About CBAI CFO Forums

CBAI is pleased to introduce the CFO Forums. The Forums are designed to be a rewarding experience where you grow professionally, as well as personally.

Benefits of CFO Forums

Here are just a few of the benefits from participating in this program:

  • Discuss current banking challenges with peers
  • Learn about profitable products and services from other community bankers
  • Form lasting relationships with non-competing CFOs
  • Increase profits through higher performance
  • Discover cost cutting concepts
  • Solve your most pressing problems
  • Obtain access to highly respected experts in the field

How Do the CFO Forums Work?

  • CBAI organizes the Forums based on bank and market size to ensure that CFOs have as much in common as possible, without being competitors.
  • The groups remain small (no more than 15 participants). Because each participant must trust other Forum members, no substitutes are permitted, unless by unanimous consent of the remaining members.
  • Often another consultant or an expert from a variety of firms is invited to address the group. This expertise would cost thousands of dollars if you had to pay for it on a "real time" basis.
  • Forums meet quarterly on a date and at a location determined by the Forum members.
  • Four to six issues are usually discussed at each session. Participants are contacted for agenda items approximately two weeks prior to each meeting.

Meet Your Facilitators

Michael Brown, CPA is an assurance partner at Wipfli, LLP in Sterling, Illinois. Brown is committed to utilizing his extensive experience working with financial institutions for over 25 years to deliver practical and expert advisory and assurances services. He has a strong passion for the success of his clients and strives to fully understand the unique needs of each client and assist with practical solutions to the vast, complex, and readily changing accounting and regulatory standards that financial institutions continually face. Brown is a member of the AICPA, Illinois CPA Society, Community Bankers Association of Illinois and the Community Bankers Advisory Network. He has a bachelor’s degree in accounting from Southern Illinois University, Carbondale.

Kraig Ritter, CPA is a member of BKD National Financial Services Group, focuses on providing assurance services to financial institutions, including U.S. Securities and Exchange Commission registrants, with total assets ranging from $10 million to $10 billion. He also has participated in internal office inspections with respect to quality control policies and procedures and compliance with the American Institute of CPAs (AICPA) standards. Ritter also has experience with strategic planning, capital planning/modeling, CECL, internal controls, internal and external audits, and peer group analyses. He has more than 30 years of experience serving financial institutions, including banks and thrifts. In addition to Ritter’s client responsibilities, he is the St. Louis/Decatur financial services team leader. He is a member of the AICPA, Illinois CPA Society and Community Bankers Association of Illinois (CBAI). Ritter serves as a facilitator for a CBAI CEO forum and is a frequent speaker for various financial industry associations. He is a graduate of Eastern Illinois University, Charleston, with a bachelor’s in accounting and computer management. He also attended the AICPA Banking School at University of Virginia, Charlottesville.

For more information or to join a Senior Lenders Forum, please contact Tracy McQuinn,
SVP Education & Special Events at 217/529-2265 or 800/736-2224.