CFO Forum

The bottom line of networking in community banking.

A collaborative and supportive environment for finance professionals in Ohio’s community banks.

CFO Forum

September 13, 2017
Registration is $400 for CBAO members.

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The CFO Forum will bring together CFOs from noncompeting banks throughout the state in a small-group setting to exchange ideas freely, dissect challenges openly, and discuss solutions that can improve performance of your bank and help you grow both professionally and personally. Agenda topics will change at each forum session based on member input and the current banking environment.


  • Improve your effectiveness as CFO/Controller
  • Learn what’s working and what’s not in bank financial management
  • Improve the efficiency of your bank’s financial function
  • Form lasting relationships with other CFOs
  • Solve your most pressing concerns
  • Obtain access to highly respected industry experts
  • Grow professionally as well as personally
  • Discuss with peers what works and what doesn’t


  • CBAO will organize the forum based on bank size and market to ensure that participants have as much in common as possible while minimizing competitor overlap 
  • The group will be small, no more than 15 participants. Due to the nature of the program, no substitutes will be permitted, unless by consent of CBAO staff and facilitator
  • The Forum typically meets three times during the year.
  • Eight to 10 topics will be discussed at each session; participants are strongly encouraged to suggest agenda topics of interest
  • Forum participants get the benefit of working with expert consultants on a cost-saving basis
  • A binder based on Forum topics is compiled for each group member


  • Financial reporting issues: Challenges/opportunities in profit center accounting; effective planning/budgeting; getting your board members the information they really need
  • Profitability issues: Measuring customer profitability; bank-wide pricing discipline; margin maintenance; product profitability; deposit pricing
  • Personal growth: The CFO/controller as a leader in the bank; time management; setting priorities effectively
  • People issues: Recruiting; retaining and compensating financial personnel; coaching for performance; personal improvement plans; motivating long term employees
  • Regulatory issues: Proper ALLL methodology; assessing your bank’s financial controls
  • Vendor issues: The CFO/controller role in vendor assessment; negotiating and managing vendor contracts
  • Emerging issues/other issues: Investment strategies; ALCO issues; analyzing technology investments and their risks; insurance and bank risk management; convergence of GAAP and IASB standards


Meet the Facilitator

John Brooks

John has over 30 years of bank management and consulting experience, including a position as the Chief Accounting Officer at a $1.2 billion bank holding company with mortgage and wealth management subsidiaries. In this capacity, John was responsible for accounting and financial reporting, including SEC reporting, asset liability and market risk management, commercial interest rate swaps, derivatives and hedging, mortgage banking, and tax planning and accounting. He is a Certified Public Accountant and holds a master of business administration from Waynesburg University.  John completed the requirements for his doctorate (Ed.D.) in administration and leadership from Indiana University of Pennsylvania. His dissertation research explored the relationship between job satisfaction and financial performance in community banks.

John started his career as an auditor and held the position of Chief Auditor at two financial institutions. He also spent five years as an Assistant Professor of Accounting at a local college.

In his role at Snodgrass, John was involved in the design of our proprietary enterprise risk management process. He provides ERM services for our clients and assists on audits of unique, higher-risk areas such derivatives and interest rate risk management and model validation. John is also involved in our training program for audit staff specializing in mortgage banking, derivatives, and hedging.

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