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Program | CFO Exchange


A half-day, four-hour event, plus several topic-driven 60-minute sessions throughout the year to hear from knowledgeable industry experts, and discover new ways to improve operational efficiency, increase their bottom line and stay on top of the latest developments in the field.

ABA Certification CE credits

3.5 CE credits were awarded for CERP certification holders who registered for this event. These credits will be added to your certification record no later than September 24th.

2021 Program

All times are in ET.

  • Tuesday, Sept 14

  • Tuesday, Aug 31

  • Bundled Sessions

Tuesday, Sept 14

12:30 PM - 12:40 PM

Welcome Remarks

12:40 PM - 1:25 PM

Keynote—Getting Past The Pandemic

Public and economic health have improved substantially over the course of the last year, thanks to vaccination programs and policy support, respectively.  But the impact of COVID-19 in both arenas remains apparent.  Get insights on how the recovery from the pandemic progressing, and the long-term changes it will have for commerce.


  • Carl Tannenbaum, Executive Vice President and Chief Economist, Northern Trust     

1:25 PM - 1:30 PM


1:30 PM - 2:10 PM

Accounting Issues and Regulatory Impacts

Learn the latest implementation concerns from a regulatory and GAAP perspective.  Get an update on TDRs, thresholds and CECL, and hear best (and not-the-best) practices as banks navigate the recovering economy.


  • Lara Lylozian, Deputy Associate Director, Division of Supervision and Regulation, Board of Governors of the Federal Reserve System 
  • Sarah Soo-jin Chae, CPA, Assistant Chief Accountant, Division of Supervision and Regulation, Board of Governors of the Federal Reserve System
  • Chris Seidlich, Senior Vice President and CFO, Rollstone Bank and Trust, Leominster, MA
  • Joshua Stein, Vice President, Accounting and Financial Management, ABA

2:10 PM - 2:15 PM


2:15 PM - 2:45 PM

Preparing for CECL 

Get your most important questions addressed to help your bank prepare its implementation of the current credit loss standard.  Hear what’s been learned from the 2020 adopters and how banks can use the Fed’s new spreadsheet-based SCALE tool.


  • Neekis Hammond, Managing Director, Advisory Services, Abrigo
  • Garver Moore, Managing Director, Advisory Services, Abrigo
  • Mike Gullette, Senior Vice President, Tax and Accounting, ABA

2:45 PM - 2:50 PM


2:50 PM - 3:20 PM

Adopt a Holistic Approach to Elevate Your Financial Performance Management

Taking a holistic approach to financial management enables finance leaders and their teams to become nimble and strategic. By generating real-time insights and data visualizations through integrated accounting and budgeting, leaders can better anticipate future conditions, investigate potential business scenarios and assess potential outcomes. Harnessing this financial performance intelligence in the cloud for anytime, anywhere access is key to thriving in today’s world.


  • Danny Baker, Vice President, Market Strategy, Financial and Risk Management Solutions, Fiserv

3:20 PM - 3:50 PM

Putting excess deposits to work: How to grow your consumer loan portfolio quickly while gaining new customers

US banks have experienced a 20% annual increase in total deposits, according to the FDIC. Meanwhile, current economic conditions have banks struggling to find qualified borrowers and experiencing slower loan growth, leading to a capital surplus without viable investment options. How can community banks grow their consumer loan portfolio by finding more creditworthy borrowers and augmenting their current loan portfolio strategy? Learn how to leverage new technology and partnerships that leverage AI and a better borrower experience to drive growth in non-mortgage consumer lending.


  • Jeff Keltner, Senior Vice President, Business Development, Upstart

3:50 PM - 3:55 PM


3:55 PM - 4:55 PM

Peer Exchange

Discuss with your peers challenges and opportunities regarding liquidity, loan demand, technology planning and innovation, and share solutions and strategies that have worked for your bank. 


  • Aaron Silva, President and Chief Executive Officer, Paladin fs
  • Bob Moreau, Senior Business Analyst and Negotiator, Paladin fs
  • Todd Morgan, Business Analyst and Negotiator, Paladin fs
  • Erich Buckenmaier, Managing Director, IntraFi Network
  • Dan Elder, Managing Director, East Region, IntraFi Network

4:55 PM - 5:00 PM

Closing Remarks

Tuesday, Aug 31

2:00 PM - 3:00 PM


A Playbook for Agility Post-Pandemic

CFOs are well-positioned to evolve into chief storytellers and strategic advisors, but it necessitates a revamp of existing processes and workflows to reflect changing consumer expectations and the shift to remote work. Learn how institutions can go beyond the ability to react to a sudden change in circumstances, such as the immediate disruption caused by COVID-19, to building a foundation and a process for resilience over time, managing change that never stops.


  • Flint Brenton, Chief Executive Officer, Syntellis  
  • Jeff Truit, Product Manager, Financial Institutions, Syntellis

Bundled Sessions

Tues, Nov 16, 2021
2:00 PM - 3:00 PM


C-Level Roadmap to Fintech Adoption with Your Core System

This discussion will focus on the right strategies needed to embrace the fintech evolution and push the fintech vision down from the executive office.  Understanding the technological, contractual and economic roadblocks is critical to adopting a fintech roadmap for your bank.  We will discuss hard-hitting topics such as which new fintech companies show the most promise and lowest adoption risk, and what a new fintech partnership should look like. 


  • Aaron Silva, President and Chief Executive Officer, Paladin

Tues, Jan 18, 2022
2:00 PM - 3:00 PM


Recruitment and Retention Compensation Strategies for a Post-COVID Environment

Community bank employees continue to work tirelessly to support their customers during the pandemic (and beyond) - a top bank priority is how best to maintain the morale and productivity of these dedicated employees.  Join ABA’s endorsed partner NFP Executive Benefits as they discuss recruitment and retention strategies that can provide significant competitive advantages for your bank. These plans can help attract and retain top quality employees through nonqualified benefit plan strategies as well as supplemental disability and long term care plans to enhance the overall compensation and benefit package for your key employees.


  • Bill Gardiner, Senior Consultant, NFP Executive Benefits

Tues, Mar 15, 2022
2:00 PM - 3:00 PM


Discussion Topic TBA

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Keep Me Informed

Get updates on the CFO Exchange as we develop this year's program. Contact Sharon Radziewski if you have any questions.