ABA National Conference for Community Bankers

February 19-22, 2017 • JW Marriott Orlando, Grande Lakes • Orlando, Florida



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​CONCURRENT SESSIONS

Deep Dive Sessions 
​60-minute in-depth explorations of a topic in a highly interactive format.

Monday, February 20 - 11:1​​5 am-12:15 pm

​Don’t Just Maintain Independence—Thrive
Community banks face uncontrollable rising regulatory compliance costs, narrowing net interest spreads, accommodative interest rates and increasing fintech competition. Are the performance headwinds temporary, permanent or merely opportunities? Learn how to consider demographics and other factors in order to best position your bank for the long term.

Speaker:
Arthur Loomis, President and Chief Executive Officer, Northeast Capital and Advisory, Inc., Latham, New York

Today’s Workplace: Attracting, Rewarding and Retaining Talent—Especially Millennials
Talent management is a top concern for community banks, but a critical investment to remain competitive. From offering competitive pay and rewards packages, to providing lucrative training and growth opportunities, learn key strategies for attracting, rewarding and retaining high potentials and Millennials at your bank. 
Speakers:
Patricia Husic, President and Chief Executive Officer, Centric Financial Corporation, Harrisburg, Pennsylvania
Alan Kaplan, Founder and Chief Executive Officer, Kaplan Partners, Wynnewood, Pennsylvania
Meera Oliva, Chief Marketing Officer, Gradifi, Inc., Boston, Massachusetts

Moderator:
Rich Rausser, Senior Vice President, Pentegra Retirement Services, White Plains, New York

Economic Opportunity in a New Administration?
The new administration and a Republican-controlled Congress spells opportunity for the economy and community banks. Hear insights from a leading financial industry economist on the implications of fiscal stimulus policies, higher interest rates, tax reform, the relaxation of Dodd-Frank regulation and loosening credit requirements. 

Speaker:
Christopher Low, Chief Economist, FTN Financial, New York, New York 

Recent Developments in CRA Exams
Get the full scoop on recent CRA exam developments from a bank director and author of The CRA Handbook, who will share proven tips for getting the best results with minimal out-of-pocket expenditures. Hear about regulators’ recent CRA rating trends and Fair Lending enforcement actions.

Speaker:
Ken Thomas, Director, Northeast Community Bank, White Plains, New York

Welcome to the Underdark: The Deep Web and Stealing for a Living
Take a journey down the rabbit hole using a “red-team” approach to financial crimes. Be introduced to tradecraft, such as building false online identities, acquiring burner phones and laptops, using bitcoin and using secure operating systems to access the same websites used by criminals. 

Speakers:
Tim Leonard, Senior Vice President and Chief Information Officer, Commercial Bank of Texas, Nacogdoches, Texas
John O’Neill, Director of Business Development, Rippleshot, Chicago, Illinois

Reach Out, Re-engage, Redefine the Customer Experience  
In this idea-packed and energizing session, an award-winning speaker and forward-thinking bank CEO will show you how to advance beyond the initial welcoming experience to ongoing customer outreach and, ultimately, financial coaching. Plan your bank’s road map to move forward, and rethink how to generate revenue. 

Speakers:  
Barbara Sanfilippo, Co-Founder, High Definition Banking®, San Diego, California 
Micah Bartlett, President and Chief Executive Officer, Town and Country Bank, Springfield, Illinois

Monday, February 20 - 1:30 pm-2:30 pm

Don’t Just Maintain Independence—Thrive
Community banks face uncontrollable rising regulatory compliance costs, narrowing net interest spreads, accommodative interest rates and increasing fintech competition. Are the performance headwinds temporary, permanent or merely opportunities? Learn how to consider demographics and other factors in order to best position your bank for the long term.

