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
, 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.
, 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
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.