Pathway to CFO: Forum Edition
The FMS Pathway to CFO program is coming to the 2023 FMS Forum Annual Conference. With a special track designed specifically for honing in on the skills needed to successfully hold the position of Chief Financial Officer. Featuring speakers with areas of expertise, from both the vendor and banker/credit union side, this session is designed for the in-person program to help build your confidence as a leader and help move you toward the role of CFO.
Key Takeaways:
- Leadership and Communication Skills
- Presenting In-Person and Virtual (Board and Committee Meetings)
- Management Style and Skills for Team Building
Pricing
Registration is $495* per non-CFO with a purchase of a full-priced CFO at the member/non-member registration rate at the time of registration.
*Should a "Pathway to CFO: Forum Edition" Attendee not attend their special 3-hour session, the attendee will be charged an additional $650 as payment for the full registration fee.
*Should a "Pathway to CFO: Forum Edition" Attendee not attend their special 3-hour session, the attendee will be charged an additional $650 as payment for the full registration fee.
Speaker (For "Pathway to CFO: Forum Edition")
Scott Hildenbrand
Head of Balance Sheet Analysis and Strategy, Head of Piper Sandler Hedging Services Financial Services Group, Piper Sandler & Co.
Scott Hildenbrand serves as chief balance sheet strategist and head of the financial strategies group at Piper Sandler.
Previously, he was a principal and chief balance sheet strategist of Sandler O’Neill + Partners, L.P. He headed the balance sheet analysis and strategy group, working with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, capital planning, budgeting, and stress testing. Hildenbrand also worked closely with the firm’s investment banking group to identify and develop strategic opportunities for clients involved in mergers and acquisitions.
Hildenbrand previously worked in Sandler O’Neill’s interest rate products group, focusing on developing and implementing structured wholesale funding strategies for financial institutions. He spent his first four years at the firm in the asset/liability management group. Prior to joining Sandler O’Neill in 2004, Hildenbrand worked as a financial analyst in asset/liability management at Tower Federal Credit Union in Maryland.
Hildenbrand was elected to the Financial Managers Society in 2021. He also serves as treasurer on the board of directors for Liam’s Room, a non-profit organization that focuses on pediatric palliative care, a specialized approach to medical care for children with serious illnesses.
He is a frequent speaker at industry conferences and seminars. He holds a Master of Business Administration degree in finance from Loyola College in Maryland and a bachelor’s degree with a concentration in accounting and finance from Gettysburg College.
Additional Speakers: TBD
Head of Balance Sheet Analysis and Strategy, Head of Piper Sandler Hedging Services Financial Services Group, Piper Sandler & Co.
Scott Hildenbrand serves as chief balance sheet strategist and head of the financial strategies group at Piper Sandler.
Previously, he was a principal and chief balance sheet strategist of Sandler O’Neill + Partners, L.P. He headed the balance sheet analysis and strategy group, working with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, capital planning, budgeting, and stress testing. Hildenbrand also worked closely with the firm’s investment banking group to identify and develop strategic opportunities for clients involved in mergers and acquisitions.
Hildenbrand previously worked in Sandler O’Neill’s interest rate products group, focusing on developing and implementing structured wholesale funding strategies for financial institutions. He spent his first four years at the firm in the asset/liability management group. Prior to joining Sandler O’Neill in 2004, Hildenbrand worked as a financial analyst in asset/liability management at Tower Federal Credit Union in Maryland.
Hildenbrand was elected to the Financial Managers Society in 2021. He also serves as treasurer on the board of directors for Liam’s Room, a non-profit organization that focuses on pediatric palliative care, a specialized approach to medical care for children with serious illnesses.
He is a frequent speaker at industry conferences and seminars. He holds a Master of Business Administration degree in finance from Loyola College in Maryland and a bachelor’s degree with a concentration in accounting and finance from Gettysburg College.
Additional Speakers: TBD
Agenda (For "Pathway to CFO: Forum Edition" Attendees)
As of 2/07/22 - Schedule is tentative and subject to change. Please check back for updates.
| Sunday, June 11 | |
|---|---|
| 11:00 AM - 7:00 PM MT | Conference Registration |
| 5:00 PM - 6:30 PM MT | Welcome Reception in the FMS Marketplace |
| Monday, June 12 | |
|---|---|
| 7:00 AM - 5:00 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 |
| 10:00 AM - 11:00 AM MT | FMS Breakout Session |
| 11:30 PM - 12:30 PM MT | FMS Breakout Session |
| 12:30 PM - 1:30 PM MT | Lunch in the FMS Marketplace |
| 1:30 PM - 5:00 PM MT | Pathway to CFO: Forum Edition | 5:00 PM - 6:30 PM MT | Reception in the FMS Marketplace |
| Tuesday, June 13 | |
|---|---|
| 7:00 AM - 12:45 PM ET | Conference Registration |
| 7:00 AM - 8:00 AM ET | Breakfast in the FMS Marketplace |
| 8:00 AM - 9:30 AM ET | General Session |
| 9:30 AM - 10:30 AM ET | Networking Break in the FMS Marketplace |
| 10:30 AM - 11:30 AM ET | FMS Breakout Session |
| 11:45 PM - 12:45 PM ET | FMS Breakout Session |
CPE
Pathway to CFO: Forum Edition Attendees can earn up to 10 hours of CPE credit during The 2023 FMS Forum Annual Conference
(up to 6.5 hours of CPE from General and Breakout Sessions + up to 3.5 hours of CPE from Pathway to CFO: Forum Edition)
(up to 6.5 hours of CPE from General and Breakout Sessions + up to 3.5 hours of CPE from Pathway to CFO: Forum Edition)
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
- Instructional Mode: Group Live
Important Information
REGISTRATION INCLUDES
The registration provides full access to all educational sessions listed in the tentative program agenda, the FMS Marketplace Exhibit Hall, conference meals and evening networking receptions.
SPECIAL ACCOMMODATIONS
Please email us at info@FMSinc.org if you require special accommodations in order to fully participate in the program.
REFUNDS AND CANCELLATION
Refunds minus a $250 processing fee will be issued for written cancellations received by FMS no later than May 13, 2023. No refunds will be processed after May 13, 2023, however, a substitute from your institution is welcome. 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 a program. Optional Events are non-refundable except when the events themselves are canceled by FMS.
Click Here for a complete list of FMS payment and registration policies.
The registration provides full access to all educational sessions listed in the tentative program agenda, the FMS Marketplace Exhibit Hall, conference meals and evening networking receptions.
SPECIAL ACCOMMODATIONS
Please email us at info@FMSinc.org if you require special accommodations in order to fully participate in the program.
REFUNDS AND CANCELLATION
Refunds minus a $250 processing fee will be issued for written cancellations received by FMS no later than May 13, 2023. No refunds will be processed after May 13, 2023, however, a substitute from your institution is welcome. 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 a program. Optional Events are non-refundable except when the events themselves are canceled by FMS.
Click Here for a complete list of FMS payment and registration policies.
