2025 CFO & Financial Managers Forum : Massachusetts Bankers Association

Dates

Friday, July 11, 2025

Time

9:00 AM - 2:00 PM EST

Location

2025 CFO & Financial Managers Forum Event Image

Program Overview

Mass Bankers presents the 2025 CFO & Financial Managers Forum. Join us to discuss emerging issues and industry hot topics and network with other bank financial managers. This series of forums meets three times during the year. Each session will focus on two topics presented by industry experts. Participants will gain valuable insights on emerging issues and trends in the financial industry, explore methods to improve financial function efficiency, and learn best practices in bank financial management. Space is limited!

2025 Session Dates & Times

February 14 | May 16 | July 11

All sessions will start at 9 AM and end by 2 PM.

2025 Session Information

February Session: Navigating a Shifting Economic and Banking Environment

May Session: Core Vendor Contracts | Artificial Intelligence Risks | The High ROI that Comes with Negotiating a Better Deal with Your Core Provider | Agenda

July Session: The Changing Landscape of Insurance | Liquidity Management & The Discount Window | Derivatives and More! | Agenda

Who Should Attend?

CFOs and Financial Managers

Express Grant

The course ID for the 2025 CFO & Financial Managers Forum is C-2810. Banks with 50 or fewer employees can be reimbursed 100 percent for the program's cost. For more information on the Commonwealth Corporation's Workforce Training Fund Program, please visit their website. If you need assistance with the Express Grant, please contact the Commonwealth Corporation directly.

