Education & Events

Hybrid Delivery Options (select your preference when registering)
Hybrid - May 17 and August 16, 2024 - RSM Office (Schaumburg) or Live Streamed - 10:00 a.m. to 1:00 p.m.
Virtual Only - November 8, 2024 - 10:00 a.m. to 12:00 p.m.

The CFO Peer Group is designed to provide chief financial officers and senior financial managers the opportunity to network comfortably and professionally. Each session helps to strengthen significant ties with fellow community bank CFOs and financial managers and examine issues with a fresh perspective.

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, 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
Members Only $600
Includes Three Sessions

Substitutions Permissible