2022 OBL CFO Forum Session OBL

2022 OBL CFO Forum Session

Click to register for all the remaining CFO Forum sessions plus a seat to the OBL Annual Meeting

The CFO Forum provides an opportunity for bankers to discuss important issues and dissect problems critical to their bank’s financial health. The forum is designed for CEOs, CFOs, presidents, controllers, fund managers and those who hold management positions actively involved in day-to-day financial management activities.

CFO Forum includes these events:

CFO Forum Session - May 23
CFO Forum Session - September 26
Annual Meeting - November 3

Contact OBL Education Manager Julie Kiplinger with questions or to register.

Location The Hampton Inn & Suites Columbus - Easton

Tags Chief Financial Officer

Registration Fees

Price Description	Amount
Single CFO Forum Session	$325.00

Agenda

Monday, May 23 - Monday, May 23
10:00 am - 2:00 pm
	CFO Forum Session 2

Speakers

Name	Speaking At
Thomas Hauck <div class="OutlineElement Ltr SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:rgb(0, 0, 0);font-kerning:none;font-style:normal;font-weight:normal;margin:8px 0px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="704634771" paraeid="{016bb7ed-de60-433a-bd8e-f2a5ce98d809}{231}"><span style="color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text" data-ccp-parastyle-defn="{"ObjectId":"b06be2b9-e56e-439e-a034-35fa5b31e57b\|240","ClassId":1073872969,"Properties":[469777841,"Arial",469777844,"Arial",469769226,"Arial",268442635,"20",335559740,"280",201341983,"1",335559739,"120",335559738,"120",201342446,"1",201342447,"5",201342448,"1",201342449,"1",469777842,"Arial",469777843,"Times New Roman",201341986,"1",335559704,"1025",335559705,"1033",335551547,"1033",469775450,"FORVIS_Bio Text",201340122,"2",134234082,"true",134233614,"true",469778129,"FORVISBioText",335572020,"1",335551500,"0",469777929,"FORVIS_Bio Text Char",469778324,"Normal"]}" data-ccp-parastyle-linked-defn="{"ObjectId":"b06be2b9-e56e-439e-a034-35fa5b31e57b\|242","ClassId":1073872969,"Properties":[201342446,"1",201342447,"5",201342448,"1",201342449,"1",469777841,"Arial",469777842,"Arial",469777843,"Times New Roman",469777844,"Arial",201341986,"1",469769226,"Arial,Times New Roman",268442635,"20",469775450,"FORVIS_Bio Text Char",201340122,"1",134233614,"true",469778129,"FORVISBioTextChar",335572020,"1",134231262,"true",335551500,"0",469777929,"FORVIS_Bio Text",469778324,"Default Paragraph Font"]}">Tom</span><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text"> is a managing director of the Enterprise Risk & Quantitative Consulting (ERQC) team at </span><span class="TextRun SCXW21144397 BCX0 NormalTextRun SpellingErrorV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlSpellingErrorV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjQiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCI+PHBhdGggc3Ryb2tlPSIjRUIwMDAwIiBkPSJNMCAzYzEuMjUgMCAxLjI1LTIgMi41LTJTMy43NSAzIDUgMyIvPjxwYXRoIGQ9Ik0wIDBoNXY0SDB6Ii8+PC9nPjwvc3ZnPg=="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text"><strong>Forvis</strong></span><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text"><strong> Mazars</strong>, providing consulting services to financial institutions ranging from $50 million to </span><span class="TextRun SCXW21144397 BCX0 NormalTextRun AdvancedProofingIssueV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlAdvancedProofingIssueV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMCIgaGVpZ2h0PSIyIj48ZyBmaWxsPSJub25lIiBmaWxsLXJ1bGU9ImV2ZW5vZGQiPjxwYXRoIGQ9Ik0wIDBoMTB2MkgweiIvPjxwYXRoIHN0cm9rZT0iIzcxNjBFOCIgc3Ryb2tlLWxpbmVjYXA9InJvdW5kIiBzdHJva2Utd2lkdGg9IjIiIGQ9Ik0xIDFoNCIvPjwvZz48L3N2Zz4="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">$18 billion</span><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">. </span><span class="EOP SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":1,"335559738":120,"335559739":120,"335559740":280}"> </span></span></p></div><div class="OutlineElement Ltr SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:rgb(0, 0, 0);font-kerning:none;font-style:normal;font-weight:normal;margin:8px 0px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="1258359829" paraeid="{bb8aec46-fbb0-447f-a134-ddae89ad57ce}{8}"><span style="color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">He has over thirty years of experience focusing on the areas of asset/liability management, interest rate risk and liquidity risk management.  Tom consults with his </span><span class="TextRun SCXW21144397 BCX0 NormalTextRun ContextualSpellingAndGrammarErrorV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlContextualSpellingAndGrammarErrorV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjMiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCIgc3Ryb2tlPSIjMzVGIiBzdHJva2UtbGluZWNhcD0icm91bmQiPjxwYXRoIGQ9Ik0wIC41aDVNMCAyLjVoNSIvPjwvZz48L3N2Zz4="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">client</span><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text"> senior leadership teams to discuss topics such as balance sheet and net interest margin enhancement strategies, loan and deposit pricing, investment portfolio strategies, liquidity, and interest rate risk.  His experience also includes providing interest rate risk and liquidity risk audits to financial institutions.  </span><span class="EOP SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":1,"335559738":120,"335559739":120,"335559740":280}"> </span></span></p></div><div class="OutlineElement Ltr SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:rgb(0, 0, 0);font-kerning:none;font-style:normal;font-weight:normal;margin:8px 0px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="1636516094" paraeid="{bb8aec46-fbb0-447f-a134-ddae89ad57ce}{52}"><span style="color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">Tom has served as the facilitator for the CFO Forums for 8 years with the Ohio Bankers League and 13 years with the Michigan Bankers Association. </span><span class="EOP SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":1,"335559738":120,"335559739":120,"335559740":280}"> </span></span></p></div><div class="OutlineElement Ltr SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:rgb(0, 0, 0);font-kerning:none;font-style:normal;font-weight:normal;margin:8px 0px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="841520681" paraeid="{bb8aec46-fbb0-447f-a134-ddae89ad57ce}{78}"><span style="color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">He earned his undergraduate degree from Eastern Michigan University and his M.B.A. from the University of Toledo.</span><span class="EOP SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":1,"335559738":120,"335559739":120,"335559740":280}"> </span></span></p></div>	CFO Forum Session 2
Jeffrey Morris <div><span style="color:black;font-family:'Arial';font-size:10.00pt;"></span></div> <div class="Normal_(Web)"><span style="font-size:12.00pt;"><span style="color:black;font-family:'Arial';font-size:10.00pt;"></span></span></div> <div class="Normal_(Web)"><span style="font-size:12.00pt;"></span></div> <div><span style="color:black;font-family:'Arial';font-size:10.00pt;"></span> </div><p class="MsoNormal"><span style="font-family:Arial; color:black; mso-color-alt:windowtext; border:none windowtext 1.0pt; mso-border-alt:none windowtext 0in; padding:0in; background:white; font-size:10Pt;">Jeffrey Morris</span><span style="color:black; mso-color-alt:windowtext; background:white; font-size:10Pt;"><span style="font-family: 'Arial'"> 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.</span></span><span style="background:white"><o:p></o:p></span></p> <p style="font-size:10Pt;"><span style="font-family: 'Arial'"> </span></p>	CFO Forum Session 2

