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 (Max Damm, INTRAFI)
Liquidity Management Wholesale Funding Growing Profitability with Deposits |
| 3:15 PM - 3:30 PM | Break |
| 3:30 PM - 4:30 PM | The Technology Tsunami: Preparing Financial Institutions for What’s Next (Larry Pruss, SRM) The financial industry is evolving fast. Discover how AI, quantum computing, real-time payments, blockchain, open banking, and embedded finance are reshaping the landscape. Learn how to stay ahead, seize new opportunities, and build a future-ready tech roadmap. Don’t miss this chance to gain expert insights and strategies for success. |
| 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 (Craig Dismuke, 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 | Managing ALM in Uncertain Rate Environment: Strategies for 2025 and Beyond (Dave Koch, ABRIGO) Explore strategies to manage interest rate risk amid economic and policy uncertainty. Learn to price loans and deposits effectively, use stress tests, and improve earnings stability and ALM practices. |
| 11:30 AM - 12:30 PM | Lunch |
| 12:30 PM - 1:00 PM | Compensation and Incentive Plan Best Practices (Jeffrey Peterson & Phillip Pickett, EBS) |
| 1:00 PM - 2:00 PM |
Community Banking – Our Look to the Future – (Jeff Rigsby, STIFEL)
The Community Bank Ecosystem: A new perspective of community bank economic impact Current & Future Performance Levels: New and evolving banking models Capital Strength & Sustainability: Planning, Adequacy, & Stress Testing 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
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Thank you to our sponsors!
