Human Resources Track


As businesses and bank operations continue to evolve, Human Resources plays a vital role in handling employees to positively influence a bank’s growth and success.


Wednesday, April 3, 2024

10:00 - 11:00 a.m.

Navigating the Human Capital Horizon: Emerging HR Trends in Community Banks
Cyndi Mergele (RSM US LLP)

In the dynamic landscape of community banking, staying ahead requires a keen eye on emerging human resource trends. This session will explore the evolving world of HR within community banks, shedding light on the transformative forces at play. As community banks navigate through changing times, they must adapt to these trends to build resilient and agile organizations that thrive in the competitive financial industry. From embracing remote work arrangements and fostering diversity and inclusion to investing in digital HR tools and employee wellbeing, community banks are reimaging how they attract, retain and develop their talent.

11:15 a.m. - 12:15 p.m.

Panel: Hot Topics of the HR World 
Cyndi Mergele (Moderator, RSM US LLP), Jodi Dickau (Community Bank, Waco), Jacqueta Moore (Legend Bank, Bowie) and Annette Cano (Texas First Bank, Pasadena)

Join this session to discuss the most pressing topics currently facing human resource leaders in our community banks. Consider this as a conversation starter or pose your own question to our experts.

1:30 - 2:30 p.m.

Implementing an Ongoing Training Culture
Michael Marshall (Texas Bank, Henderson)

As part of this session, we will develop a working document that outlines the main training aspects of your institution and offer a framework for ongoing training.

2:45 - 3:45 p.m.

Performance Management
Chris DiLorenzo (The James Paul Group)

Effective performance management ensures teams understand their roles, receive timely and constructive feedback, and have the support they need to achieve their goals and objectives. In this session we will look at what the performance management process should look like, and discuss the pitfalls we often fall victim to.

 4:00 - 5:00 p.m. Unlocking the Potential: AI in Banking
Cal Roberson (Integris)

Explore the transformative power of AI within banking. Learn how AI-driven solutions can streamline operations and elevate customer interactions. Discover effective strategies for leveraging AI while mitigating industry-specific risks. Unleash the potential of AI in banking with us.

Thursday, April 4, 2024

10:00 - 11:00 a.m. Panel: Next Gen Benefits, Internships and Remote Work Challenges
Merrick Matthews (AHPT) and Dwight Garey (Texas A&M)

Can your workforce be engaged while working remotely? What benefits appeal to today’s workforce? Let’s discuss these and more with our panel of experts from all walks of the our industry.
11:15 a.m. - 12:00 p.m. 2024 Employment Law Update

Amy Beckstead (Beckstead Terry Ditto PLLC)

There have been many changes on both the state and federal level pertaining to employment law.  This session will discuss these new changes and provide action items employers should implement because of these changes.  

1:30 - 2:30 p.m.

Attracting Top Talent
Robert Flowers (Bradley Arant Boult Cummings LLP)

In a recent survey, community bankers ranked recruiting and retaining talent as a top worry, behind only acquiring new customers and tied with margin and funding costs. Traditionally, benefits packages have focused on criteria such as retirement benefits, vacation time, parental and family leave options, health insurance and more recently, flexible working hours. Yet over time these benefits have become table stakes and as a result, do not necessarily differentiate employers. In this session, we will talk about various strategies and tools to attract and retain talent, from additional compensation tools to remote and hybrid work and similar “non-cash” benefits. We will also tackle forefront issues such as the current state of DEI initiatives.

2:45 - 3:45 p.m.

Compensation Edge: Components to Consider
Kelly Earls (BCC)

The presentation will discuss the various components of compensation that are in addition to base salary, annual bonus and company benefits to give your organization a winning edge to acquire and retain top talent.