ABA’s CEO and CFO forum groups are now open for registration. These groups provide an opportunity for bank CEOs and CFOs to meet throughout the year to benefit from each other’s skills, experience and perspective. Forum groups meet three times per year. In 2018, forum groups will meet in April, August and November. In each group, CEOs and CFOs from non-competing banks across the state will meet to exchange ideas, dissect challenges, and discuss solutions that can improve the performance of your bank and help you grow both professionally and personally.
Benefits of CEO and CFO Forums
- Discuss current banking challenges with your peers
- Learn about profitable products and services from other bankers
- Form lasting relationships with non-competing CEOs/CFOs
- Increase profits through higher performance
- Discover cost-cutting concepts
- Solve your most pressing problems
- Obtain access to highly respected experts in the field
CEO Forum Details
We will have two CEO forum groups. One group meets in Montgomery, and the other group meets in Birmingham.
- Forum dates for the Montgomery CEO forum group are: April 25, August 15 and November 7.
- Forum dates for the Birmingham CEO forum group are: April 26, August 16 and November 8.
CFO Forum Details
We have one CFO forum group that will meet in Montgomery.
- Forum dates for the CFO forum group are: April 24, August 14 and November 6.
Forum agendas will include topics based on participant input and the current banking environment. The annual cost of membership in the forum is $1,250, and includes all three sessions in 2018. To participate in the forum, please contact Shelley Hildebrand either by email or calling her at (334) 386-5743.
About the facilitator
Karl Nelson is the Founder and CEO of KPN Consulting, an organization engaged in the ALCO, Funding, and Liquidity arena. His career has included senior positions with IDC Deposits and Promontory Interfinancial Network. In addition, Karl served as a senior vice president with the Federal Home Loan Bank of Atlanta from 1991 through 2002 where he managed the sales and marketing, strategic planning, and trade association/regulatory outreach efforts and served on the bank’s ALCO. Prior to joining the Home Loan Bank, he was involved for 18 years with various regional banks. Karl serves on the faculties of the Graduate School of Banking in Madison, Wis. and Boulder, Colo., the Graduate School of Bank Investments & Financial Management in Columbia, S.C., the Financial Managers School in Madison, as well as the faculties of the state banking schools in Florida and Tennessee. He also serves as the chairman for Neighborhood Lending Partners, Inc, a Community Development Financial Institution serving the affordable housing and community revitalization needs for communities in the state of Florida. Nelson is an organizing director and former ALCO chair for a de novo bank in North Carolina and consults regularly with community bank boards and management on business strategies.
