23rd 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
Lakeway Resort & Spa
101 Lakeway Dr
Lakeway, Texas 78734
Schedule
12:00 -1:00 PM
Registration
1:00 – 5:00 PM
- Navigating Today’s Risk and Financial Landscape with Ryan Abdoo, Brad Birkholz, & Scott Petree, Plante & Moran
- Artificial Intelligence for Bankers: Practical Use Cases & Risk Considerations with James Hanson, Current Marketing Solutions
4:45 – 6:30 PM
Reception
7:30 – 8:30 AM
Breakfast
8:30 AM – 5:30 PM
- Capital Planning, Capital Allocation, and Strategic Growth: Approaching M&A in a Market Full of FOMO with Joe Regan & Dan Van Dyke, Performance Trust
- The CFO’s Playbook: Real-World Analytics Strategies Driving Bank Performance with Beth Beale, Benchmark Community Bank, Greg Robertson, b1 Bank, & Moderator Kim Snyder, Klarvis
- How to Predictably Grow Low-Cost Deposits with Rick Claypoole, OptimaFi
- Capital Planning & Strategic Growth Options for Banks with Peter Weinstock, Hunton Andrews Kurth
- M&A Essentials for Banking Leaders: What to know in an active M&A Environment with Baker Tilly
- The FinTech Frontier: Emerging Software Trends Reshaping Banking with Charlie Kelly, Remedy Consulting
- Complacency: The Silent Threat to Bank Resilience in 2026 with Brian Leibfried
5:30 – 7:00 PM
Reception
7:30 – 8:30 AM
Breakfast
8:30 AM – 12:00 PM
- Capital Strategy: Managing Growth: Risk & Regulation in Uncertain Times with Adam Mustafa, Invictus
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 26, 2026. There is no refund after this date. Extenuating circumstances are reviewed on an individual basis.
Lakeway Resort & Spa
101 Lakeway Dr
Lakeway, Texas 78734
(512) 261-6600
Group Rate: $209
Cut Off: Monday, May 25, 2026
Texas State Board of Public Accountancy: Pending approval. There are no educational prerequisites.
Speaker handouts will be available on the TBA Event App prior to the conference.
