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Program | CFO Exchange

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Hear from knowledgeable industry experts, discover new ways to improve operational efficiency, increase your bottom line and stay on top of the latest developments in the field. All content and recordings of previous sessions are available once you register.

CFO Exchange Series Program

All times are in ET.

  • November 16, 2021

  • January 18, 2022

  • March 15, 2022

  • Additional Sessions

November 16, 2021

2:00 PM - 3:00 PM

PEER EXCHANGE SESSION

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. 

Facilitator:

  • Aaron Silva, President and Chief Executive Officer, Paladin

January 18, 2022

2:00 PM - 3:00 PM

INTERACTIVE EDUCATIONAL SESSION

Recruitment and Retention Compensation Strategies for a Post-COVID Environment
Community bank employees continue to work tirelessly to support their customers during the pandemic. Banks must prioritize 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 high quality employees through nonqualified benefit plan strategies, as well as supplemental disability and long-term care plans to enhance overall compensation and benefit packages.

Speaker:

  • Bill Gardiner, Senior Consultant, NFP Executive Benefits

March 15, 2022

2:00 PM - 3:00 PM

PEER EXCHANGE SESSION

Will Your Bank Emerge Stronger When the Liquidity Surge Recedes?
It's easy to say that your bank has too much liquidity right now, but is it the right type of liquidity?  How much of it is temporary or stimulus related?  Can you count on it being there in the future and, if so, at what cost? Discover tactics your bank can use now to prepare to emerge strong and positioned to thrive when the market environment returns to normal. 

Facilitator:

  • Steve Kinner, Senior Managing Director, IntraFi Network

Additional Sessions

On Demand

PREVIEW INTERACTIVE EDUCATIONAL SESSION

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.

Speakers:

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

On Demand

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.

Speaker:

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

On Demand

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.

Speakers:

  • 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, American Bankers Association

On Demand

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.

Speakers: 

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

On Demand

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.

Speaker:

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

On Demand

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.

Speaker:

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

On Demand

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. 

Facilitators:

  • 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
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.