CFO Roundtable

November 8 - 9 | Chicago, IL

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FMS is proud to partner with Plante Moran to offer our CFO Roundtable, the preeminent forum offered exclusively for CFOs from community banks, credit unions and thrifts across the country. This intimate program is designed to provide a forum for like-minded professionals to meet and exchange ideas, best practices, and to help one another find solutions to issues facing today’s financial leadership.

This highly interactive program spans two days and engages attendees in peer-to-peer discussions that will deliver practical value to be applied within their own organization. Group size is limited by design to maximize the personalized solutions, networking connections and focus on learning.

Please note: This program is offered in an intimate, roundtable format. As such, space is limited. Be sure to secure your attendance before the session is full and register for this innovative program today.


Wednesday, November 8, 2017

1:00 - 1:30 pm 

1:30 - 2:15 pm
Opening remarks and introductions

2:15 - 3:00 pm
Digital Finance: Using Technology to Better Underwrite/Monitor Loans

3:00 – 3:15 pm
Networking Break

3:15 – 4:00 pm
Credit Losses and other accounting standards – discussion of the road to implementation

4:00 – 5:00 pm
Best Practices of Board of Director Communications

6:00 pm
Dinner Offsite Sponsored by Plante Moran

Thursday, November 9, 2017

8:30 - 9:30 am 
Financial Market Update

9:30 - 10:30 am
Information Technology Update

10:30 - 10:45 am
Networking Break

10:45 - 11:45 am
Open Discussion of Hot Topics
  • Liquidity concerns
  • Core deposit strategies
  • Investment strategies
  • Regulatory exam hot topics

11:45 - 12:00 pm
Recap and Adjournment


Facilitated by FMS and PlanteMoran

Speakers and bios to follow.

Location and Accommodations

PlanteMoran Chicago Office-Soldier Field Room
10 South Riverside Plaza
Chicago, IL 60606

Hotel Suggestions
W Chicago – City Center
172 W Adams St, Chicago, IL 60603
(312) 332-1200
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Kimpton Gray Hotel
122 W Monroe St, Chicago, IL 60603
(877) 771-7031
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JW Marriott
151 W Adams St, Chicago, IL 60603
(312) 660-8200
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Hyatt Centric
100 W Monroe St, Chicago, IL 60603
(312) 236-1234
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Credit Hours

Earn up to 6.5 hours of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Accounting
  • Instructional Method: Live-Group


For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:

Registration Fee
Members and Non-members sign in or create an account below to register

A refund minus a $250 processing fee will be provided for cancellations received by FMS in writing four weeks prior to the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns, and/or program cancellation policies, please contact our offices at (312) 578-1300.

Registration Rates

FMS Members: $325
Non-members: $495

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11/8/2017 - 11/9/2017
10 South Riverside Plaza
Chicago, IL 60606 United States

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