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BAI CFO Executive Roundtable

The BAI Chief Financial Officer (CFO) Executive Roundtable is an exclusive invitation-only program created in 1991 to provide CFOs with a forum for open discussion and analysis of critical issues in the retail banking industry.

Built by CFOs for CFOs, participants drive the agenda and value a strong network of peers for information sharing.

Meetings are held periodically in person or virtually, and chaired by participating CFOs on a rotating basis. The CFOs discuss key issues facing large banks on a wide range of strategic topics including economic and industry trends, risk management, financial operations and regulatory changes. In addition, the CFO Roundtable group meets annually with senior executives from key regulators.

Participating organizations include:

Ally Bank
BMO Harris
BNY Mellon
Charles Schwab
Deutsche Bank
Fifth Third Bank

First Horizon
JPMorgan Chase
Northern Trust

State Street
TD Bank
U.S. Bancorp
Wells Fargo

Benefits to Participation

  • Engage with an established industry peer group of CFOs in the financial services industry
  • Participate in strategic conversations around key challenges facing CFOs in the industry today
  • Engage in dynamic discussions with senior leaders from the most important regulatory agencies
  • Access peer insights and engage in idea exchanges to add value to strategic planning
  • Access proprietary research that can impact business strategy
  • Create a strong and active networking group by staying connected to other participants year round

This is an invitation-only program exclusively for Chief Financial Officers from organizations with asset sizes of $50 billion and more. This event is intentionally intimate, and invitations are non-transferable.

If you are interested in participating or learning more about the BAI CFO Executive Roundtable, please contact Dianna Mosley at [email protected].