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Program | CFO Exchange


The 2020 program is being developed. Take a look back at the 2019 program to see the types of sessions you can expect at next year's conference.

  • Monday, Sept 16

  • Tuesday, Sept 17

  • Wednesday, Sept 18

Monday, Sept 16

8:00 am - 8:45 am

Power Breakfast Sessions

What if Trump Negotiated Your Next Core IT Deal?
This apolitical, non-partisan and entertaining presentation will play out a scenario with POTUS being the lead negotiator against core and IT suppliers. He (POTUS) and Aaron Silva will join together in this scenario to help bankers obtain a fair, balanced and reciprocal trade agreement with these critical vendors.


  • Aaron Silva, President and Chief Executive Officer, Paladin fs and Golden Contract Coalition

9:00 am - 12:00 pm

Pre-Conference Workshop:

Liquidity Management in Perspective - Limiting the Exposure While Sustaining Earnings

Competition for deposits is strong, forcing many community bankers to consider non-deposit funding to cover loan growth. This increases pressure on liquidity. Hear from experts about practical applications of liquidity risk management while maintaining a focus on promoting net revenue.

The discussion will focus on stress testing potential liquidity risk events planning proper responses, "key indicator" warning signs, and liquidity reserves to manage both liquidity and earnings.


  • Bill Collette, Managing Director, Wolters Kluwer
  • Mike Loyd, Senior Vice President and treasurer, Old National Bancorp, Evansville, IN
  • Will Newcomer, Vice President, Business Development and Strategy, Wolters Kluwer
  • Dane Smith, Corporate Treasurer, First Horizon National Corporation, Memphis, TN
  • Rob Strand, Senior Economist, American Bankers Association

12:00 pm - 1:00 pm

Networking Lunch

1:00 pm - 1:10 pm

Welcome Remarks

1:10 pm - 2:10 pm

Keynote Speaker: Jason Henrichs, Cofounder, FinTech Forge and Alloy Labs Alliance

Investing in Innovation: Building a Portfolio
When we assess our balance sheets, we historically look at metrics like charge-off rates, reserves, liquidity and risk/return profile. What if the greatest risk to your bank is what's missing from the balance sheet, rather than what's on it today? Learn the drivers of change, the need to invest in innovation and how to build an innovation portfolio.

2:10 pm - 3:00 pm

Intersection of Strategic Planning and Risk Management

The information gleaned from proper risk management gives both the board and management valuable insights to improve decision making and achieve strategic success. Hear about the integral role risk management plays in the strategic planning process, including the perils of ignoring risk and how risk appetite and key risk indicators inform business decisions and strategic goals. Learn about presenting risk parameters that board members can understand and how to measure and monitor results via SMART metrics. Speaker:

Michael Berman, Chief Executive Officer, nContracts, Brentwood, TN

3:00 pm - 3:30 pm


3:30 pm - 4:45 pm

Peer Roundtables and Reports

5:00 pm - 6:00 pm

Networking Reception

6:15 pm - 9:00 pm

Dine-around Dinners or Dinner on Your Own

Tuesday, Sept 17

8:00 am - 8:45 am

Power Breakfast Session

It’s Time to Get Your Bank Rated – Benefits of a Kroll Bond Rating
Kroll Bond Rating Agency has challenged conventional rating agency thinking and made the case that well-run community and regional banks can be rated investment grade. Today, more than 120 banks have used a KBRA rating to become more competitive in institutional deposit gathering, strengthen their competitive position in loan markets, and more efficiently access capital. CFOs also find value in KBRA's rating reports as they manage internal and external constituents.


  • Van Hesser, Senior Managing Director, Head of Corporate and Financial Institutions, Kroll Bond Rating Agency

Power Breakfast Session:

Digitization and Transformation of Finance: Achieving Efficiency and Delivering Insight to the Enterprise
As the roles of finance functions are shifting from transaction processing to more strategic, higher-value functions, the importance of transforming and digitizing financial processes is imperative. Digitization focuses on the automation of business processes to gain efficiency and effectiveness. But, the “so-what” is the transformation power of digitization’s enablement of strategic decision-making and execution, by delivering better insights through analytics and data visualization.


  • Danny Baker, Vice President, Market Strategy, Fiserv

9:00 am - 9:05 am

Welcome Remarks

9:05 am - 9:50 am

Unlocking the Profitability from Your Institution's Relationships

Managing relationships effectively impacts your top and bottom lines. Learn practical strategies to better manage and analyze customer relationships, including measuring customer contributions to overall profitability, and quantifying high- and low-performing customers. Learn how to enable relationship managers to make informed decisions when pricing new business, and create a framework for deal structures that align with your institution’s goals and strategies.


  • Ken Levey, Vice President of Financial Institutions, Kaufman Hall, Skokie, IL
  • Brad Brockman, Solutions Engineer (Financial Institutions), Kaufman Hall, Skokie, IL

9:50 am - 10:30 am

Will SOFR be the New LIBOR

LIBOR is scheduled to go away at the end of 2021, which will impact almost every bank in the U.S. as many loan and securities, and derivative contracts, are indexed to this long — time standard. Learn what you should be doing now to prepare for the change to the Secured Overnight Financing Rate (SOFR), the proposed alternative index. Hear about recent volatility in SOFR, and potential implications. Also get an overview of recent trade activity for balance sheet interest rate risk management.


