2024 All-Day Seminar
Friday, April 19, 2024
|
8:00 AM ET
-
4:00 PM ET
​Program Description
This seminar is designed for CFOs, Controllers, accounting managers, investment officers, treasurers, internal auditors, and similar positions from community banks, thrifts, and credit unions. All topics will be presented by industry experts. The following topics will be presented:
- How and Why Banks Hedge
- Wholesale Funding Update and Strategies
- Monitoring Third Party and Cyber Risk
- CECL Update
- Security and Compliance Risks and Utilizing AI
- Tax Update
​Speaker
Dave Mahoney
Director, Security, Privacy & Risk Consulting | RSM US LLP
Dave Mahoney is a dedicated Director of Security, Privacy, and Risk Consulting at RSM US LLP, with 20+ years of expertise. His passion lies in fortifying security programs within complex environments, propelling organizations to fulfill their brand promises. Dave thrives on discovering strategic opportunities in transformative security and technology, benefiting clients and inspiring innovation. Dave has a rich background, with qualifications in risk management, cloud adoption, enterprise cybersecurity strategy, privacy and compliance, managed security services, and vulnerability assessments. His experience covers various industries and sectors, making him a flexible resource for clients who need customized solutions.
​Agenda
- Registration & Breakfast | 8:00am - 8:30am ET
Programming | 8:30am - 3:30pm ET
Lunch | 11:45am - 12:15pm ET
Location
Sheraton Valley Forge Hotel
480 N. Gulph Road
King of Prussia
PA
19406
Event Sponsors
Chatham Financial
CliftonLarsonAllen LLP
Refunds and Cancellations
A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.
Sponsorship Opportunities
Title Sponsor: $5,000
Recognition on the table toppers at the event and the FMS Philadelphia Chapter website + four (4) comp event registrations.
Cocktail Hour Sponsor: $1,000
Recognition on the table toppers at the event and the FMS Philadelphia Chapter website + one (1) comp event registration.
Dessert Sponsor: $1,000
Recognition on the table toppers at the event and the FMS Philadelphia Chapter website + one (1) comp event registration.
Book Sponsor: $1,000
Recognition on the table toppers at the event, the FMS Philadelphia Chapter website and at the book-signing table + one (1) comp event registration.
Cost
FMS Philadelphia Chapter Rate:
IFI Rate:
$150
$175