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NY/NJ Chapter: Half-Day Joint CFO Conference with NJ Bankers

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NY/NJ Chapter: Half-Day Joint CFO Conference with NJ Bankers

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Sanzari's New Bridge Inn
105 Old New Bridge Road
New Milford, NJ 07046
NY/NJ Chapter: Half-Day Joint CFO Conference with NJ Bankers
 

 

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New York/New Jersey Chapter: Half-Day Joint CFO Conference with NJ Bankers

 

Program Description


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.


 

Agenda


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.

 


 

Speakers


Various Speakers
See agenda for more specific information


 

Location


Sanzari's New Bridge Inn
105 Old Bridge Road
New Milword, NJ 0746


 

Credit Hours

Earn up to 5 hours of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Economics, Finance and Management Services - Technical and Information Technology - Technical
  • Instructional Method: Group Live
  • Length: 250 minutes

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.


 

Cost


Members: $125
Non-Members: $175

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  • About Us
  • History
  • The FMS Team
  • Board of Directors
  • Chapters >
    • Chapter FAQ
    • Chapter in a Box
  • Contact Us
  • All Events List >
    • Webinars
    • Virtuals
    • Seminars
    • Conferences
    • Chapter Events
    • Financial Managers School
  • The 2025 FMS Forum >
    • Home
    • Agenda
    • Accomodations
    • Collaborate
    • Golf Outing
    • Pathway to CFO
    • Register
  • Join FMS >
    • Member Benefits
  • Partner Program
  • My Account
  • Learn How to Access Your Account
  • FMS Spark