Display event - CFO Forum

CFO Forum - Louisville

If you are not a KBA member, please contact Jamie Hampton at jhampton@kybanks.com or 502-736-1278 for the possibility of attending at a non-member rate.

Seminar 9 a.m. - 4 p.m. local time. Registration begins after 8:30 a.m. and breakfast will be available.

How a Bank CFO Can Impact Bank’s Performance, Sam Lafollette, MCM CPAs & Advisors LLC

Bank CFOs are in a unique position to affect financial performance in their institution. In this session we will explore tactical and strategic time management, realistic projections and analyses. We will discuss best uses for periodic reports, and the value of reviewing key performance metrics. Attendees will be actively engaged in activities designed to inspire CFOs to drive performance at their institution.

Cyber Insurance, Scott Logan, Netgain Technologies

How does cyber preparedness effect your insurability? We will outline key criteria for properly preparing your bank to obtain a cyber insurance policy.

How Do You Eat the NIM Elephant? One BP at a Time. Barry Adcock and Mark Swanson, Deluxe

The past two years have presented bankers with numerous challenges. Among them is the significant compression of your Net Interest Margin (NIM). As the yield curve steepens and the likelihood of tightening by the Fed increases, NIMs will begin to rise from their historic lows. But not all financial institutions are positioned the same. Not all financial institutions will have a plan to optimize their NIM for the long term. Some will leave basis points on the table. In this session veteran bankers Mark Swanson and Barry Adcock will share strategies, tactics and tools to help you Optimize your NIM. They will draw on their experiences, as a former CEO/CFO team during The Great Recession, when they increased their Bank's NIM from 2.95% in 2009 to 4.11% in 2014, one Basis Point (BP) at a time.

Preparing for FDICIA Changes as Institutions Approach $500 Million/$1 Billion, Eric Hanson and Scott Deters, Clark Schaefer Hackett

Community banks have experienced significant balance sheet growth through the pandemic. In many cases this has sped up the timeline in which institutions expect to cross over the asset size thresholds that trigger significant reporting changes under the FDICIA rules. Join us as we discuss those changes in detail, as well as when and how to best prepare.

Inflation, The Fed, and Balance Sheet Management, Ryan Henley, Stifel

With recent inflation indications bolstering the Federal Reserve towards tightening measures, managing the balance sheet’s exposure to liquidity, interest rate and credit risk continues to be paramount. This session will explore aggregate industry insensitivities across the risks, decompose the review into peer ranges and draw parallels for how other institutions may react. The discussion will then turn to exploring strategies both on and off-balance sheet, that can help position institutions for outperformance across a range of outcomes. Commentary throughout will include references to peer activity, regulatory and accounting developments, and finally relative value opportunities in investment loans, funding, and derivatives.

What is Blockchain & How It is Changing the World, Larry Brown, VonLehman CPA & Advisory Firms

Join VonLehman CPA & Advisory Firms as they discuss the use of blockchain technology on cryptocurrencies and non-fungible tokens and what your organization needs to know to protect themselves, their consumers and how to navigate these topics. This session will provide a basic introduction to blockchain technology focusing on virtual currencies, non-fungible tokens, other current uses of the technology as well as future opportunities. We will also discuss the impact of blockchain technology on the banking industry including operational, accounting, and compliance.

Cancellation Policy

Cancellations received more than 30 days prior to the event will receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event. Substitutions are always welcome and encouraged. All cancellations and substitutions must be submitted in written format prior to the event.

Brochure (pdf)

When

5/19/2022

Where

Indiana Wesleyan University 1500 Alliant Avenue Louisville, KY

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About the Speaker(s)