Speaker:
Arthur Loomis, President and Chief Executive Officer, Northeast Capital and Advisory, Inc., Latham, New York

Today’s Workplace: Attracting, Rewarding and Retaining Talent—Especially Millennials
Talent management is a top concern for community banks, but a critical investment to remain competitive. From offering competitive pay and rewards packages, to providing lucrative training and growth opportunities, learn key strategies for attracting, rewarding and retaining high potentials and Millennials at your bank. 
Speakers:
Patricia Husic, President and Chief Executive Officer, Centric Financial Corporation, Harrisburg, Pennsylvania
Alan Kaplan, Founder and Chief Executive Officer, Kaplan Partners, Wynnewood, Pennsylvania
Meera Oliva, Chief Marketing Officer, Gradifi, Inc., Boston, Massachusetts

Moderator:
Rich Rausser, Senior Vice President, Pentegra Retirement Services, White Plains, New York

Economic Opportunity in a New Administration?
The new administration and a Republican-controlled Congress spells opportunity for the economy and community banks. Hear insights from a leading financial industry economist on the implications of fiscal stimulus policies, higher interest rates, tax reform, the relaxation of Dodd-Frank regulation and loosening credit requirements. 

Speaker:
Christopher Low, Chief Economist, FTN Financial, New York, New York 

Balance Sheet Management in a Tightening Rate Cycle 
Discuss balance sheet management strategies drawn from the real world to make a meaningful difference in your bank’s performance. Know options and alternatives that might not have been considered or fully vetted and the process that ties it all together, which is at the core of every high-performing ALCO. 

Speaker: 
Frank Farone, Managing Director, Darling Consulting Group, Newburyport, Massachusetts
The 2017 Cybersecurity Challenge 
The session will outline the top cybersecurity risks facing financial institutions in 2017, as well as guidance on managing these risk and meeting regulator expectations. Learn the top 10 cyber threats and vulnerabilities, and get action steps to assess and address your cybersecurity risk. 

Speaker: 
Jared Hamilton, Senior Manager, Cybersecurity, Crowe Horwath LLP, Indianapolis, Indiana

UX is the New ROI 
According to a recent Jack Henry & Associates bank study, respondents ranked user experience as the second highest driver of their organization behind revenue generation. Learn how user experience goes hand-in-hand with revenue, and leads to cost savings and customer retention. 

Speaker:  
Jennifer Geis, Strategic Business Analyst, Jack Henry & Associates, Monett, Missouri


TUESDAY, FEBRUARY 20 - 9:00 AM-10:00 AM


Win-Win Partnerships in Digital Lending
Online lending platforms are breaking the mold of traditional lending channels - and partnering with them can help your bank gain customers and stay competitive. Learn what's out there, and what your bank needs to evaluate before considering a partnership, from due diligence to investment considerations.

Speakers:  
Tom Hutchins, Principal, FinTech Forge, Chicago, IL
Vince Passione, Chief Executive Officer and Founder, LendKey, New York, New York
Chris Rentner, Chief Executive Officer and Founder, Akouba, Chicago, Illinois

Moderator:
Aditya Khurjekar, Chief Executive and Founder, Let's Talk Payments LLC, Charlotte, North Carolina

The Seven Secrets of Consistently High Performing Community Banks
Several key features are consistent among high performing community banks—one being the critical role of operating efficiency. Other traits coincide with and solidify a bank’s long-term ability to provide consistent high value to shareholders, directors, customers and employees. Join us to examine these characteristics. 

Speaker:  
Jeffrey Morris, Managing Director and Principal, Austin Associates, LLC, Toledo, Ohio

Trends in Fintech: Catch the Momentum
The fintech momentum is sweeping our industry, and keeping abreast of new developments can sometimes be daunting. Hear about the latest trends and innovations in the financial services arena, and ways in which your organization might leverage these emerging technologies in your own operations. 

