2018 Chief Financial Officer (CFO) Forum

Mar 21, 2018 09:00am -
Mar 21, 2018 03:00pm

Event Description

Chief Financial Officer (CFO) Forum
March 21, 2018 | June 13, 2018 | September 12, 2018

Registration for all three sessions is $1200 for CBAO members.

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.
Benefits of the Forum:
  • Improve your effectiveness as CFO/Controller
  • Learn from your peers 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
  • Gain insight into your most pressing accounting and finance concerns
  • Obtain access to highly respected industry experts
  • Grow professionally as well as personally
How the Forum Works:
  • 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.
  • Six to eight 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
Possible Forum Topics:
  • Financial reporting issues: Effective planning/budgeting; getting your board members the information they really need, current accounting topics
  • 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: ALLL methodology; assessing your bank’s risks and 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; emerging FASB issues

Registration Options:

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

Meet the CFO Forum facilitator:

Event Type:Forums
Early registration ends on Dec 10, 2017.
Regular registration starts on Dec 11, 2017 and ends on Feb 11, 2018.
Late registration starts on Feb 12, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Additional Forum Attendee(s)
Member Fee: $435.00$435.00$460.00
Non-Member Fee: $660.00$660.00$685.00
 Annual CFO Forum Membership
Member Fee: $1200.00$1200.00$1225.00
Non-Member Fee: $1800.00$1800.00$1825.00
 First Attendee (Only paid if Not a Forum Member)
Member Fee: $400.00$400.00$425.00
Non-Member Fee: $550.00$550.00$575.00