2026 CFO & Financial Managers Forum : Massachusetts Bankers Association

Dates

Friday, May 29, 2026

Time

9:00 AM - 2:00 PM EDT

Location

2026 CFO & Financial Managers Forum Event Image

Program Overview

Mass Bankers presents the 2026 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!

2026 Session Dates & Times

February 27 | May 29 | July 9

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

2026 Session Information

February Session: AI & Tokenization of Deposits | 2026 Opportunities and Hidden Risks in Balance Sheet Management | Reciprocal Deposits as a Growth Engine

May Session: Preparing for a Focus on Process and Efficiency | Playbook for the 2026 Rate Landscape

July Session: Artificial intelligence in Banking | Executive and Workforce Protection in the Age of AI: Closing the Human Risk Gap

Who Should Attend?

CFOs and Financial Managers

Express Grant

The course ID for the 2026 CFO & Financial Managers Forum is C-2810. Banks with 50 or fewer employees can be reimbursed 100% for the program's cost and banks between 51 and 100 employees can be reimbursed 100%, up to $3,000 per person, per course. 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.

Questions? Check out our FAQs or contact registrations@massbankers.org

Registration Fees

Member Single Session Registration

Early Standard Late

$0.00

Nonmember Registration

Early Standard Late

$1590.00

Agenda

	February 27 Session Registration Sold Out! 0 Slots Left	$690.00
	July 9 Session Registration Sold Out! 0 Slots Left	$690.00
	May 29 Session Registration Sold Out! 0 Slots Left	$690.00
	February 27 Session Sold Out! 0 Slots Left Frank Farone Darling Consulting Group, Inc. <p>Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management, and derivatives hedging techniques.</p> <p>Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.</p> <p>Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.</p> <p>Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management, and derivatives hedging techniques.</p> <p>Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.</p> <p>Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.</p> Erich Schumann Global Atlantic Partners LLC <p>Erich Schumann is an Adjunct Professor at Brandeis University, and the founding partner of Global Atlantic Partners LLC and Global Atlantic Partners do Brasil Ltda, where he leads the firm’s Governance and Risk Management practices. A Certified Internal Auditor, Certified Fraud Examiner, and CRISC credential holder, he advises clients on risk management, cyber risk, Blockchain applications, and smart contracts. At Brandeis International Business School, he teaches governance, risk management, and fraud prevention, integrating the latest developments in Blockchain technology.</p><p>With more than 30 years of senior management experience across Europe, Asia, Latin America, and North America, Mr. Schumann has held executive roles including EVP and Chief Accounting Officer at FleetBoston Financial and leadership positions in Germany, Hong Kong, Switzerland, Brazil, and the U.S. He has served as a consultant and crisis manager, led major corporate initiatives, judged th e Harvard Business School New Venture Competition, and served on the MassChallenge judging panel. Mr. Schumann is a Board member of Banco Popular Bank, chairing its Risk and Technology & Innovation committees, and is a longstanding contributor to the Institute of Internal Auditors through standards development, advisory guidance, and frequent speaking engagements. </p> <p>Erich Schumann is an Adjunct Professor at Brandeis University, and the founding partner of Global Atlantic Partners LLC and Global Atlantic Partners do Brasil Ltda, where he leads the firm’s Governance and Risk Management practices. A Certified Internal Auditor, Certified Fraud Examiner, and CRISC credential holder, he advises clients on risk management, cyber risk, Blockchain applications, and smart contracts. At Brandeis International Business School, he teaches governance, risk management, and fraud prevention, integrating the latest developments in Blockchain technology.</p><p>With more than 30 years of senior management experience across Europe, Asia, Latin America, and North America, Mr. Schumann has held executive roles including EVP and Chief Accounting Officer at FleetBoston Financial and leadership positions in Germany, Hong Kong, Switzerland, Brazil, and the U.S. He has served as a consultant and crisis manager, led major corporate initiatives, judged th e Harvard Business School New Venture Competition, and served on the MassChallenge judging panel. Mr. Schumann is a Board member of Banco Popular Bank, chairing its Risk and Technology & Innovation committees, and is a longstanding contributor to the Institute of Internal Auditors through standards development, advisory guidance, and frequent speaking engagements. </p> Tony Karalekas NBID <p>Tony leads partnerships and bank engagement for NBID, a bank-owned reciprocal deposit network designed to provide banks with greater ownership, alignment, and cost efficiency over deposit infrastructure. He works closely with bank CFOs and executive teams on deposit growth strategy and funding optimization.Tony regularly speaks with banking associations on deposit economics and balance sheet strategy.