2018 CFO Conference

Conference Overview

The constant changes in the community bank CFO’s environment — regulatory, legislative, and accounting — are creating very real challenges and burdens. In the shifting landscape of the financial services industry, CFOs are confronted daily by situations that call for a range of expertise. The importance of reliable tools and techniques is critical to bottom-line performance. Learning how to manage all critical aspects such as financial performance, investment analysis, reporting requirements, risk management as well as capital and funding requirements can positively influence your bank’s profitability. This conference will help you stay current on the issues affecting you by covering asset/liability management, regulatory changes, payments, and other relevant topics.

Thursday, September 20

8:30 a.m. – Registration
9 a.m. – 3:30 a.m. – Conference

Marriott Hotel
1200 Hampton Street
Columbia, SC


Lunch included

Deadline to Register
September 11

Refund Deadline
September 18

Substitutions Accepted

6.2 Hours CPE Credit Available




8:30 – 9:00 a.m. – Registration & Coffee and Pastries

9:00 – 10:00 a.m. – What You Don’t Know Can Hurt You: The Intersection of Strategic Planning and Risk Management

Michael Berman, CEO, Ncontracts, Brentwood, TN

The most overlooked element of strategic planning at community banks 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 session will address the integral role risk management plays in the strategic planning process to ensure that your bank is making the right decisions about business lines, products and systems with eyes wide open.

10:00 – 11:00 a.m. – Managing Liquidity Risk and Performance in the Current Interest Rate Environment

Mark Nelson, Director of Sales, FICast Data Corporation, Woodstock, GA

This session will provide forward-thinking strategies for managing today’s market rate risk. Discover leading risk management practices aimed at optimizing the liquidity portion of the balance sheet especially when handling a dynamic interest rate environment, assessing the risk of surge deposits and successfully integrating stress-testing results.

11:00 – 11:15 a.m. – Networking Break

11:20 – 12:20 p.m. – Standards in Payments

Tim Luger, Regional Sales Manager, SHAZAM, Johnston, IA

Payments technology is evolving quickly, but who’s controlling the latest changes to the way you pay, and how is that changing the competitive landscape of payments in the United States?  The rise of proprietary technology in payments is eroding the highly competitive marketplace and discouraging new and innovative solutions.  So what needs to change to ensure competition and innovation flourish as technology evolves?  The answer is standards in payments.

12:20 – 1:30 p.m. – Luncheon

1:30 – 2:30 p.m. – Secrets Revealed: 10 Things Your Core IT Provider Will Not Tell You

Aaron Silva, CEO, Paladin fs, Austin, TX

When it comes to negotiating and renewing these multi-million dollar relationships once every five to seven years, community banks are at a distinct disadvantage negotiating against their Core and IT service providers – bankers have to know what to demand in advance. Suppliers protect these secrets within a team of highly skilled negotiators, contract writers and lawyers who negotiate hundreds of con tracts each year with different institutions – never sharing with you what they negotiated differently with any other institution nationwide. This session will take the audience through 10 critical issues and negotiating secrets that bankers should know before they sit down at the negotiating table.

2:30 – 3:30 p.m. – Putting Capital to Work

Robert Flowers, Partner, Fenimore Kay Harrison & Ford, Austin, TX

Derek McGee, Partner, Fenimore Kay Harrison & Ford, Austin, TX

Does your bank have sufficient capital to meet your strategic goals over the next  three to five years, and what is the best way to put it to work? Do you buy another bank? Do you buy branches?  In this session, we take a look at various strategies available to a bank’s officers and directors.

3:30 p.m. – Conference Adjourns

For more information, contact Anne Gillespie by email at agillespie@scbankers.org.