HOME

ACCOMMODATIONS

AGENDA

COLLABORATE

GOLF OUTING

PATHWAY TO CFO

REGISTER

Agenda

As of 5/15/25
Schedule is tentative and subject to change.  Please check back for updates.

Shortcuts by Day:

SUNDAY, JUNE 22

MONDAY, JUNE 23

TUESDAY, JUNE 24

Shortcuts by Category:

SPECIAL EVENTS

GENERAL SESSIONS

SESSION DESCRIPTIONS

 Denotes Intermediate Session

 Denotes Advanced Session

Sunday, June 22
6:00 AM - 2:00 PM ET	Golf Outing (Space is limited and Pre-Registration Required) LEARN MORE
12:00 PM - 6:00 PM ET	Conference Registration
12:00 PM - 4:00 PM ET	Pathway to CFO LEARN MORE
2:00 PM - 4:00 PM ET	CFO Roundtable (For Banker and Credit Union CFOs only) Sponsored by Darling Consulting Group and Wolf & Company, P.C.
6:00 PM - 9:00 PM ET	Welcome Reception Par-tee at Eagle's Edge LEARN MORE

Monday, June 23
6:30 AM - 6:00 PM ET	Conference Registration
7:00 AM - 8:00 AM ET	Topic Talk Engagement Breakfast Why Automation Is Key for F&A Teams Clodagh Swennumson, VP & General Manager, Financial Services - Trintech Sponsored by Trintech
8:15 AM - 9:45 AM ET	General Session Leadership Lessons from Mission Control Ginger Kerrick - First Latina director of NASA Mission Control and 30-year veteran of the Johnson Space Center; Chief Strategy Officer of Barrios Technology; STEM ambassador LEARN MORE
10:00 AM - 11:00 AM ET	Breakout Sessions  Telling Your Liquidity Story Eric Poulin, Director - Darling Consulting Group  CECL Qualitative Adjustments and Model Testing: Evolution of Risk Susan Weber, Senior Manager, MBA - BerryDunn Leah Clair, Senior Manager, CPA - BerryDunn  Harnessing AI and Data Analytics to Transform Financial Institutions Phil Wess, Principal - Wolf & Company, P.C.
11:15 AM - 12:15 PM ET	Breakout Sessions  Prepare for Continued Regulatory Scrutiny of Liquidity Management Gavin Montgomery, Director, Advisory Services - ALM First  Financial Risk and Performance Management Trends and Best Practices Ken Levey, Managing Director - Empyrean Solutions Bryan Ridgway, Director - Empyrean Solutions Ed Young, Managing Director - Empyrean Solutions  Funding Sources and Stability in a Decreasing Rate Environment Jim Lutter, Chief Funding & Trading Officer - PMA Funding Todd Terrazas, SVP, Bank Funding - PMA Funding
12:30 PM - 1:30 PM ET	Roundtable Engagement Lunch Building Your Valuation Dream Team: Aligning CFO Strategy, Trusted Partners & the Right Tech for MSR Success Tom Healy, AMP, Vice President and Co-Founder, Level1Analytics Sponsored by Level1Analytics
1:45 PM - 2:45 PM ET	Breakout Sessions  5 Reasons to Automate Your Financial Accounting Kandra Person, Senior Solution Consultant - Fiserv Darik Salem, Senior Solution Consultant - Fiserv  Data Analytics for FIs - Using Data to Detect Fraud Tom Haldiman, Managing Director - Forvis Mazars Bob Sprague, Managing Director - Forvis Mazars  Navigating Volatility: Using Derivatives to Maintain a Robust Balance Sheet Jonathan Sundberg, Director - Chatham Financial Todd Cuppia, Managing Director, Balance Sheet Risk Management - Chatham Financial
2:45 PM - 3:00 PM ET	Networking Break Sponsored by Mercadien
3:00 PM - 4:00 PM ET	Breakout Sessions What Now? Building Confidence Amidst Uncertainty in 2025 and Beyond Gary Svec, Managing Director - Performance Trust Connecting the Dots Between Profitability and Strategy Benjamin Crowley, Managing Director - The Kafafian Group  Hot Off the Ledger: Audit and Accounting Insights and Updates You Need Allison Minnis, Audit Partner - Crowe LLP Mandi Simpson, Consulting Partner - Crowe LLP
4:15 PM - 5:15 PM ET	General Session Mastering Effective Risk Management, A Panel Discussion Moderator: Danialle Evans, Chief Accounting Office | Chief Financial Officer – BM Technologies, Inc. - First Carolina Bank Panelist: Mark Haberland, Managing Director - Darling Consulting Group Panelist: Scott Hildenbrand, Head of Depository Fixed Income - Piper Sandler Panelist: Kevin Kirksey, Principal - ALM First Panelist: Ed Young, Managing Director - Large Banks - Empyrean Solutions LEARN MORE
6:00 PM - 9:30 PM ET	Evening Reception at EPCOT Park LEARN MORE

Tuesday, June 24
7:30 AM - 3:30 PM ET	Conference Registration
7:30 AM - 8:30 AM ET	Topic Talk Engagement Breakfast Steve Wofford, CEO - Kohl Analytics Group Tom Sullivan, Founder and CEO - Princeton Partners FSG Sponsored by Kohl Analytics Group and Princeton Partners FSG
8:45 AM - 9:45 AM ET	Breakout Sessions  The Next Generation of Incentive Compensation Planning – Profitability Base Heather Hinchley Senior Solutions Engineer - Strata Decision Technology  Key Deposit Assumptions: Are Our Depositor Assumptions a True Reflection David Koch, Managing Director, Advisory Services - Abrigo  Streamlining FDICIA & SOX Compliance at Your Institution Lisa Thouin, Managing Director - Mercadien
10:00 AM - 11:00 AM ET	Breakout Sessions  Turn Your Lenders into Deposit Gathering Machines! Mark Swanson, Bank Performance Strategist - Deluxe  Supplementing Growth with Optimal Decisions Across Investments and Loans Moderator: Ryan Henley, Head of Depository Strategies - Stifel Financial Panelist: Kevin Cavin, Head of Product Strategies - Stifel Financial Panelist: Frazer Gieselmann, Head of Loan Strategies - Stifel Financial  How to Back-Test Your Models for CECL and ALM Michael Umscheid, President and CEO - ARCSys Technologies
11:00 AM - 11:45 AM ET	Networking Break Sponsored by McQueen Financial Advisors
11:45 AM - 12:45 PM ET	Breakout Sessions  Balance Sheet Strategies and Tactics: Preparing for the Future Scott Hildenbrand, Head of Depository Fixed Income - Piper Sandler  Model Risk Management - A Refresher Jim Jarrett, Director Financial Services Risk Advisory - Cherry Bekaert Advisory LLC  Credit Quality: Current Landscape and Future Directions David Ruffin, Principal - IntelliCredit
12:45 PM - 3:15 PM ET	Lunch and General Session Accounting & Regulatory Panel Sydney Garmong, CPA, Partner, National Office - Crowe LLP Invited panelists include representatives from:      - Board of Governors of the Federal Reserve System      - Federal Deposit Insurance Corporation      - National Credit Union Administration      - Office of the Comptroller LEARN MORE
3:15 PM - 4:00 PM ET	Farewell Reception

---

CPE CREDIT HOURS

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: Intermediate and Advanced
• Prerequisites: None
• Advance preparation: None
• Field of Study: Multiple
  
• Up to 11 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.

---