CFO & Finance Executive Forum
The constant change in the community bank CFO’s environment is creating very real challenges and burdens. In the shifting landscape of the financial services industry, CFOs and other financial officers are confronted daily by situations that call for a range of expertise. This conference will help you stay current on the issues affecting you by covering the most relevant topics needed to succeed in this rapidly changing environment.
AUDIENCE
The program is designed for CFOs, CEOs, Bank Directors, Controllers, Investment Officers, Chief Risk Officers, Cashiers, Treasurers and any other Senior Bank Officers involved in the financial management of the bank
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member Regular Registration
Registration Ends 6/16/25 at 11:59 PM PDT
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6.00 (CPE) | $895.00 See QTY Discounts |
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Non-Member Regular Registration
Registration Ends 6/16/25 at 11:59 PM PDT
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6.00 (CPE) | $1,195.00 See QTY Discounts |
CCBN has secured a special rate at the Mar Monte in Santa Barbara of $279 per night plus a $17.50 resort fee. Click here to reserve.
Book before the June 16 cutoff to take advantage of this savings!
Relaxation and adventure await at Mar Monte Hotel. Enjoy excellent views, cycling, hiking and local dining before resting in plush beds for an unforgettable stay. All guests arrive at the historic porte-cochère of the iconic Mar Monte Hotel.
Agenda
| July 7 | |
| 1:00 PM - 2:00 PM | Registration |
| 2:00 PM - 2:15 PM | Welcome & Introductions |
| 2:15 PM - 3:15 PM |
Strategic Leadership: Growth & Liquidity (INTRAFI)
Liquidity Management Wholesale Funding Growing Profitability with Deposits |
| 3:15 PM - 3:30 PM | Break |
| 3:30 PM - 4:30 PM |
Emerging Trends in the Financial Services Technology
Navigating the AI Transition Extracting Maximum Value from Data Cyber Preparedness and Resilience |
| 4:30 PM - 6:00 PM | Reception |
| July 8 | |
| 8:00 AM - 9:00 AM | Breakfast |
| 9:00 AM - 10:00 AM |
Navigating an Uncertain Economic Environment (STIFEL)
Facing the Current Economic Challenges (slow growth, etc.) Navigating Volatility in Uncertain Times (tariffs, inflation, etc.) Emerging Regulatory Changes |
| 10:00 AM - 10:30 AM | Break |
| 10:30 AM - 11:30 AM |
Asset Liability Management (ABRIGO)
Asset Liability Model Measuring & Monitoring Interest Rate Risk Current Market Risks Liquidity Risk Assessment |
| 11:30 AM - 12:30 PM | Lunch |
| 12:30 PM - 1:00 PM | Compensation and Incentive Plan Best Practices (EBS) |
| 1:00 PM - 2:00 PM |
Building Capital Strength & Sustainability
Capital Planning Capital Adequacy Stress Testing Non-interest Income Best Practices (and sources) Controlling Costs Improving Efficiency |
ADDITIONAL INFORMATION
6 CPE Credits
Program Level: Intermediate
Prerequisites: None
Delivery Method: Group Live
Field of Study: Finance; Specialized Knowledge
Cancellation and Complaint Resolution Policy
Substitutions are allowed, at no additional cost. Written notice is required for all cancellations. The full registration fee will be refunded if the written request is received up to 4 weeks before the event and 50 percent if received 2 weeks before the event. No refunds will be granted within two weeks of the event. For more information regarding refund, complaint, and/or program cancellation policies contact our offices at 800-627-6613.
California Community Banking Network 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
For More Information:
Thank you to our sponsors!
