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 – Managing the Balance Sheet in Uncertain Times
Dale Sheller, Associate Partner, The Baker Group
It has been nearly two years since the Federal Reserve started their most aggressive tightening campaign since the early 1980s. The interest rate movements have been both quick and great in magnitude. Banks saw their margins expand in 2022 and then start to contract in 2023 as balance sheets eventually felt the full impacts of the rapid rate movements …
Main Session – Navigating the Future: Insights from Wipfli’s 2024 Banking Outlook
Tom Cox, Principal; Anna Kooi, CPA, Financial Services Industry Leader; Joseph Paroubek CPA, Partner, Wipfli LLP
Join us for an engaging discussion on the evolving landscape of the banking industry. In this session, we’ll delve into key findings from Wipfli’s comprehensive research report, exploring growth projections, cybersecurity challenges, and strategies for digital transformation and how to build talent for the future. Whether you’re a banking professional, a fintech enthusiast, or simply curious about the future of finance, this session promises valuable insights and actionable takeaways …
Main Session – Accounting, the Regulators and Models
John Hurlock, President, SMARTER Risk Management
With the introduction of CECL, the CFO now has responsibility for either running or reporting on the results from models that have a significant impact on the financial institution. This impact is both financial and regulatory. The models include;
- Asset Liability Management (ALM)
- Liquidity
- Current Expected Credit Losses/Allowance for Credit Losses
- Reserving for Securities/Investments
- Pre-purchase analysis …
Economic Update
Dr. Ed Seifried
As the calendar rolls into 2024, the US economy continues to baffle experts. The Fed is now into 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 some years …