This site uses cookies to improve your browsing experience, gather site analytics and activity, track shopping cart contents, and deliver relevant marketing information.
View our privacy policy and manage your settings here. By using our site you agree to these terms.

Mutual Community Bank Forum

March 31 - April 1, 2019 • Washington Summit • Washington Marriott Marquis • Washington DC

GR Summit

Washington Summit Overview  |  Forums  |  Hotel & Venue

Kick off your week at the Washington Summit by attending the Mutual Community Bank Forum. At the largest gathering of mutual bankers, you'll hear from industry leaders on cybersecurity and fintech for mutual institutions.

2018 Forum Program

Sunday, April 22
2:00 pm – 6:30 pm Registration and Information
5:30 pm – 6:30 pm Reception with ABA Officers and Board for all Mutual Forum attendees
6:30 pm – 8:00 pm Dinner with ABA Officers for all Mutual Forum Attendees
  • Robert Engstrom, Chief Political Strategist, ABA

Monday, April 23
7:00 am – 1:30 pm Registration and Information
7:15 am – 8:00 am Breakfast Buffet
8:15 am – Noon General Session
  • Presiding Officer: Brad Paige, Chairman, ABA Mutual Institutions Council, President and CEO, Kennebunk Savings, Kennebunk, ME
  • Rob Nichols, President and CEO, ABA
How Do Bankers Handle the Conflict When States Legalize Cannabis?
  • Gordon Zimmerman, President and CEO, Citizens Bank, Corvallis, OR
  • Linda Navarro, President and CEO, Oregon Bankers Association, Salem, OR
  • Rob Rowe, Vice President and Associate Chief Counsel, Regulatory Compliance, ABA
Can Benefit Corporations Enhance Options for Mutual Banks and MHCs?
  • Clay Adams, President and CEO, Mascoma Savings Bank and Mascoma Mutual Financial Services Corporation, Lebanon, NH
  • Rob Dietel, Gallagher, Callahan & Gartrell
  • Moderator: Jim McQuade, President and CEO, Dollar Bank, Pittsburgh, PA
10:00 am – 10:15 am Break
10:15 am – Noon General Session
Can Subordinated Debt Strategies Work for Your Bank?
  • Tom Fraser, President and CEO, First Federal, Lakewood, OH
  • Richard Schaberg, Partner, Hogan & Lovells
  • Dan Flaherty, Principal, Investment Banking, FIG Partners
Legislative Priorities for Mutuals: The Latest from Washington
  • Joseph Pigg, Senior Vice President and Senior Counsel, ABA
How Mutuals Are Changing: Latest Survey Results
  • Brad Paige, Chairman, ABA Mutual Institutions Council, and President and CEO, Kennebunk Savings, Kennebunk, ME
  • Robert Davis, EVP, Mortgage Markets, Financial Management and Public Policy, ABA
12:00 pm – 1:00 pm Luncheon
Staying Technologically Competitive
  • Robert Morgan, Vice President, Emerging Technologies, ABA
1:00 pm – 3:30 pm General Session
Evolving Threats, Evolving Security: How to Protect Your Data

  • Trey Maust, CEO, Sheltered Harbor, and Executive Vice Chairman, Lewis and Clark Bank, Oregon City, OR
  • Bill Nelson, President and CEO, FS-ISAC
  • Moderator: Phil Bryan, The Cooperative Bank, Roslindale, MA
Implications for New Tax Law -- Your Bank and Your Community
  • Curtis Dubay, Senior Economist, ABA
Managing a Crisis in Today's Social Media Realm: What You Need to Know
  • Ted Ratchford, Client Partner, Twitter
3:15 pm Forum Adjourns
Stay for the Government Relations Summit, April 23-25.