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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!


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


The Park Avenue Club

184 Park Ave

Florham Park NJ 07932

Credit Hours

2 CPE Credit Hours

  • Level:

  • Prerequisites:





  • 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:


  • Member Price:


  • Non-Member Price:


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