CFO Forum & Luncheon Premiering at Spring Conference!

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Agenda
 
12:00 PM - 12:30 PM    Lunch

12:30 PM - 1:30 PM      Chief Financial Officer Panel,
moderated by Chris Purvis, CPA - Cherry Bekaert Advisory, LLC

1:30 PM - 2:15 PM        Couch Cushion Capital, with Matt Kennedy, Managing Director - Performance Trust 
                                         
Traditional capital issuance instruments remain available for community banks. This session will discuss current market levels and key insights on each capital issuance instrument. We’ll also unpack some non-dilutive capital options you might be unaware of to see if you have any capital in the couch cushions at your bank.
 
2:15 PM - 3:00 PM        Bond Strategy - Things to Consider in a "Post-Tightening" Landscape, with Lelia Coggins - SouthState| Duncan Williams

3:00 PM - 3:15 PM         Break

3:15 PM - 4:00 PM        Banking on the Future: Navigating the AI and FinTech Revolution,
with Milton Bartley, ImageQuest

4:00 PM - 4:45 PM       CECL: Lessons Learned,
with Mike Koupal and Alek Bevensee - Elliott Davis
                                        Join us for a discussion on common validation findings, tips for strengthening internal controls, and considerations for ongoing model management. 

4:45 PM - 5:30 PM        Liquidity and Balance Sheet Management,
with David Shaddix - Stifel
                                        All banks are looking for opportunities to grow income while managing increased liquidity, capital, and interest rate risks. How can you make money given a flat yield curve and increasing funding costs? This session offers keys to profitability through strategic liquidity and balance sheet management. Participants will be able to assess the impact of liquidity and balance sheet management changes on their institutions.  

Adjourn






When
4/22/2024 12:00 PM - 5:00 PM
Eastern Daylight Time
Where
French Lick Resort French Lick, IN
Registration
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About the Speaker(s)

SpeakerBlock
Milton Bartley
Milton Bartley
ImageQuest LLC

Milton Bartley is one of the region’s most recognizable business leaders. From serving as a combat leader in the United States Army to launching a world-class IT services company, his drive to achieve has led him to the fulfillment of a better life for himself, his family and his employees. Milton co-founded ImageQuest in 2007, and it quickly became one of Nashville’s fastest growing technology companies. ImageQuest is recognized as a pioneer in providing Managed IT, Cybersecurity and IT Compliance services. As the world cyber threat landscape has changed dramatically over the last two decades, Milton’s expertise uniquely has positioned him and ImageQuest to provide proactive risk management and IT compliance & governance programs for growing organizations in numerous industries. Numerous companies value Milton’s advice as their IT Consultant and vCISO. Milton is currently a member of the Forbes Technology Council, an invitation-only community for World-Class CIOs, CTOs, and Technology Executives. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors. Milton’s latest article for Forbes can be found here: bit.ly/ForbesIQ – “Why Prioritizing Cybersecurity Makes Compliance Easier” Milton also has been an MSP Mentor Top 250, which recognizes the world’s top managed services provider (MSP) executives, entrepreneurs, and experts. Milton believes “it takes a team of committed individuals to build and grow a business in today’s world of rapidly changing technology.”
Milton Bartley
Milton Bartley
ImageQuest LLC
Milton Bartley is one of the region’s most recognizable business leaders. From serving as a combat leader in the United States Army to launching a world-class IT services company, his drive to achieve has led him to the fulfillment of a better life for himself, his family and his employees. Milton co-founded ImageQuest in 2007, and it quickly became one of Nashville’s fastest growing technology companies. ImageQuest is recognized as a pioneer in providing Managed IT, Cybersecurity and IT Compliance services. As the world cyber threat landscape has changed dramatically over the last two decades, Milton’s expertise uniquely has positioned him and ImageQuest to provide proactive risk management and IT compliance & governance programs for growing organizations in numerous industries. Numerous companies value Milton’s advice as their IT Consultant and vCISO. Milton is currently a member of the Forbes Technology Council, an invitation-only community for World-Class CIOs, CTOs, and Technology Executives. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors. Milton’s latest article for Forbes can be found here: bit.ly/ForbesIQ – “Why Prioritizing Cybersecurity Makes Compliance Easier” Milton also has been an MSP Mentor Top 250, which recognizes the world’s top managed services provider (MSP) executives, entrepreneurs, and experts. Milton believes “it takes a team of committed individuals to build and grow a business in today’s world of rapidly changing technology.” BARTLEY, MILTON
Alek Bevensee
Alek Bevensee
Elliott Davis, LLC

Alek has spent his entire career working with financial institutions, both public and private. He specializes in the areas of model validation, internal controls (SOX/FIDICIA), and regulatory compliance. Alek has served as a leader in the creation and growth of the firm’s model risk management and data analytics service lines. Recent projects include developing monitoring solutions for loan portfolios (credit, compliance, and operational risk), and aiding companies in the calculation and remediation of multi-million-dollar errors related to the administration of employee benefit plans.

