OBL CFO Forum
CFO Forum
The 2023 OBL CFO Forum provides an opportunity for bankers to discuss important issues and dissect problems critical to their bank's financial health. The program is professionally led by Tom Hauck and Jeff Morris of ProBank Austin and encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The program offers a rewarding experience for professional and personal growth and will translate positively to your bank's bottom line. CPE credits are also available.
Benefits of the Forum
- Discuss current industry challenges with other financial officers
- Learn how other banks are meeting their bank's requirements
- Form relationships with other financial officers
- Solve your most pressing problems
- Learn about other banks examination experiences
- Preview cutting edge ideas in other banks
- Forum participants receive the benefit of working with expert consultants on a cost-saving basis
Please note: During each forum, breakout discussions occur based on the asset size of the bank.
Forum Schedule
The CFO Forum includes three sessions that run from 10AM to 3PM at The Hampton Inn (4150 Stelzer Rd, Columbus, OH 43230) on:
- Wednesday, February 22
- Wednesday, May 24 - Click to register for the May session
- Tuesday, September 26 - Click to register for the September session
- A learning track for this forum will also be offered at the 2023 OBL Main Event on November 7 & 8 at the Hyatt Regency Columbus. Complete agenda details to be announced.
How the Forum Works
- Tom Hauck contacts participants before the forum to obtain pressing concerns, questions, or any financial issues currently effecting the banking environment
- All forum members meet as a group to discuss agenda items with the individual forum members
- Forum members are then divided into two groups based on bank size and market to ensure that participants have as much in common as possible
- The Forum meets three times a year and CPE credits are available for attendance at the forum
- Multiple topics will be discussed at each session; participants are strongly encouraged to suggest their own agenda topics of interest
- Electronic materials are available for each forum member
Who Should Attend
- CEOs
- CFOs
- Presidents
- Fund Managers
- Those holding positions actively involved in day-to-day financial management activities
Forum Topics
- Regulatory Hot Buttons
- Vendor Management
- Economic Challenges
- Investment Portfolio Management
- CECL
- Liquidity Management
- Non-interest Income Best Practices
- Measuring & Monitoring IRR
- Capital Adequacy Stress Testing
- Capital Planning
- Controlling Costs
- Improving Efficiency
- Accounting Pitfalls for CFOs
- Topic Input from Forum Members
Forum Instructors
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Since 1991, Tom Hauck served as managing director and principal at ProBank Austin until September of 2022. He began his career with the firm as a financial analyst in 1991 and worked in various roles throughout his tenure. On October 1, 2022 ProBank Austin merged with FORVIS, where he is now a Director with his new firm. His primary role is consulting with his bank clients in the areas of asset/liability management, interest rate risk, liquidity risk and investments. He utilizes his experience in working with a diverse client base to assist them in developing strategies for earnings and margin enhancement and risk mitigation. He is also active in strategic planning, banker/ director education and other areas of financial performance. He has served as the facilitator for the OBL CFO Forum since its inception in 2014. He earned a Masters of Business Administration degree from the University of Toledo after having received a Bachelor of Science degree from Eastern Michigan University.
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Jeffrey Morris is a Director within the Enterprise Risk & Quantitative Advisory practice of FORVIS, a Top 10 US accounting firm that resulted from the merger of BKD and DHG in June of 2022. ProBank Austin, Jeff’s prior firm, merged into FORVIS effective October 1, 2022. Jeff is responsible for assisting clients in finding value in their internal data related to product, branch and customer profitability and with loan and deposit pricing decisions. Jeff also works with clients on all aspects of asset/liability and interest rate risk management and in supporting community banks with CECL compliance. Jeff received his B.A. in Accounting from The University of Toledo and his M.B.A. from Northern Illinois University, DeKalb.
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Additional OBL Forums
The OBL holds additional forums for targeted peer learning and networking. Click on the 2023 OBL Forums brochure for an overview or click on the individual forum links below for complete details.
Cancellation Policy
Refunds for the program will be granted for cancellations received in writing to the OBL Professional Development Team seven days prior to each session. Cancellations will be subject to a $75 processing fee. No Refunds will be granted for cancellations received within seven days of the program. Substitutions are always welcome.
Questions?
Contact Julie Kiplinger
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