FEI Fort Worth Chapter Breakfast CPE Event
Tuesday, June 14, 2016 | 7:30 AM Registration
7:30-8:30 AM Breakfast Buffet| 8:30-10:30 AM Program | 2 CPE credits
The Fort Worth Club-Top of the Town Room
306 West 7th Street| Fort Worth, TX 76102
www.fortworthclub.com | Business attire | Parking to be validated
Registration deadline — NOON Thursday, June 9, 2016
Session 1 | Bank of Texas
8:30-9:30 a.m. Program | 1 CPE credit
What Are Banks Challenged with Today?
Mark Wade-President and COO, Bank of Texas
Mark Nurdin-Fort Worth Region President and CEO, Bank of Texas
Chris Baker-Senior Vice President and Senior Credit Products Officer, Bank of Texas
Credit and risk management, as well as cyber security has impacted the financial industry tremendously, resulting in financial institutions having to change not only their day to day activities, but also investing significant resources to meet new federal regulations and to protect themselves against unknown threats.
Learning Objectives:
· Discuss the regulatory challenges banks face today versus as recently as 5-10 years ago.
· The threat of cyber attacks is serious and imminent. It’s not a matter of if you will be attacked, it’s when and how serious it will be.
· Understand how our business model uses a matrix management style approach which sets us apart from other organizations, but also requires collaboration.
Instructional method: Group-live
Experience level: Basic
Recommended CPE credits: 1.00
Prerequisites/Advance preparation: None
Field of study: Specialized Knowledge and Applications
Session 2 | Montgomery Coscia Greilich LLP
9:30-10:30 a.m. Program | 1 CPE credit
Firing Customers Can Boost the Bottom Line
Cary Mailandt-Partner, Montgomery Coscia Greilich LLP Rationalizing a business’s customer base can be a quick and effective way to get a company’s economics back on track. A standard manufacturing business will be examined and lessons learned that can be applied to improve your company’s bottom line.
Learning Objectives:
· “Firing” customers to improve an enterprise’s economics does not seem intuitive, but at a high-level, can offer many near-term benefits.
· Identify best practices to determine which customers to rationalize.
· Understand how to proactively manage customer relations and market communications.
· Discuss the critical leadership role the CFO plays in the customer rationalization process.
Instructional method: Group-live
Experience level: Basic
Recommended CPE credits: 1.00
Prerequisites/Advance preparation: None
Field of study: Specialized Knowledge and Applications