Registration Fees

Member Registration

Early Standard Late

$795.00

Member Single Session Registration

Early Standard Late

$0.00

Nonmember Registration

Early Standard Late

$1590.00

Agenda

	February 14 Session Registration Sold Out! 0 Slots Left	$690.00
	July 11 Session Registration Sold Out! 0 Slots Left	$690.00
	May 16 Session Registration Sold Out! 0 Slots Left	$690.00
	February 14 Session Sold Out! 0 Slots Left David Sidon The Navis Group <p>The Navis Group was founded in 2003 by David Sidon, CPA. The Company is a New England-based banking consulting group specializing in SOX/FDICIA/COSO, strategic planning, back-office efficiencies, business continuity tabletop testing, organizational architecture, and enterprise risk management.</p> <p>The Navis Group was founded in 2003 by David Sidon, CPA. The Company is a New England-based banking consulting group specializing in SOX/FDICIA/COSO, strategic planning, back-office efficiencies, business continuity tabletop testing, organizational architecture, and enterprise risk management.</p> John Gagnon BoliColi - Powered by OneDigital <p>For more than 30 years, John Gagnon has provided consulting services in executive benefits, bank-owned life insurance (BOLI), and corporate-owned life insurance (COLI). He brings deep knowledge of the legal, actuarial, and financial considerations involved in designing and administering these programs. His work supports organizations as they evaluate executive benefit strategies with a focus on long-term planning and leadership continuity. </p><p>Before joining OneDigital, John was Principal and co-founder of BoliColi, an executive benefit firm serving organizations throughout the Northeast. He has worked with corporations and financial institutions to assess and implement non-qualified benefit programs and insurance-based funding structures. Known for his detailed approach, John guides plan design, timeline coordination, and board-level communication. </p><p>He serves on the board of directors for Lowell Five Bank and is a member of i ts audit and compensation committee. His experience includes navigating regulatory complexity and supporting long-term organizational planning. </p><p>He is a registered representative of M Holdings Securities, Inc., and an active member of FINSECA, where he participates in the COLI/BOLI Working Group and M Financial’s Government Relations Advisory Committee. John also holds memberships with the American Bankers Association (ABA), the Independent Community Bankers of America (ICBA), the Financial Managers Society (FMS), and several state-level banking associations. </p><p>He and his wife, Joanne, divide their time between Dover, New Hampshire, and Jupiter, Florida. In his personal time, John enjoys golf, skiing, motorcycling, and spending time with family.</p><p><br>•FINRA Licensing Series 6 and 63<br>•State of California Insurance License #OC63114<br>•University of Maine, Bachelor of Public Management, Finance< /p> <p>For more than 30 years, John Gagnon has provided consulting services in executive benefits, bank-owned life insurance (BOLI), and corporate-owned life insurance (COLI). He brings deep knowledge of the legal, actuarial, and financial considerations involved in designing and administering these programs. His work supports organizations as they evaluate executive benefit strategies with a focus on long-term planning and leadership continuity. </p><p>Before joining OneDigital, John was Principal and co-founder of BoliColi, an executive benefit firm serving organizations throughout the Northeast. He has worked with corporations and financial institutions to assess and implement non-qualified benefit programs and insurance-based funding structures. Known for his detailed approach, John guides plan design, timeline coordination, and board-level communication. </p><p>He serves on the board of directors for Lowell Five Bank and is a member of i ts audit and compensation committee. His experience includes navigating regulatory complexity and supporting long-term organizational planning. </p><p>He is a registered representative of M Holdings Securities, Inc., and an active member of FINSECA, where he participates in the COLI/BOLI Working Group and M Financial’s Government Relations Advisory Committee. John also holds memberships with the American Bankers Association (ABA), the Independent Community Bankers of America (ICBA), the Financial Managers Society (FMS), and several state-level banking associations. </p><p>He and his wife, Joanne, divide their time between Dover, New Hampshire, and Jupiter, Florida. In his personal time, John enjoys golf, skiing, motorcycling, and spending time with family.</p><p><br>•FINRA Licensing Series 6 and 63<br>•State of California Insurance License #OC63114<br>•University of Maine, Bachelor of Public Management, Finance< /p> Dave Gagnon BoliColi - Powered by OneDigital <p>Dave brings more than a decade of experience in employee and executive benefit planning. He began his career at ADP, where he managed relationships with NYC-based CPA firms, helping their clients implement tailored benefit programs. Since joining BoliColi, Dave has focused on executive benefit and life insurance planning for community banks and middle-market companies. He is a registered Investment Advisor Representative and holds his Series 7 and 66 licenses, in addition to life and health insurance licenses. Dave earned his B.S. in Finance from High Point University.