Speakers:  
Roger Amador, Vice President, Strategic Alliances, Q2, Austin, Texas 
Gregory Loker, Vice President of Product Development, D+H, Mississauga, Ontario

Moderator:
Luanne Cundiff, President and Chief Executive Officer, First State Bank of St. Charles, St. Charles, Missouri​

The Digitally Enabled Cardholder 
Cardholders are accustomed to check their pockets when preparing to pay. But now—more than ever—they reach for their phone, as well as their wallet. Learn how mobile payment capabilities are successfully engaging with cardholders and creating stronger and more profitable relationships. 

Speaker: 
Jon Rosner, VP, Product Strategy, Card Services, Fiserv, Parsipanny, New Jersey

Developing a Relevant Brand for the Millennial Generation
Millennials are unlike any generation, and long-term success requires a brand they consider relevant and can connect with. This session will examine the challenges that community banks face as they market to Millennials, and how to develop an effective brand message.

Speaker: 
Tim Pannell, President and Chief Executive Officer, Financial Marketing Solutions, Franklin, Tennessee

Has Your Risk Management Plan Changed Since the 1990s? 
Risk management is not just a hot topic, it’s critical to the survival of any institution. Find out what risk management processes will help guide your bank down the right path towards reaching your goals—and learn what methodologies are now outdated.  

Speaker: 
Bert Purdy, Partner, BKD, LLP, St. Louis, Missouri

TUESDAY, FEBRUARY 20 - 2:00 pM-3:00 pM


Win-Win Partnerships in Digital Lending
Online lending platforms are breaking the mold of traditional lending channels - and partnering with them can help your bank gain customers and stay competitive. Learn what's out there, and what your bank needs to evaluate before considering a partnership, from due diligence to investment considerations.

Speakers:  
Tom Hutchins, Principal, FinTech Forge, Chicago, IL
Vince Passione, Chief Executive Officer and Founder, LendKey, New York, New York
Chris Rentner, Chief Executive Officer and Founder, Akouba, Chicago, Illinois

Moderator:
Patrick Rivenbark, Vice President, Strategic Partnerships, Let's Talk Payments LLC, Charlotte, North Carolina

The Seven Secrets of Consistently High Performing Community Banks
Several key features are consistent among high performing community banks—one being the critical role of operating efficiency. Other traits coincide with and solidify a bank’s long-term ability to provide consistent high value to shareholders, directors, customers and employees. Join us to examine these characteristics. 

Speaker:  
Jeffrey Morris, Managing Director and Principal, Austin Associates, LLC, Toledo, Ohio

Boomers Mean Busine$$
Millennials may have taken over as the largest living generation, but Baby Boomers are still highly lucrative customers for banks. They have significantly more investable personal assets, and they actively borrow, spend and invest their wealth.  Learn engagement strategies that will foster long-term loyalty with boomers.

Speakers:
George Hermann, President and Chief Executive Officer, Windsor Federal Savings and Loan Association, Windsor, Connecticut
Jim Roolf, President, Joliet Banking Center, First Midwest Bank, Joliet, Illinois
Joseph Sullivan, President, Market Insights Incorporated, Chicago, Illinois

Moderator:
Corey Carlisle, Senior Vice President, Bank Community Engagement, American Bankers Association, Washington, D.C.

Leveraging the Small Business Market
Along with community banks, small businesses are the backbone of communities, and offering personal service is a competitive advantage for both. Learn how to understand the unique tools and services small businesses need to manage their day to day operations, all while engaging with your bank and building deeper relationships.  

Speakers:
Dario Campolattaro, Chief Executive Officer, Summit Insurance Services, Moorefield, West Virginia
Peter Glyman, President and Co-Founder, Geezeo, Braintree, Massachusetts
Charie Zanck, Chief Executive Officer and Vice Chairman, American Community Bank & Trust, Woodstock, Ilinois


Fast Track Learning Sessions
One session featuring three back-toback 20-minute presentations that each explore a single idea and leave you with practical tips.