Name

Speaking At

Thomas Hauck

<div class="OutlineElement Ltr SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:rgb(0, 0, 0);font-kerning:none;font-style:normal;font-weight:normal;margin:8px 0px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="704634771" paraeid="{016bb7ed-de60-433a-bd8e-f2a5ce98d809}{231}"><span style="color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text" data-ccp-parastyle-defn="{"ObjectId":"b06be2b9-e56e-439e-a034-35fa5b31e57b|240","ClassId":1073872969,"Properties":[469777841,"Arial",469777844,"Arial",469769226,"Arial",268442635,"20",335559740,"280",201341983,"1",335559739,"120",335559738,"120",201342446,"1",201342447,"5",201342448,"1",201342449,"1",469777842,"Arial",469777843,"Times New Roman",201341986,"1",335559704,"1025",335559705,"1033",335551547,"1033",469775450,"FORVIS_Bio Text",201340122,"2",134234082,"true",134233614,"true",469778129,"FORVISBioText",335572020,"1",335551500,"0",469777929,"FORVIS_Bio Text Char",469778324,"Normal"]}" data-ccp-parastyle-linked-defn="{"ObjectId":"b06be2b9-e56e-439e-a034-35fa5b31e57b|242","ClassId":1073872969,"Properties":[201342446,"1",201342447,"5",201342448,"1",201342449,"1",469777841,"Arial",469777842,"Arial",469777843,"Times New Roman",469777844,"Arial",201341986,"1",469769226,"Arial,Times New Roman",268442635,"20",469775450,"FORVIS_Bio Text Char",201340122,"1",134233614,"true",469778129,"FORVISBioTextChar",335572020,"1",134231262,"true",335551500,"0",469777929,"FORVIS_Bio Text",469778324,"Default Paragraph Font"]}">Tom</span><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text"> is a managing director of the Enterprise Risk & Quantitative Consulting (ERQC) team at </span><span class="TextRun SCXW21144397 BCX0 NormalTextRun SpellingErrorV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlSpellingErrorV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjQiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCI+PHBhdGggc3Ryb2tlPSIjRUIwMDAwIiBkPSJNMCAzYzEuMjUgMCAxLjI1LTIgMi41LTJTMy43NSAzIDUgMyIvPjxwYXRoIGQ9Ik0wIDBoNXY0SDB6Ii8+PC9nPjwvc3ZnPg=="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text"><strong>Forvis</strong></span><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text"><strong> Mazars</strong>, providing consulting services to financial institutions ranging from $50 million to </span><span class="TextRun SCXW21144397 BCX0 NormalTextRun AdvancedProofingIssueV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlAdvancedProofingIssueV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMCIgaGVpZ2h0PSIyIj48ZyBmaWxsPSJub25lIiBmaWxsLXJ1bGU9ImV2ZW5vZGQiPjxwYXRoIGQ9Ik0wIDBoMTB2MkgweiIvPjxwYXRoIHN0cm9rZT0iIzcxNjBFOCIgc3Ryb2tlLWxpbmVjYXA9InJvdW5kIiBzdHJva2Utd2lkdGg9IjIiIGQ9Ik0xIDFoNCIvPjwvZz48L3N2Zz4="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">$18 billion</span><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">. </span><span class="EOP SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":1,"335559738":120,"335559739":120,"335559740":280}"> </span></span></p></div><div class="OutlineElement Ltr SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:rgb(0, 0, 0);font-kerning:none;font-style:normal;font-weight:normal;margin:8px 0px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="1258359829" paraeid="{bb8aec46-fbb0-447f-a134-ddae89ad57ce}{8}"><span style="color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">He has over thirty years of experience focusing on the areas of asset/liability management, interest rate risk and liquidity risk management.  Tom consults with his </span><span class="TextRun SCXW21144397 BCX0 NormalTextRun ContextualSpellingAndGrammarErrorV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlContextualSpellingAndGrammarErrorV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjMiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCIgc3Ryb2tlPSIjMzVGIiBzdHJva2UtbGluZWNhcD0icm91bmQiPjxwYXRoIGQ9Ik0wIC41aDVNMCAyLjVoNSIvPjwvZz48L3N2Zz4="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">client</span><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text"> senior leadership teams to discuss topics such as balance sheet and net interest margin enhancement strategies, loan and deposit pricing, investment portfolio strategies, liquidity, and interest rate risk.  His experience also includes providing interest rate risk and liquidity risk audits to financial institutions.  </span><span class="EOP SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":1,"335559738":120,"335559739":120,"335559740":280}"> </span></span></p></div><div class="OutlineElement Ltr SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:rgb(0, 0, 0);font-kerning:none;font-style:normal;font-weight:normal;margin:8px 0px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="1636516094" paraeid="{bb8aec46-fbb0-447f-a134-ddae89ad57ce}{52}"><span style="color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">Tom has served as the facilitator for the CFO Forums for 8 years with the Ohio Bankers League and 13 years with the Michigan Bankers Association. </span><span class="EOP SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":1,"335559738":120,"335559739":120,"335559740":280}"> </span></span></p></div><div class="OutlineElement Ltr SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:rgb(0, 0, 0);font-kerning:none;font-style:normal;font-weight:normal;margin:8px 0px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="841520681" paraeid="{bb8aec46-fbb0-447f-a134-ddae89ad57ce}{78}"><span style="color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span class="TextRun SCXW21144397 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-contrast="none" xml:lang="EN-US" lang="EN-US" data-ccp-parastyle="FORVIS_Bio Text">He earned his undergraduate degree from Eastern Michigan University and his M.B.A. from the University of Toledo.</span><span class="EOP SCXW21144397 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:18.6667px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":1,"335559738":120,"335559739":120,"335559740":280}"> </span></span></p></div>

CFO Forum Session 2

Jeffrey Morris

CFO Forum Session 2

Exhibitors

Location Information

The Hampton Inn & Suites Columbus - Easton
4150 Stelzer Road
Columbus, OH 43230

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