22nd Annual CFO Conference
The constant change in the community 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. This conference will help you stay current on the issues affecting you by covering the most relevant topics needed to succeed in this rapidly changing environment.
When
Where
Hyatt Regency Hill Country Resort and Spa
9800 Hyatt Resort Drive
San Antonio, TX 78251
Schedule
12:00 -1:00 PM
Registration
1:00 – 5:00 PM
- Industry Performance and M&A Trends with John Adams
- Navigating and Managing Third-Party Contracts & Vendors with Robert Flowers
- A Discussion on Cards and Interchange Revenue with Brian Hink
4:45 – 6:30 PM
Reception
7:30 – 8:30 AM
Breakfast
8:30 AM – 4:45 PM
- Prepare for Continued Regulatory Scrutiny of Liquidity Management with Alec Hollis
- 2025 Tax Policy Outlook with Matthew Willis and Kristine Hoeflin
- Missed Opportunities: How Banks Can Learn From 2024’s Toughest Challenges and Seize Growth with Jason Elder
- Economic Update with Brittany Kleinpaste
- Driving Net Interest Margins with Your Data and Brand with Aaron Chestnut
- The Critical Role of Alternative Deposit Markets in Prudent Liquidity Management with Chuck McBrayer & Jeff Sabin
- Strategic Funding in Economic Cycles: Leveraging Political Subdivision and Diversified Sources for Stability with Jim Lutter & Todd Terrazas
5:15 – 6:30 PM
Reception
7:30 – 8:30 AM
Breakfast
8:30 AM – 12:00 PM
- Regulatory Panel – Safety & Soundness Exam Updates
- Optimizing Your Retail Investment Program to Reduce Deposit Outflow with Anne Schutt
- A Vision for the Future of Finance with Theresa Meawad
The fee includes program, materials, meals and cocktail receptions.
Cancellation/Refund Policy
Requests for cancellation and refund must be submitted in writing. Please email to education@texasbankers.com. Full registration fees will be refunded written notice is received on or before May 21, 2025. There is no refund after this date. Extenuating circumstances are reviewed on an individual basis.
Hyatt Regency Hill Country Resort and Spa
9800 Hyatt Resort Drive
San Antonio, TX 78251
(210) 647-1234
Group Rate: $283
Cut Off: Tuesday, May 20
Texas State Board of Public Accountancy: 15 CPE credit hours. There are no educational prerequisites.
Speaker handouts will be available on the TBA Event App prior to the conference.