SpeakerBlock	Hidden	Hidden	Hidden
Mr. Barry Adcock Deluxe Barry helps community financial institutions (FI) identify and act upon opportunities to optimize their performance by building and empowering a performance banking culture that transforms all levels of the FI. Barry draws upon a deep understanding of financial institutions’ operations gained through almost 25 years’ experience in Controller and CFO roles at The Banker’s Bank, Georgian Bank and NorthSide Bank. As CFO of NorthSide Bank, Barry helped transform the culture of the bank, enabling quicker, smarter decisions that saved the bank from failure during the great recession. He holds a bachelor’s degree in business administration and accounting from Kennesaw State University and earned his CPA license from the State of Georgia in 1998. Barry lives outside of Atlanta with his wife and son. He is an avid fisherman who enjoys competing in local and regional bass tournaments.	Mr. Barry Adcock Deluxe	Barry helps community financial institutions (FI) identify and act upon opportunities to optimize their performance by building and empowering a performance banking culture that transforms all levels of the FI. Barry draws upon a deep understanding of financial institutions’ operations gained through almost 25 years’ experience in Controller and CFO roles at The Banker’s Bank, Georgian Bank and NorthSide Bank. As CFO of NorthSide Bank, Barry helped transform the culture of the bank, enabling quicker, smarter decisions that saved the bank from failure during the great recession. He holds a bachelor’s degree in business administration and accounting from Kennesaw State University and earned his CPA license from the State of Georgia in 1998. Barry lives outside of Atlanta with his wife and son. He is an avid fisherman who enjoys competing in local and regional bass tournaments.	ADCOCK, BARRY
Mr. Larry Brown VonLehman CPA & Advisory Firm Larry joined VonLehman as an experienced Senior Manager with a demonstrated history of serving financial institutions and employee benefit plans. Larry has been an auditor and consultant in public accounting and the financial services industry for over 15 years. Throughout his career, he has provided internal and external audit services for a broad base of financial industry clients from de novo institutions to institutions with assets in the billions. Larry has also assisted, developed, performed and sustained an enterprise wide risk assessment; a risk based internal audit program; performed lending, deposit, BSA/AML, NACHA and other compliance audits; performed model validation; and SOX 404 testing of key controls. Larry served as an internal audit manager at a community bank for several years, which provided invaluable knowledge and expertise into the operations of similar entities. Larry is also adept at providing employee benefit plan audits including 401(K) plans, cash balance pension plans, pension plans, employee stock ownership plans, health & welfare plans and multi-employer benefit plans.	Mr. Larry Brown VonLehman CPA & Advisory Firm	Larry joined VonLehman as an experienced Senior Manager with a demonstrated history of serving financial institutions and employee benefit plans. Larry has been an auditor and consultant in public accounting and the financial services industry for over 15 years. Throughout his career, he has provided internal and external audit services for a broad base of financial industry clients from de novo institutions to institutions with assets in the billions. Larry has also assisted, developed, performed and sustained an enterprise wide risk assessment; a risk based internal audit program; performed lending, deposit, BSA/AML, NACHA and other compliance audits; performed model validation; and SOX 404 testing of key controls. Larry served as an internal audit manager at a community bank for several years, which provided invaluable knowledge and expertise into the operations of similar entities. Larry is also adept at providing employee benefit plan audits including 401(K) plans, cash balance pension plans, pension plans, employee stock ownership plans, health & welfare plans and multi-employer benefit plans.	BROWN, LARRY
Mr. Scott Deters Clark Schaefer Hackett Scott X. Deters, Shareholder Assurance Services Chair, Financial Services Industry Group Practice Summary: Scott Deters chairs the firm’s Financial Institutions Industry Group and is the primary advisor to its full-service community bank clients. He has over 20 years of experience with financial institutions. As an audit professional, Scott offers his clients an objective assessment of their institution, as well as guidance on Generally Accepted Accounting Principles, standards and regulations. When a bank merger or branch acquisition is being considered, Scott offers experience in due diligence services and purchase accounting. Scott’s expertise encompasses SEC audit engagements as well as working with closely-held stock banks and mutual banks. He also has extensive experience with SEC reporting, including 8-K, 10-Q, and 10-K. He has managed several conversions of a mutual bank to a public stock bank, and also has a bank tax background. Education: BBA, Accounting, University of Cincinnati Certifications: CPA – State of Ohio Professional Affiliations: American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants