Main Session – High Performance Idea Exchange
Julia Hernandez, Executive Vice President, The CorePoint
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 – Best Practices on Managing the External Audit Process as a CFO
Carlos Bravo, Partner, Assurance Services, RSM US LLP
This session offers a comprehensive overview of best practices for CFOs in managing the external audit process throughout the year, with a focus on maintaining transparency for stakeholders involved in corporate governance. Attendees will explore strategies for identifying critical matters, deficiencies, and significant risks, and how to transform these findings into opportunities for process improvement through the effective use of technology …
Main Session – Deposit Strategy Evolution: From Peak Rates to AI-Equipped Depositors
Neil Stanley, Founder & CEO, The CorePoint
Three years ago, we discussed how depositors would awaken to material earnings opportunities as rates rose. That awakening has evolved far beyond most 2022 expectations. Today’s depositors have AI-powered tools optimizing their choices. The industry now faces “The Great Money Migration”—seven converging forces creating unprecedented deposit mobility …
Main Session – Industry and Bank Pricing Trends
John Adams, Principal and Head of Investment Banking, Sheshunoff & Co Investment Banking
Deposit costs appear to have peaked and net interest margins are expanding modestly, but economic uncertainty is turning the spotlight toward asset quality. A long-awaited rebound in bank stocks in late 2024 ran up against tariff volatility in 2025 but has lead to improved bank M&A prices, as well as increased deal volume, during the first half of 2025. This reverses the M&A trends seen …
General Session – The Landing
KC Matthews, Chief Market Strategist, Commerce Trust
Are we witnessing a pivotal moment in the banking sector? Is the economy poised for a soft landing, or are we bracing for a hard landing (recession)? As economic activity, inflation, interest rates, tariffs, and regulatory changes fluctuate, the stability of banks is under scrutiny. This presentation will navigate the economic landscape specifically through the lens of banking, examining current conditions and potential scenarios that could impact financial institutions …