CFO Virtual Series - Four 90 Min Sessions

All virtual programs are 10 A.M. - 11:30 A.M. EDT. Attend all 4 virtual programs via ZOOM for one price! You will receive a link to join the events the afternoon prior to each scheduled session. Video is NOT required.

JUNE 2: Covid-19 Update for Community Banks Eric Hanson & Scott Deters, Clark Schaefer Hackett

On March 27, 2020, the CARES Act was signed into law. Community Banks have been granted certain tools and abilities to assist them in helping their customers navigate these unprecedented times. They are the link between small businesses and forgivable paycheck protection funding, as well as lifelines for borrowers with short term payment modifications. While Community Banks are eager to help those in need, they are keen to the fact that documentation and compliance will be of utmost importance on their side in supporting their eligibility. CSH will provide expert guidance and answer questions on these programs with regards to administration, processing, treatment and reporting."

JUNE 4: Cyber Crime, Risk and Prevention Today and Tomorrow Rick Taylor & Scott Rexroat, MCM CPAs & Advisors

Living and working in our new normal, along with the ever-increasing cyber security threats, financial institutions need to understand the potential legal, monetary and reputational risk in this ever-changing environment. This presentation will discuss recent cyber-attacks and their potential impact across your organization. In addition, we will present best practice prevention techniques and discuss emerging cyber security practices and technology to increase your baseline defenses.

JUNE 4: Financial Management in the Current Environment Sam LaFollette, MCM CPAs & Advisors

In early March, our world changed. As essential businesses, we have been managing in ways we never planned before, while dealing with new loan and liquidity programs. All the while, we have been largely working in a different physical environment. Some of us, and our teams, have been performing our jobs largely from our homes. In this session, MCM will share best practices for financial controls, financial reporting, and liquidity management.

JUNE 9: Bank-Owned Life Insurance (BOLI) - A Proven Strategy to Secure Tax-Advantaged Income with High-Grade Credit Quality Lon Haines and Lou Moore, Banc Consulting Partners

For over four decades Bank-Owned Life Insurance (BOLI) has been a "best practice" to informally offset/finance the growing cost of employee benefit obligations. BOLI generates tax-advantaged income that has consistently generated more favorable returns with superior credit quality than most bank-eligible investments.

JUNE 9: Upside Down Thinking on Efficiency - Do You Have Your Priorities Backwards? David Carlson, Haberfeld

Financial institution executives spend considerable time thinking about strategies to improve efficiency in order to improve overall profitability. Often, this includes a 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 dynamics that are often ignored in our industry - strategies to increase overall income without increasing expenses.

Key points to be covered:
  • Explore specific strategies to improve your institution's ROA and ROE
  • Understand methods to significantly increase core customer acquisition
  • Utilize data to understand the impact of customers on overall profitability

JUNE 11: Profit-Enhancing Solutions David Still, Promontory Interfinancial Network, LLC

This presentation will discuss funding strategies you need to plan for the future and the tactics needed to achieve your goals. We will discuss deposits, but also cover other sources of funding.

JUNE 11: What You Don't Know Can Hurt You: Intersection of Strategic Planning and Risk Management Michael Berman, Ncontracts

The most overlooked element of strategic planning at financial institutions isn't profits, assets, growth or people. It's risk. The information gleaned from proper risk management gives both the board and management valuable insights to help make better decisions that achieve strategic success. This program will address the integral role risk management plays in the strategic planning process.


6/2/2020 - 6/11/2020

About the Speaker(s)

 List View Contact
Mr. Michael  Berman
Michael Berman
Mr. David Carlson
David Carlson
Mr. Scott Deters
Scott Deters
Clark Schaefer Hackett
Mr. Lon P. Haines
Lon Haines
Banc Consulting Partners, LLC
Eric Hanson
Eric Hanson
Clark Schaefer Hackett
Mr. Samuel E. LaFollette, CTP
Samuel LaFollette
MCM CPAs & Advisors
Mr. Louis  Moore
Louis Moore
Banc Consulting Partners, LLC
G. Scott Rexroat
G. Scott Rexroat
MCM CPAs & Advisors
Mr. Dave Still
Dave Still
Promontory Interfinancial Network, LLC
Mr. Richard Taylor
Richard Taylor
MCM CPAs & Advisors

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