CFO Forum
Group 1: February 13, 2025; June 5, 2025; November 13, 2025
Group 2: February 14, 2025; June 6, 2025; November 14, 2025
These CFO Forums provide an investment for you and your bank’s future by offering a platform and opportunity for noncompeting CFOs and controllers to exchange ideas freely, dissect problems, and discuss important issues with peers. Groups are organized based on bank size and market to ensure that participants have as much in common as possible.

Treasury Management Forum
April 22, 2025; August 19, 2025; December 2, 2025
The Treasury Management Forum will provide an investment for you and your bank’s future by offering a platform and opportunity for Treasury Management Officers, and other team members who sell, support, or market TM products and services to business customers, to exchange ideas freely, dissect problems, and discuss important issues with your Treasury Management peers. Group size is limited so be sure to get registered today!

Graduate School of Banking Financial Managers School - September 22 - 26, 2025
Designed by experienced CFOs, this school goes beyond the basic to present tools and best practices for community bank financial managers to build a solid foundation in asset/liability management. Understand how profitably manage a financial institution’s balance sheet, develop effective strategies and communicate strategies to the board and senior management that ensure effective decision-making.

Call Report Update - February 4, 2025
This one-day seminar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient Call Report. The presentation will guide call report preparers through the practical application of the complicated instructions and provide clarity to common reporting challenges. Participants will gain a deeper understanding of how the balance sheet schedules support and affect risk-weighted assets and regulatory capital calculations.

Call Report Preparation - Fall 2025
In an ever-changing regulatory and accounting environment, it is important that call report preparers and reviewers remain up to date. Attend this seminar for a detailed discussion of each call report schedule as well as the real-life challenges of completing an accurate call report. To help explain the requirements, detailed examples are provided, and there will be an opportunity to ask questions specific to your situation.