WOLF & CO Events Florida Bankers Association: Annual CFO Symposium

Florida Bankers Association: Annual CFO Symposium


May 24 - May 25, 2023


Richard C. Fay, CPA



Location: Rosen Shingle Creek Resort, Orlando, Florida

Rich will be speaking on the topic of CFO’s Role in Innovation on Wednesday, May 24 at 2:15 PM.

The need for financial institutions to embrace technology and innovation has become increasingly apparent over the past several years. In order for financial institutions to achieve their strategic goals, the need to examine existing technology providers, customer experience, and access to data is critical. With mounting pressure in the form of increased competition from large banks, fintech providers, and community institutions with advanced digital capabilities, the time to innovate is now. This presentation examines the CFO’s role in innovation, including current opportunities with automation, new fintech providers, and workflow analysis to support digital investment.

In this session, we’ll cover:

  • New fintech providers and actual use cases
  • How to analyze existing processes for automation opportunities
  • Robotic Process Automation and when to invest
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