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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

Agenda

    Registration & Breakfast | 8:00am - 8:30am ET
    Programming | 8:30am - 3:30pm ET
    Lunch | 11:45am - 12:15pm ET

Presenter(s)

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.

Amy Feldman

Director, Risk Consulting | RSM US LLP

Amy is a contributor to RSM’s independent security controls practice, overseeing third-party risk management services. With over 10 years of experience consulting in security, privacy and risk management services across a variety of industries, Amy focuses on helping her clients build, implement, and assess or audit their third-party risk management programs aligning to industry best practices as defined by the Shared Assessment Programs, Third Party Risk Association, and a variety of governance frameworks and compliance requirements.

Location

Sheraton Valley Forge Hotel

480 N. Gulph Road

Event Sponsor(s)

Chatham Financial

Credit Hours

Earn up to 6 Hour of CPE Credit.

  • Level:

Basic

  • Prerequisites:

None

  • Advance Preparation:

None

  • Field of Study:

Accounting, Finance, Specialized Knowledge & Taxes

  • Instructional Method:

Group Live

  • Length:

6 Hours

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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.

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.

Cost

Member Rate:

$150

Non-Member Rate:

$175

Send us a message to let us know you're coming, but paying later.

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