Alek Bevensee
Alek Bevensee
Elliott Davis, LLC
Alek has spent his entire career working with financial institutions, both public and private. He specializes in the areas of model validation, internal controls (SOX/FIDICIA), and regulatory compliance. Alek has served as a leader in the creation and growth of the firm’s model risk management and data analytics service lines. Recent projects include developing monitoring solutions for loan portfolios (credit, compliance, and operational risk), and aiding companies in the calculation and remediation of multi-million-dollar errors related to the administration of employee benefit plans.

BEVENSEE, ALEK
Lelia Coggins
Lelia Coggins
SouthState | Duncan Williams

Lelia Coggins specializes in serving financial institutions by analyzing holdings, sourcing offerings, identifying areas of risk and opportunity while developing investment strategies in line with the overall balance sheet composition, and facilitating trades in all sectors. Lelia began her career in fixed income in 2008 and prior to joining SouthState|DuncanWilliams, she worked in the Fixed Income division of Raymond James for eight years. During this time, she served three years as the Investment Strategist for their institutional asset management group, which manages depository investment portfolios in a fiduciary capacity and five years in institutional sales.
Lelia Coggins
Lelia Coggins
SouthState | Duncan Williams
Lelia Coggins specializes in serving financial institutions by analyzing holdings, sourcing offerings, identifying areas of risk and opportunity while developing investment strategies in line with the overall balance sheet composition, and facilitating trades in all sectors. Lelia began her career in fixed income in 2008 and prior to joining SouthState|DuncanWilliams, she worked in the Fixed Income division of Raymond James for eight years. During this time, she served three years as the Investment Strategist for their institutional asset management group, which manages depository investment portfolios in a fiduciary capacity and five years in institutional sales.COGGINS, LELIA
Mr. Russel R. Harris
Mr. Russel R. Harris
South Central Bank, Inc.

Russel Harris, CFO, South Central Bank, Inc.
Mr. Russel R. Harris
Mr. Russel R. Harris
South Central Bank, Inc.
Russel Harris, CFO, South Central Bank, Inc.HARRIS, RUSSEL
Mr. Matt R. Hunsaker
Mr. Matt R. Hunsaker
Field & Main Bank

Matt R. Hunsaker, EVP & Chief Financial Officer, Field & Main Bank
Mr. Matt R. Hunsaker
Mr. Matt R. Hunsaker
Field & Main Bank
Matt R. Hunsaker, EVP & Chief Financial Officer, Field & Main BankHUNSAKER, MATT
Matt Kennedy
Matt Kennedy
Performance Trust Capital Partners

Matt Kennedy joined Performance Trust in 2019 and currently serves as a Managing Director and Team Leader in Investment Banking. He works closely with financial institutions across the Midwest executing M&A transactions, capital raises, branch transactions and other strategic initiatives by providing situation-specific guidance, diligence coordination, financial modeling, and other required tasks. Prior to joining Performance Trust, Matt was a Vice President at Banks Street Partners advising financial institutions in the Southeast, Mid-Atlantic, and Midwest on capital raises and M&A transactions. Before that, Matt was a Senior Financial Analyst at Bank of America supporting the Retail Distribution line of business' branch divestiture work stream from initial marketing through deal closing.
Matt Kennedy
Matt Kennedy
Performance Trust Capital Partners
Matt Kennedy joined Performance Trust in 2019 and currently serves as a Managing Director and Team Leader in Investment Banking. He works closely with financial institutions across the Midwest executing M&A transactions, capital raises, branch transactions and other strategic initiatives by providing situation-specific guidance, diligence coordination, financial modeling, and other required tasks. Prior to joining Performance Trust, Matt was a Vice President at Banks Street Partners advising financial institutions in the Southeast, Mid-Atlantic, and Midwest on capital raises and M&A transactions. Before that, Matt was a Senior Financial Analyst at Bank of America supporting the Retail Distribution line of business' branch divestiture work stream from initial marketing through deal closing.KENNEDY, MATT
Mr. Mike Koupal
Mr. Mike Koupal
Elliott Davis, LLC

