2012 Bank Financial Officers Conference
Bank CFOs, CEOs, Board Members, ALCO teams, and other senior bank officers will all benefit from this session.
Financial strategies are continually evolving in an effort to determine the best path for achieving earnings. Whether it is growing your loan portfolio or simply finding new fee income, the challenge to create acceptable ROA and ROE performance is as difficult as we have seen for nearly 20 years.
Our goal with this workshop is to discuss critical success issues with CFOs, CEOs, Board Members and other senior bank officers who are interested in enhancing their organization’s profitability in 2012 and beyond. The importance of reliable tools and techniques is crucial to achieving this goal and becoming more competitive no matter what size your bank is. We will focus on learning how to manage key aspects of financial performance, including investments activities, and how they will play a role in creating profits, funding options as they relate to loan demand, pricing issues and your loan portfolio, the ALCO process and fraud prevention.
Topics to be covered in this interactive workshop include:
- Economic overview
- Investment advisory model
- The ‘art’ of sound investment portfolio strategies
- Reduce you funding costs:
- Core funding
- Non-core and wholesale funding
- Loans and the pricing issue
- ALCO process – Capital, liquidity, interest rate risk management
- Fraud Prevention
Agenda
The session will run from 9:00 a.m. to 5:00 p.m. on Thursday, March 1 and continues Friday, March 2 from 8:00 to Noon. Breakfast will begin at 8:00 a.m. on both days and lunch at 12:30 on Thursday. Please join us for a reception after the conclusion of the first day on Thursday March 1.
March 1, 2012
8:00
Breakfast
9:00
Workshop Review – Tom Farin, Farin & Associates and Karl Nelson, KPN Consulting
9:30
Capital Markets Outlook For 2012 – Steve Miller, First Principles Capital Management
10:15
Fraud Prevention – Stopping The Problem at the Point of Sale: Jim Happe, Transec
11:00
Networking Break
11:15
Investing For Success – Keys For 2012: Chris Nichols, Pacific Coast Bankers Bank
12:30
Lunch
1:30
The Investment Advisory Model – Time To Look At A Change? – Bob Colvin, First Principles Capital Management
2:30
Brokered Deposits – A Strategy To Avoid Regulator Concerns: Jeremy Colvin, Bank of New York Mellon
3:30
Networking Break
3:45
The ALCO Process – Time For A Tune-Up?: Tom Farin and Karl Nelson
4:45
Adjourn
5:00 – 6:30
Networking Reception
March 2, 2012
8:00
Breakfast
9:00
Loan Pricing – Time To Think Outside the Box?: Tom Farin
10:00
Core Vs. Non-Core Funding – A Look at the ABA Toolbox: Tom Farin and Karl Nelson
10:30
Networking Break
10:45
Core Vs. Non-Core Continued
12:00
Adjourn
Audience
- Chief executive officers
- Chief financial officers
- Chief administrative officers
- Chief operating officers
- Presidents and other senior managers
- Controllers, treasurers, cashiers, finance, audit, and accounting managers, financial analysts
- Bank directors and ALCO teams
Scheduled Speakers
The industry experts you’ll hear from include:
- Chris Nichols, President & CEO, PCBB Capital Markets
- Tom Farin, CEO, Farin & Associates
- Karl Nelson, CEO, KPN Consulting
- Bob Colvin, Senior Advisor Financial Institutions, First Principles Capital Management
- Steve Miller, Managing Director & Chief Risk Officer, First Principles Capital Management
- Louis Strydom, Founder and CEO, Transecq
- Jeremy Colvin, Vice President, Bank of New York Mellon
Registration Fees
Early-Bird Registration through Friday, February 10, 2012
CBA Member: $595
Non-Member: $795
Regular Registration
CBA Member: $695
Non-Member: $895
Location Information
Thursday and Friday, March 1 - 2, 2012
The Balboa Bay Club
1221 West Coast Highway
Newport Beach, CA 92663
(888) 445-7153
The room block has been sold out at the Balboa Bay Club. If you are interested in reserving a room, an alternate room block has been arranged at the Hyatt Regency Newport Beach for $139/night (less than 2 miles). To reserve by phone, call (888) 421-1442 and reference the CA Bankers Association Rooming Block, or reserve online by visiting: https://resweb.passkey.com/go/BKER.
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