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New York/New Jersey Chapter: Half-Day Joint CFO Conference with NJ Bankers
Chief Financial Officers of community banks continue to face major challenges across the industry from the economy, interest rates, new technologies and regulatory reporting. A CFO's ability to successfully navigate these challenges plays a critical role in your bank's success. Attendees of the CFO Conference will gain new insights into the economic outlook, explore contemporary accounting topics, navigating cryptocurrency and hear hot-button issues first hand from a panel industry experts.
8:00 am – 8:30 am Registration and Hot Buffet Breakfast 8:30 am – 8:40 am Welcome and Introduction 8:40 am – 9:30 am Economic Outlook Niso Abuaf, Chief Economic Strategist, Samuel A. Ramirez & Co. 9:30 am – 10:20 am Why You Should Validate Your CECL Model Joseph Galdo, CPA, CAMS, CFE, Director and David Healey, Supervisor of Mercadien Financial Institutions Services Group An effective model control framework and validation process is crucial to your institution’s compliance and risk management functions. You cannot rely solely on an audit to challenge your model - a proper validation of your CECL model will challenge it in a multitude of ways to ensure it is functioning properly. During this presentation, we will review the CECL readiness and model validation process, as well as considerations and best practices relating to CECL. 10:20 am – 10:40 am Networking Break 10:40 am – 11:30 am Impact of Cryptocurrency on the Banking Industry Panel Discussion Moderated by Eric Segal, Managing Partner, CFO Consulting Partners 11:30 am – 12:20 pm State of the Industry Panel Discussion Moderated by Jerry Clark, Director, Client Engagement Manager, Moody’s Analytics Panelists: David Kantor, Director, Financial Institution Analytics, Fixed Income Strategy, Stifel Scott Hildenbrand, Managing Director, Chief Balance Sheet Strategist, Piper Sandler & Co. Todd Cuppia, Managing Director, Head of Balance Sheet Risk Management, Chatham Financial Hear the “word on the street” regarding liquidity and asset sensitivity, tangible book value at risk, and relative value in fixed income securities as our panelists discuss these and other hot topics trending in the marketplace. 12:20 pm – 1:30 pm Luncheon Presentation What's Keeping Your ALCO Team Up at Night? Thomas Mennie, Managing Director, Valligan Blaxall Informative discussion on the steps your institution will need to consider to evaluate risk from market uncertainty, interest rate volatility and liquidity concerns.
Various Speakers See agenda for more specific information
Sanzari's New Bridge Inn 105 Old Bridge Road New Milword, NJ 0746
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
Members: $125 Non-Members: $175 Please sign-in for Chapter Member Pricing