Title
Date
Program Description
Description
Agenda
-
Agenda
CPE Hour
-
Level:
-
Prerequisites:
Advance Preparation
Field of Study
CFO Conference with NJ Bankers
Wednesday, September 21, 2022
9:00 AM ET
-
1:15 PM ET
Program Description
The role of Chief Financial Officer has seen a major transformation in recent years. In the rapidly changing financial landscape, CFOs serve as a strategic business partner across the bank who must navigate evolving challenges and implement new strategies to protect their institution.
Attendees of the NJBankers CFO Conference will:
• Understand how balance sheets are evolving and learn new strategies to successfully react
• Explore emerging trends in the rising rate environment and discover new techniques to retain properly priced deposits
• Learn new ways to attract and retain talent
• Gain new insights from a panel of CFO’s to drive success
Network with CFOs and collaborate with industry professionals, register today!
Agenda
9:00 am – 9:30 am Registration and Breakfast
9:30 am – 9:35 am Welcome
Steven Fusco, EVP, Chief Financial Officer, Spencer Savings Bank
Introduction of Program
Alan Lloyd, Principal, Wolf & Company
9:35 am – 10:25 am Volatility is Everywhere: How Banks are Being Affected
and What Actions are Being Taken
Kamal Hosein, Managing Director, Stifel
9:55 am – 10:45 am Refining Deposit Strategy in 2022 and Beyond
Neil Stanley, IntraFi Network and Founder, The CorePoint
10:45 am – 10:55 am Break
10:55 am – 11:45 am Retaining and Attracting Talent
Stephen Peary, Partner, Financial Services, Smith & Wilkinson
11:45 am – 12:35 pm Insight’s for Today’s CFO
Moderated by: Adam Goldstein, Chief Business Officer
Federal Home Loan Bank of New York
Kelly Pecoraro, Chief Financial Officer, Blue Foundry Bank
Brian McCourt, Executive Vice President and CFO, Bogota Savings Bank
More Speakers to be Announced
12:35 pm – 1:15 pm Networking Lunch
Location
The Park Avenue Club
184 Park Ave
Florham Park NJ 07932
Credit Hours
2 CPE Credit Hours
-
Level:
-
Prerequisites:
Basic
None
Finance
None
-
Advance Preparation:
-
Field of Study:
-
Instructional Method:
Group Live

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: www.nasba.org.
Cost
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Member Price:
$299.00
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Non-Member Price:
$600.00