The 2023 Sheshunoff Chief Financial Officer Affiliation Program topics and speakers have been released and we hope that you will make plans to join us. The Fall 2023 Sheshunoff Chief Financial Officer Affiliation Program will be held Oct. 12-13 at the Omni Amelia Island in Amelia Island, FL.  

The Chief Financial Officer Affiliation program will include a High Performance Idea Exchange where attendees will be able to exchange ideas with their peers in a non-competitive environment. Bankers will also receive several bank-specific reports as part of their Chief Financial Officer Affiliation membership.


Sessions will include:

  • High Performance Idea Exchange (Mark Bower) – The High Performance Idea Exchange provides Chief Financial Officers with a unique opportunity to discover best practices and to learn from the bankers who are implementing these ideas. Attendees will share their innovative thoughts and ideas in a roundtable format. In addition, we will utilize pre-meeting attendee survey results to focus on the topics of greatest interest to all. This session will encourage the free exchange of ideas among bankers, explore methods to improve your bank’s overall performance and productivity and evaluate the challenges banks are facing and how to address those challenges.


  • Balance Sheet Management – Pulling Ahead of Your Peers (Omar Hinojosa, HUB|Taylor Advisors) – What separates high performing from low-performing banks?  It’s all about the Net Interest Margin!  The median community bank’s dependence on net interest income to drive total income is 89% and re-imagining your ALCO process to promote creative ideas from your team will lead to outperformance.  This session will uncover common ALCO practices that may reside in your bank today and share practices that create an engaging environment for your leadership team to strategize, set tactical and accountable goals, understand the impact of these decisions on every component of your key risk positions.  Each attendee will receive bank-specific information on key balance sheet positions and peer performance metrics to aid in evaluating strategies based on your unique balance sheet.


  • Industry and M&A Update (John Adams- Sheshunoff Investment Banking) – With Fed interest rate increases likely behind us, the banking industry is focused on liquidity, deposit costs, softening loan demand, recessionary pressures, and areas of possible asset quality weakness.  We will study the trends in recent bank performance and valuation levels for both bank stocks and M&A transactions in a year of historically weak M&A volume as banks plan strategically for the road ahead. This session will evaluate community bank financial trends and will study various factors that impact bank profits and shareholder value.


  • Economic Update (Dr. Ed Seifried) – Ed Seifried will again walk us through the maze of economic data relevant to bankers including the highest Fed Funds rate in years, a banking crisis, the serious threat of an economic downturn, and inflation that seems impervious to rate hikes. As the summer of 2023 gets into full swing, inflation measures, especially the Fed’s favorite, Core Personal Consumption Expenditure (PCE), remain stubbornly high, well above the stated target rate of 2.0%.  As our beleaguered loan customers with variable rate credit facilities endured higher and higher rates over the last year, Dr. Ed will try to determine if those rates will march higher still as the Fed’s war against inflation continues deep into 2023.  Dr. Ed will also review the latest economic indicators and point out and discuss those that should be important to bankers in this troubled period.


To sign up for the 2023 Chief Financial Officer Affiliation Program, the renewal form can be found here.


For more information on the Sheshunoff Affiliation Programs, please contact Karen Peterman at (512) 703-1558 or


What CEOs Say About the Program….

"Good discussions and thought provoking ideas presented. I am so busy at the bank that it is always good to step away, reflect, re-focus and learn from presenters and peers."

"Huge benefit in the way of exposure to national bankers vs state only. Always a good program."

"Really good, useful topics – very appropriate for this time."