FMS Board of Directors Meeting
8:00am – 12:30pm
Private Meeting

Conference Registration
11:00am – 7:00pm

FMS Advisory Council and Chapter Officer Meeting
11:30am – 1:00pm
By Invitation Only

CFO Roundtable
(Presented by Darling Consulting Group and Plante Moran)
1:00pm – 4:00pm
By Invitation Only

Partner Program Reception
5:15pm – 6:00pm
By Invitation Only

Welcome Reception
6:00pm – 7:30pm

Conference Registration
7:00am – 6:30pm

Breakfast in the FMS Marketplace
7:00am – 8:00am

FMS Opening General Session
8:15am – 9:30am
    The Washington and Economic Update
    Bimal Patel, Assistant Secretary for Financial Institutions, U.S. Department of Treasury

Morning Networking Break in the FMS Marketplace
9:30am – 10:15am
Sponsored by

FMS Breakout Sessions
10:15am – 11:15am
    Implementation Lessons Learned from SEC Institutions Adoption of the Current Expected Credit Loss Standard
    Megan Clark, Director - BKD, LLP
    Gordon Dobner, Partner - BKD, LLP

    A Bankers Checklist for Effective Liquidity Risk Management
    Brittany Rollek, Director, Advisory Services - ALM First Financial Advisors

    Actionable Profitability Analytics: Driving Profitable Behaviors Throughout the Bank
    Scott Wise, Managing Partner - Armada Consulting
    Profitability and Risk

    The Makings of a Well-Designed Internal Audit Program
    Lisa Thouin, CPA, CGMA, Managing Director, Financial Institutions Services -  The Mercadian Group
    Risk Management and Internal Audit

    Data Analytics: How to Use Your Data to Drive Business Decisions
    Mark Boettcher, Senior Manager - Baker Tilly Virchow Krause, LLP
    Sean Statz, Senior Associate - Baker Tilly Virchow Krause, LLP

    Strategic Issues

FMS Breakout Sessions
11:30am – 12:30pm
    Capital Planning Revisited
    Dave Koch, Managing Director - Abrigo

    Panel Discussion - Managing Your Institution's Investment Portfolio
    Bob Segal, Chief Executive Officer - Atlantic Capital Strategies, Inc.

    Product Risk and Reward - A Strategic Approach to the Balance Sheet
    Rich Nave, Senior Vice President/Chief Financial Officer - Empower Federal Credit Union
    Profitability and Risk

    Making Data Your Strategic Ally
    Sam Chen, Quantitative Risk Consultant - Darling Consulting Group
    Risk Management and Internal Audit

    Financial Managers and Their Place at the Strategy Table
    Steven Nutt, Chief Financial Officer - Community National Bank and Trust of Texas
    Strategic Issues

Lunch in the FMS Marketplace
12:30pm – 1:30pm

FMS Breakout Sessions
1:45pm – 2:45pm
    Best Practices for Adopting the New Leases Standard
    Brett Schwantes, Senior Manager - Wipfli LLP

    Managing the Investment Portfolio in Times of Great Uncertainty
    Jon Cantrell, Director, Fixed Income Research and Strategies and Charted Financial Analyst - SunTrust Robinson Humphrey, Inc.

    Aligning Business Unit and Total Institution Profitability
    Ben Braun, Associate Director of Finance -  Associated Bank
    Taylor Campbell, Senior Financial Analyst - Associated Bank
    Profitability and Risk

    Enterprise Risk Management: What We’ve Learned in the Last 5 Years (and How That Will Shape the Next)
    Michael Cohn, Principal - WolfPAC Risk Management Solutions
    Risk Management and Internal Audit

    High Performing Banks: You Won’t Believe Their Numbers
    Shawn O'Brien, President - QwickRate
    Strategic Issues

FMS Breakout Sessions
3:00pm - 4:00pm
    Methods and Models of CECL
    Michael UmScheid, President and Chief Executive Officer - ARCSys

    Building a Proactive Model Monitoring Program
    Chris Mills, Managing Director, Analytics - MountainView Financial Solutions, A Situs Company