</p> <p>Dave brings more than a decade of experience in employee and executive benefit planning. He began his career at ADP, where he managed relationships with NYC-based CPA firms, helping their clients implement tailored benefit programs. Since joining BoliColi, Dave has focused on executive benefit and life insurance planning for community banks and middle-market companies. He is a registered Investment Advisor Representative and holds his Series 7 and 66 licenses, in addition to life and health insurance licenses. Dave earned his B.S. in Finance from High Point University.</p> Jonathan Rankin EPG, Inc. <p>As Executive Vice President, Director of ALM Services, Jonathan Rankin is responsible for EPG’s ALM Modeling Service.  He joined EPG about 11 years ago, and supports clients in the areas of ALM Modeling, Investment Advisory and Strategic Consulting.  Jonathan is a member of the firm’s Investment Committee and holds the FINRA Series 65 license.</p><p>Jonathan received his Bachelor of Business Administration Degree in Marketing from the University of Massachusetts, Amherst, and his MBA from the F.W. Olin Graduate School of Business at Babson College. Prior to joining EPG in 2014, Jonathan worked for EasCorp for eight years as Assistant Vice President of Asset Liability Management, where he was responsible for the ALM Modeling & Consulting Service, ALM Validation and board education and training programs.</p> <p>As Executive Vice President, Director of ALM Services, Jonathan Rankin is responsible for EPG’s ALM Modeling Service.  He joined EPG about 11 years ago, and supports clients in the areas of ALM Modeling, Investment Advisory and Strategic Consulting.  Jonathan is a member of the firm’s Investment Committee and holds the FINRA Series 65 license.</p><p>Jonathan received his Bachelor of Business Administration Degree in Marketing from the University of Massachusetts, Amherst, and his MBA from the F.W. Olin Graduate School of Business at Babson College. Prior to joining EPG in 2014, Jonathan worked for EasCorp for eight years as Assistant Vice President of Asset Liability Management, where he was responsible for the ALM Modeling & Consulting Service, ALM Validation and board education and training programs.</p> Nick Papageorge EPG, Inc. <p>As Vice President, Investments, Nicholas works within the fixed income and equity investment teams to generate and communicate actionable investment recommendations and strategies to community-based financial institutions and select high net worth private clients. In this role, Nicholas contributes to all areas of the investment process, including idea generation, trade execution, and ongoing portfolio management. He also supports clients in the areas of ALM Advisory and Strategic Consulting. Nicholas is a member of the firm’s Investment Committee and holds the FINRA Series 65 license.</p><p>Nicholas joined EPG in 2020, following his graduation from Bentley University with a bachelor's degree in Economics-Finance. Prior to EPG, Nicholas held internship roles with Morgan Stanley and Boston Advisors, where he gained experience in portfolio management, asset allocation, and equity research.<br> </p> <p>As Vice President, Investments, Nicholas works within the fixed income and equity investment teams to generate and communicate actionable investment recommendations and strategies to community-based financial institutions and select high net worth private clients. In this role, Nicholas contributes to all areas of the investment process, including idea generation, trade execution, and ongoing portfolio management. He also supports clients in the areas of ALM Advisory and Strategic Consulting. Nicholas is a member of the firm’s Investment Committee and holds the FINRA Series 65 license.</p><p>Nicholas joined EPG in 2020, following his graduation from Bentley University with a bachelor's degree in Economics-Finance. Prior to EPG, Nicholas held internship roles with Morgan Stanley and Boston Advisors, where he gained experience in portfolio management, asset allocation, and equity research.<br> </p>
	July 11 Session Sold Out! 0 Slots Left Theresa Reardon Dwight Rudd Insurance <p>Director of Commercial Lines & Financial Services</p> <p>Director of Commercial Lines & Financial Services</p> Isaac Wheeler Derivative Path, Inc. <p>Isaac Wheeler is Managing Director of Balance Sheet Strategy at Derivative Path, Inc. Prior to this, Isaac spent five years at MFS Investment Management supporting the execution of fixed income, currency, and equity derivatives. Isaac has a B.A. in Economics from Boston University.</p> <p>Isaac Wheeler is Managing Director of Balance Sheet Strategy at Derivative Path, Inc. Prior to this, Isaac spent five years at MFS Investment Management supporting the execution of fixed income, currency, and equity derivatives. Isaac has a B.A. in Economics from Boston University.</p> Stephanie Wallace Federal Reserve Bank of Boston <p>VP Supervision, Regulation, & Credit, The Federal Reserve Bank of Boston</p> <p>VP Supervision, Regulation, & Credit, The Federal Reserve Bank of Boston</p> Mark Brassard Federal Reserve Bank of Boston <p>AVP Supervision, Regulation, & Credit, The Federal Reserve Bank of Boston</p> <p>AVP Supervision, Regulation, & Credit, The Federal Reserve Bank of Boston</p> Frank Fiorilli Derivative Path, Inc. <p>Managing Director of Bank Solutions</p> <p>Managing Director of Bank Solutions</p> Paul Gibson Massachusetts Division of Banks Christine McGarry Federal Reserve Bank of Boston
