2021 CFO/Controller Forum

2021 CFO/Controller Forum

April 14  |   June 9  |  October 20

 Registration for all three sessions is $1,200 for CBAO members.
The 2021 CFO/Controller Forum provides a platform for non-competing bank CFOs and controllers to exchange ideas freely, dissect problems, and discuss important issues with peers. The group meets three times annually at the CBAO headquarters. The agenda for each session will flow based on feedback from participants in the forum group. As necessary, subject matter experts will be brought in to cover specific issues and topics based on responses from the forum members. You will not want to miss this opportunity!

Possible Forum Topics:

  • Accounting issues - Evolution of the ALLL toward the Current Expected Credit Loss model; FASB guidance on liquidity and interest rate risk disclosures
  • ALCO issues - Getting the most from your model and your advisor; Board understanding of ALCO issues; Surviving the low rate environment, enhancing your investment portfolio, non—core funding techniques.
  • Bank profitability issues - Squeezing every basis point; Leading indicators of profitability versus lagging indicators; Customer profitability measurement, loan pricing, modals, fee income generation.
  • Regulatory issues - Increasing emphasis on enterprise risk management; Stress testing the capital plan; Assessing third party vendor risk, Contingency Funding Plan evaluation
  • Financial reporting issues - The CFO as Chief Measurement Officer; Reports that change behavior; Planning/budgeting issues; Improvements in Board reporting, IPAOS and Dashboard.
  • Personal growth - Making execution a priority; The CFO as a leader; Retention and motivation of financial function personnel
  • Emerging issues - The CFO and cybersecurity; Analyzing technology investments and their risks; Succession planning for CFOs.

Personal Safety and the Hybrid Class Structure

If you are joining in person, CBAO has implemented the following for your safety:

  • Transition to a larger classroom space that allows 6ft. social distancing
  • Provision of face masks, hand sanitizer, & individually-boxed breakfast/lunch
  • Full sanitization of the environment prior to class

If you are joining us online, you can expect the same interaction and engagement with the facilitators and fellow participants through:

  • Live video and audio interaction with camera, microphone, and speaker placement throughout the classroom
  • Full materials provided prior to class as well as live screensharing with the facilitators

Meet Your Facilitator:

Karl Nelson

Karl Nelson is the founder and CEO of KPN Consulting. His career has included senior positions with IDC Deposits and Promontory lnterfinancial Network. In addition, Karl served as a senior vice president with the Federal Home Loan Bank of Atlanta from 1991 through 2002, where he managed the sales and marketing, strategic planning, and trade association/regulatory outreach efforts and served on the bank’s ALCO. Prior to joining the Home Loan Bank. he was involved for 18 years with various regional banks. Karl serves on the faculties of the Graduate School of Banking in Madison, Wisconsin and Boulder, Colorado, the Graduate School of Bank Investments & Financial Management in Columbia, South Carolina as well as the faculties of the state banking schools in Florida and Tennessee. He is also a past chairman of Neighborhood Lending Partners Inc., a Community Development Financial Institution serving the affordable housing and community revitalization needs for communities in the state of Florida. Karl was an organizing Director and former ALCO Chair for a de novo bank in North Carolina and consults regularly with community bank Boards and Management on business strategies.

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Patti Webb, (614) 610-1877.

4/14/2021 9:00 AM - 10/20/2021 3:00 PM
Eastern Daylight Time
CBAO Ray Campbell Learning Center 8800 Lyra Drive Suite 570 Columbus, OH 43240 UNITED STATES

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