</p> <p>Tony leads partnerships and bank engagement for NBID, a bank-owned reciprocal deposit network designed to provide banks with greater ownership, alignment, and cost efficiency over deposit infrastructure. He works closely with bank CFOs and executive teams on deposit growth strategy and funding optimization.Tony regularly speaks with banking associations on deposit economics and balance sheet strategy.</p> Charlie Sloane NBID <p>Charlie manages NBID’s bank relationships across Massachusetts and the broader New England region. He works directly with CFOs and executive teams to support insured deposit growth, improve deposit economics, and enhance funding flexibility. Charlie focuses on building strong partnerships that align reciprocal deposit strategies with banks’ financial and operational goals.</p> <p>Charlie manages NBID’s bank relationships across Massachusetts and the broader New England region. He works directly with CFOs and executive teams to support insured deposit growth, improve deposit economics, and enhance funding flexibility. Charlie focuses on building strong partnerships that align reciprocal deposit strategies with banks’ financial and operational goals.</p>
	July 9 Session Sold Out! 0 Slots Left Lauren Intinarelli CFGI <p>Lauren is a highly accomplished global financial executive and board member with a proven track record of scaling for growth. As a classically trained financial expert, she specializes in financial risk management, business scaling, product development, and technology transformations. She has been instrumental in propelling organizations, from community banks to F50 giants, resulting in significant asset growth for clients. Lauren excels in strategic partnerships and client relationships, bridging finance, accounting, capital markets, and technology. She has experience supporting clients with global operations and a significant successful post-merger integration.</p><p>She is Managing Director and Hedging Practice Leader at CFGI, a portfolio company of Carlyle & CVC and the nation's premier non-audit accounting advisory firm. Prior, Lauren was with EY, specializing in strategic treasury advisory for F100 clients during transformative periods where she guide d the financial integration of an Italian acquisition for a top-tier shipping and logistics corporation, spearheading technology upgrades for a $32B healthcare and consumer goods conglomerate, and managing organizational changes for an $8.5B healthcare spin-off.</p><p>With Chatham Financial Lauren held a decade-long tenure including as Director, Product Owner-Balance Sheet Risk Management, and Director, Head of Commodities. She led the P&L of a product line and created a managed services business across oil and gas markets, leading to a client's $1.1B increase in assets, and multi-million dollars in revenue.</p><p>Early in her career, she worked with Northwest Farm Credit Services, BDO USA, LLP, and Banner Bank. Lauren currently serves as an Associate Board Member at Direct Federal Credit Union, an $850M financial institution. She serves on the Advisory Board at Tacilent.ai, an AI software company. Previously she served on the advisory board of WSFS Bank , as a board member and chair of the audit committee with Penn Medicine Chester County Hospital Foundation, and board member, Treasurer, and on the M&A Committee Member JEVS Human Services.</p><p>She has contributed to industry publications including BAI Banking Strategies and American Banker, and she has been a sought-after speaker at various podcasts including American Banker, Corporate Treasury 101, and OnBoards. She chaired the Chester County Food Bank, during a critical period of succession planning during Covid-19. Beyond her professional endeavors, Lauren is an aspiring chef, avid kayaker, and traveler, embodying a spirit of continuous learning and exploration.</p> <p>Lauren is a highly accomplished global financial executive and board member with a proven track record of scaling for growth. As a classically trained financial expert, she specializes in financial risk management, business scaling, product development, and technology transformations. She has been instrumental in propelling organizations, from community banks to F50 giants, resulting in significant asset growth for clients. Lauren excels in strategic partnerships and client relationships, bridging finance, accounting, capital markets, and technology. She has experience supporting clients with global operations and a significant successful post-merger integration.</p><p>She is Managing Director and Hedging Practice Leader at CFGI, a portfolio company of Carlyle & CVC and the nation's premier non-audit accounting advisory firm. Prior, Lauren was with EY, specializing in strategic treasury advisory for F100 clients during transformative periods where she guide d the financial integration of an Italian acquisition for a top-tier shipping and logistics corporation, spearheading technology upgrades for a $32B healthcare and consumer goods conglomerate, and managing organizational changes for an $8.5B healthcare spin-off.</p><p>With Chatham Financial Lauren held a decade-long tenure including as Director, Product Owner-Balance Sheet Risk Management, and Director, Head of Commodities. She led the P&L of a product line and created a managed services business across oil and gas markets, leading to a client's $1.1B increase in assets, and multi-million dollars in revenue.