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Financial Institutions Conference

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Overview

If you need a sleeping room the evening before the conference, please contact the Holiday Inn Hurstbourne directly at 502-426-2600 and provide block code G9R to get the KyCPA room rate of $119. 

Join CPAs who work in the Financial Institutions arena to earn 8 hours of CPE and network with others in the industry. This conference offers break-out sessions and will cover topics that are pertinent to the industry now.

Click here to view postcard.

Click here to view printable registration form.

 

Objectives

If you need a sleeping room the evening before the conference, please contact the Holiday Inn Hurstbourne and ask for the KyCPA room rate of $119. Call the hotel directly at 502-426-2600.

Agenda

Wednesday, Sep 26th

8:30AM TO 9:45AM / General Sessions

David Mills, Carr Riggs & Ingram LLC


10:00AM TO 11:15AM / General Sessions

Dan Weber, Raymond James & Associates Inc


11:15AM TO 12:05PM / Please select one of the following Concurrent Sessions

J Todd Taylor, Taylor Advisors

Financial institutions have many different approaches to the ALCO process.  Some ALCO meetings are geared towards rates and the economy.  Some focus on interest rate risk.  Others emphasize investments.  But what should an ALCO process look like?  This presentation will attempt to answer that question by pointing out key balance sheet areas that should be discussed during ALCO meetings.  By looking at these positions from the perspective of past, present, and future, the ALCO can begin to develop forward looking strategies to improve profitability.  The presentation closes with a real-world example of an underperforming bank versus an outperforming bank, and how an effective ALCO process made all the difference.

Learning Objectives and Key Takeaways

  • The ALCO process is important for more than just regulatory appeasement – it is a source of generating profitable strategies.
  • How to enhance the ALCO process at your institution and maximize the effectiveness of ALCO meetings.
  • Implementing ideas created at ALCO meetings can lead to improved investment yield, net interest margin, and profitability

David Carlson, Haberfeld Associates


1:00PM TO 1:50PM / Please select one of the following Concurrent Sessions

Steve Wagner, Crowe LLP

If you want a session that delves into making actual CECL decisions without a laundry list of checklist items, this session is for you.  Using Crowe’s CECL Roadmap guide, participants will spend time segmenting their specific portfolios, determine most appropriate model to use, and evaluate other potential risk factors.  Participants will leave with a vision for successful implementation.

David Carlson, Haberfeld Associates


1:50PM TO 3:05PM / General Sessions

Lisa Ennis, FDIC

Joe Lorbeske, Office of Comptroller of the Currency

Charlie Riggs, Ky Dept of Financial Institutions

Scott Smith, Federal Reserve Bank

Topics include: regulatory changes, new capital requirements, reciprocal deposit treatment reporting treatment and CECL update.


3:20PM TO 4:35PM / General Sessions

Chris Kuehl, Armada Corporate Intelligence


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Agenda

Wednesday, Sep 26th

8:30AM to 9:45AM / General Sessions

David Mills, Carr Riggs & Ingram LLC

10:00AM to 11:15AM / General Sessions

Dan Weber, Raymond James & Associates Inc

11:15AM to 12:05PM / Please select one of the following Concurrent Sessions

J Todd Taylor, Taylor Advisors

Financial institutions have many different approaches to the ALCO process.  Some ALCO meetings are geared towards rates and the economy.  Some focus on interest rate risk.  Others emphasize investments.  But what should an ALCO process look like?  This presentation will attempt to answer that question by pointing out key balance sheet areas that should be discussed during ALCO meetings.  By looking at these positions from the perspective of past, present, and future, the ALCO can begin to develop forward looking strategies to improve profitability.  The presentation closes with a real-world example of an underperforming bank versus an outperforming bank, and how an effective ALCO process made all the difference.

Learning Objectives and Key Takeaways

  • The ALCO process is important for more than just regulatory appeasement – it is a source of generating profitable strategies.
  • How to enhance the ALCO process at your institution and maximize the effectiveness of ALCO meetings.
  • Implementing ideas created at ALCO meetings can lead to improved investment yield, net interest margin, and profitability

David Carlson, Haberfeld Associates

1:00PM to 1:50PM / Please select one of the following Concurrent Sessions

Steve Wagner, Crowe LLP

If you want a session that delves into making actual CECL decisions without a laundry list of checklist items, this session is for you.  Using Crowe’s CECL Roadmap guide, participants will spend time segmenting their specific portfolios, determine most appropriate model to use, and evaluate other potential risk factors.  Participants will leave with a vision for successful implementation.

David Carlson, Haberfeld Associates

1:50PM to 3:05PM / General Sessions

Lisa Ennis, FDIC

Joe Lorbeske, Office of Comptroller of the Currency

Charlie Riggs, Ky Dept of Financial Institutions

Scott Smith, Federal Reserve Bank

Topics include: regulatory changes, new capital requirements, reciprocal deposit treatment reporting treatment and CECL update.

3:20PM to 4:35PM / General Sessions

Chris Kuehl, Armada Corporate Intelligence

Register Now

Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

FIC926

8 CPE Credits
General: 8 Credits

Registration

Member Price:
$374
Non-member Price:
$474
    Register by September 12th for Early Bird Pricing.

    Registration is open through 09/25.

    Wednesday, September 26th

    8:30am to 4:30pm
    (Check-In 8:00am)

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    Holiday Inn Hurstbourne

    1325 S. Hurstbourne Pkwy
    Louisville, KY 40222

    Map and Directions