Education & Events

Tailored for Banks with Assets $750MM – $10B

Illinois, Indiana, Kentucky, Michigan, Ohio, Wisconsin

RSM Office downtown Chicago | May 15, 2024 - 11:00 a.m. - 6:00 p.m. CDT (includes a happy hour)
Virtual via Zoom | September 25, 2024 - 9:00 a.m. - 11:00 a.m.

This six-state regional Peer Group is designed to curate an inner group of high-performing CEOs to discuss industry best practices, issues, and challenges that are sure to form lifelong connections.

Benefits

• Network with fellow bankers, fostering professional connections and potential collaborations.
• Engage with fellow top bank executives in Illinois, providing a unique opportunity to exchange insights, experiences, and ideas in a facilitated, open environment.
• Problem-Solving Power: Access powerful problem-solving tools through in-depth discussions and peer connections, offering valuable perspectives and approaches to address the challenges faced in running a bank in today's complex environment.
• Current Industry Insights: Stay informed about the latest developments in the banking industry, including national and Illinois-specific banking overviews, recent examination experiences, economic data, inflation trends, and discussions on regulatory matters.
• Access to Industry Data: Access industry data and analysis on inflation cycles, funding, liquidity, and other relevant metrics, enabling informed decision-making and strategic planning.
• Benefit from expert facilitation to ensure productive and meaningful discussions, guiding conversations toward 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 business management.
• And much more…

Possible Discussion Topics

• Economic Update
• Emerging Credit Risks
• Capital Levels
• ALM, Risk Management
• Real-Time Data
• BSA/AML/Fraud Trends
• FedNow
• Workforce Trends
• CECL
• And much more…

Technology Requirements for September Session 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

Facilitator
Justin Freeman, Director, Risk Consulting, RSM US LLP - Justin has over 28 years of experience working in credit risk management positions in both commercial banking and risk consulting. He is a credit risk professional dedicated to working with RSM’s financial institutions industry group. Justin focuses on providing credit advisory and risk management consulting services to financial institutions of all sizes. He has significant experience evaluating credit risk exposure related to consumer/retail and commercial credit, including leveraged lending, syndicated credits, shared national credits, commercial real estate, commercial and industrial and asset-based lending transactions.

Audience
Chief Executive Officers (CEOs), Presidents, Chief Operating Officers (COOs), Senior Vice Presidents (SVPs), Executive Vice Presidents (EVPs), Managing Directors, Senior Directors, etc.

Fee Per Person - Members and Nonmembers
Both Sessions $400
Single Session $200