CFO Conference

Member Fee:  $250
Non-Member Fee:  $450

Join us for the 7th Annual LBA CFO Conference. Click here for brochure and agenda.

Conference Topics:

  • Liquidity - Jeff Fair, American Planning Corporation and Scott Adams, Silas Simmons - This session will cover recent exam comments, changes in regulatory thinking, increasing demands for independent reviews of the liquidity management process and various wholesale funding pros and cons. It will also cover corporate governance and strategies for managing liquidity risk, understanding your core deposit base, and the components of a well-defined contingency funding plan. 
  • LIBOR to SOFR: A Well Lit Path - Rick Redmond, ICBA SecuritiesIt was announced in 2017 that the popular lending index LIBOR will gradually be phased out in favor of another, more liquid and extensively-traded index. The alternative rate, SOFR, is beginning to appear and in the near future will replace the old standard. We will discuss the reasons for the changeover, the timelines that are likely to emerge, and the implications for a community bank’s lending, borrowing and investing activities. We will also discuss the latest guidance for updating existing contracts.
  • Utilizing the Louisiana State Treasury as a Stable Source of Deposits - John Broussard, Office of State Treasurer John M. Schroder - This session will cover BidLouisiana, the electronic auction house where Louisiana banks can bid on millions of dollars worth in certificates and deposits (CDs) instantly.
  • Sub S Final Rule - Jeff Fair, American Planning Corporation - In January, the Treasury released its final rule under Section 199A of the Tax Cuts and Jobs Act, which allows shareholders in Subchapter S banks and other pass-through entities to take a 20% deduction on “qualified business income.” Enjoy the fun as the presenters who drew the shortest straws try and explain this convoluted rule and answer your questions…
  • Impact of ASU 2016-01 - Jaclyn Broussard, LaPorte CPAs & Business Advisors and Amanda Strebeck, P&N - ASU 2016-01, Financial Instruments-Overall: Recognition and Measurement of Financial Assets and Financial Liabilities, will impact accounting and reporting requirements for financial institutions.  This session will summarize the changes and provide assistance on how to prepare for the new guidance.
  • Tax Reform, Post Mortem - Lance Davis, BKD, LLP CPAs & Advisors and Tim Nielsen, Heard McElroy & Vestal, LLC - Since its enactment in December of 2017, the focus on the Tax Cuts & Jobs Act (TCJA), for many, has been to understand the significant changes and to analyze the immediate impact of these changes on their institution.  The time has come to turn the page.  This session will address the many changes under TCJA but will also provide forward looking thoughts on ways to best position your institution for the coming years.

  • Wholesale Funding - Shawn O'Brien, Qwikrate - Over the last decade, gathering deposits has not been a priority for many banks. Liquidity was plentiful and loan growth was the primary focus. However, over the last year the increase in loan demand has absorbed excess liquidity, the Fed has begun to unwind its quantitative easing policy, and the nation’s largest banks have shifted their deposit gathering priorities. All of this has led to a more competitive deposit market in a rising rate environment. This session offers ideas for understanding your wholesale funding sources and discusses pricing strategies to manage them.

Conference Sponsors

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BKD CPAs and Advisors         

4/26/2019 9:00 AM - 4:15 PM
LBA/The Bankers Center 5555 Bankers Avenue Baton Rouge, LA 70808 UNITED STATES

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