CFO Conference – Attendee Portal

Internal Links Kristen Reid Amy Binns

This conference is designed for CFOs and those involved in financial management.

Agenda

WEdnesday, August 21, 2024

2:30 p.m.  Registration for Ethics Session

3:00 – 4:40 p.m. Ethics**
(this session satisfies the Ethics requirement for CPAs – separate registration required)

4:45 – 6:15pm    Welcome Cocktail Reception and Networking Hour

** This course satisfies the annual two-hour Virginia Board of Accountancy (BOA) Ethics requirement. Separate registration required.

Thursday, August 22, 2024

7:30 a.m.  Registration | Continental Breakfast

8:00 – 8:15 a.m. Welcome Announcements & Sponsor Introductions

8:15 – 9:15 a.m.  The Slow Path of Post-Pandemic Normalization Craig Dismuke, Stifel

Despite the most rapid tightening of monetary policy since 1980, the U.S. economy has continued to expand at a stronger rate than expected. This growth has been driven at the core by an unexpectedly resilient consumer. In this presentation, we will highlight the sources of the consumer strength and the implications for continued economic growth. We will also highlight the factors Fed officials are taking into account as they determine the appropriate path for interest rates going forward.

9:15 – 9:30 a.m. Networking Break

9:30 – 10:30 a.m.   Breakout 1: Surviving FDICIA in a Dynamic Industry David Heneke, CliftonLarsonAllen LLP

The Federal Deposit Insurance Corporation Improvement Act (FDICIA) was enacted in 1991 to improve the safety and soundness of the banking system. Since then, FDICIA has been a critical component of the regulatory framework for financial institutions. However, the dynamic nature of the financial industry has made it challenging for institutions to comply with FDICIA requirements. In this speaking session, we will explore the challenges that financial institutions face in complying with FDICIA in a dynamic industry. We will discuss the key provisions of FDICIA, including the internal control requirements, the independent audit requirements, and the reporting requirements. Attendees will gain a deeper understanding of the FDICIA requirements and the challenges of complying with them in a dynamic industry. They will also learn best practices for managing FDICIA compliance, including risk assessment, internal control design, and audit planning. This session is ideal for financial institution executives, compliance officers, auditors, and risk managers who are responsible for FDICIA compliance.

9:30 – 10:30 a.m.   Breakout 2: SEC Update Seth Winter, Troutman Pepper

10:30 – 10:45 a.m.  Networking Break                              

10:45 – 11:45 a.m. A Wild Ride: What We Learned from the Current Rate Cycle and What to Think About Next Mark Fischer, PNC

11:45 a.m. – 12:30 p.m. Lunch

12:30 – 1:15 p.m. Vendor Speed Dating

1:20 – 2:20 p.m.  Fighting Fraud Roanoke Sheriff Department

2:20 – 2:35 p.m. Networking Break

2:35 – 3:35 p.m. Out with the Old: Liquidity, Funding, and Regulation Ryan Smith, Piper Sandler

Financial Institutions are under the microscope in this environment and integrating new options into a strategic plan is essential. Themes will include rethinking liquidity and funding to ensure a modernized view on sources and measures. This will also cover the impact that new regulation may have on your institution’s strategy. The discussion will include relevant market updates to contextualize the ideas and help management teams find more value in 2024 and beyond.

3:35 – 3:45 p.m.  Networking Break

3:45 – 4:15 p.m. Industry Update Bruce Whitehurst, Virginia Bankers Association

4:15 – 5:15 p.m. Regulator Panel

Moderator: Bruce Whitehurst, Virginia Bankers Association

Panelists: 

  • Jeffrey Deibel, Federal Reserve Bank of Richmond
  • Amanda Edwards, OCC
  • Sarah Lambert, Virginia State Corporation Commission, Bureau of Financial Institutions
  • Margaret Myers, FDIC

5:15 – 6:45 p.m.  Cocktail Reception 

Dinner is on your own.  Enjoy your evening!      

Wednesday, August 23, 2023

8:00 a.m. Continental Breakfast

8:30 – 8:45 a.m.  Announcements | Sponsor Thank You & Drawings

8:45 – 9:45 a.m.   Tax Update YHB 

9:45-10:00 a.m. Networking Break

10:00 – 11:00 a.m. Closing KeynoteSecret Sauce for Organizational Success Melissa Furman, PhD, Career Potential

Banking leaders are navigating unique challenges as it relates to diversity, disruption, and workforce engagement. A common foundational denominator to successfully navigate these challenges are trust, respect, and accountability. This session will provide practical strategies to assess and develop trust, respect, and accountability to maximize success.

11:00 – 11:20 a.m. Stretch Break

11:20 a.m. – 12:20 p.m. CFO Roundtable Session

12:20 p.m.  Conference Adjourns

*Speakers and topics are subject to change

Meet the Speakers!

More information about the 2024 CFO Conference & Ethics session speakers will be available soon!

CFO Conference Registration

In-Person Only Member Non-Member
Through July 23, 2024 $595 $1,095
July 24-August 21, 2024 $655 $1,155
In-Person AND Virtual Sessions Member Non-Member
Through July 23, 2024 $675 $1,175
July 24-August 21, 2024 $695 $1,195

Register Now!

Ethics Registration – Separate Registration Required

Ethical Considerations in DEI 2024: Recruitment & Retention of Diverse Talent

Explore, recognize and understand the importance of diversity, equity, and inclusion (DEI) and how it relates to recruitment and retention of talent in the profession. 

Registration Option Member Non-Member
In-Person Only $195 $695

Register Now!

VBA EVENT POLICIES

By registering for this event, you are agreeing to the VBA Event Policies.

VBA EVENT CANCELLATION POLICY

All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of course.

SPECIAL NEEDS

Please share any specific needs that should be considered as we plan for the conference (i.e. hearing impaired, sight impaired, etc). Please contact Michele Dunn with any details.

Hotel Information

The VBA has a negotiated rate at the Hotel Roanoke of $189/night (plus taxes and fees). To make your reservation, click here.  Reservations must be made by July 22, 2024 to take advantage of this group rate.

Parking*

The Hotel Roanoke offers both self and valet parking.  For attendees staying at the hotel, the pricing is as follows: 

  • Self: $15.00/day
  • Valet: $21.00/day

For those commuting to the conference, daily self-parking is $10.00/day

*Parking rates are subject to change.

Sponsorship Opportunities

 

Click here to see available sponsorships & exhibiting options. Questions? Contact Amy Binns for information.