| Thursday, June 22
1:15-2:15 p.m.
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Leadership |
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Leading Through Transformational Change
Eric Alexander, Six Arrows Consulting, LLC
My boss just told me that significant changes are coming for our bank. What does that mean for us as leaders of our bank, for my work responsibilities, for my future? How can I do my part to help get us through to the other side? Join Eric Alexander, community banker and longtime change manager, as he discusses best practices for leading during times made turbulent by massive change.
This session will focus on:
- Dealing with significant change you choose… and those big changes you don’t.
- Essential focus areas and actions for leaders… both during and before and after monumental change.
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Risk Management |
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Balance Sheet Management in Today's Environment
Matt Harris, The Baker Group
Keeping a strong liquidity position in both good and troubled times is vital, but there is often a trade-off between liquidity and earnings. This session will cover the recent movement in rates as the economy tightens and the implications to bankers when managing their earnings and capital.
Topics include:
- Market update;
- Thoughts of the Fed and current inflation dynamics;
- Bank balance sheets and trend analysis; and
- Extension risk as rates increase.
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Emerging Technology |
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Embracing FinTech Risk Strategically
David Saylor, Genesys Technology Group
The bank technology landscape is changing rapidly. Neobanks and Fintechs are redefining your technology and your customer expectations. If you believe everything you read in your newsfeed it can seem like your institution is becoming irrelevant. Do not believe the hype! Community banks are more relevant than ever. During this session, David Saylor with Genesys Technology Group will address the growing need for community banks to think outside of their core vendor ecosystem and embrace technology that complements their strengths and the niches they serve.
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Operations |
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Banking on Healthcare Alternatives
Merrick Matthews, Advantage Health Plans Trust
In today’s environment of rising healthcare costs, businesses and their employees everywhere are feeling the squeeze. Rates are always increasing. Pricing is opaque. That is because big industry players have worked hard to make health benefits and healthcare synonymous. There must be a better way. Join Jay Kempton as he explains how community bankers are in a strategic position to embrace a unique and innovative approach to healthcare that provides savings and stability when they are needed most.
Topics Include:
- Address the problems with healthcare in America today;
- Fostering a culture of educated healthcare consumers;
- Tailoring benefit design;
- Streamlining the prescription process; and
- Focusing on community-based healthcare.
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| Thursday, June 22
2:30-3:30 p.m.
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Leadership |
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4 Activities of Top-Performing Banks
Mark Trinkle, Anthony Cole Training Group
"What
do high-performing banks do differently? Where do they put their focus?
What categories of activities do they outperform in comparison to
others? During this session, we will leverage the data from banks that
illustrates the difference between mediocre and top-tier banks. In this
workshop, Chief Growth Officer and Community Bank Specialist Mark
Trinkle will share what his top-performing community bank CEOs are
implementing that has taken their teams to a much higher level of
production, in some cases doubling or tripling loan volumes for example.
Attendees will share in a discussion around these four sales strategies that will help them to outperform their peers:
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Understanding the sales skill data of your current lenders/relationship managers
- Using a sales specific and predictive candidate assessment before you hire
- Investing in a sales leadership development training
- Building out and utilizing a stage-based and milestone centric sales process
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Risk Management
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1071 – Get It Right From The Very Start!
Christy Bussey, Kelly Goulart & Apryl Salazar, Independent Bankers Association of Texas
Join the IBAT compliance team as they us to discuss the New 1071 rule including scope, coverage, and most importantly, definitions. This session will review all aspects of the 1071 ruling as well as:
- Examine the required data fields and how to begin collecting the information; and
- Discuss implementation strategies for the bank and how to prepare your customers.
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Emerging Technology |
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Digital Currency, Beyond Traditional Banking
Will Waltrip, Ava Labs & Barbara Hudgins, ePayResources
Financial services companies including banks, credit unions, and payment processors are beginning to see the need to offer crypto-related services to their clients. By expanding their product offerings these companies can deliver new value for their clients and increase revenue, but there are a number of factors to consider when completing this exploration. What are the right products to deliver? What are the right protocols for my use-case? Can the same value be delivered without leveraging crypto?
During this session we will explore how financial service companies can begin to work with companies ranging from basic services to more robust crypt-related products. We will also explore how a number of financial service companies are beginning to deliver crypto products to their end users or use crypto as a method of increasing operational efficiency. This will cover some of the benefits, risks, and considerations when looking to offer such products."
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Operations |
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The Total Bank Makeover: A Proven Plan for Growth and Profitability
Robb Rempel, Haberfeld
Does your financial institution need a total banking makeover? If your organization is struggling to grow new retail and business customer relationships, you just might! Are you looking to add younger generations of customers? Are you interested in learning how, why, and when people switch financial institutions as well as how to capture more of the switch? When growth is not happening, it is not simply a ""marketing problem." Your entire organization must be focused on a strategy to change the outcome. In this thought-provoking session, we will explore all the changes that need to be made to give your bank a growth makeover.
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Friday, June 23
10:45-11:45 a.m.
