The constant change in the bank CFO's environment — regulatory, legislative, and accounting — is creating very real challenges and burdens. In the shifting landscape of the financial services industry, CFOs are confronted daily by situations that call for a range of expertise. The importance of reliable tools and techniques is critical to bottom-line performance.
Learning how to manage all critical aspects such as financial performance, investment analysis, reporting requirements, risk management as well as capital and funding requirements can positively influence your bank’s profitability.
This virtual conference series will help you stay current on the issues affecting you by covering asset/liability management, regulatory changes, tax changes, investment portfolios, and other relevant topics. All webinars start at 11:00AM.
NOVEMBER 16, 2020
Unprecedented: COVID-19, Vendor Management & Managing the New Normal
COVID-19 is putting everyone’s business continuity and resiliency plans to the test—including your vendors. From remote workforces to increased cyber-attacks to financial setbacks, there are many ways your third-party vendor’s response can have repercussions for your financial institution. Regulators have noticed too. The Federal Financial Institutions Examination Council (FFIEC) recently issued pandemic planning guidance reminding FIs that business continuity plans (BCPs) should address the threat of a pandemic outbreak for vendors. During this session, we’ll tackle your big questions about vendor management right now, and share essential strategies for minimizing the risk of pandemic-related business disruptions and third-party vendor failures.
Michael Carpenter, CAMS, NCRM, NCCO, Risk Solutions Architect, Ncontracts
Mr. Carpenter comes to Ncontracts as a Solutions Architect after having built solid expertise in all facets of risk management throughout his 20-year career. He has built and run programs such as Board of Director training/reporting, BSA/AML, ID theft and red flags, information security, compliance management system, and more – making him an indispensable resource in helping bankers understand the need for third-party and risk management. Mr. Carpenter has worked in both small community financial institutions as well as larger institutions such as KeyBank and Chase Bank.
NOVEMBER 23, 2020
Audit and COVID-19 – A Guide for CFOs
CFOs are dealing with unprecedented challenges as COVID-19 upends financials and banks’ operating environments. As CFOs seek to manage these changes, internal controls and audits have taken on even more importance with CFOs working effectively with risk, compliance and audit committees. This session will explore the evolving role of audits in assessing safety and soundness during the COVID-19 pandemic and beyond. From financials to pandemic response, you’ll gain valuable insights and learn how to be the hero your institution needs right now, using audit tools to look beyond safety and soundness to weather the current COVID-19 storm and strategically position your institution for success.
Paul Viancourt, MS, CRCM, CAMS, CFE, CIA, Vice President, Solutions Architect
Paul Viancourt focuses on assisting financial institutions in quantifying their risk profile and mitigating the associated risks. He has 20 years of banking experience, with diverse specialties including regulatory compliance, BSA, fraud, audit, enterprise risk management, and information security. Mr. Viancourt has worked in institutions ranging in size from $100 million to over $40 billion in assets, thus understanding the unique challenges that the size of an organization with regard to risk and compliance. He is currently a doctoral candidate pursuing a terminal degree in business administration. He holds a master’s degree in Economic Crime Management, and is certified as an anti-money laundering specialist, fraud examiner, internal auditor, and regulatory compliance manager.
NOVEMBER 30, 2020
The Community Bank Ecosystem – Post Pandemic Challenges & Opportunities
This presentation will explore the post pandemic economic impact, the shaping of the new normal and the community bank ecosystem – disruption, change and opportunity. It will cover the community bank industry and ecosystem, post Covid-19 economic forecasts, emerging trends, traditional strategic alternatives, and disruptive strategic alternatives for banks to consider.
Jeff Rigsby, President & CEO, CB Resource, Inc.
Mr. Rigsby is President and CEO of CB Resource, Inc. (“CBR”), a new age risk management and planning solution company dedicated to serving its national network of community bank members and clients. CBR uniquely delivers ERM (Enterprise Risk Management), strategic and capital plan solutions through a single source integrated platform. Rigsby is a member of the Board of Directors of FNBC Bank. FNBC has been serving its customers for over 100 years and is a $500M community bank based in Arkansas. Rigsby is also a faculty member at the Pacific Coast Bankers School (“PCBS”) in Bellevue, Washington. Prior to forming CBR and other ventures, he was an Executive Vice President of California Federal Bank responsible for their $15 billion branch network, business banking group, banking operations, marketing and advertising, and loan services. Jeff is a published author and speaks at numerous national and global events with an emphasis on strategic performance, disruptive strategies, board governance and building a competitive edge. Mr. Rigsby earned his Masters of Business Administration from Pepperdine University.
DECEMBER 7, 2020
Upside Down Thinking on Efficiency: Changing Priorities to Drive Results
Financial institution executives spend considerable time thinking about strategies to improve efficiency in order to improve overall profitability. Often, this includes a focus on expense reductions. Once a financial institution can no longer materially improve its efficiency ratio by further reducing costs, what’s next? Maybe it’s time to take a step back and realize some fundamental business dynamics that are often ignored in our industry – strategies to increase overall income without increasing expenses.
Key points to be covered:
Preston Afrank, Vice President, Haberfeld
Preston Afrank, Vice President, has more than 10 years of experience managing complex financial strategies. Prior to joining Haberfeld, Preston worked in the banking industry and served on a number of asset liability management committees. Preston uses his expertise and in-depth knowledge to help financial institution executives implement targeted strategies to grow core deposits, fee income and enhance overall profitability. Preston holds an MBA from the University of Nebraska.