Financial Managers Society Tri-State League of Financial Institutions Community Bankers Association of Ohio Ohio Bankers League Kentucky Bankers Association Community Activities: Seton High School Board, Finance Committee Juvenile Diabetes Research Foundation, Ohio Valley Chapter Our Lady of Victory, Parish Council	Mr. Scott Deters Clark Schaefer Hackett	Scott X. Deters, Shareholder Assurance Services Chair, Financial Services Industry Group Practice Summary: Scott Deters chairs the firm’s Financial Institutions Industry Group and is the primary advisor to its full-service community bank clients. He has over 20 years of experience with financial institutions. As an audit professional, Scott offers his clients an objective assessment of their institution, as well as guidance on Generally Accepted Accounting Principles, standards and regulations. When a bank merger or branch acquisition is being considered, Scott offers experience in due diligence services and purchase accounting. Scott’s expertise encompasses SEC audit engagements as well as working with closely-held stock banks and mutual banks. He also has extensive experience with SEC reporting, including 8-K, 10-Q, and 10-K. He has managed several conversions of a mutual bank to a public stock bank, and also has a bank tax background. Education: BBA, Accounting, University of Cincinnati Certifications: CPA – State of Ohio Professional Affiliations: American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants Financial Managers Society Tri-State League of Financial Institutions Community Bankers Association of Ohio Ohio Bankers League Kentucky Bankers Association Community Activities: Seton High School Board, Finance Committee Juvenile Diabetes Research Foundation, Ohio Valley Chapter Our Lady of Victory, Parish Council	DETERS, SCOTT
Eric Hanson Clark Schaefer Hackett Eric Hanson, Manager, Assurance Services – Financial Institutions Industry Group Eric Hanson is responsible for all aspects of audit, review and compilation engagements. He services both public and non-public financial institutions with assets ranging from $20 million through $1 billion, offering him a solid perspective for institutions of all sizes and complexities. Eric also has experience with energy and not-for-profit organizations. Eric is a member of the firm’s Financial Services Group Steering Committee where he contributes his expertise regarding the nuances of serving financial institutions. Clients enjoy the personal touch of working with Eric. Expertise and knowledge go a long way, but individual attention and genuine interest are what have earned him client recognition in his industry specialty. EDUCATION: BS, Accounting, Western Kentucky University MS, Accounting, University of Kentucky CERTIFICATION & LICENSURE: CPA – State of Kentucky PROFESSIONAL AND COMMUNITY AFFILIATIONS: American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Tri-State League of Financial Institutions Financial Managers Society Kentucky Bankers Association Ohio Bankers League Catholic Inner-City Schools Education Fund	Eric Hanson Clark Schaefer Hackett	Eric Hanson, Manager, Assurance Services – Financial Institutions Industry Group Eric Hanson is responsible for all aspects of audit, review and compilation engagements. He services both public and non-public financial institutions with assets ranging from $20 million through $1 billion, offering him a solid perspective for institutions of all sizes and complexities. Eric also has experience with energy and not-for-profit organizations. Eric is a member of the firm’s Financial Services Group Steering Committee where he contributes his expertise regarding the nuances of serving financial institutions. Clients enjoy the personal touch of working with Eric. Expertise and knowledge go a long way, but individual attention and genuine interest are what have earned him client recognition in his industry specialty. EDUCATION: BS, Accounting, Western Kentucky University MS, Accounting, University of Kentucky CERTIFICATION & LICENSURE: CPA – State of Kentucky PROFESSIONAL AND COMMUNITY AFFILIATIONS: American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants Tri-State League of Financial Institutions Financial Managers Society Kentucky Bankers Association Ohio Bankers League Catholic Inner-City Schools Education Fund	HANSON, ERIC
Mr. Ryan Henley Stifel Financial Ryan Henley leads Stifel Fixed Income’s Financial Institutions Strategy Group, which provides balance sheet strategies and analyses related to economics, interest rates, investments, and interest rate risk management strategies to executive management teams of financial institutions and portfolio managers nationwide. In addition to balance sheet and investment strategy, he focuses on the interpretation of shifting regulatory and accounting environments. He joined Stifel in 2015 as part of the firm’s acquisition of Sterne Agee, where he served as lead financial strategist since 2006. He is a frequent speaker at national and regional banking and financial conferences. Ryan is a CFA charterholder and an honors graduate of the University of Alabama. He holds a B.S. in Finance and a M.A. in Banking and finance with a concentration in Financial Risk Management. At Stifel, we have established ourselves as one of the nation’s leading wealth management and investment banking firms. With more than 380 offices in 45 states and the District of Columbia, our philosophy on investing is grounded on a 125- year-old tradition of trust, understanding, and solid, studied advice. Established in 1890, our company provides a comprehensive portfolio of financial services designed to meet the varied needs of a broad range of investors. We believe in strong individual relationships that stand the test of time. Our knowledgeable Financial Advisors offer a personalized approach to finding the best solutions for your financial needs. We truly believe that by placing your needs and interests first, you will prosper. We are dedicated to providing innovative, creative, high-quality, and value-added products and services to help you pursue your goals.	