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Session Presenters

Rob Bondy

Partner

Plante Moran

Brian Franey

Partner

Plante Moran

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About the presenter
Presented by
Rob Bondy

Partner

Plante Moran

Rob Bondy is a partner at Plante Moran.  As the national financial institutions practice leader, Mr. Bondy is focused on expanding this important vertical within Plante Moran’s financial services group.  This includes developing strategies to grow the market presence, people development, and maintaining client service for the firm’s clients across the country.  In addition to his leadership responsibilities, Mr. Bondy continues to provide financial statement audits and internal control reviews for the financial services group, including community banks, investment companies, and mortgage and specialty finance companies.  With over 23 years of experience, Mr. Bondy excels in internal audits, FDICIA, risk management, evaluation of internal controls, new accounting standards, and merger and acquisition consulting.

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About the presenter
Presented by
Brian Franey

Partner

Plante Moran

Brian Franey is a partner at Plante Moran in the financial services group.  Mr. Franey has a deep understanding of SEC reporting and regulations, SOX compliance, and internal controls surrounding financial reporting.  He also provides risk management services to several clients in the areas of internal control and FDICIA implementation, internal audit testing, information technology, loan review, and regulatory compliance.  Besides a positive attitude, Mr. Franey brings his clients over 20 years of experience with tax planning strategies, strategic planning, and merger and acquisition accounting services.

Breakout 2: Strategy Oversight

Learn how external directors can balance the need to commit to a plan while retaining the flexibility to adjust in a changing environment.

Session Resources

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Check out more day one sessions

  • 09/16/24 10:45 am – 11:25 am Symphony AB

    Breakout 1: Bank Director 101: Audit Primer

    The Bank Director 101 sessions are for the newer directors in our audience and focus on the basics that all directors must know as they participate in board meetings. This session on audit includes what a good director needs to know about this expansive responsibility, including the internal and external function, and the reports and information that directors should expect to receive.
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  • 09/16/24 10:45 am – 11:25 am Symphony C

    Breakout 2: Building a Strategic Asset Board

    High performing boards are a hallmark of high performing banks. Hear from board leaders on the critical topics of board succession and refreshment, governance best practices and the role of board assessments in elevating board performance. Boards that effectively navigate these vital yet sensitive dynamics are well on their way to becoming top performing institutions.
    View Session
  • 09/16/24 10:45 am – 11:25 am Symphony D

    Breakout 3: How the Changing Regulatory and Judicial Environment is Affecting Compensation Decisions in the Boardroom

    In this competitive talent market, your company needs effective incentive compensation and equity programs to drive performance.  A changing legal landscape creates challenges in aligning pay with performance, but directors can set the right balance while navigating clawbacks, covenants and risks.  Join us for a discussion of the key regulatory and judicial developments that all directors need to know.
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