CFO Forum

Business Credit Accounting

CFO Forum

Aug 26 - Aug 27, 2025 | Livestream 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.

Date
Information (All livestream event times are Central Time. All in-person event times are based on location local time.)
Tuesday, August 26
Welcome – ICBA

9:00 a.m.– 9:10 a.m.

Accounting Hot Topics – Ashley Ensley, Forvis Mazars

9:10 a.m. – 10:00 a.m.

Crypto in Banking – Geron Morgan, Forvis Mazars

10:00 a.m. – 10:50 a.m.

Break

10:50 a.m. – 11:00 a.m.

AI Risk in Banking – Ray Baxter, Forvis Mazars

11:00 a.m. – Noon

Lunch

Noon – 12:30 p.m.

Income Tax Update – Lance Davis, Forvis Mazars

12:30 p.m. – 1:20 p.m.

A significant amount of income tax related activity has unfolded in Washington over the past few months. We will specifically discuss the implications of this activity to the banking industry. In addition, this session will address recent accounting pronouncements that could impact the income tax accounting and reporting for financial institutions. 

Bond Value Propositions for 2025 - Jim Reber, ICBA Securities

1:20 p.m. – 2:20 p.m.

It looks like Higher for Longer could evolve into Higher for Ever. Monetary policy easing keeps being pushed into later quarters and even years, compared to recent Federal Reserve rate-cutting cycles. Implicit in this is a flat yield curve, which has resulted in some rewriting of the playbook for creating earnings. We will look at the current community bank balance sheet makeup, highlighting where relative value opportunities exist.

Break

2:20 p.m. – 2:30 p.m.

ALCO/Liquidity – Tom Hauck, Forvis Mazars

2:30 p.m. – 3:00 p.m.

Peer Breakout Discussions

3:00 p.m. – 3:50 p.m.

Closing Comments

3:50 p.m. – 4:00 p.m.

Wednesday, August 27
Welcome

9:00 a.m. – 9:05 a.m.

The State of Community Banking – Peter Weinstock, Hunton

9:05 a.m. – 10:00 a.m.

Tariffs, slowing loan growth, cost of funds, M&A, taxes, changes in employment concepts, what in the world should Community Banks be doing now? We’ll discuss today’s economic and financial industry landscape and its impact on banks.

Current Credit Trends & Risks – Brad Snider & Laura Knight, Forvis Mazars

10:00 a.m. – 11:00 a.m.

We will explore the latest credit trends shaping the banking industry in 2025. As economic conditions evolve, banks are facing new challenges in credit quality, portfolio performance, and regulatory expectations. This session will provide a timely overview of key developments in bank credit portfolios, emerging risks, and how financial institutions are adapting their strategies.

Closing Comments

11:50 a.m. – Noon

Pricing

ICBA Members: $795

Non-Members: $895

BDP ICBA Member: $495

BDP ICBA Non-Member: $595

Printable Registration Form


Attendance & Cancellation Policy

  • Full payment is required prior to event attendance.

  • Registration fee is valid for only the individual registered. Each attendee must register.

  • A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed.

  • 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.

  • No refunds will be issued once the bank has received event materials or after the event start date.

  • If the program is canceled by ICBA, ICBA’s liability is limited to the registration fee.

  • 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 or email education@icba.org.

Livestream Seminar

Upon registration you will receive an email from ICBA confirming your registration, the dates of the event and a calendar invitation for the event. Approximately 1-2 weeks prior to the event start date, you will receive an email from an ICBA representative containing detailed information including event times and the meeting link.

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: Auditing

Delivery Method: Group Live

Continuing Professional Education (CPE) Credit Hours: 12.5


Continuing Professional Education Credit (CPE) Requirements

To receive full CPE credit for ICBA livestream event you must meet the following requirements: 

  • Enter your full name when joining the event in Zoom. Your Zoom session must display your full name and match the registration. 
  • Attend the livestream session with camera on for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.  
  • Participate in all group activities and breakout rooms.  
  • If the program is canceled by ICBA, ICBA’s liability is limited to the registration fee.
  • Answer all poll questions displayed during the session. If you are unable to answer the poll questions within the poll feature, submit your answer in the chat.

NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

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Forvis Mazars Professionals

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


Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management's objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.


Recording Disclaimer

Live courses are 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.


Consent to User 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.