Mr. Ryan Henley Stifel Financial	Ryan Henley leads Stifel Fixed Income’s Financial Institutions Strategy Group, which provides balance sheet strategies and analyses related to economics, interest rates, investments, and interest rate risk management strategies to executive management teams of financial institutions and portfolio managers nationwide. In addition to balance sheet and investment strategy, he focuses on the interpretation of shifting regulatory and accounting environments. He joined Stifel in 2015 as part of the firm’s acquisition of Sterne Agee, where he served as lead financial strategist since 2006. He is a frequent speaker at national and regional banking and financial conferences. Ryan is a CFA charterholder and an honors graduate of the University of Alabama. He holds a B.S. in Finance and a M.A. in Banking and finance with a concentration in Financial Risk Management. At Stifel, we have established ourselves as one of the nation’s leading wealth management and investment banking firms. With more than 380 offices in 45 states and the District of Columbia, our philosophy on investing is grounded on a 125- year-old tradition of trust, understanding, and solid, studied advice. Established in 1890, our company provides a comprehensive portfolio of financial services designed to meet the varied needs of a broad range of investors. We believe in strong individual relationships that stand the test of time. Our knowledgeable Financial Advisors offer a personalized approach to finding the best solutions for your financial needs. We truly believe that by placing your needs and interests first, you will prosper. We are dedicated to providing innovative, creative, high-quality, and value-added products and services to help you pursue your goals.	HENLEY, RYAN
Mr. Samuel E. LaFollette, CTP MCM CPAs & Advisors Sam LaFollette, CTP, Assurance Partner, has more than 30 years of banking and public accounting experience. His expertise is in external and internal financial reporting and auditing for financial institutions including budgeting, projections and profit planning. His financial reporting experience has led to merger and acquisition analysis and accounting treatment application. In addition to managing fixed income investment portfolios, he has been responsible for interest rate risk and asset/liability management efforts for multiple banks as well as performing review procedures and Sarbanes-Oxley compliance.	Mr. Samuel E. LaFollette, CTP MCM CPAs & Advisors	Sam LaFollette, CTP, Assurance Partner, has more than 30 years of banking and public accounting experience. His expertise is in external and internal financial reporting and auditing for financial institutions including budgeting, projections and profit planning. His financial reporting experience has led to merger and acquisition analysis and accounting treatment application. In addition to managing fixed income investment portfolios, he has been responsible for interest rate risk and asset/liability management efforts for multiple banks as well as performing review procedures and Sarbanes-Oxley compliance.	LAFOLLETTE, SAMUEL
Scott Logan NetGain Technologies Scott Logan is the Director of Security at NetGain, as is a frequent speaker, cybersecurity expert, and social engineering thought leader. He has three decades of experience advising companies on security strategies. Scott is CISSP certified and offers vCSO services to many companies in many industries.	Scott Logan NetGain Technologies	Scott Logan is the Director of Security at NetGain, as is a frequent speaker, cybersecurity expert, and social engineering thought leader. He has three decades of experience advising companies on security strategies. Scott is CISSP certified and offers vCSO services to many companies in many industries.	LOGAN, SCOTT
Mark Swanson Deluxe Mark Swanson is experienced at raising capital and leading a community bank to profitability during the Great Recession. He has 27 years of experience in Banking at all levels.	Mark Swanson Deluxe	Mark Swanson is experienced at raising capital and leading a community bank to profitability during the Great Recession. He has 27 years of experience in Banking at all levels.	SWANSON, MARK

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Cancellation Policy

Cancellations received more than 30 days prior to the event will receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event. Substitutions are always welcome and encouraged. All cancellations and substitutions must be submitted in written format prior to the event.