</p><p>Early in her career, she worked with Northwest Farm Credit Services, BDO USA, LLP, and Banner Bank. Lauren currently serves as an Associate Board Member at Direct Federal Credit Union, an $850M financial institution. She serves on the Advisory Board at Tacilent.ai, an AI software company. Previously she served on the advisory board of WSFS Bank , as a board member and chair of the audit committee with Penn Medicine Chester County Hospital Foundation, and board member, Treasurer, and on the M&A Committee Member JEVS Human Services.</p><p>She has contributed to industry publications including BAI Banking Strategies and American Banker, and she has been a sought-after speaker at various podcasts including American Banker, Corporate Treasury 101, and OnBoards. She chaired the Chester County Food Bank, during a critical period of succession planning during Covid-19. Beyond her professional endeavors, Lauren is an aspiring chef, avid kayaker, and traveler, embodying a spirit of continuous learning and exploration.</p> Gary Evee Aprivè <p>Serial entrepreneur and cybersecurity leader Gary Evee is focused on redefining personal digital protection. As CEO and founder of Aprivé, he is building a new model of executive and lifestyle defense for high-value targets including senior leaders, families, public figures, and athletes.</p><p>His executive leadership experience spans major roles across cybersecurity, sales, business development, go-to-market strategy, and large-scale transformation, from his tenure at IBM to leading Evee Consulting, and through multiple board and advisory positions. He currently serves as Chairman of the Board at Aware, Inc., a publicly traded NASDAQ company specializing in biometrics and identity technology, and sits on several bankng and cybersecurity boards supporting governance, innovation, and risk oversight.</p> <p>Serial entrepreneur and cybersecurity leader Gary Evee is focused on redefining personal digital protection. As CEO and founder of Aprivé, he is building a new model of executive and lifestyle defense for high-value targets including senior leaders, families, public figures, and athletes.</p><p>His executive leadership experience spans major roles across cybersecurity, sales, business development, go-to-market strategy, and large-scale transformation, from his tenure at IBM to leading Evee Consulting, and through multiple board and advisory positions. He currently serves as Chairman of the Board at Aware, Inc., a publicly traded NASDAQ company specializing in biometrics and identity technology, and sits on several bankng and cybersecurity boards supporting governance, innovation, and risk oversight.</p>
	May 29 Session Sold Out! 0 Slots Left Jim Reber The Baker Group <p>Jim Reber is the Managing Director of The Baker Group. He is a frequent speaker and lecturer at bank investment seminars and workshops. Jim also writes a monthly investment column for Independent Banker magazine. He is on the faculty at Barret School of Banking in Memphis, TN, and serves on the Board of Regents and a term as Chairman. Jim is a Certified Public Accountant and a Chartered Financial Analyst, and is a graduate of Christian Brothers University, where he served on the Board of Trustees as Chairman of the Finance Committee and University Treasurer. </p> <p>Jim Reber is the Managing Director of The Baker Group. He is a frequent speaker and lecturer at bank investment seminars and workshops. Jim also writes a monthly investment column for Independent Banker magazine. He is on the faculty at Barret School of Banking in Memphis, TN, and serves on the Board of Regents and a term as Chairman. Jim is a Certified Public Accountant and a Chartered Financial Analyst, and is a graduate of Christian Brothers University, where he served on the Board of Trustees as Chairman of the Finance Committee and University Treasurer. </p> Eric Stables PRI <p>With more than 30 years of industry experience, Eric Stables is a versatile financial and product management executive with a demonstrated track record of delivering extraordinary business results. He is a trusted leader with proven ability to solve complex business problems and generate tangible results by developing a culture of performance improvement across the enterprise. Throughout his career, Eric has partnered with many top-tier technology providers to implement solutions that improve financial performance and/or enhance the client experience. His expertise in asset-liability management, financial analysis, product pricing, process improvement, risk management, and strategic planning bring success to PRI clients looking to improve profitability and efficiency. </p> <p>With more than 30 years of industry experience, Eric Stables is a versatile financial and product management executive with a demonstrated track record of delivering extraordinary business results. He is a trusted leader with proven ability to solve complex business problems and generate tangible results by developing a culture of performance improvement across the enterprise. Throughout his career, Eric has partnered with many top-tier technology providers to implement solutions that improve financial performance and/or enhance the client experience. His expertise in asset-liability management, financial analysis, product pricing, process improvement, risk management, and strategic planning bring success to PRI clients looking to improve profitability and efficiency. </p>

