Title
Date
​Program Description
Description
​Agenda
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Agenda
Half-Day CFO Conference With NJ Bankers
Wednesday, April 9, 2025 | 8:00 AM - 1:30 PM ET
​Program Description
Join your FMS colleagues for an engaging Half-Day CFO Conference, co-hosted with NJ Bankers. This event promises to be an insightful experience, featuring a comprehensive economic update and in-depth discussions on critical topics such as balance sheet hedging strategies, CRA Investments, application of AI in community banking, and enterprise risk management. Don't miss this opportunity to gain valuable insights and network!
Event sessions include:
Economic Update
Brian Jones | Financial Economist | Federal Home Loan Bank of New York
8:40 AM - 9:30 AM ET
Balance Sheet Hedging and Interest Rate Risk
Katharine Bray | Managing Director, Balance Sheet Derivatives | Stifel
9:30 AM - 10:20 AM ET
CRA Investments
John D. Allen IV | Chief Financial Officer | New Jersey Community Capital
10:40 AM - 11:30 AM ET
AI in Community Banking
Chris Rozewski | SVP, Director of Data Analytics | Kearny Bank
11:30 AM - 12:30 PM ET
Enterprise Risk Management: Core Principles of the Second Line Function
Sal Zerilli | Managing Director | Mercadien
Miroslava Juscakova | Manager | Mercadien
12:30 PM - 1:30 PM ET
Agenda
Registration & Breakfast | 8:00 AM - 8:30 AM ET
Welcome & Introduction | 8:30 AM - 8:40 AM ET
Event Programming | 8:40 AM - 1:30 PM ET
Networking Break | 10:20 AM - 10:40 AM ET
​Presenter(s)
Location
Il Villagio
651 Route 17 North
Carlstadt, NJ 07522
Event Sponsors
Credit Hours
Earn up to 5 hours of CPE Credit
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Level:
Intermediate
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Prerequisites:
None
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Advance Preparation:
None
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Field of Study:
Economics, Finance, Information Technology and Regulatory Ethics
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Instructional Method:
Group Live
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Length:
250 Minutes
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.
Click Here for a complete list of FMS payment and registration policies
Cost
Members: $145
Non-Members: $185
Send us a message to let us know you're coming, but paying later