March 2025 ACG Utah CFO Roundtable

Event Details

When:

March 20, 2025 8 AM - 9:30 AM MDT

Where:

Location Name

Tanner Offices

Location Address

36 South State Street
Salt Lake City, UT 84111
United States

Add to Calendar

Overview

Body

ACG Utah's CFO Roundtable is designed as Utah's forum for CFOs to discuss topics of concern with other CFOs, learn how to be more effective financial leaders and network with their peers in a private, safe and privileged environment while earning CPE credits on topics relevant to their business and networking with other CFOs.

WHO SHOULD ATTEND?

CFOs, Controllers, VPs of Finance, Treasurers, etc.

This event is not open to service professionals.

March 2025 Executive Forum - CFO Roundtable

2025: What We've Learned in 60 days of the Trump Presidency

Presenter: Eric Kelley, Chief Investment Officer at UMB Bank

Date: Thursday, March 20, 2025

Time: 8:00 a.m. - 9:30 a.m.

RSVP: Please RSVP by Friday, March 14, to Meaghan Miller Gitlin at meaghan@acgutah.org or 801.359.8613

Breakfast will be provided.

1 Hour CPE will be provided

This event is free to attend, thanks to our sponsors!

Speakers

Eric Kelley

UMB Bank

Chief Investment Officer

Eric has been with UMB for more than 25 years, all of which he has spent in the Asset Management area. He has previously served as Director of Investment Research and Head of Fixed Income Strategy. He heads the Bank’s economic forecasting team, and also sits on the Bank's ALCO committee. In his Private Wealth Management role, he is responsible for investment strategy for roughly $11 Billion in client assets. On the Bank’s ALCO team, he is a voting member helping to direct the Bank’s $42 Billion balance sheet.

Eric received an MBA from Baker University and his undergraduate degree from the University of Kansas.

Hosted by: ACG

Chapter

Utah