crossing the finish line to ensure that you’re fully prepared to address this monumental change. The CFO Forum concludes with a hands-on workshop to help you negotiate your bank’s CECL implementation. Trusted advisors from FORVIS will share practical guidance & best practices for being best prepared for adoption.

11:50 a.m. - Noon        
Wrap-Up & Closing Comments

ICBA Member Early-Bird: $695
ICBA Member after July 24, 2022: $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.

The CFO Forum will be held at the:

Embassy Suites by Hilton Minneapolis Airport Hotel
7901 34th Ave S.
Bloomington MN 55425

If making your reservation by phone, mention the ICBA group name and code ICBA CFO Forum/Group Code: CFO to secure the ICBA preferred room rate of $164. 

ICBA Booking Link Hotel website


Avatar Man
Jason Rader



Gordon Dobner
Gordon Dobner

CPA. Partner


Doug Wagler
Doug Wagler

CPA. Managing Director


James Reber
James L. Reber

ICBA Securities President and CEO

ICBA Securities

Peter G. Weinstock


Hunton Andrews Kurth

Avatar Man
Cy Sturdivant


Director, Forvis

Avatar Man
David Henderson


Partner, Forvis

Avatar Man
Doug Manhart


Director, Forvis

Avatar Woman
Jenica Shippy


Senior Manager, Forvis

Avatar Man
Adam Thomas


Partner, Forvis

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

Printable Registration Form

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 once the bank has received event materials or 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.

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.