CFO Summit

CFO Summit

November 15, 2018 | Philadelphia, PA

CFO Summit

Register Now

Program Description

The Financial Managers Society is hosting an exclusive CFO Roundtable November 15, 2018 and you’re invited!

Representatives from Kaufman Hall, MountainView Financial Solutions, and Paladinfs will cover pressing topics to assist industry professionals in best practices that offer insight in overcoming the latest opportunities and challenges facing CFOs from around the country - all through a dynamic and engaging format that facilitates peer-to-peer discussions.

Bank and Credit Union professionals will walk away better prepared to protect your financial institution and stay ahead of the curve as a CFO in an ever-changing, dynamic industry.


Thursday, November 15, 2018

7:00 AM – 5:00 PM

7:00 AM – 8:00 AM
Networking Breakfast

8:00 AM - 10:00 AM
General Session with Paladinfs

Fintech Disruption & Core IT Obstruction
Paladinfs CEO Aaron Silva, and Managing Director of Paladin’s Fintech Advantage Alex Lopatine, deliver a formidable one-two punch for community bankers who must face off against the Core IT supplier oligopoly when adopting future Fintech alternatives. During this session, Aaron and Alex will provide deep insights on how to profitably explore ways to build the bank of the future without being beholden to the onerous contractual, financial and technology barriers of legacy suppliers. Mr. Silva, a nationally renowned speaker and thought leader on banking industry issues, has successfully negotiated hundreds of multimillion dollar contracts for more than a decade, resulting in an unprecedented database of national benchmark pricing and market intelligence. Mr. Lopatine, a visionary strategist in the realms of finance, banking and technology, is best known for founding, the software system revolutionizing cloud banking today. Attendees will gain understanding of the business and economic defects hidden deep inside supplier agreements preventing fintech adoption, and leave with a implementable strategy for gaining the upper hand in their next contract renewal negotiation. Attendees are encouraged to share experiences and ask tough questions about their unique technology hurdles.

10:00 AM – 12:00 PM
General Session with Kaufman Hall

Staying on Target in 2019: Enhancing Performance Management and Profitability
How is your strategy changing in 2019 to support ever-increasing performance goals? In this session, Kaufman Hall experts Ken Levey and Bryan Ridgway will show you how peer organizations are looking at performance management, sharing key findings and best practices in planning, reporting, and profitability analysis from Kaufman Hall’s CFO Outlook Survey.

The session will continue with a profitability focus, sharing how to develop an effective multi-dimensional profitability analysis framework. We will discuss challenges and pitfalls of traditional approaches, the importance of adding relationship profitability to your comprehensive analysis, and tips for making profitability matter at your institution—concluding with a peer discussion on best practices in profitability measurement and analysis.

12:00 PM – 1:00 PM
Networking Lunch

1:00 PM - 3:00 PM
General Session with MountainView

Chris Mills at MountainView Financial Solutions will walk you through key liquidity risk management challenges that exist at institutions nationwide and practical steps to help manage and measure risk. Attendees will leave the session with insight into:
  • The heightened importance of liquidity risk
  • Appropriate liquidity measures and metrics
  • Dynamic modeling assumption challenges
  • Sources of liquidity and data limitations
Ms. Mills will also share her expertise on the current challenges and solutions in interest rate risk modeling and what analyses are critical as rates continue to climb. Key take away’s will include:
  • IRR Measurement Best Practices
  • Optimizing the Modeling Process
  • Stress Testing Scenarios and Model Testing
  • Preparing your model and strategies for rising interest rate
3:00 PM
Program Concludes

*Schedule is tentative and subject to change


Kev Levey, VP, Financial Institutions
Brian Ridgway, Senior Solutions Engineer

Chris Mills, Managing Director

Aaron Silva, President, Paladinfs

Aaron Silva is an entrepreneur, banking industry veteran, professional speaker and the President of Paladinfs, LLC – the community banking industry’s go-to Core & IT contract negotiating and fintech advising firm. After selling IT and core services to bankers across the U.S. for 18 years, Aaron founded Paladin fs in 2007 and it remains the only company in the United States with a Blue Book of pricing data on every core IT service provider nationally. Since then, his firm and research has helped bankers negotiate vendor contracts, reducing non-interest expense by more than $220 Million, without a single core vendor change. Independent research firm BPI Network calculated Paladin fs reduces expenses by $1.4 Million per institution on average. Paladinfs is the only company in the industry that is 100% committed to driving greater cost efficiency into the core IT relationships, and investment bankers and lawyers routinely tap the company for expertise during bank mergers.

Aaron is also the founder of The Golden Contract Coalition (GCC), a company organized to create unprecedented negotiation leverage by pooling the combined contract value found in large groups of community banks and credit unions. Through this member consortium, the GCC pre-negotiates fair, balanced and flexible core and IT agreements from the “Big 3” core suppliers and their ancillary vendors.

Alexander Lopatine, Managing Partner - Fintech Advantage Practice, Paladinfs
With more than twenty years of international business experience, Alex Lopatine is recognized as a visionary strategist in the realms of finance, banking and technology. His leadership has leveraged technological innovations to disrupt entrenched industries for the benefit of consumers, investors and partners. As Managing Director of Paladin’s Fintech Advantage practice, Alex works with banks and credit unions to help them access the fintech eco-system, while upgrading their software stack.

Alex is best known for starting up, the software system revolutionizing the banking industry through a modern and holistic approach to core infrastructures. He served as Founder & CEO and was responsible for overseeing the strategy, product, sales, business development, marketing and operational arms of the company.

Outside of Paladin, Alex serves as Managing Partner of Park Capital (, a strategic investment firm focused on the digitization of retail banking, and leveraging blockchain technology for the companies in its growing portfolio; Executive Chairman of, an AI / blockchain architected digital concierge platform; Executive Chairman of Blockchain Shift (, one of the crypto industry’s most anticipated events.

Past roles include having served as Chief Strategy Officer of Mediaspectrum and Vensure, as well as holding board-level executive positions at several technology and financial and institutions. With a true global perspective, Alex speaks three languages fluently, has lived in five countries and has a Masters of International Law.

Location and Accommodations

Convene Cira Center
2929 Arch Street
Philadelphia, PA   19104

FMS does not have a current hotel block for this program, however, the Conven Cira Center partners with AKA University City ( and The Study ( Should you need additional suggestions, please contact FMS at

Credit Hours
Earn up to 6 hours of CPE credit.
  • Level: Basic to Intermediate
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Management Services
  • 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:

Refunds and Cancellations

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 Fee

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

FMS Members:                              $495
Staff/Co-Worker of Member:      $595
Non-members:                              $750

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11/15/2018 8:00 AM - 11/15/2018 3:30 PM
Convene Circa Center
2929 Arch Street
Philadelphia, PA 19104 United States

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