CFO Forum
830 W. Lake Lansing Road, Suite 250, East Lansing, MI 48823 - Virtual attendance available
The Chief Financial Officer (CFO) Forum is a premier event designed to address the pressing challenges that CFOs encounter in today's dynamic financial landscape. Topics typically include critical topics such as innovative tax strategies, effective accounting practices, diverse deposit funding sources, and comprehensive risk management techniques. Attendees can expect a robust agenda featuring expert speakers, in-depth workshops, and breakout sessions tailored to foster discussion and knowledge sharing. In addition to these informative sessions, the forum will offer ample networking opportunities, allowing participants to connect with fellow CFOs, Controllers, Cashiers, and other accounting professionals. These interactions will not only enhance individual CFO networks but also encourage peer-to-peer collaboration, facilitating the exchange of insights and best practices across the industry. This is a must-attend event for financial leaders looking to stay ahead of the curve and navigate the complexities of their roles with confidence.
Agenda
| November 6 | |
| 10:00 AM - 10:10 AM | Welcome and CBM Update - Nannette Schuster, Director of Training & Development, CBM |
| 10:10 AM - 10:30 AM | Group Introductions |
| 10:30 AM - 11:30 AM | Cyber/IT Update - Cory Nance, Senior Banking Executive, BankOnIT |
| 11:30 AM - 11:40 AM | Break |
| 11:40 AM - 12:40 PM | Asset/Liability Management in Today’s Environment - Dale Sheller, Managing Director, Director of Financial Strategies Group, The Baker Group |
| 12:40 PM - 1:20 PM | Lunch - Sponsored by BankOnIT |
| 1:20 PM - 2:20 PM | Exploring Executive Benefit Trends and Issues - Kirk Anderson & Hap Arnold, EBS |
| 2:20 PM - 2:30 PM | Break |
| 2:30 PM - 3:30 PM | Open Forum |
| 3:30 PM - 4:00 PM | Wrap-up, topic suggestions for next session Next Forum: May 12, 2026 |
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