MidLantic Banking & Finance Network Conference

The 1912 Club

888 Plymouth Road
Plymouth Meeting, PA 19462

The MidLantic Banking & Finance Network’s (MB&FN) All-day CPE Conference will take place on Friday, October 23, at the 1912 Club in Plymouth Meeting, Pennsylvania. Offering up to six credits, the event will gather guest speakers from regional companies to cover hot topics impacting the finance industry.

MB&FN was formed in 2025 by members hailing from local community banks, credit unions, financial organizations, and their affiliates around the Philadelphia area and the broader Mid-Atlantic region. The organization primarily strives to provide educational and networking opportunities through events and meetings with industry professionals to address the most significant accounting, asset liability management, regulatory, auditing, and operational issues confronting the industry.

Don’t miss out on the chance to learn about aligning risk appetite with business objectives. Be sure to join Cherry Bekaert Risk Advisory Directors, Jim Jarrett and Lyle Loeb, as they cover the topic below.

Risk Appetite & Risk Oversight: Moving Beyond the Checklist, Friday, October 23, 2026

Risk oversight is more than reviewing reports — it requires alignment between strategy and risk tolerance. This session helps board members understand how to define, measure, and monitor risk appetite in a practical, meaningful way.

Join Jim and Lyle to gain actionable insights to understand how risk appetite connects to strategic decision making, interpret risk reports and dashboards more effectively, and strengthen oversight by aligning risk tolerance with business goals.

Speakers

Jim Jarrett headshot

Jim Jarrett

Risk Advisory Services

Director, Cherry Bekaert Advisory LLC

Lyle Loeb

Risk Advisory Services

Director, Cherry Bekaert Advisory LLC