
The CFO Network gathers marketing professionals from member banks, offering a forum for discussing best practices, exchanging ideas and techniques as well as sharing challenges unique to independent community banks and their teams.
CFO Network meetings focus on topics decided upon by the members, to ensure that you get the highest value out of each event.
This network is open exclusively to the employees of BankIn Minnesota bank members. It is an opportunity for our bank members' marketing professionals to share ideas and best practices.
Pricing: Complimentary for Bank Members only
Agenda
10:00 -10:15 – Welcome & Introductions
10:15 – 11:15 – Presentation: Effective Balance Sheet Management in Today’s Environment; presented by CLA
11:15 – 11:45 – Q & A with the Expert
11:45 – 12:30 – Lunch
12:30 – 2:00 – Banker to Banker Discussion
Presentation Title: Effective Balance Sheet Management in Today’s Environment
Description: The rate and liquidity markets we currently face are constantly evolving. Market forces have required us to take a deeper look as how we position our balance sheets for optimal risk versus reward trade-offs. How we forecast and monitor our institutions will allow us to better understand what opportunities are available to us and how we execute that strategy in an ever complex world. We will discuss key considerations to more effectively manage your bank’s balance sheet.
Presenter: Jon Markfort, CPA, MBA, Principal at CLA