Agenda

As of 02/7/23
Schedule is tentative and subject to change.  Please check back for updates.
Sunday, June 11
11:00 AM - 6:30 PM MT Conference Registration
2:00 PM - 4:00 PM MT CFO Roundtable (Separate Registration Required - for Banker and Credit Union CFOs only)

Sponsored by Darling Consulting Group and Wolf & Company, P.C.
5:00 PM - 6:30 PM MT Welcome Reception in the FMS Marketplace

Monday, June 12
7:00 AM - 5:30 PM MT Conference Registration
7:00 AM - 8:00 AM MT Breakfast in the FMS Marketplace
8:15 AM - 8:45 AM MT Business Meeting
8:45 AM - 9:45 AM MT General Session

Economic Trends and Why They Matter

Thomas Hoeing - Former Vice Chairman of the Federal Deposit Insurance Corporation, Former President and Chief Executive Officer of the Federal Reserve Bank of Kansas City and Distinguished Senior Fellow at the Mercatus Center at George Mason University

10:00 AM - 11:00 AM MT FMS Breakout Sessions

It’s Time to Focus Your Attention to Liquidity
Mark Haberland, Managing Director – Darling Consulting Group
Eric Poulin, Senior Consultant – Darling Consulting Group

Accounting and Audit Update: Hot Topics and Critical Updates
JP Shelly, Partner – Crowe LLP
Erin Twitchell, Senior Manager – Crowe LLP

Gaining More Control Over Deposit Acquisition Through ROI-Driven Marketing
Tom Sullivan, Founder and CEO – Princeton Partners FSG

11:15 AM - 12:15 PM MT FMS Breakout Sessions

Managing Loan Pricing in Changing Rates How to Stay Abreast, and Profitable
Dave Koch, Managing Director, Advisory Services – Abrigo

Back To The Future: NIM Management Lessons From the Past
Barry Adcock, Financial Performance Strategist – Deluxe
Mark Swanson, Financial Performance Strategist – Deluxe

Plan Ahead or Get Left Behind: Helpful Tips to Handle Corporate Tax Changes
Tanya Thomas, Partner – BakerTilly US, LLP

12:30 PM - 1:30 PM MT Lunch in the FMS Marketplace
1:30 PM - 2:30 PM MT FMS Breakout Sessions

Model Risk Management in an Evolving World
Meredith Piotti, Principal – Wolf & Company, P.C.

Non-Maturity Deposits: History Has Not Been Repeating Itself
Nathaniel Eidt, Senior Director – MountainView Risk & Analytics/SitusAMC

Become Hercules: Ensure Strength No Matter What You Face
Heather Hinchley, Senior Solutions Engineer – Syntellis Performance Solutions

1:30 PM - 5:00 PM MT Pathway to CFO: Forum Edition
2:45 PM - 3:45 PM MT FMS Breakout Sessions

A Holistic Approach to Financial Institution Performance
Elisabeth Vogel, Managing Director, Head of Financial Institutions Strategy Group – Raymond James

Robust Liquidity Management & Funding Evaluation
Brent Lytle, Director, Advisory Services – ALM First

Navigating the Storm: Minimizing Uncertainty
R. Joseph Vandergrift, Managing Director, Credit Union Financial Strategy – Piper Sandler

4:00 PM - 5:00 PM MT FMS Breakout Sessions

2023 – What Have We Learned?  What Now?
Gary Svec, Managing Director – Performance Trust

Leveraging your Budgeting and Planning Processes to Optimize Performance
Bryan Ridgway, Director, Performance Management Solutions – Empyrean Solutions
Ken Levey, Managing Director - Empyrean Solutions

Creating Funding Stability in Uncertain Times
Todd Terrazas, Vice President, Institutional Investment Manager – PMA Funding

5:00 PM - 6:30 PM MT Reception in the FMS Marketplace

Tuesday, June 13
7:00 AM - 12:45 PM MT Conference Registration
7:00 AM - 8:00 AM MT Breakfast in the FMS Marketplace
8:00 AM - 9:30 AM MT General Session

Accounting & Regulatory Panel:

- Sydney Garmong, CPA, Partner, National Office - Crowe LLP
- Jeffrey J. Geer, CPA, Associate Chief Accountant, Office of the Comptroller
- Chris McGrath, Chief Accountant, Office of Examination and Insurance - National Credit Union Administration
- Andrew Overton, CPA, CFE, Assistant Chief Accountant, Division of Risk Management Supervision - Federal Deposit Insurance Corporation
- Dave Poland, Professional Accounting Fellow, Division of Supervision and Regulation - Board of Governors of the Federal Reserve System

9:30 AM - 10:30 AM MT Networking Break in the FMS Marketplace
10:30 AM - 11:30 AM MT FMS Breakout Sessions

Sight vs. Vision: Preparing your Balance Sheet for the Future
Scott Hildenbrand, Head of Piper Sandler Financial Strategies & Piper Sandler Hedging Services, LLC – Piper Sandler

High Performance Banking: What Are the Numbers and What Drives Performance
Stephanie White, Senior Manager – Crowe LLP
Marianne Wade, Managing Director – Crowe LLP

Understanding the Transition from TDR’s to Modified Loan Disclosures
Michael Umscheid, President/CEO – ARCSys

11:45 AM - 12:45 PM MT FMS Breakout Sessions

ALM & Liquidity Model Performance Management in Challenging Times
Brett Aitken, Director, Risk Management Analytics & Validations – Darling Consulting Group

Hedging Your Balance Sheet for the Unknown and Unexpected
Ben Lewis, Managing Director – Chatham Financial


CPE CREDIT HOURS
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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: www.nasba.org

  • Level: Basic, Intermediate and Advanced
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Accounting - Technical, Business Management & Organization - Non-Technical, Finance - Technical, Management Services - Technical, Taxes - Technical
  • Up to 9.5 hours
  • Instructional Mode: Group Live
For more information regarding administrative policies such as complaints or refunds, call 312-578-1300. FMS has also entered into individual sponsor agreements with a number of states. For additional information, please call 312-578-1300.