|Tuesday, June 25, 2013|
|7:00 a.m.-5:00 p.m.
|7:00 a.m.-7:30 a.m.
||Continental Breakfast |
|7:30 a.m.-7:40 a.m.
Deborah Evans, CFO Exchange Chairman and Senior Vice President and CFO, Bank of Lancaster, Kilmarnock, Virginia
|7:40 a.m.-8:35 a.m.
||Update on Basel III Regulations and Capital Planning |
Rick Childs, CFA, CPA, Director, Crowe Horwath LLP, Indianapolis, Indiana
Basel III in its current proposed state will have a significant impact on how banks manage capital and plan for capital needs. Depending on what stage the Basel III proposals are, this session will provide an update on the status of the proposals, the impact on banks operationally, and look towards capital planning measures required to comply with Basel III. Come for a discussion of the implications of Basel III requirements and the planning opportunities and requirements resulting from the new rules.
|8:35 a.m.-9:45 a.m.
Share your challenges and best business decisions with CFOs from banks of your asset size in small groups. The goal is to give you access
to information that can be used to deal with the many issues you are facing at your bank.
|9:45 a.m.-10:00 a.m.
|10:00 a.m.-11:30 a.m.
||Regulatory Update |
Moderator: Donna Fisher, Senior Vice President, Tax and Accounting, American Bankers Association, Washington, D.C.,
Panelists: Robert Browne, Director, Performance Improvement Consulting Services, McGladrey LLP, Kansas City, MO,
Denyette DePierro, Senior Counsel, Office of Regulatory Policy, American Bankers Association, Washington, D.C.,
James D. LaPierre, Regional Director, Division of Risk Management Supervision (Kansas City), Federal Deposit Insurance Corporation (FDIC), Kansas City, MO,
Karla Payne, EVP and Chief Financial Officer, Arvest Bank Group, Lowell, AR
What regulatory initiatives deserve your attention? Hear the perspectives of a regulator, a banker colleague, a consultant and ABA’s regulatory expert to help you focus your time. Come prepared with your questions for these experts on bank policy.
|11:30 a.m.-11:45 a.m.
|11:45 a.m-12:30 p.m.
||Networking Roundtable Lunch|
|12:45 p.m.-1:40 p.m.
||Back to Basics: A Better Alternative to Basel Capital Rules |
Thomas Hoenig, Member of the Board of Directors, Federal Deposit Insurance Corporation, Washington, D.C.
Thomas Hoenig’s opinions on financial services issues continue to draw attention from the media and serious consideration from policymakers on Capitol Hill, in the White House and at other bank regulatory agencies. His presentation delves deep into the Basel capital rules—and proposes what Hoenig views as a far more workable, fairer alternative.
|1:40 p.m.-2:30 p.m.
||Economic Update |
Chris Low, Chief Economist, FTN Financial, New York, New York
In the fourth quarter, U.S. economic growth slowed to just 0.1%, but all the ingredients were in place for a faster recovery in 2013. Income growth was picking up, companies were hiring at a faster rate, housing was recovering and even foreign trade contributed to growth. But the focus in Washington is shifting to finally tackling the budget deficit after years of inaction. Chris will walk us through the components of GDP to identify where the economy is growing. And, he will explain how much fiscal restraint will impair growth and what the Federal Reserve will do to offset fiscal drag.
|2:30 p.m.-2:45 p.m.
|2:45 p.m.-3:40 p.m.
||Scenario Planning and Stress Testing for Economic Uncertainty in a Basel III World |
Orlando Hanselman, Education Programs Director–Risk & Compliance, Fiserv, Johnstown, Pennsylvania
Emerging “best practices” for leading a financial institution through turbulent and uncertain times require well-developed competency in scenario planning and stress testing. Many aspects of Basel III compliance are directly related to establishment of a stress-testing core competency. But scenario planning is far more than quantified forecasts performed within the finance function. Come for a discussion of scenario planning and capital assignment, including a “10 Step Scenario Planning Process.”
|3:40 p.m.-3:50 p.m.
|3:50 p.m.-5:00 p.m.
||Peer Exchange Discussion (Bankers Only)|
Share your burning questions and experiences with CFOs from banks of your asset size. Topics will be determined by participants, so please come primed with your issues, challenges and frustrations.
- SEC registrants
- Non-SEC registrants over $500 million
- Non-SEC registrants under $500 million
|6:00 p.m.-9:00 p.m.
||Networking Reception and Dinner|
We'll take you "out on the town" to a nearby Kansas City venue for networking, dining and game competitions just for CFO Exchange attendees. Enjoy the mild weather with your CFO colleagues. The reception and dinner will feature a full bar, nonalcoholic beverages and hearty dinner fare.