	May 16 Session Sold Out! 0 Slots Left Charlie Kelly Remedy Consulting <p>Charlie Kelly is a Partner at Remedy Consulting. Remedy Consulting advises community financial institutions (FIs) on Technology Contract Negotiation, Technology System Assessments & Project Management Services, Technology Contract Terms & Conditions Improvements, and Technology Strategy. Charlie hosts a thought leadership podcast for bank and credit union executives called BankTalk which is the  most downloaded podcast in the Community FI space. </p><p>Prior to Remedy, he served as the Vice President of Product Pricing and Contracts at Fiserv, where he was responsible for negotiating client contracts setting product and pricing strategies. Charlie also has over 15 years of experience managing operational teams in the banking and mortgage industries with a focus on technology project management including the re-write of a major core software platform. </p><p>Charlie has a bachelor’s degree in Marketing from the University of Wisconsin, and an MBA from Marquette University. He serves as a regular speaker at bank and credit union industry events and has been published in multiple trade publications. </p> <p>Charlie Kelly is a Partner at Remedy Consulting. Remedy Consulting advises community financial institutions (FIs) on Technology Contract Negotiation, Technology System Assessments & Project Management Services, Technology Contract Terms & Conditions Improvements, and Technology Strategy. Charlie hosts a thought leadership podcast for bank and credit union executives called BankTalk which is the  most downloaded podcast in the Community FI space. </p><p>Prior to Remedy, he served as the Vice President of Product Pricing and Contracts at Fiserv, where he was responsible for negotiating client contracts setting product and pricing strategies. Charlie also has over 15 years of experience managing operational teams in the banking and mortgage industries with a focus on technology project management including the re-write of a major core software platform. </p><p>Charlie has a bachelor’s degree in Marketing from the University of Wisconsin, and an MBA from Marquette University. He serves as a regular speaker at bank and credit union industry events and has been published in multiple trade publications. </p> Alec Crawford Verapath <p>Founder and CEO, AI Risks Inc.</p> <p>Founder and CEO, AI Risks Inc.</p> Eileen Segreve Wolf & Company, PC <p>Eileen has over 7 years of experience in planning tax engagements, preparing and reviewing income tax provisions, and performing tax compliance, review, and consulting services for large, publicly held financial institutions, SaaS companies, and biotech companies. She also has expertise in state and local tax planning and compliance.</p><p>Eileen resides in MA with her dog Missy. When she is not working, she enjoys playing soccer, traveling, enjoying nature, and spending time with her friends and family.</p> <p>Eileen has over 7 years of experience in planning tax engagements, preparing and reviewing income tax provisions, and performing tax compliance, review, and consulting services for large, publicly held financial institutions, SaaS companies, and biotech companies. She also has expertise in state and local tax planning and compliance.</p><p>Eileen resides in MA with her dog Missy. When she is not working, she enjoys playing soccer, traveling, enjoying nature, and spending time with her friends and family.</p> Benjamin Rose Wolf & Company, PC <p>Benjamin is a Manager in the Audit group, where he provides external audit services to publicly traded and privately held entities, including financial institutions, investment management companies, manufacturing companies, and not-for-profits. He also has experience with audits of employee benefit plans.</p><p>Benjamin lives in Massachusetts with his wife and three dogs. When he’s not at work, he enjoys attending sporting events, hiking, and adventuring out to new breweries and distilleries in New England.</p> <p>Benjamin is a Manager in the Audit group, where he provides external audit services to publicly traded and privately held entities, including financial institutions, investment management companies, manufacturing companies, and not-for-profits. He also has experience with audits of employee benefit plans.</p><p>Benjamin lives in Massachusetts with his wife and three dogs. When he’s not at work, he enjoys attending sporting events, hiking, and adventuring out to new breweries and distilleries in New England.</p>