Speakers

Name	Organization	Speaking At
Charlie Sloane <p>Charlie manages NBID’s bank relationships across Massachusetts and the broader New England region. He works directly with CFOs and executive teams to support insured deposit growth, improve deposit economics, and enhance funding flexibility. Charlie focuses on building strong partnerships that align reciprocal deposit strategies with banks’ financial and operational goals.</p>	NBID	February 27 Session
Eric Stables <p>With more than 30 years of industry experience, Eric Stables is a versatile financial and product management executive with a demonstrated track record of delivering extraordinary business results. He is a trusted leader with proven ability to solve complex business problems and generate tangible results by developing a culture of performance improvement across the enterprise. Throughout his career, Eric has partnered with many top-tier technology providers to implement solutions that improve financial performance and/or enhance the client experience. His expertise in asset-liability management, financial analysis, product pricing, process improvement, risk management, and strategic planning bring success to PRI clients looking to improve profitability and efficiency. </p>	PRI	May 29 Session
Erich Schumann <p>Erich Schumann is an Adjunct Professor at Brandeis University, and the founding partner of Global Atlantic Partners LLC and Global Atlantic Partners do Brasil Ltda, where he leads the firm’s Governance and Risk Management practices. A Certified Internal Auditor, Certified Fraud Examiner, and CRISC credential holder, he advises clients on risk management, cyber risk, Blockchain applications, and smart contracts. At Brandeis International Business School, he teaches governance, risk management, and fraud prevention, integrating the latest developments in Blockchain technology.</p><p>With more than 30 years of senior management experience across Europe, Asia, Latin America, and North America, Mr. Schumann has held executive roles including EVP and Chief Accounting Officer at FleetBoston Financial and leadership positions in Germany, Hong Kong, Switzerland, Brazil, and the U.S. He has served as a consultant and crisis manager, led major corporate initiatives, judged the Harvard Business School New Venture Competition, and served on the MassChallenge judging panel. Mr. Schumann is a Board member of Banco Popular Bank, chairing its Risk and Technology & Innovation committees, and is a longstanding contributor to the Institute of Internal Auditors through standards development, advisory guidance, and frequent speaking engagements. </p>	Global Atlantic Partners LLC	February 27 Session
Frank Farone <p>Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management, and derivatives hedging techniques.</p> <p>Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.</p> <p>Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.</p>	Darling Consulting Group, Inc.	February 27 Session
Gary Evee <p>Serial entrepreneur and cybersecurity leader Gary Evee is focused on redefining personal digital protection. As CEO and founder of Aprivé, he is building a new model of executive and lifestyle defense for high-value targets including senior leaders, families, public figures, and athletes.</p><p>His executive leadership experience spans major roles across cybersecurity, sales, business development, go-to-market strategy, and large-scale transformation, from his tenure at IBM to leading Evee Consulting, and through multiple board and advisory positions. He currently serves as Chairman of the Board at Aware, Inc., a publicly traded NASDAQ company specializing in biometrics and identity technology, and sits on several bankng and cybersecurity boards supporting governance, innovation, and risk oversight.</p>	Aprivè	July 9 Session
