Main Session – High Performance Idea Exchange

Mark Bower

The High Performance Idea Exchange provides Chief Financial Officers with a unique opportunity to discover best practices and to learn from the bankers who are implementing these ideas. Attendees will share their innovative thoughts and ideas in a roundtable format…

Main Session – Strategic Technology Landscape – How Community Banks CFOs Can Balance Technology Costs, Vendors, Fintech, Buzzwords and Performance

Jason Dutchak and Dave Conne, BankOnIt USA

Today’s community bank CFO has a unique challenge when it comes to technology.  Ensuring modernization of the bank’s technology posture to drive synergies and client experience, while sorting through the robust efforts of technology vendors marketing heavily to the desires of technology personnel.

Main Session – What’s Debt Got To Do With It?  Driving Performance Through Debt Cycles

Facilitated by Will Craycraft, CFA, CPA , HUB | Taylor Advisors

Love it or hate it debt cycles drive balance sheet management so what separates high performing from low performing banks? It’s all about the Net Interest Margin! The median community bank’s dependence on net interest income to drive total income is 89% and re-imagining your ALCO process to promote creative ideas from your team will lead to outperformance …

Main Session – AI Update and Examples of AI Success in Banking 

Facilitated by David Fields and Carlos Vega, Wipfli LLP

Generative AI is a rapidly growing field that has the potential to revolutionize the banking industry.  This overview is future-focused and will describe how artificial intelligence works, its benefits, challenges, and risks.  We will also discuss and demonstrate how generative AI and be used in the banking industry for internal operations, creating more personalized experiences for customers, and revenue generation …


Economic Update 

The Fed’s inflation fight has stalled, putting in jeopardy the projected rate cuts in 2024. Yet, the US economy remains recession free even with the highest interest rates in over two decades.  What happens next?

Dr Edmond J Seifried

The US economy continues to baffle experts.  The Fed is now in the second year of its battle against inflation which began in the spring of 2022.  The FOMC has implemented one of its most powerful anti-inflationary policy regimes in decades.  The fed policy rate currently stands at its highest level in over 20 years.