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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.
9:00 a.m.– 9:10 a.m.
9:10 a.m. – 10:00 a.m.
10:00 a.m. – 10:50 a.m.
10:50 a.m. – 11:00 a.m.
11:00 a.m. – Noon
Noon – 12:30 p.m.
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.
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.
2:20 p.m. – 2:30 p.m.
2:30 p.m. – 3:00 p.m.
3:00 p.m. – 3:50 p.m.
3:50 p.m. – 4:00 p.m.
9:00 a.m. – 9:05 a.m.
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.
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.
11:50 a.m. – Noon
ICBA Members: $795
Non-Members: $895
BDP ICBA Member: $495
BDP ICBA Non-Member: $595
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.
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
To receive full CPE credit for ICBA livestream event you must meet the following requirements:
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.
Forvis Mazars
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.
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.
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.
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.