CFO Forum

CFO

CFO Forum

Aug 14 - Aug 15, 2023 | Live Seminar

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.

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.


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Date
Information (Central Time unless otherwise noted)
Monday, August 14
Registration

8:00 a.m. – 8:30 a.m.

Emerging Financial Reporting, Accounting, & Auditing Issues

8:30 a.m. – 9:00 a.m.

Review recent trends in emerging accounting and reporting topics, the latest standard-setting updates, and developments from the FASB, SEC, and PCAOB.

Eric DeCoursey, FORVIS Partner 

Current Credit Trends

9:00 a.m. – 10:00 a.m.

Discuss current emerging portfolio credit trends and ideas to consider helping safely manage your risk in the coming year.
Mark Weitekamp, FORVIS Managing Director

Break

10:00 a.m. –10:15 a.m.

Liquidity Strategies for a Community Bank Balance Sheet

10:15 a.m. – 11:15 a.m.

The amount of available cash on hand, not to mention deposit gathering, has changed dramatically in the last 18 months. We'll take a look at best practices for designing and managing effective liquidity policies, including strategies for the current environment.

The Evolving World of Tax

11:15 a.m. –11: 45 a.m.

Don’t miss this discussion of the most recent tax technical developments. Learn about key items to communicate to your board and shareholders.
Brian Mall, FORVIS Partner

Lunch

11:45 a.m. –12:45 p.m.

Peer Roundtable Discussion

12:45 p.m. – 2:15 p.m.

By asset size/job level
FORVIS facilitators  


Break

2:15 p.m. – 2:30 p.m.

Hunton Andrews Kurth Presentation

2:30 p.m. – 3:30 p.m.

More details to come.

CECL Lessons Learned

3:30 p.m. – 4:00 p.m.

With the adoption of CECL taking affect earlier this year, review lessons learned from adopters, adoption statistics, and items to consider for the second half of the year, including disclosures.
Michael Flaxbeard, FORVIS Director

Regulatory Compliance Hot Topics

4:00 p.m. – 4:30 p.m.

Receive an overview of regulator activity regarding the prohibition on unfair, deceptive, or abusive acts or practices (UDAAP) in the financial services industry, including issued guidance, policy, enforcement, and supervisory developments, and best tips from consultants in the space.
Katie Harrison, FORVIS Director

Reception

4:30 p.m. – 5:45 p.m.

Tuesday, Aug. 15
Welcome/Peer Roundtable Discussion

8:00 a.m. – 9:30 a.m.

By asset size/job level
FORVIS facilitators

Break

9:30 a.m. – 9:45 a.m.

Cybersecurity Risk Management

9:45 a.m. – 10:45 a.m.

Cybersecurity risk and cyber insurance remains a top board/executive concern. Learn what it takes to create a strong cyber culture, remain engaged, and maintain a creditable challenge to help your institution remain aware of the growing risk and challenges of cybersecurity threats. We’ll also discuss cyber insurance and tips institutions should consider.
Cy Sturdivant, FORVIS Director

Break

10:45 a.m. – 11:00 a.m.

Human Smuggling, Romance Scams, & Other Top Fraud Topics

11:00 a.m. – Noon

Fraud losses in 2022 increased by more than 30 percent over 2021. Learn about the latest fraud trends including romance scams, text scams, mail theft-related check fraud, BEC fraud, credit-push fraud, and updated guidance on human smuggling and human trafficking.
Mark Dever, FORVIS Director

Closing Comments

Noon

Pricing

Early Bird Price (Ends July 14, 2023): $695

ICBA Members: $795

Non-Members: $895

Bank Director Program Member: $495

Bank Director Program Non-Member: $595

Printable Registration Form

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

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to event attendance.
  • 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.
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.

For more information, call 800-422-7285.

Embassy Suites by Hilton Kansas City Plaza

220 West 43rd Street

Kansas City, MO 64111

ICBA Room Rate: $179 until July 23, 2023

ICBA Booking Link

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

David Robinson

Forvis

Professionals

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

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 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.

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.