Pathway to CFO: Forum Edition
Sunday, June 22, 2025 | 12:00 - 4:00 PM ET
The highly rated Pathway to CFO program is returning to the FMS Forum Annual Conference in 2025. This special session is designed specifically for honing in on the skills needed to successfully hold the position of Chief Financial Officer. With a focus on interactive conversation and peer to peer support and insight, this small-group session is led by an industry expert specifically designed to help provide support and resources as you move towards 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
Tentative Schedule
12:00 PM - 12:30 PM ET Lunch
12:30 PM - 3:00 PM ET Program and Panel with CEOs/CFOs with Q&A portion
12:30 PM - 3:00 PM ET Program and Panel with CEOs/CFOs with Q&A portion
Pricing
Pathway to CFO: Forum Edition is an additional $450 on to your FMS Forum registration rate.
Space is limited due to the small-group setting
Space is limited due to the small-group setting
Pathway to CFO Speaker
Scott Hildenbrand
Head of Balance Sheet Analysis and Strategy, Head of Piper Sandler Hedging Services Financial Services Group, Piper Sandler
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 Board of Directors 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.
Head of Balance Sheet Analysis and Strategy, Head of Piper Sandler Hedging Services Financial Services Group, Piper Sandler
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 Board of Directors 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.
CPE
Pathway to CFO: Forum Edition Attendees can earn up to 3.5 hours of CPE credit
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
- Prerequisites: None
- Advance preparation: None
- Field of Study: Personal Development - Non-Technical
- Instructional Mode: Group Live
Refunds and Cancellations
Refunds minus a $250 processing fee will be issued upon a written cancellation received by FMS before March 21, 2025. Requests received between March 22, 2025, and May 23, 2025, will be refunded 50% minus the $250 cancellation fee. No refunds, including guest fees or additional registration fees, will be processed after May 24, 2025, 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.
Click Here for a complete list of FMS payment and registration policies.
Click Here for a complete list of FMS payment and registration policies.
