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Program Description



Wednesday, November 18, 2020 | 4:00PM - 6:00PM

4:00PM - 5:00PM


Building a Stronger Financial Management Process


CFO Consulting

A strong finance team is critical to the success of any company. Sometimes, however, financial results are late, incorrect, or not issued at all due to problems in finance processes. For a smaller business, with just a few accounting and finance resources, staff turnover can instantly highlight any process weakness. We’ll look at how to stay ahead of finance process issues and prevent these challenges from becoming more significant problems. We’ll address these challenges from three different perspectives: Producing Data, Consuming Data, and Preparing for and Managing the Audit.

5:00PM - 6:00PM


Strategic Decisions To Focus On Going Into 2021


Marty Mosby
Director of Bank Advisory & Strategic Services
Vining Sparks

2020 has been an extraordinary year creating ripple effects throughout our lives and the economy. Normal business activities have been disrupted and we have spent most of this year focusing on taking care of our customers, employees, and families. While we have had our heads down pushing through the onslaught of issues, the operating environment for U.S. community banks has been shifting. Strategically, many decisions have been delayed; however, as time elapses it is becoming more critical to assess your bank’s position in relation to this new paradigm. This session will focus on what impact has the Covid-19 outbreak had on community bank valuations and merger/acquisition activity; Positioning to survive the ongoing effects of the recent economic disruption; Temporarily leveraging capital to offset upcoming earnings pressures


Registration to the live session includes:

  • One online connection

  • CPE credit for registrant

  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit

Credit Hours

Earn up to 2 hours of CPE credit.

  • Level:

  • Prerequisites:

Basic to Intermediate


Finance | Business Management and Organization


  • Advance Preparation:

  • Field of Study:

  • Instructional Method:



For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. 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:


Members Free
Non-Members Free

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