Title
Date
Program Description
Description
Agenda
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Agenda
Half-Day CFO Conference With NJ Bankers
Wednesday, April 9, 2025 | 8:00 AM - 1:30 PM ET
Program Description
Join your FMS colleagues for an engaging Half- Day CFO Conference, co-hosted with NJ Bankers. This event promises to be an insightful experience, featuring a comprehensive economic update and in-depth discussions on critical topics such as balance sheet hedging strategies, CRA Investments, application of AI in community banking, and enterprise risk management. Don't miss this opportunity to gain valuable insights and network!
Event sessions include:
Economic Update
Brian Jones | Financial Economist | Federal Home Loan Bank of New York
8:40 AM - 9:30 AM ET
Balance Sheet Hedging and Interest Rate Risk
Katharine Bray | Managing Director, Balance Sheet Derivatives | Stifel
9:30 AM - 10:20 AM ET
CRA Overview and Introduction to the CDFI Industry
John D. Allen IV | Chief Financial Officer | New Jersey Community Capital
Angela Zenon | Chief Development Officer | New Jersey Community Capital
10:40 AM - 11:30 AM ET
AI in Community Banking
Connor Heaton | Director, Artificial Intelligence | SRM Corp
James McGeehan | Head of Banking, Capital Markets & Payments | Snowflake Inc.
Chris Rozewski | SVP, Director of Data Analytics | Kearny Bank
Allison Sagraves | AI, Data & Tech Advisor | Carnegie Melon
11:30 AM - 12:30 PM ET
Enterprise Risk Management: Core Principles of the Second Line Function
Sal Zerilli | Managing Director | Mercadien
Miroslava Juscakova | Manager | Mercadien
12:30 PM - 1:30 PM ET
Agenda
Registration & Breakfast | 8:00 AM - 8:30 AM ET
Welcome & Introduction | 8:30 AM - 8:40 AM ET
Event Programming | 8:40 AM - 1:30 PM ET
Networking Break | 10:20 AM - 10:40 AM ET
Location
Il Villagio
651 Route 17 North
Carlstadt, NJ 07522
Sponsorship Opportunities
Refunds and Cancellations
A refund will be provided for cancellations received by FMS in writing prior to one (1) week before 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 office at (312) 578-1300.
Click Here for a complete list of FMS payment and registration policies
Cost
Members: $145
Non-Members: $185