June 12-14, 2024 · Horseshoe Bay · Conferences

21st 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.

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When

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Where

Horseshoe Bay Resort
200 Hi Circle N
Horseshoe Bay, Texas 78657
(866) 687-7013

Schedule Topics

1:00 – 2:00 PM

Understanding the Relationship between Credit Cycles and Interest Rates with Omar Hinojosa

2:00 – 2:15 PM

Networking Break

2:15 – 3:15 PM

Effective Funds Management with Brent Lytle

3:15 – 3:30 PM

Networking Break

3:30 – 5:00 PM

Banker Roundtable with Holli McClain, Beth Ricks & Travis Williams

5:00 PM

Opening Cocktail Reception

7:30 – 8:30 AM

Breakfast

8:30 – 9:30 AM

Feeling the Squeeze on Your Fees? with Anne Schutt

9:30 – 9:45 AM

Networking Break

9:45 – 10:45 AM

Accounting Update with Margaret Kolyvas & Collin Dickinson

10:45 – 11:00 AM

Networking Break

11:00 AM – 12:00 PM

Tax Trends and Changes with Kristine Hoeflin & Matthew Willis

12:00 – 1:00 PM

Lunch

1:00 – 1:45 PM

How Best to Deal with 2024 Credit Uncertainties – Where We Go from Here! with David Ruffin

1:45 – 2:00 PM

Networking Break

2:00 – 3:00 PM

Corporate Governance as Your Bank Grows with Beth Whitaker

3:00 – 3:15 PM

Networking Break

3:15 – 4:00 PM

Breakout Sessions

  • Artificial Intelligence and the Future of Banking with Patrick Dix
  • As a Bank Leader, Understand How to Get More Out of Your Technology Vendors with Brian Hink
  • Hedging Strategies for Banks in the Current Market Environment with Ben Lewis

4:00 – 4:15 PM

Networking Break

4:15 – 5:00 PM

Breakout Sessions Repeated

5:00 – 6:30 PM

Cocktail Reception

7:30 – 8:30 AM

Breakfast

8:30 – 9:30 AM

Regulatory Panel – Safety & Soundness Exam Updates

9:30 – 9:45 AM

Networking Break

9:45 – 10:45 AM

ALCO Strategies in the Current Environment with Frank Farone

10:45 – 11:00 AM

Networking Break

11:00 AM – 12:00 PM

Bank Leadership Strategies to Attract and Retain the Best Employees with Chris Scaffidi

12:00 PM

Grand Prize Drawing & Adjourn

Registration Fees

First Registrant: $825

Additional Registrant: $650

All Non-Members: $1,650

Note: For IRS reporting purposes, the food and beverage cost portion of your registration is approximately $400.

Registration & Cancellation Policy

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, 2024. There is no refund after this date. Extenuating circumstances are reviewed on an individual basis.

Hotel Information

Horseshoe Bay Resort
200 Hi Circle N
Horseshoe Bay, Texas 78657
(866) 687-7013
Group Rate: $259/night
Deadline: May 29, 2024 (or until block is full, whichever happens first)

Continuing Education

Texas State Board of Public Accountancy: 15 CPE credit hours. There are no educational prerequisites.

Program Materials

Speaker handouts will be available on the TBA Event App prior to the conference.

Meet our Speakers

Brent Lytle

CFA, Directory-Advisory Services
ALM First

Anne Schutt

VP of Business Development
Midwestern Securities Trading Company, LLC

Margaret Kolyvas

Senior Associate
Forvis Mazars

Collin Dickinson, CPA

Manager
Forvis Mazars

Kristine Hoeflin

Partner
Moss Adams

Matthew Willis

Senior Manager
Moss Adams

David Ruffin

Principal, Intellicredit
QwickRate

Beth Whitaker

Partner
Hunton Andrews Kurth

Chris Scaffidi

Senior Director
The Pacific Institute

Frank Farone

Managing Director
Darling Consulting Group

Patrick Dix

VP-Strategic Alliances
SHAZAM

Holli McClain, CPA

Senior Vice President & CFO
First Bank of Wichita Falls

Ben Lewis

Managing Director
Chatham Financial

Brian Hink

Senior Director
Remedy Consulting

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