Zeroing In On The New Normal

Sponsored by: CFO Consulting Partners

Wednesday, May 12, 2021

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12:00 PM ET

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1:00 PM ET

Program Description

Join the FMS Philadelphia Chapter to learn about expectations for the balance of 2021 and 2022. What is the new normal? This presentation will provide an overview of the economy & markets, credit trends, and regulatory focus.

Agenda

    - Opening Remarks, Shannon Croll, FMS President
    - Eric Segal, CFO Consulting Partners, Managing Director, Panel Moderator
    Panelist:
    Paul Fitzgerald - Crown Bank New Jersey, Vice Chairman of the Board
    Niso Abuaf – Samuel A. Ramirez & Co., Chief Economist
    Edward Hogan – Stevens & Lee, Shareholder
    - Closing Remarks, Shannon Croll, FMS President

Presenter(s)

Eric Segal

Managing Director, CFO Consulting Partners

Eric Segal, a partner of the firm, heads the firm's Banking and Financial Institutions practice. His work with CFO Consulting Partners has included serving as the Interim CFO for a $1 billion public community bank, providing clients with regulatory guidance, conducting M&A sell-side due diligence, managing SEC reporting (including 10-Q restatements), developing business plans, developing mortgage bank accounting policies, securitization analysis, and other services.

Eric has more than twenty-five years experience in senior financial management positions with companies ranging from the Fortune 500 to community banks. He was Senior Vice President and Chief Financial Officer of Spencer Savings Bank, a $2 billion community bank in New Jersey, and is a 17 year veteran of American Express and Ameriprise Financial. He was Vice President and CFO of Ameriprise Bank, FSB, and he was the head of finance for the American Express consumer banking business before Ameriprise was spun off from American Express. Eric also had six years at American Express Bank, Ltd., as CFO of the Financial Institutions, Corporate Banking, and Global Investment Products divisions. Also at American Express, Eric served as Vice President & CFO during the incubation and start-up phases of the company's on-line brokerage business, and as Director of Risk Management within that firm's Treasury function. Eric joined American Express in 1989 from Moody's Investors Service, where he was trained in credit analysis and worked as an Analyst in the financial institutions group.

Eric holds a BA degree from Carnegie-Mellon University and an MBA in Finance from Pace University.

LEARN MORE ABOUT THE COMPANY

Panelist:

- Paul Fitzgerald - Crown Bank New Jersey, Vice Chairman of the Board
- Niso Abuaf – Samuel A. Ramirez & Co., Chief Economist
- Edward Hogan – Stevens & Lee, Shareholder

 

Registration to the live session includes:

  • One online connection

  • CPE credit for registrant

  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit

Credit Hours

Earn up to 1 hour of CPE credit.

  • Level:

Basic

None

  • Prerequisites:

  • Advance Preparation:

  • Field of Study:

  • Instructional Method:

  • Length:

60 Minutes

Specialized Knowledge - Technical

None

Group Internet Based

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Cost

Members: $Free
Non-Members/Guest: $25