In-person event   |   Thursday, May 5, 2016   |   8:30 a.m.–2 p.m.
2016 Financial Institution Strategic Forum
Registration for this event is now closed. If you have any questions please contact Sandy Chan at +1 312 634 3976.

Join RSM US LLP and Barack Ferrazzano for the 2016 Financial Institution Strategic Forum, a complimentary seminar addressing the critical issues all bankers need to understand in today’s complex and fast-paced marketplace.

Topics will include:
  • The M&A environment
  • Behringer/Geiringer regulatory report
  • Peer panel - real world financial reporting issues
  • Investment portfolio management
  • Keynote presentation: Developing and managing millennials in today’s global workforce
Keynote presenter
Jeff Hiller is director of training and development at JB Training Solutions. Jeff began his career at Leo Burnett in Chicago, where he became the youngest vice president account director in the agency’s history, earning seven of the American Marketing Association’s EFFIE Awards for superior business results. Before joining JB Training Solutions, Jeff was the marketing and creative director for the Houston Rockets and vice president of marketing for Four Hands Imports, which was featured on Inc.’s 500 Fastest-Growing Company List three times.

Currently, Jeff consults on business skills, sales and marketing for companies in multiple industries, including Marriott, Phillips 66, Leo Burnett and the Major League Baseball Network. When Jeff isn’t traveling or training, he is spearheading content development to keep JB programs at the peak of innovation.

Who should attend?

Financial institution executives and leadership, including those in finance, compliance, risk and internal audit roles.

Learning objectives
Attendees will receive a comprehensive overview of challenges and strategies to address critical issues that affect all bankers.

Event details
Thursday, May 5, 2016
8:30 a.m.–2 p.m.


Contact Sandy Chan at +1 312 634 3976.

Co-sponsored by:

CPE credit available
RSM US LLP is pleased to offer up to three CPE credits for attending this event. To qualify, you must sign in at the registration desk. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

CPE certificates for eligible participants will be sent to your registered email address within 60 days.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group live
Field of study: Management advisory services | CPE: Up to three credits
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