Reinventing Customer Insight Through Data Analytics
With the ability to apply analytics across many different data sources inside and outside the bank, clients can be dynamically segmented based on their behaviors, life and financial events can be predicted, and possible client attrition can be detected before it happens. Hear examples of how small banks are using the latest in predictive analytics and cognitive computing to better meet the needs of their customers. 

Speaker:
Grace Brasington, Vice President, Risk and Compliance Cognitive Solutions for Banking and Financial Markets, IBM

Active Defense Against Phishing, Malware and Rogue Apps
It is easy for even the largest banks to become overwhelmed by external threat intelligence. Customers are phished, infected with malware, and targeted by rogue mobile apps in increasing numbers. Learn how to create a deterrent effect focused on real and potential adversaries by implementing an “active defense” strategy to discourage, degrade and eliminate attacks.

Speaker:
Dan Ingevaldson, Chief Technology Officer, Easy Solutions, Atlanta, Georgia

Personal Financial Management: There’s an App(etite) For That
Managing money is easier than ever with countless apps that can restrict spending, save money or allow maintaining a seamless user experience, and an integrated Personal Financial Management platform may be the answer. Learn what’s new, and what can work for your bank.

Speaker:
Steve Nigri, Vice President, Sales, Geezeo, Braintree, Massachusetts​

wednesDAY, FEBRUARY 22 - 8:15 aM-9:45 aM


Learning Lab Sessions​
90-minute sessions that blend expert instruction with case studies and peer learning.

M&A: Simulation of a Deal
Through group discussion and table-top exercises, learn and engage in each step of the M&A process, from the initial interactions between a willing buyer and a willing seller, to the closing of the transaction and integration of the businesses. Topics will include common pitfalls in due diligence, deal structure and pricing, protection of employees and customer retention.

Speakers:
Charles Brown, Chief Executive Officer, Insignia Bank, Sarasota, Florida
Jim Cornelsen, President and Chief Executive Officer, Oldline Bank, Bowie, Maryland
Steve Hovde, Chairman and Chief Executive Officer, Hovde Group, Inverness, Illinois
Phil Moore, CPA, Managing Partner, Porter Keadle Moore, Atlanta, Georgia

Moderator:
Mark Kanaly, Partner, Alston & Bird, Atlanta, Georgia

Magnificent Leadership: The Keys to Success®
Content-rich, interactive and engaging, this program highlights the key elements for leadership success, resilience and transformation. Packed with actionable information designed for CEOs and senior leaders, this program addresses the six key factors for “Magnificent Leadership™” and how to use them real-time, with professional, organizational and personal applications. 

Speaker: 
Sarah Levitt, Executive Coach and Motivational Speaker, The Making Magnificence Project, Raleigh, North Carolina

Leveraging Workplace Culture to Drive Results for Your Bank
Organizational culture is an important driver of competitive advantage in today’s environment, yet leaders struggle with how to leverage that potential. Learn practical tips and research-based insights on how to create an organizational culture that drives success in your context, using case examples and data gathered specifically from community banks.

Speakers: 
Tracey Morant Adams, Executive Vice President and Chief Community Development and Corporate
Social Responsibility Officer, Renasant Bank, Birmingham, Alabama 
Kathy Shoettlin, Executive Vice President and Chief Community Relations Officer, Old National Bank, Evansville, Indiana
Jamie Notter, Partner, WorkXO, Washington, D.C.

Implementing CECL for Community Banks 
Issued in June 2016, and set to take effect in 2020 for SEC registrants (2021 for all other banks), the new CECL standard represents the most sweeping change to bank accounting ever. Gain a basic understanding of how CECL will affect your loan loss methodologies, how to transition to a CECL approach and how to capture data now to help you succeed later.   

Speakers: 
Chad Kellar, Partner, Crowe Horwath LLP, Indianapolis, Indiana
Mike Gullette, Vice President, Accounting and Financial Management, American Bankers Association, Washington, D.C.

 


American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.​​​​​​​​​​

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Program Questions? Please contact Kandace Welch for more information.