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Sam LaFollette


Partner, Financial Institutions Services Team Co-Leader


Sam LaFollette is a Partner and the Co-Leader of the Financial Institutions Services Team and has more than 30 years of banking and public accounting experience. His experience and expertise is in external and internal financial reporting and auditing for financial institutions, including budgeting, projections, and profit planning. His financial reporting experience has led to merger and acquisition analyses and accounting treatment applications. In addition to managing fixed income investment portfolios, he has been responsible for interest rate risk and asset / liability management efforts for multiple banks, as well as performing review procedures and Sarbanes-Oxley compliance. Sam is a Certified Treasury Professional and achieved a Certificate in Commercial Credit. Sam specializes in model validation, including interest rate risk, liquidity and Current Expected Credit Losses (CECL).

Education and Certifications
  • Graduate School of Bank Investments and Financial Management, University of South Carolina
  • Kennedy Western University – Bachelor of Science, Finance
  • Certified Treasury Professional (CTP)
  • Certificate in Commercial Credit (Moody’s Analytics)
Professional and Community Associations
  • Member, Association for Finance Professionals (AFP)
  • Bullitt County Library Board of Trustee, 2023-Present
Seminar / Conference Presenter
  • Kentucky Bankers Association Call Report Seminar, 2017-2022
  • Kentucky Bankers Association Internal Audit Seminar, 2008, 2019-2023
  • Kentucky Bankers Association CFO Forum, 2019-2022
  • Kentucky Bankers Association Spring Conference 2019, 2021
  • Kentucky Society of CPAs – Financial Institutions’ Conference, 2008, 2010, 2019, 2022
  • Kentucky Bankers Association General Banking School, 2000-2005

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