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Leadership |
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Coaching for Success
Chris Dilorenzo, James Paul Group
In this entertaining session, you will learn:
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How to identify coaching opportunities within your organization;
- Key tips for successful coaching;
- The importance of mentoring and how to communicate effectively as a mentor; and
- Why planning for future leaders is important, and how to build an effective leadership “bullpen.”
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Risk Management |
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Hot Topics in Mortgage Lending
Steve Manente, Schwartz | Manente (DocsDirect)
The rapid rise in interest rates over the last year has prompted lenders to offer new mortgage products and incentives to stay competitive. Lenders need to consider the compliance and regulatory impacts of these innovative programs. We will discuss Qualified Mortgages and the Ability to Repay Rule, Bona Fide Discount Points, Buydowns and other hot topics that will help lenders stay competitive in 2023 and beyond.
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Emerging Technology |
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The Way We Pay: 2023 and Beyond
Matt Davies, Pegasus Bank
The evolution of the payments system continues apace. This presentation will provide attendees with an overview of recent and upcoming developments in the world of payments and fraud. The ACH network remains “tried and true,” while other networks grow. Zelle® works to overcome concerns around fraud/scams; The Clearing House’s Real Time Payments (RTP®) network continues its steady march toward its goal of ubiquity; and the Fed plans to launch FedNowSM in the May-July 2023 timeframe. The session will provide background on these initiatives, and touch on what these advancements in payments, as well as those in credit and debit cards and mobile payments, might have on and fraud and security.
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Operations |
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Compensatory Drivers: Retaining Employees and Creating Value Through Transformative Events
Jordan Latham & Tyler Richardson, Hunton Andrews Kurth LLP
Attention to what employees are paid for their contributions has skyrocketed in the past several years. Add to that the tight job market, and difficulty in retaining of the employees, means you must have new tools and innovative methods for managing compensation for your bank to succeed. This session will review current trends on retention of key employees, as well as how you attract new executives to help fill your succession pipeline. Topics include:
- Industry Retention Tactics;
- Retirement Data;
- Current Incentives in the Bank Management Market; and
- How to Negotiate Through Transformative Events.
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Friday, June 23
1:30-2:30 p.m.
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Leadership |
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Leaders Need a True North: Why (and how) Successful Leadership Aligns Management with Their Mission
Brandon Kinsey, Kinsey Management
In this session, we will explore the leadership mindset of True North. Bank leaders must be able to provide a True North to their employees and ultimately, their clients throughout the client life cycle. By better organizational alignment, management, communication, and focus, leaders can best prioritize the strategies needed to impact the bottom line and produce shareholder value. By possessing a True North, leaders create a blueprint for employee decision-making and action. When employees understand their purpose and why customers choose your bank over the competition, they can begin to be your best asset to protect the bottom line.
Key Points Discussed:
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Determining your Mission: Why does your bank exist and what purpose does it serve?;
- Understanding Vision: What does success look like for the bank when it achieves the mission;
- Creating a Strategic Intent: How the company will reach success is the top line strategy that functional strategies and tactics serve to support
- The Importance of Your Market Discipline: How is your bank different that the competitors?
- What are the five organizational forces that require alignment? Communication, Leadership Credibility, Day to Day Activities, KPI’s, and Human Capital
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Risk Management |
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Phasing in Data Improvements for Loan Portfolio Analysis - A Step-By-Step Guide
Mike Fletcher, Qualtik
When analyzing and reporting on commercial loan portfolios, accessing quality data is the number one challenge community banks face. Explore case studies from community banks and discuss practical ways of improving the quality of data and loan portfolio analysis. Join Mike Fletcher from loan portfolio analytics software company, Qualtik, as he navigates how data can be your biggest asset of 2023.
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Emerging Technology |
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Strengthening Customer Trust: Unlocking the Power of Bank Ratios with Data
Rian Clinton, Fitech by Deluxe & Barry Adcock, Deluxe
Welcome to our engaging breakout session on leveraging data to communicate bank ratios effectively. In this rapidly evolving banking landscape, it's crucial to address customer concerns and build trust. Fitech and deluxe data tools equips you with the tools to showcase your bank's financial strength and security, reinforcing customer confidence. Join us as we explore the power of bank ratios, the transparency they bring, and how data empowers you to deliver clear, visually compelling messages. Get ready to unlock the potential of bank ratios and revolutionize your customer communication strategy!
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Operations |
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Bridging Wealth Management Services
Josh Swanson & Cody Wheeler, Baker Asset Management (BAM)
Bringing independent private wealth management to the Board, C Suite and large depositors of community financial institutions is what Baker Asset Management is all about. In this session you will learn how wealth management services is the perfect partner for community banks to execute high level planning to create more value at the bank by offering employees and depositors unique investment offerings.
Topics Include:
- How to work with your large depositors on long term Gen 1 and Gen 2 wealth management planning; and
- Explain how BAM can provide business valuations, tax strategies and trust services should your institution not already have those offerings.
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