Agenda

As of 2/9/26
Schedule is tentative and subject to change.  Please check back for updates.
 Denotes Intermediate Session
 Denotes Advanced Session
Sunday, June 14
11:00 AM - 6:00 PM CT Conference Registration
12:00 PM - 4:00 PM CT Pathway to CFO
LEARN MORE
2:00 PM - 4:00 PM CT CFO Roundtable (For Banker and Credit Union CFOs only)
5:00 PM - 7:00 PM CT Welcome Reception

Sponsored by CostPerform, Crowe LLP, Darling Consulting Group and Empyrean Solutions

Monday, June 15
6:00 AM - 6:00 PM CT Conference Registration                                        
7:15 AM - 8:15 AM CT Breakfast with Exhibitors
8:15 AM - 8:30 AM CT Opening Remarks
8:30 AM - 9:30 AM CT General Session

AI4Finance: Amplifying Financial Judgement in a Regulated World
Scott Wise - Management Consultant, Author, Advisor

LEARN MORE
9:30 AM - 10:00 AM CT Networking Break in the Engagement Center
10:00 AM - 11:00 AM CT Breakout Sessions

 Optimizing Non-Maturity Deposits: Master Decay Rates & Pricing Betas
Dave Koch, Director of Advisory Services - Abrigo

 Maximize Opportunities Amid Increased Credit Risk
Gavin Montgomery, Principal - ALM First
Tavish Taylor, Director, Advisory Services - ALM First

 ALM: A Strategic Compass
LaChrisha Dourisseau, Vice President, Solution Consulting - Cores, Deposits & EPM/ECM - Fiserv, Inc.
Diana Jacobsen, Solution Consultant - Fiserv, Inc.
11:15 AM - 12:15 PM CT Breakout Sessions

 Capital Strategy: Managing Growth, Risk & Regulation in Uncertain Times
Adam Mustafa, President & CEO - Invictus Analytics

 Stablecoin Demystified for the Banking Industry
Andrew Billeter, Principal, Financial Assurance - Wolf & Company, P.C.

 The [New] CFO: A Practical Approach to Undertaking This Evolving Role
Megan Plis, Director of Marketing - Plansmith
12:15 PM - 1:15 PM CT Table Talk Discussion Lunch

Sponsored by Kohl Analytics Group
1:30 PM - 2:30 PM CT Breakout Sessions

 The Antidote to Activism: Build a Fortress, Not a Target
Gary Svec, Managing Director, Investment Banking - Performance Trust Capital Partners

 The Big Easy Breakdown: What’s New in Accounting & Financial Reporting
Stephanie Ballard, Audit Senior Manager - Crowe LLP
Allison Minnis, Audit Partner - Crowe LLP

 From Exposure to Execution: Starting an Interest Rate Hedging Program
Jonathan Sundberg, Director of Client Relationship Management - Chatham Financial
2:30 PM - 3:00 PM CT Networking Break with Exhibitors
3:00 PM - 4:00 PM CT Breakout Sessions

 Mutuals Matter: Strategic Insights into Holding Company Formation and M&A
Leah Clair, Senior Manager - BerryDunn
Jason Hicks, Chief Financial Officer - New Hampshire Mutual Bancorp

 Your Finance Team: The critical link between Strategic Planning & Execution
Brad Brockman, Senior Sales Engineer - Empyrean Solutions
Bryan Ridgway, Director Performance Management - Empyrean Solutions

 Treasury Management: Lessons for Us All from Large Depository Treasurers
Moderator: Ryan Henley, Head of Depository Strategies - Stifel
Panelist: Brian Gilbert, Corporate Treasurer - Pinnacle Financial
Panelist: Chad Wheeler, Managing Director, Treasurer - Northwest Bankshares
4:15 PM - 5:15 PM CT Breakout Sessions

 Respect The Investment Portfolio: Don’t Just Invest Cash, Actively Manage
S.J. Guzzo, Senior Vice President - Portfolio Strategies - FHN Financial

 Hidden Gold: Mining the Relationships That Power Your Portfolio
Heather Hinchley, Senior Solutions Engineer - Strata Decision Technology

 7 Winning Deposit Campaigns—and Why They Work
Rick Claypoole, COO & President SaaS Solutions - OptimaFi

5:30 PM - 6:30 PM CT Networking Reception

Sponsored by FHN Financial

Tuesday, June 16
7:00 AM - 3:00 PM CT Conference Registration                  
7:15 AM - 8:15 AM CT Breakfast with Exhibitors
8:15 AM - 9:30 AM CT Business Meeting/General Session Roundtable Discussions
9:45 AM - 10:45 AM CT Breakout Sessions

 Beyond ALM: How AI Will Redefine Banking Analytics for the CFO
Steve Wofford, CEO - Kohl Analytics Group
Austin Wofford, Vice President - Kohl Analytics Group

 Balance Sheet Management Themes and Strategies
Scott Hildenbrand, Head of Depository Fixed Income - Piper Sandler

 Leveraging Political Subdivision Deposits in a Declining Rate Environment
Jim Lutter, Senior Vice President, Chief Funding Officer - PTMA Funding
Todd Terrazas, SVP, Bank Funding Sales - PTMA Funding
10:45 AM - 11:30 AM CT Networking Break in the Engagement Center
11:30 AM - 12:30 PM CT Breakout Sessions

 Beyond Static Annual Budgets: Why CFOs Are Moving to Continuous Forecasting
Graham Goble, CEO - BankBi

 Effective Risk Management - Panel Discussion
Moderator: Mark Haberland, Managing Director - Darling Consulting Group
Panelist: Danialle Evans, Chief Accounting Officer – First Carolina Bank | Chief Financial Officer – BM Technologies, Inc.
Panelist: Kelsey Marquis, President & CEO - cPort Credit Union
Panelist: Scott Mincemoyer, President - Byron Bank

 Mastering CECL Validation: Back-Testing, Sensitivity Analysis and Volatility Management
Justin Umscheid, Vice President of Services - ARCSys Technologies
12:30 PM - 3:00 PM CT Lunch and Regulatory Panel

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: 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.