Education & Events

Tailored for Financial Institutions Up to $150MM in Assets

Bloomington Country Club or Live Streamed 
May 8, August 14 and November 13, 2024 - 10:00 a.m. to 2:00 p.m.

The Small Bank CEO Peer Group provides chief executive officers with the means to constructively examine pressing issues, exchange ideas, and share solutions among colleagues in a comfortable and professional environment.

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.
• 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.
• Access to Industry Data.
• 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 banking and business management aspects.
• And much more…

Possible Discussion Topics

• Current Economy Open Discussion (Global, National and Local)
• Bank Performance
• Budgeting
• Investments (portfolio make-up, duration, etc.)
• Harvesting bond losses (tax implications vs financial performance)
• Deposit account trends
• Regulatory Hot Topics
• CECL reserves
• Internal Audit Functions
• Risk Assessments
• Employment retention/marketing strategies
• Succession planning
• 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

Facilitator

Cliff Bumgarner, Partner, Kerber, Eck & Braeckel LLP - Cliff began his career in public accounting at KEB in 2008. He has spent most of his career specializing in financial institutions and construction contractors. Cliff has experience with property and casualty insurers, manufacturers, non-profit organizations, and associations. His practice now mainly focuses on providing financial institutions with attest, tax, and consulting services with banks ranging in size from $70 million to $3.2 billion. Cliff received his Bachelor of Science in Accountancy from Millikin University and is licensed in Illinois as a Certified Public Accountant. In his free time, Cliff enjoys watching his kids play sports, traveling and playing golf.

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
Three Sessions $500 M / $700 NM

Substitutions Permissible