  • David Sweeney, Managing Director, Chatham Financial, Kennett Square, PA

10:30 am - 10:45 am

Refreshment Break

10:45 am - 12:00 pm

Peer Roundtables and Reports

12:00 pm - 1:00 pm

Networking Lunch

1:00 pm - 1:55 pm

The Big Economic Trends Affecting Banking

Can GDP growth exceed 3% consistently? Is technology helping or hurting productivity? Can job growth consistently exceed 2.5 million a year? What will the Fed do this year and what is driving its decisions? Are demographics keeping interest rates low? And will China’s huge debt create a worldwide recession? Learn the details of the big economic forces that will affect banks in the next year and beyond.


  • Jim Chessen, Chief Economist, American Bankers Association

1:55 pm - 2:45 pm

CECL Mayhem! What Have We Learned in 2019?Get an exploration of contentious industry hot topics about the CECL transition that have surfaced in 2019. What have we learned, and how should bankers respond to FASB’s newest directives and FAQ papers? In this session participants will also have the opportunity to share their current CECL transition concerns and questions with their peers, and receive commentary from industry experts.


  • Peter Cherpack, Ardmore Banking Advisors, Inc., Ardmore, PA
  • Mike Gullette, Senior Vice President, Tax and Accounting, American Bankers Association
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2:45 pm - 3:00 pm


3:00 pm - 4:00 pm

A Practical CECL Action PlanFor some banks, the new CECL accounting standard will take effect as early as 2020. Review the pros and cons of different methodology options, get practical elements to include in a project plan, learn about data integrity, and hear about potential impacts to other areas of the bank.


  • Rob Ashbaugh, Executive Risk Management Consultant, Abrigo, Raleigh, NC

4:00 pm - 5:00 pm

Benefitting from SBA’s SBIC Program

The federal government’s preeminent public/private partnership, the SBIC program, is designed to stimulate the flow of private equity capital and long — term loan funds. Learn the ins and outs of this program from a SBIC program representative, regulator, fund manager, community bank investor and small business owner on how your bank can benefit from participating.


  • Samuel Boyd, Director of Program Development, Office of Investment and Innovation, Small Business Administration, Washington, DC
  • Carl Kopfinger, Senior Vice President and Managing Director, TD Bank
  • Ray Lund, Chief Executive Officer, TTI
  • Michael Painter, President of SBIC fund, Plexus Capital
  • Joseph Shepard, Associate Administrator, Office of Investment and Innovation, Small Business Administration, Washington, DC

5:00 pm

Closing Remarks

6:00 pm - 8:30 pm

Reception and Dinner

Wednesday, Sept 18

7:00 am - 7:45 am
(Breakfast served at 6:30 AM)

Power Networking Breakfast

Risky Business – Trends in Risk Management for Financial Institutions
As the demands of the CFO role become more strategic in nature, having assistance coordinating risk management processes and making the best use of limited resources is critical. This session will dive into ever-present risks and emerging areas that CFOs should be keenly aware of and offer guidance on how to effectively and efficiently identify, analyze, respond to and monitor potential risks facing the institution.


  • Brian Mischel, CPA, Partner, BKD
  • Ben Howard, CPA, Partner, BKD

8:00 am - 8:05 am

Welcome Remarks

8:05 am - 9:05 am

Keynote Speaker:

  • David Wessels, Ph.D., Adjunct Professor of Finance and Director of Executive Education, The Wharton School, Philadelphia, PA

C-Suite Mindset: Strategic Tools for Value Creation
Best-in-class companies drive superior financial performance by executing a consistent strategy in ‘momentum” markets. Learn new techniques on how to identify momentum markets that will augment organic growth, how to craft the right company-wide capabilities to drive financial performance and how to define each person’s role to assure successfully execution. Learn to understand your role as a CFO in driving a consistent strategy for the business, with a special focus on how to drive long-term organization revenue growth and best-in-class financial performance.

9:05 am - 9:55 am

Accounting Issues and What They Mean to Your Bank
Learn the latest implementation concerns from a regulatory and GAAP perspective. Hear best (and not-the-best) practices as banks navigate the economy.


  • Sydney Garmong, Partner, Crowe LLP, Washington, DC
  • Chris Seidlich, Senior Vice President and CFO, Rollstone Bank and Trust, Leominster, MA
  • Bob Storch, Chief Accountant, Division of Risk Management Supervision, FDIC, Washington, DC
  • Josh Stein, Vice President, Accounting and Financial Management, American Bankers Association, Washington, DC

9:55 am - 10:05 am


10:05 am - 11:05 am

Strategic Succession Planning – Identifying, Preparing and Retainingthe Next Generation of Leaders

Effective succession planning is about identifying the right potential successors and helping them develop the skills and experience they need to successfully lead in specific future roles. Learn about the seven building blocks necessary to identify, develop, prepare and retain successors, and about customized compensation strategies.


  • Susan Rogers, Chief Executive Officer, People Pinnacle, Lexington, KY
  • David Shoemaker, Managing Consultant, NFP/Equias Alliance, an NFP Company, Memphis, TN

11:05 am - 12:00 pm

M&A Trends

Bankers who fail to incorporate an M&A assessment in their overall strategy arefailing in their strategic planning process. Understanding the M&A landscapewill allow both buyers and sellers to execute on a transaction in the constantlyevolving regulatory environment, economic setting and investor world. Thispresentation will discuss changes in the M&A process, as well as emergingissues and trends.


  • Scott Polakoff, Executive Vice President, FinPro, Gladstone, NJ
  • Mike Rasmussen, Managing Director, FinPro, Gladstone, NJ

12:00 pm

Closing Remarks

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.