Jim Reber <p>Jim Reber is the Managing Director of The Baker Group. He is a frequent speaker and lecturer at bank investment seminars and workshops. Jim also writes a monthly investment column for Independent Banker magazine. He is on the faculty at Barret School of Banking in Memphis, TN, and serves on the Board of Regents and a term as Chairman. Jim is a Certified Public Accountant and a Chartered Financial Analyst, and is a graduate of Christian Brothers University, where he served on the Board of Trustees as Chairman of the Finance Committee and University Treasurer. </p>	The Baker Group	May 29 Session
Lauren Intinarelli <p>Lauren is a highly accomplished global financial executive and board member with a proven track record of scaling for growth. As a classically trained financial expert, she specializes in financial risk management, business scaling, product development, and technology transformations. She has been instrumental in propelling organizations, from community banks to F50 giants, resulting in significant asset growth for clients. Lauren excels in strategic partnerships and client relationships, bridging finance, accounting, capital markets, and technology. She has experience supporting clients with global operations and a significant successful post-merger integration.</p><p>She is Managing Director and Hedging Practice Leader at CFGI, a portfolio company of Carlyle & CVC and the nation's premier non-audit accounting advisory firm. Prior, Lauren was with EY, specializing in strategic treasury advisory for F100 clients during transformative periods where she guided the financial integration of an Italian acquisition for a top-tier shipping and logistics corporation, spearheading technology upgrades for a $32B healthcare and consumer goods conglomerate, and managing organizational changes for an $8.5B healthcare spin-off.</p><p>With Chatham Financial Lauren held a decade-long tenure including as Director, Product Owner-Balance Sheet Risk Management, and Director, Head of Commodities. She led the P&L of a product line and created a managed services business across oil and gas markets, leading to a client's $1.1B increase in assets, and multi-million dollars in revenue.</p><p>Early in her career, she worked with Northwest Farm Credit Services, BDO USA, LLP, and Banner Bank. Lauren currently serves as an Associate Board Member at Direct Federal Credit Union, an $850M financial institution. She serves on the Advisory Board at Tacilent.ai, an AI software company. Previously she served on the advisory board of WSFS Bank, as a board member and chair of the audit committee with Penn Medicine Chester County Hospital Foundation, and board member, Treasurer, and on the M&A Committee Member JEVS Human Services.</p><p>She has contributed to industry publications including BAI Banking Strategies and American Banker, and she has been a sought-after speaker at various podcasts including American Banker, Corporate Treasury 101, and OnBoards. She chaired the Chester County Food Bank, during a critical period of succession planning during Covid-19. Beyond her professional endeavors, Lauren is an aspiring chef, avid kayaker, and traveler, embodying a spirit of continuous learning and exploration.</p>	CFGI	July 9 Session
Tony Karalekas <p>Tony leads partnerships and bank engagement for NBID, a bank-owned reciprocal deposit network designed to provide banks with greater ownership, alignment, and cost efficiency over deposit infrastructure. He works closely with bank CFOs and executive teams on deposit growth strategy and funding optimization.Tony regularly speaks with banking associations on deposit economics and balance sheet strategy.</p>	NBID	February 27 Session