Speakers

Name	Organization	Speaking At
Alec Crawford <p>Founder and CEO, AI Risks Inc.</p>	Verapath	May 16 Session
Benjamin Rose <p>Benjamin is a Manager in the Audit group, where he provides external audit services to publicly traded and privately held entities, including financial institutions, investment management companies, manufacturing companies, and not-for-profits. He also has experience with audits of employee benefit plans.</p><p>Benjamin lives in Massachusetts with his wife and three dogs. When he’s not at work, he enjoys attending sporting events, hiking, and adventuring out to new breweries and distilleries in New England.</p>	Wolf & Company, PC	May 16 Session
Charlie Kelly <p>Charlie Kelly is a Partner at Remedy Consulting. Remedy Consulting advises community financial institutions (FIs) on Technology Contract Negotiation, Technology System Assessments & Project Management Services, Technology Contract Terms & Conditions Improvements, and Technology Strategy. Charlie hosts a thought leadership podcast for bank and credit union executives called BankTalk which is the  most downloaded podcast in the Community FI space. </p><p>Prior to Remedy, he served as the Vice President of Product Pricing and Contracts at Fiserv, where he was responsible for negotiating client contracts setting product and pricing strategies. Charlie also has over 15 years of experience managing operational teams in the banking and mortgage industries with a focus on technology project management including the re-write of a major core software platform. </p><p>Charlie has a bachelor’s degree in Marketing from the University of Wisconsin, and an MBA from Marquette University. He serves as a regular speaker at bank and credit union industry events and has been published in multiple trade publications. </p>	Remedy Consulting	May 16 Session
Christine McGarry	Federal Reserve Bank of Boston	July 11 Session
Dave Gagnon <p>Dave brings more than a decade of experience in employee and executive benefit planning. He began his career at ADP, where he managed relationships with NYC-based CPA firms, helping their clients implement tailored benefit programs. Since joining BoliColi, Dave has focused on executive benefit and life insurance planning for community banks and middle-market companies. He is a registered Investment Advisor Representative and holds his Series 7 and 66 licenses, in addition to life and health insurance licenses. Dave earned his B.S. in Finance from High Point University.</p>	BoliColi - Powered by OneDigital	February 14 Session
David Sidon <p>The Navis Group was founded in 2003 by David Sidon, CPA. The Company is a New England-based banking consulting group specializing in SOX/FDICIA/COSO, strategic planning, back-office efficiencies, business continuity tabletop testing, organizational architecture, and enterprise risk management.</p>	The Navis Group	February 14 Session
Eileen Segreve <p>Eileen has over 7 years of experience in planning tax engagements, preparing and reviewing income tax provisions, and performing tax compliance, review, and consulting services for large, publicly held financial institutions, SaaS companies, and biotech companies. She also has expertise in state and local tax planning and compliance.</p><p>Eileen resides in MA with her dog Missy. When she is not working, she enjoys playing soccer, traveling, enjoying nature, and spending time with her friends and family.</p>	Wolf & Company, PC	May 16 Session
Frank Fiorilli <p>Managing Director of Bank Solutions</p>	Derivative Path, Inc.	July 11 Session
Isaac Wheeler <p>Isaac Wheeler is Managing Director of Balance Sheet Strategy at Derivative Path, Inc. Prior to this, Isaac spent five years at MFS Investment Management supporting the execution of fixed income, currency, and equity derivatives. Isaac has a B.A. in Economics from Boston University.</p>	Derivative Path, Inc.	July 11 Session
John Gagnon <p>For more than 30 years, John Gagnon has provided consulting services in executive benefits, bank-owned life insurance (BOLI), and corporate-owned life insurance (COLI). He brings deep knowledge of the legal, actuarial, and financial considerations involved in designing and administering these programs. His work supports organizations as they evaluate executive benefit strategies with a focus on long-term planning and leadership continuity. </p><p>Before joining OneDigital, John was Principal and co-founder of BoliColi, an executive benefit firm serving organizations throughout the Northeast. He has worked with corporations and financial institutions to assess and implement non-qualified benefit programs and insurance-based funding structures. Known for his detailed approach, John guides plan design, timeline coordination, and board-level communication. </p><p>He serves on the board of directors for Lowell Five Bank and is a member of its audit and compensation committee. His experience includes navigating regulatory complexity and supporting long-term organizational planning. </p><p>He is a registered representative of M Holdings Securities, Inc., and an active member of FINSECA, where he participates in the COLI/BOLI Working Group and M Financial’s Government Relations Advisory Committee. John also holds memberships with the American Bankers Association (ABA), the Independent Community Bankers of America (ICBA), the Financial Managers Society (FMS), and several state-level banking associations. </p><p>He and his wife, Joanne, divide their time between Dover, New Hampshire, and Jupiter, Florida. In his personal time, John enjoys golf, skiing, motorcycling, and spending time with family.</p><p><br>•FINRA Licensing Series 6 and 63<br>•State of California Insurance License #OC63114<br>•University of Maine, Bachelor of Public Management, Finance</p>	BoliColi - Powered by OneDigital	February 14 Session
Jonathan Rankin <p>As Executive Vice President, Director of ALM Services, Jonathan Rankin is responsible for EPG’s ALM Modeling Service.  He joined EPG about 11 years ago, and supports clients in the areas of ALM Modeling, Investment Advisory and Strategic Consulting.  Jonathan is a member of the firm’s Investment Committee and holds the FINRA Series 65 license.</p><p>Jonathan received his Bachelor of Business Administration Degree in Marketing from the University of Massachusetts, Amherst, and his MBA from the F.W. Olin Graduate School of Business at Babson College. Prior to joining EPG in 2014, Jonathan worked for EasCorp for eight years as Assistant Vice President of Asset Liability Management, where he was responsible for the ALM Modeling & Consulting Service, ALM Validation and board education and training programs.</p>	EPG, Inc.	February 14 Session
Mark Brassard <p>AVP Supervision, Regulation, & Credit, The Federal Reserve Bank of Boston</p>	Federal Reserve Bank of Boston	July 11 Session
Nick Papageorge <p>As Vice President, Investments, Nicholas works within the fixed income and equity investment teams to generate and communicate actionable investment recommendations and strategies to community-based financial institutions and select high net worth private clients. In this role, Nicholas contributes to all areas of the investment process, including idea generation, trade execution, and ongoing portfolio management. He also supports clients in the areas of ALM Advisory and Strategic Consulting. Nicholas is a member of the firm’s Investment Committee and holds the FINRA Series 65 license.</p><p>Nicholas joined EPG in 2020, following his graduation from Bentley University with a bachelor's degree in Economics-Finance. Prior to EPG, Nicholas held internship roles with Morgan Stanley and Boston Advisors, where he gained experience in portfolio management, asset allocation, and equity research.<br> </p>	EPG, Inc.	February 14 Session
Paul Gibson	Massachusetts Division of Banks	July 11 Session
Stephanie Wallace <p>VP Supervision, Regulation, & Credit, The Federal Reserve Bank of Boston</p>	Federal Reserve Bank of Boston	July 11 Session
Theresa Reardon <p>Director of Commercial Lines & Financial Services</p>	Dwight Rudd Insurance	July 11 Session