ABA Mutual Community Bank Forum

March 19 – 20, 2017 • Washington Marriott Marquis • Washington DC

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2017 Program

Open to Bankers, Bank Directors & Trustees and State Association Executives only.

Join your peers and attend the largest gathering of mutual bankers to explore the issues challenging your mutual bank today. This event is an opportunity to bring the concerns of mutual institutions to Washington. Participants will meet with regulators and weigh in on issues that will affect the future of your financial institutions and your communities.

The 2017 schedule will be available soon. Please review the 2016 schedule below for insight into the speakers and topics discussed at the Mutual Community Bank Forum.

2016 Schedule

Sunday, March 13
2:00 pm – 6:30 pm Registration & Information
5:30 pm – 6:30 pm Reception with ABA officers for all Mutual attendees
6:30 pm – 8:00 pm Dinner with ABA officers for all Mutual attendees

D.BlantonR. Daniel Blanton
ABA Chairman
CEO, Georgia Bank & Trust, Augusta, GA

Monday, March 14
7:00 am – 1:30 pm Registration & Information
6:45 am – 7:30 am Breakfast Buffet
7:45 am – 12 Noon General Session
  • Presiding Officer:
    Rich Holbrook
    , ABA Mutual Institutions Council Chairman, Chairman & CEO, Eastern Bank, Boston, MA

  • Welcome

    R.NicholsRob Nichols
    President and CEO
    American Bankers Association


  • Economic Forces Driving Changes in the Financial Services Industry
    • Jim Chessen, Chief Economist, American Bankers Association
    • Rob Morgan, Vice President, Emerging Technologies, American Bankers Association
  • Regulators’ Dialogue and Mutual Capital Discussion
    • Part I:
      • Moderator: Rich Holbrook
      • Toney Bland, Senior Deputy Comptroller for Midsize and Community Banks, OCC
      • Michael Brickman, Deputy Comptroller, Thrift Supervision, and Deputy Comptroller, Special Supervision, OCC
      • Doreen Eberley, Director, Division of Risk Management Supervision, FDIC
    • Part II: Capital Management and Additional Options to Grow Capital
      • Moderator: Rich Holbrook
      • Susan Ralston, President and CEO, @Lantec, Virginia Beach, VA
      • Bob Oeler, CEO, Dollar Bank, Pittsburgh, PA
    • A Discussion on Mutual Holding Company Issues
      • Moderator: Rich Holbrook
      • Tate Wilson, Counsel, Federal Reserve Board
  • Coffee Break

  • Strategic Decisions Ahead: Compliance Management and FinTech

    S.Antonakes Steve Antonakes,
    Former CFPB Deputy Director,
    Current Chief Compliance Officer,
    Eastern Bank, Boston, MA

  • H.R. 1660, H.R. 1661 and Legislative Strategies for Mutual Banks
    • Rep. Keith Rothfus (R-PA), House Financial Services Committee
    • Bob Oeler, CEO, Dollar Bank, Pittsburgh, PA
Business Session
  • Presiding Officer: Rich Holbrook

  • Report from Administrative Committee including Mutual Survey Results
    • Rich Holbrook
    • Charles Schmalz, ABA Mutual Institutions Council Vice Chairman, President, East Wisconsin Savings Bank, Kaukana, WI
    • Bob Davis, Executive Vice President, Mortgage Markets, Financial Management and Public Policy, American Bankers Association
12:00 Noon – 1:00 pm Buffet Lunch with Peer Group Table Discussions
  • Presiding Officer: Charles Schmalz
1:00 pm – 1:45 pm Peer Reports and Discussion
  • Moderator: Paul Mackin, President and CEO, Think Mutual Bank, Rochester, MN
2:00 pm – 4:00 pm Mutual Community Bank Workshops
  • Presiding Officer: Charles Schmalz

  • CECL and Accounting Issues
    • Michael Gullette, Vice President, Accounting and Financial Management, American Bankers Association
  • Competing with Public Banks: Creative Compensation and Reward Strategies
    • Susan O'Donnell, Partner, Banking and Financial Services Industry, Meridian
    • Rich Holbrook
    • Tom Kemly, President and CEO, Columbia Bank,
      Fair Lawn, NJ
    • Robert Parry, EVP and Chief Human Resources Officer, Liberty Bank, Middletown, CT
4:00 pm Mutual Community Bank Conference Adjournment

Stay for the Government Relations Summit, March 14-16.

*Program subject to change

Program Questions? Please contact Alex Maroulis-Cronmiller for more information.​