Education & Events

IBA Center for Banking Excellence, Springfield, or Virtual
May 10, August 23 and November 15, 2024 - 10:00 a.m. to 2:00 p.m.

The CFO Peer Groups are designed to provide chief financial officers and senior financial managers the opportunity to network in a comfortable and professional environment. Each session helps strengthen important ties 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 full, working computer microphone, camera, and speakers or phone access
• Keep cameras on for the duration of the program

Plante Moran Facilitators

Steve Schick, CPA, CGMA, Audit Engagement Partner – As a partner in Plante Moran’s financial services practice, Steve provides assurance and risk management services to publicly traded and privately held financial institutions, including community and regional banks. He also serves investment advisors, mortgage companies, broker-dealers, and investment companies. Steve specializes in performing and supervising external and internal audits, loan review engagements, cybersecurity reviews, regulatory compliance reviews, and SEC surprise custody audits, as well as collaborating with clients to resolve accounting, regulatory, and business challenges. Steve provides a practical approach to working through business challenges. Clients can count on him to distill complex situations into accessible parts which helps them focus on the urgent issues. Steve speaks to clients and their boards and at industry conferences, such as the Illinois Bankers Association, about topics of current interest to business leaders, including the impact of new accounting pronouncements and financial reporting requirements. He belongs to the AICPA and the Illinois CPA Society. He has a B.S. in commerce from DePaul University.

Sherrie Krowczyk-Mendoza, CPA, CFSA, CRP, FIRM, Partner, Financial Services Group – Sherrie provides risk advisory services to financial institutions. This includes internal audit outsourcing and co-sourcing, regulatory compliance and loan review, as well as the implementation, development, and testing of FDICIA and SOX Section 404, and the development and reorganization of clients’ internal audit functions. Sherrie’s extensive accounting and finance experience includes all levels of responsibility with business risk assessments, risk-based internal audits, board and audit committee reporting, corporate governance consulting, and consulting with institutions under consent orders. Because of my over 30 years of experience, I’ve conducted a number of outside training, webinars, and presentations on internal audit, regulatory compliance, FDICIA implementation and compliance, corporate and board governance, and other related topics. Sherrie is a member of the AICPA, IIA, FMS, Illinois CPA Society, Wisconsin Institute of CPAs, Illinois Bankers Association, Wisconsin Bankers Association, National Association of Financial Services Auditors, and Fiduciary and Investment Risk Management Association. Sherrie graduated from Rockford College with a B.S. in accounting and mathematics and a double minor in computer science and business administration. 

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

Fee Per Person (Members Only)
All Three Sessions $600
Individual Session $200

Substitutions Permissible