Main Session – High Performance Idea Exchange
Julia Hernandez, Principal, Green Bolt Development
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 – From Manual Close to Strategic Insight: Automating the Tax Function for Bank CFOs
Courtney Brown, Partner, Tax Digital Services, RSM US LLP
Bank CFOs are under pressure to accelerate the close, improve reporting quality, manage regulatory complexity, and do more with limited finance and tax resources. This session will explore practical ways financial institutions can modernize the tax function through automation, better data governance, workflow design, dashboards, and AI-enabled tools. Participants will discuss …
Main Session – Upside-Down Thinking on Efficiency: Change Your Priorities to Change Your Results
Preston Afrank, Senior Executive Vice President, Haberfeld
Financial institution executives spend considerable time thinking about strategies to improve efficiency in order to improve overall profitability. Often, this includes an almost exclusive focus on expense reductions. Once a financial institution can no longer materially improve its efficiency ratio by further reducing costs, what’s next? Maybe it’s time to take a step back and realize some fundamental business …
Main Session – Every Deposit Strategy Is Now an AI Deposit Strategy
Onker Basu and Miles Daniel, Cornerstone Advisors
Explore how banks are using AI to attract, onboard, and retain business deposits, with real-world examples of what’s working, what isn’t, and what to watch out for. Through a mix of presentation and group discussion, we’ll examine how to measure AI’s impact on deposit growth, cost of funds, operating efficiency, and customer retention. We’ll also discuss the CFO’s role in evaluating AI investments, avoiding common pitfalls, and turning promising pilots into measurable financial results …