With over 20 years of experience in public accounting, his experience includes working with financial institutions ranging in size from $80 million to over $20 billion in assets. Michael’s external audit experience includes both private and public institutions and he leads the Firm’s Credit Union practice. Mike also leads the Firm’s internal audit practice for financial institutions and has a broad base of internal audit experience. Within internal audit he specializes in interest rate risk and liquidity risk management audits, data analytics, model validations, and credit administration. Mike’s loan review experience includes experience at institutions ranging from $80 million to $8 billion in assets. His experience includes both external loan reviews and loan reviews completed during external financial statement audits, giving him a diverse perspective.
Mr. Mike Koupal
Mr. Mike Koupal
Elliott Davis, LLC
With over 20 years of experience in public accounting, his experience includes working with financial institutions ranging in size from $80 million to over $20 billion in assets. Michael’s external audit experience includes both private and public institutions and he leads the Firm’s Credit Union practice. Mike also leads the Firm’s internal audit practice for financial institutions and has a broad base of internal audit experience. Within internal audit he specializes in interest rate risk and liquidity risk management audits, data analytics, model validations, and credit administration. Mike’s loan review experience includes experience at institutions ranging from $80 million to $8 billion in assets. His experience includes both external loan reviews and loan reviews completed during external financial statement audits, giving him a diverse perspective.KOUPAL, MIKE
Chris Purvis
Chris Purvis
Cherry Bekaert

Chris Purvis, Assurance Partner and Financial Services Assurance Leader, Cherry Bekaert, who has more than 18 years of experience providing audit and advisory services for financial institutions. His primary focus has been in providing external audit, internal audit, regulatory compliance, BSA/AML consulting, external loan reviews, and other consulting and advisory services. Chris' client base has included both public and privately held financial institutions, ranging in size from under $100 million to nearly $50 billion in total assets. He has assisted his clients with de novo bank formation, mergers and acquisitions, consent order remediation, branch purchases and sales, and capital raises.
Chris Purvis
Chris Purvis
Cherry Bekaert
Chris Purvis, Assurance Partner and Financial Services Assurance Leader, Cherry Bekaert, who has more than 18 years of experience providing audit and advisory services for financial institutions. His primary focus has been in providing external audit, internal audit, regulatory compliance, BSA/AML consulting, external loan reviews, and other consulting and advisory services. Chris' client base has included both public and privately held financial institutions, ranging in size from under $100 million to nearly $50 billion in total assets. He has assisted his clients with de novo bank formation, mergers and acquisitions, consent order remediation, branch purchases and sales, and capital raises.PURVIS, CHRIS
David Shadix
David Shadix
Stifel Financial

David Shadix is a Managing Director at Stifel, focusing on interest rate derivatives, securities portfolio restructuring, and broader balance sheet advisory for depository institutions. David is Head of the Interest Rate Products Group within Financial Institutions Strategies, working with institutions across the country develop and implement balance sheet hedging solutions. Prior to joining Stifel’s Financial Institutions Strategies group in 2013, David was an analyst on the loan trading and Treasury/Agency trading desks at Stifel (formerly Sterne Agee) for two years, and prior to that, worked in secondary marketing at BBVA Compass Bank (now PNC Bank).
David Shadix
David Shadix
Stifel Financial
David Shadix is a Managing Director at Stifel, focusing on interest rate derivatives, securities portfolio restructuring, and broader balance sheet advisory for depository institutions. David is Head of the Interest Rate Products Group within Financial Institutions Strategies, working with institutions across the country develop and implement balance sheet hedging solutions. Prior to joining Stifel’s Financial Institutions Strategies group in 2013, David was an analyst on the loan trading and Treasury/Agency trading desks at Stifel (formerly Sterne Agee) for two years, and prior to that, worked in secondary marketing at BBVA Compass Bank (now PNC Bank).SHADIX, DAVID
Mr. Chris Sparrow
Mr. Chris Sparrow
The Farmers National Bank of Danville

Chris Sparrow, SVP, Chief Financial Officer
The Farmers National Bank of Danville
Mr. Chris Sparrow
Mr. Chris Sparrow
The Farmers National Bank of Danville
Chris Sparrow, SVP, Chief Financial Officer
The Farmers National Bank of Danville
SPARROW, CHRIS
Mr. Clay Stinnett
Mr. Clay Stinnett
Stock Yards Bank & Trust Company

Clay Stinnett, CFO
Stock Yards Bank & Trust Company
Mr. Clay Stinnett
Mr. Clay Stinnett
Stock Yards Bank & Trust Company
Clay Stinnett, CFO
Stock Yards Bank & Trust Company
STINNETT, CLAY
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Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

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KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.