CFO Forum & Luncheon Premiering at Spring Conference!

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Agenda
 
12:00 PM - 12:30 PM    Lunch

12:30 PM - 1:30 PM      Chief Financial Officer Panel, moderated by Chris Purvis, CPA - Cherry Bekaert Advisory, LLC

1:30 PM - 2:15 PM        Couch Cushion Capital, with Matt Kennedy, Managing Director - Performance Trust 
                                         Traditional capital issuance instruments remain available for community banks. This session will discuss current market levels and key insights on each capital issuance instrument. We’ll also unpack some non-dilutive capital options you might be unaware of to see if you have any capital in the couch cushions at your bank.
 
2:15 PM - 3:00 PM        Bond Strategy - Things to Consider in a "Post-Tightening" Landscape, with Lelia Coggins - SouthState| Duncan Williams

3:00 PM - 3:15 PM         Break

3:15 PM - 4:00 PM        Banking on the Future: Navigating the AI and FinTech Revolution, with Milton Bartley, ImageQuest

4:00 PM - 4:45 PM       CECL: Lessons Learned, with Mike Koupal and Alek Bevensee - Elliott Davis
                                        Join us for a discussion on common validation findings, tips for strengthening internal controls, and considerations for ongoing model management. 

4:45 PM - 5:30 PM        Liquidity and Balance Sheet Management, with David Shaddix - Stifel
                                        All banks are looking for opportunities to grow income while managing increased liquidity, capital, and interest rate risks. How can you make money given a flat yield curve and increasing funding costs? This session offers keys to profitability through strategic liquidity and balance sheet management. Participants will be able to assess the impact of liquidity and balance sheet management changes on their institutions.  

Adjourn
When
4/22/2024 12:00 PM - 5:00 PM
Eastern Daylight Time
Where
French Lick Resort French Lick, IN
Registration
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Education Alliance Cancellation Policy
 Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and 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.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.