Leadership & Strategy Track


This track reviews the power behind technology advancements to grow business, processes to deploy smarter strategies for market expansion and how to exceed customer expectations.  

Wednesday, April 3, 2024

10:00 - 11:00 a.m. Your Bank in the Global Economy
William T. Chittenden, Ph.D. (SWGSB)

As community bankers, it can be difficult to fully understand how our national economic conditions, the Federal Reserve’s monetary policy, government spending, taxes and that national debt and other global factors affect the day-to-day conditions of your individual bank. In this session, Dr. Bill Chittenden, President and CEO of the Southwestern Graduate School of Banking at SMU, will help attendees understand the larger world of economic policy that ultimately affects community banking strategy. Chittenden will provide real world examples from the recent headlines, as well as historical context to help next generation community bankers see the bigger picture of banking that trickles down to impact your customers and your community.
11:15 a.m. - 12:15 p.m. Strategies for Managing the Next Phase of the Rate Cycle
Andrea Pringle (The Baker Group)

It's been two years since the Fed started the most aggressive tightening campaign in four decades. Interest rate moves this cycle have been both swift and substantial. Banks saw margins expand rapidly in 2022 and then shrink in 2023 as balance sheets eventually felt the policy's impact.. What are the Fed's next moves? Is your balance sheet ready for the next phase of the cycle?

This session will discuss the current rate environment, banking trends and balance sheet strategies for today's environment.
1:30 - 2:30 p.m.  Taking Charge When it Comes to Leadership and Strategy in Your Bank (Panel)
Rick Jamieson (Moderator, First State Bank), Joe Barrow (First National Bank of Central Texas) and Deke Alexander (State National Bank, Groom)

Join this group of bankers for a conversation about leadership, accountability and actionable plans. They each have a story to share with you.
2:45 - 3:45 p.m.

Why Some Bankers Drive More Profitable Relationships
Mark Trinkle (Anthony Cole Training)

In most banks, 15% of all consumer relationships drive 75% of deposits and 50% of revenue. Additionally, business relationships with treasury management and the primary operating account will have three times the return on capital as a standalone loan. You know the bankers in your group who are skilled at identifying primary relationships and properly leveraging them. What are those lenders and RMs doing differently than others?

Anthony Cole Training Group has teamed up with the pioneer of sales evaluations, Objective Management Group, and compiled bank specific data findings that will shed light on which skills most bankers are lagging and how strong bankers drive their success. In this session, Mark Trinkle, CGO and Community Bank Practice Leader, will share the data and lead an interactive discussion around what bank CEOs are doing to drive results with this industry leading data.

Session Outline:

  • Understand what areas and skills are getting in the way of your team’s growth and success.
  • Begin to assess where your team is on these strengths and how to address weaknesses.
  • Access to a free tool to evaluate your relationship building tool compared to other banks
4:00 - 5:00 p.m. Building Culture Among Your Team

Chris DiLorenzo (The James Paul Group)

Team culture is defined as the shared values, beliefs, attitudes, behaviors and norms that characterize the interactions and working relationships among members of a team within an organization. It shapes how individuals collaborate, communicate and contribute to shared goals. The stronger the culture, the more successful the team. Unlock the potential of your team with this transformative training session focused on building a unified and positive team culture. During this dynamic session, participants will learn essential strategies to foster collaboration, enhance communication and cultivate a shared sense of purpose within the team.

Participants will leave the program equipped with the knowledge and skills to positively influence and shape their team culture. The training aims to foster a collaborative, supportive and high-performing environment where team members thrive and collectively contribute to organizational success.

Session Outline:

  • Explore the fundamental principles of effective collaboration and teamwork.
  • Understand how a cohesive team can drive success and innovation.
  • Define and articulate the core values that will shape your team culture.
  • Establish trust and accountability as the foundation for a positive team culture.
  • Understand pivotal role of leadership in shaping and sustaining team culture.

Thursday, April 4, 2024

10:00 - 11:00 a.m. Building Project Management
Michael W. Marshall (Texas Bank) 

As part of this session, you will develop a working document that will help map out your physical building project.
11:15 a.m. - 12:00 p.m. Stewardship: The Key to Effective Leadership in Your Community Bank
Eric Alexander (Six Arrows Consulting) 

Stewardship: a vital but neglected aspect of leadership in any organization.  But in a bank, it lies at the heart of why the bank exists and how we bankers serve our customers, our communities, our stakeholders, and each other.  What does stewardship look like for every role in the bank, from teller to board member?  How does a stewardship mindset and culture transform how we approach responsibility and accountability?  Let's explore practical principles for living out this key to effective leadership.
1:30 - 2:30 p.m. Business Models and Strategies of High Performing Banks
Zain Tariq (S&P Global)

During this session, we will talk with bankers who have achieved high performance in the last year and discuss what business models and strategies are helping them achieve outperformance.
2:45 - 3:45 p.m. Building a High Trust/High Responsibility Team
Christopher Williston (IBAT)

The secret to great teams is simple - it’s all about the individuals’ ability to count on and trust the contributions of one others.  While this may be simple, it is never easy, and many teams end of characterized by poor communication, misaligned goals and a lack of cohesion to ensure top performance.

In this session, IBAT President and CEO Christopher Williston will explore the leadership and team dynamics necessary to create a team characterized by a high level of trust and a robust sense of responsibility.