CFO & Finance

Learning Sessions by Track

Economic & Capital Markets Update

With much headline noise, understanding what’s going on in the global economy and financial markets and how it affects banks is as challenging as ever. In this session, analyze the current market conditions and learn what the headlines mean for the industry. Obtain new perspectives and gain insight into current global economic conditions.


Jason Haley
Managing Director
ALM First Financial Advisors

Deposit Gathering Strategies & Liquidity Management

The long-awaited rising interest rate environment is here, deposit betas are increasing, and liquidity trends are beginning to pose serious challenges for banks. In this session, learn about these trends and how they may impact your institution from both regulatory and funding perspectives. And more importantly, learn how to better navigate regulatory challenges, manage liquidity in a challenging environment, and use diverse funding strategies to reduce risk and minimize overall cost of liabilities. Attendees can expect to take away an understanding of liquidity management regulatory hot buttons  along with sample policies and worksheets.  Additionally, gain insight into how to fully utilize your FHLBank relationship. This is a must attend session for all  CFOs and risk management officers.


John Davis
VP Sales, Member Solutions & Strategic Planning
Federal Home Loan Bank of San Francisco 

William Taylor
Director Portfolio Management Group
Vining Sparks 

Exploring Changes in the Risk Universe

The familiar risk universe is being overtaken by emerging threats at the fastest pace ever witnessed, and the industry is responding with new tools and business practices just as quickly. But is banking moving fast enough and in the right direction?  A risk-aware workforce that effectively identifies and responds early to new threats will attract the most talented employees and profitable customers.  Get a glimpse into the ways the financial industry’s mechanisms are changing and delve into the industries top trends for 2018-2019, and what to expect in the years leading up to 2020 and beyond. 


Michael Cohn
WolfPAC Integrated Risk Management Solutions

Breaching the Billion Dollar Benchmark: Climbing the Stairs of Internal Controls & Managing 404(b) Sticker Shock

Crossing the $1 billion asset threshold requires a more rigorous management structure to address FDICIA compliance and the internal controls testing requirements. In this session, listen to an overview of control documentation and testing, understand how to get started, identify which elements of SOX 404(b) banks should be particularly mindful of, and expose potential pitfalls.


Jeff Clair
Moss Adams

Rebecca Radell
Senior Manager
Moss Adams

Joan Taylor
Senior Manager
Moss Adams

Adam Belter
SVP & Controller
Poppy Bank

Managing Interest Rate Risk, Liquidity, & Performance in a Rising Rate Environment

With the Federal Reserve in the middle of its first tightening cycle in more than a decade, finding a balance between interest rate risk, liquidity, and performance has never been more critical. Explore the unique relationship between IRR, liquidity, and performance and discover ideas about how to manage all three simultaneously. Identify interest rate risk-related issues banks may face in the coming months, including what to expect in future exams and how to prepare the balance sheet today to protect against future rate hikes.


Ryan Hayhurst
Managing Director
The Baker Group

Let’s Talk Trends: What’s Going on in Community Banking in 2018 That You Should Know?

With all of the trends going on in the industry, it’s very difficult for bank leadership to stay abreast of the various areas capable of impacting a bank. In this session, explore widely-discussed topics in community banking, and identify interesting issues coming down the pipeline.


Neil Falken

Josh Jeurgensen
CPA, Principal