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 - 3:45 PM        Topic Coming Soon!


3:45 PM - 4:30 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. 

4:30 PM - 5:15 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
Where
French Lick Resort French Lick, IN
 

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About the Speaker(s)

SpeakerBlock
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
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
Education Alliance Cancellation Policy
Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event.

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.