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ABA CFO Exchange

September 16-18, 2019 | The Seelbach Hilton | Louisville, KY​

CFO Exchange 

Overview  |  Registration​  |  Program  |  Hotel & Venue  |  Workshop  |  Experience  |  Sponsors

Program

Educational Sessions

Monday, September 16, 2019
8:00 pm - 8:45 am Power Breakfast Sessions
​8:45 am - 9:00 am Break 
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.

Speakers:
Rob Strand, Senior Economist, American Bankers Association
Bill Collette, Managing Director, Wolters Kluwer
Will Newcomer, Vice Presidet, Business Development and Strategy, Wolters
Kluwer
12:00 pm - 1:00 pm Networking Lunch 
1:00 pm - 1:10 pm Welcome Remarks
​1:10 pm - 2:10 pm ​Keynote SpeakerJason Henrichs
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 - 3:15 pm ​Break
​3:15 pm - 4:30 pm Peer Roundtables
​5:00 pm - 6:00 pm ​Networking Reception
​6:15 pm - 9:00 pm ​Dine-around Dinners 

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Tuesday, September 17, 2019
8:00 am - 8:45 am Power Breakfast Sessions
​8:45 am - 9:00 am Break
​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.

Speakers:
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.

Speaker:
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
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.

Speaker:
Jim Chessen, Chief Economist, American Bankers Association
​1:55 pm - 2:45 pm Forecasting for CECL
2:45 pm - 3:00 pm
Break
​3:00 pm - 4:00 pm A Practical CECL Action Plan
For 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.

Speaker:
Rob Ashbaugh, Executive Risk Management Consultant, Abrigo, Raleigh, NC
4:00 pm - 4:55 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.
​4:55 pm - 5:00 pm Closing Remarks
​​6:00 pm - 8:30 pm  Reception and Dinner


Wednesday, September 18, 2019
7:30 am - 8:00 am
Networking Breakfast
​8:00 am - 8:10 am Welcome Remarks
8:10 am - 8:40 am Peer Roundtable Reports
​8:40 am - 9:45 am Keynote Speaker-
The Link Between Corporate Strategy and Value Creation

9:45 am - 10:45 am Strategic Succession Planning – Identifying, Preparing and Retaining
the 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.

Speakers:
Susan Rogers, Chief Executive Officer, People Pinnacle, Lexington, KY
David Shoemaker, Managing Consultant, NFP/Equias Alliance, and NFP
Company, Memphis, TN
​10:45 am - 11:40 am M&A Trends
Bankers who fail to incorporate an M&A assessment in their overall strategy are
failing in their strategic planning process. Understanding the M&A landscape
will allow both buyers and sellers to execute on a transaction in the constantly
evolving regulatory environment, economic setting and investor world. This
presentation will discuss changes in the M&A process, as well as emerging
issues and trends.

Speakers:
Scott Polakoff, Executive Vice President, FinPro, Gladstone, NJ
Mike Rasmussen, Managing Director, FinPro, Gladstone, NJ
11:40 am - 11:45 am
Closing Remarks

​​​​​​​
gold arrow action buttonSee the Continuing Education Credit attendees can earn in 2019

Educational Sessions

Note: Information is subject to change.

The 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.

Weathering the Next Recession

Get a better understanding of lessons learned by banks that failed and those that did not during the last major recession. Hear how regulations and reforms have affected community banks, including Dodd – Frank and the Economic Growth, Regulatory Relief and Consumer Protection Act passed in 2018. Explore best practices that community banks can now undertake to prepare for the next recession.

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.

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.

Strategic Succession Planning – Identifying, Preparing and Retaining the 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.

A Practical CECL Action Plan

For 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.

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.

Benefiting from SBA’s Small Business Investment Companies 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.

M&A Trends

Bankers who fail to incorporate an M&A assessment in their overall strategy are failing in their strategic planning process. Understanding the M&A landscape will allow both buyers and sellers to execute on a transaction in the constantly evolving regulatory environment, economic setting and investor world. This presentation will discuss changes in the M&A process, as well as emerging issues and trends.

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Questions? Contact Sharon Radziewski​.​