Loading Map....

Date(s) - 11/15/2018
8:00 am - 3:30 pm

Convene Cira Centre

Categories No Categories

Program Description

The Financial Managers Society is hosting an exclusive CFO Roundtable November 15, 2018 and you’re invited!

Representatives from Fiserv, Kaufman Hall, MountainView Financial Solutions, and Paladinfs will cover pressing topics to assist industry professionals in best practices that offer insight in overcoming the latest opportunities and challenges facing CFOs from around the country – all through a dynamic and engaging format that facilitates peer-to-peer discussions.

Bank and Credit Union professionals will walk away better prepared to protect your financial institution and stay ahead of the curve as a CFO in an ever-changing, dynamic industry.


Thursday, November 15, 2018

7:00 AM – 5:00 PM

7:00 AM – 8:00 AM
Networking Breakfast

8:00 AM – 10:00 AM
General Session with Paladin
More Information Coming Soon

10:00 AM – 12:00 PM
General Session with Kaufman Hall

Staying on Target in 2019: Enhancing Performance Management and Profitability
How is your strategy changing in 2019 to support ever-increasing performance goals? In this session, Kaufman Hall experts Ken Levey and Bryan Ridgway will show you how peer organizations are looking at performance management, sharing key findings and best practices in planning, reporting, and profitability analysis from Kaufman Hall’s CFO Outlook Survey.

The session will continue with a profitability focus, sharing how to develop an effective multi-dimensional profitability analysis framework. We will discuss challenges and pitfalls of traditional approaches, the importance of adding relationship profitability to your comprehensive analysis, and tips for making profitability matter at your institution concluding with a peer discussion on best practices in profitability measurement and analysis.

12:00 PM – 1:00 PM
Networking Lunch

1:00 PM – 3:00 PM
General Session with Fiserv
More Information Coming Soon

3:00 PM – 5:00 PM
General Session with MountainView

Chris Mills at MountainView Financial Solutions will walk you through key liquidity risk management challenges that exist at institutions nationwide and practical steps to help manage and measure risk. Attendees will leave the session with insight into

The heightened importance of liquidity risk

Appropriate liquidity measures and metrics

Dynamic modeling assumption challenges

Sources of liquidity and data limitations

Ms. Mills will also share her expertise on the current challenges and solutions in interest rate risk modeling and what analyses are critical as rates continue to climb. Key take aways will include:

IRR Measurement Best Practices

Optimizing the Modeling Process

Stress Testing Scenarios and Model Testing

Preparing your model and strategies for rising interest rate

5:00 PM
Program Concludes

*Schedule is tentative and subject to change


Presenter Information Coming soon

Kev Levey, VP, Financial Institutions
Brian Ridgway, Senior Solutions Engineer

Chris Mills, Managing Director

Presenter Information Coming soon


Location and Accommodations

Convene Cira Center
2929 Arch Street
Philadelphia, PA 19104

FMS does not have a current hotel block for this program, however, the Conven Cira Center partners with AKA University City (https://www.stayaka.com/aka-university-city) and The Study (https://www.thestudyatuniversitycity.com/). Should you need additional suggestions, please contact FMS at info@fmsinc.org.

Credit Hours

Earn up to 8 hours of CPE credit.


Level: Basic to Intermediate

Prerequisites: None

Advance preparation: None

Field of Study: Management Services

Instructional Method: Live-Group


For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy 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 sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Refunds and Cancellations

A refund minus a $250 processing fee will be provided for cancellations received by FMS in writing four weeks prior to the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. 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 the program. For more information regarding refunds, concerns, and/or program cancellation policies, please contact our offices at (312) 578-1300.

Registration Fee

Members and Non-members sign in or create an account below to register

FMS Members: $495
Staff/Co-Worker of Member: $595
Non-members: $750

Register Now

Download a Registration Form