    Profitability in a Low-Interest-Rate Environment
    Charley McQueen, President - McQueen Financial Advisors
    Profitability and Risk

    Inventory Management Techniques and Branch Transformation
    Kelly MacConnell, Manager, Sales and Strategic Alliances - logicpath
    Risk Management and Internal Audit

    Optimizing the Financial Productivity of the Retail Checking Portfolio
    Mike Branton, Partner - StrategyCorps
    Strategic Issues

FMS Breakout Sessions
4:15pm - 5:15pm
    Ongoing Tax Reform Developments - Where Are We Now and Where Are We Headed?
    David Thorton, Partner - Crowe LLP

    Become a High Performing ALCO: How to Get the Most Out of Your Process and Promote Discussion, Decision...and Action!
    Mark Haberland, Managing Director - Darling Consulting Group

    How to Attract and Retain Deposits through Competitive Intelligence and Product Alignment and Design
    Mike Emmons, Vice President - Ceto and Associates
    Profitability and Risk

    Banking Trends in Data Analytics, Data Sciences and Data Governance
    Chris Sifter, Principal - Crowe LLP
    Risk Management and Internal Audit

    Preparing for Executing a Merger or Acquisition Transaction
    Richard Trauger, Managing Director - The Kafafian Group, Inc.
    Strategic Issues

Reception in the FMS Marketplace
5:15pm – 6:00pm

Conference Registration
7:00am – 3:30pm

Breakfast in the FMS Marketplace
7:00am – 8:00am

FMS Business Meeting and Awards
8:15am – 9:00am

FMS Breakout Sessions
9:15am – 10:15am
    CECL: Accounting, Auditing and Regulatory Update
    Ryan Abdoo, Partner - Plante Moran
    Ashley Moran, Manager - Plante Moran

    Deposit Strategies in the Current Environment
    Joe Kennerson, Managing Director - Darling Consulting Group

    Addressing Market Pressures Through Margin Management
    Ken Levey, Vice President of Financial Institutions - Kaufman Hall & Associates, LLC
    Bryan Ridgway, Senior Solutions Engineer of Financial Institutions - Kaufman Hall & Associates, LLC
    Profitability and Risk

    Professional Skepticism: The Art & Science of Being columbo
    Suri Surinder, Chief Executive Officer - CTR Factor, Inc.
    Risk Management and Internal Audit

    Balance Sheet Strategy: What Board Members & Senior Management Should Know in Any Environment
    Scott Hildenbrand, Principal and Chief Balance Sheet Strategist - Piper Sandler
    Strategic Issues

Networking Break in the FMS Marketplace
10:30am – 11:30am

FMS Breakout Sessions

11:45am – 12:45pm
    Tax M&A Considerations After Tax Reform
    Doug Jenen, Partner - RSM US LLP
    Frank O'Connor, Senior Director of Chicago Financial Services - RSM US LLP

    How Reform of the Community Reinvestment Act Will Impact Your Bank and Community
    Ken Thomas, President - Community Development Fund Advisors

    Rewarding Employees Performance
    Brad Dahlman, Director of Product Manager – Financial Performance Suite (FPS), ProfitStars
    Profitability and Risk

    ALM Policies: Make Them Better for Everyone
    Brian Heim, Principal - IRR-analytics, LLC
    Risk Management and Internal Audit

    The End of Libor, What it Means to Your Institution
    Ryan Henley, Managing Director - Stifel - Fixed Income Capital Markets
    Dan Morrill, Principal -  Wolf & Company, P.C.
    Strategic Issues

FMS Luncheon and General Session - Regulatory Update
12:45pm – 3:30pm

Cheers with the Chairman
3:30pm – 4:30pm

CPE Credit Hours

CPE Logo The Financial Managers Society, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) 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 registered sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site:

  • Level: Basic, Intermediate and Advanced
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Accounting, Auditing, Finance, Management Advisory Services and Taxes
  • Up to 13 hours
  • Instructional Mode: Group-Live
For more information regarding administrative policies such as complaints or refunds, call 800-ASK-4FMS (800-275-4367). FMS has also entered into individual sponsor agreements with a number of states. For additional information, please call 800-ASK-4FMS (800-275-4367).

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