CFO Forum

Business Credit Accounting

CFO Forum

Aug 26 - Aug 27, 2024 | In-Person Institute

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!

Information (Central Time unless otherwise noted)
Monday, August 26


Accounting Hot Topics Panel - Mike Ososki, Chad Garber, & David Rabb

8:30 am-9:15 am

Review new and emerging accounting and auditing topics as well as newly issued standards.

Managing Credit Risk - Ryan Swope

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

Stimulus, and Response - Jim Reber

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.

The Evolving World of Tax – Jen Sanders

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

Peer Roundtable Discussion

12:45 pm-2:15 pm


2:15 pm-2:30 pm

Cybersecurity Risk Outlook - Cy Sturdivant

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.

Regulatory Compliance Hot Topics - YaWanda Dobson

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.

Restructuring - Dealing with Distressed Borrowers: Options, Tools, & Things for Consideration - Kevin Hamernik

4:00 pm-4:30 pm

  • Nuances of C&I versus Real Estate
  • In court versus out of court
    • Receiver
    • Bankruptcy
  • Industries
  • Documentation
  • Information requests, flow, and monitoring
  • Questions

Networking Reception

4:30 pm-5:45 pm

Tuesday, August 27
Welcome Day 2/Peer Roundtable Discussion

8:00 am-9:30 am


9:30 am-9:45 am

Fraud Hot Topics - Bryan Callahan & Jay Cunningham

9:45 am-10:45 am

  • Get the latest fraud update from the ACFE’s 2024 Report to the Nations
  • Listen to actual case studies involving recent frauds
  • Learn ways to prevent and detect fraud at your institution


10:45 am-11:00 am

Managing Earnings, Liquidity, & IRR in the Current Interest Rate Environment - Tom Hauck

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. 

Closing Comments



Early Bird Price (Ends July 26, 2024): $695

ICBA Members: $795

Non-Members: $895

BDP ICBA Member: $495

BDP ICBA Non-Member: $595

Printable Registration Form

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.

This event is not recorded. For more information, call 800-422-7285.

Omni Severin Hotel

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.

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

James Reber
James L. Reber

President and CEO

ICBA Securities

Cerone Sturdivant
Cerone Sturdivant

Director/Financial Services

Forvis Mazars

H. Bryan Callahan
H. Bryan Callahan

Assistant Managing Partner/Consulting

Forvis Mazars

Chad M. Garber
Chad M. Garber


Forvis Mazars

David C. Rabb
David C. Rabb


Forvis Mazars

Jay Cunningham
Jay Cunningham

Managing Director/Forensics & Valuation

Forvis Mazars

Jennifer M. Sanders
Jennifer M. Sanders


Forvis Mazars

Kevin J. Hamernik
Kevin J. Hamernik


Forvis Mazars

Michael A. Ososki
Michael A. Ososki


Forvis Mazars

Ryan Swope
Ryan Swope

Principal/Loan Review Services

Forvis Mazars

YaWanda Dobson
YaWanda Dobson

Director/Financial Services

Forvis Mazars

Code of Conduct

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.

Read Full Policy

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