Session Presenters

Erica Crain

Managing Principal of Value and Risk Services

CliftonLarsonAllen LLP

Susan Sabo

Managing Principal

CliftonLarsonAllen LLP

Breakout 4: Navigating the Future: Bank Strategic Planning Amidst Evolving Challenges and Shifting Regulatory Focus

2023 came with heightened attention on liquidity as well as increased focus on digital strategies and commercial real estate concentrations. This session discusses some of the recent industry and regulatory themes and how they should be incorporated into a solid strategic plan for your bank.

Session Resources

  • Session Presentation
  • A Framework for Internal Control over Sustainability Reporting
  • Digital Transformation Journey
  • Revisiting Loan Portfolio Management Fundamentals
  • The New FDIC Intrex Security Procedures: The Impact On Banks’ Digital Strategy