Chief Financial Officer Forum

Sep 13, 2017 09:00am -
Sep 13, 2017 03:00pm

Event Description

Chief Financial Officer (CFO) Forum
September 13, 2017

The CFO Forum will bring together CFOs from noncompeting banks throughout the state in a small-group setting to exchange ideas freely, dissect challenges openly, and discuss solutions that can improve performance of your bank and help you grow both professionally and personally. Agenda topics will change at each forum session based on member input and the current banking environment.


  • Improve your effectiveness as CFO/Controller
  • Learn what’s working and what’s not in bank financial management
  • Improve the efficiency of your bank’s financial function
  • Form lasting relationships with other CFOs
  • Solve your most pressing concerns
  • Obtain access to highly respected industry experts
  • Grow professionally as well as personally
  • Discuss with peers what works and what doesn’t


  • CBAO will organize the forum based on bank size and market to ensure that participants have as much in common as possible while minimizing competitor overlap
  • The group will be small, no more than 15 participants. Due to the nature of the program, no substitutes will be permitted, unless by consent of CBAO staff and facilitator
  • The Forum typically meets three times during the year.
  • Eight to 10 topics will be discussed at each session; participants are strongly encouraged to suggest agenda topics of interest
  • Forum participants get the benefit of working with expert consultants on a cost-saving basis
  • A binder based on Forum topics is compiled for each group member


  • Financial reporting issues: Challenges/opportunities in profit center accounting; effective planning/budgeting; getting your board members the information they really need
  • Profitability issues: Measuring customer profitability; bank-wide pricing discipline; margin maintenance; product profitability; deposit pricing
  • Personal growth: The CFO/controller as a leader in the bank; time management; setting priorities effectively
  • People issues: Recruiting; retaining and compensating financial personnel; coaching for performance; personal improvement plans; motivating long term employees
  • Regulatory issues: Proper ALLL methodology; assessing your bank’s financial controls
  • Vendor issues: The CFO/controller role in vendor assessment; negotiating and managing vendor contracts
  • Emerging issues/other issues: Investment strategies; ALCO issues; analyzing technology investments and their risks; insurance and bank risk management; convergence of GAAP and IASB standards


Meet the CFO Forum facilitator


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone , (614) 610-1877.

Event Type:Forums
Early registration ends on Jun 04, 2017.
Regular registration starts on Jun 05, 2017 and ends on Sep 05, 2017.
Late registration starts on Sep 06, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Annual CFO Forum Membership
Member Fee: $400.00$400.00$425.00
Non-Member Fee: $600.00$600.00$625.00