Education & Events

Hybrid Delivery Options (select your preference when registering) 
April 16, August 15, and November 21, 2025 - 10:00 a.m. to 1:00 p.m.
RSM - 14th floor (1450 American Ln, Schaumburg, IL 60173)

IBA’s Chief Financial Officer Peer Groups provide an investment for you and your bank’s future by offering a platform and opportunity for CFOs, financial managers, controllers, CEOs, and other senior bank officers interested in enhancing their organization’s profitability to discuss emerging issues and industry hot topics and network with their peers.

Each CFO group meets three times during the year to exchange ideas freely, dissect problems, and discuss important issues.  Participants will gain valuable insights on emerging issues and trends in the financial industry, explore methods to improve financial function efficiency and learn best practices in bank financial management.

​The participants and facilitators determine a variety of discussion topics, focusing on accounting and financial reporting developments, Interest Rate Risk, Liquidity, fraud, management succession, digital transformation, and much more.

Benefits

• Network with fellow bankers, fostering professional connections and potential collaborations.
• Industry Insights.
• Exchange ideas, strategies, and experiences with other CFOs, benchmarking financial performance metrics and identifying opportunities for improvement based on industry benchmarks and best practices.
• Hear from industry experts, thought leaders, and guest speakers on topics relevant to CFOs, including banking regulations, financial markets, economic trends, and emerging technologies impacting financial services.
• Benefit from expert facilitation to ensure productive and meaningful discussions, guiding conversations towards actionable insights and outcomes.
• Cover a wide range of relevant topics through a comprehensive agenda, ensuring participants gain insights into various aspects of bank and financial management.
• And much more…

Possible Discussion Topics

• Observations on the regulators and exam process
• ALM, Capital levels, and liquidity
• Credit stress testing/CECL models
• Credit quality and risks
• Deposit rates/retention
• Employee retention
• Loan demand in today’s environment
• Fraud
• Acquisition deals
• And much more…

Technology Requirements – Virtual Attendees Only

• Have Zoom virtual meeting access
• Interact with facilitators and all participants in a live, virtual environment
• Actively participate in live and chat discussions
• Have complete, working computer microphone, camera, and speakers or phone access
• Keep cameras on for the duration of the program

Facilitators
Vivian Myers and Andrew Broucek, RSM US, LLP

Audience
Chief Financial Officers (CFOs) located in Northern Illinois, Chief Executive Officers (CEOs), Senior Financial Managers, Financial Controllers, Accounting Managers, etc.

Fee Per Person (Three Sessions)
Members Only $600

Substitutions Permissible