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Mutual Community Bank Forum

March 22-23, 2020 • Washington Summit • Washington Marriott Marquis • Washington DC

Mutual Community Bank Forum

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.

Forum Program

Take a look back at our 2019 program

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

Jeffrey Szyperski
Jeffrey M. Szyperski
Chairman, President and CEO

Chesapeake Bank
Kilmarnock, VA

8:00 am – 1:30 pm Registration and Information
8:30 am – 9:00 am Breakfast Buffet
9:15 am – 11:00 am General Session

Welcome & Opening Remarks
Presiding Officer:
Jim McQuade, Chairman, ABA Mutual Institutions Council
President and CEO
Dollar Bank
Pittsburgh, PA

Enterprise Risk Management: How to Put Together an Effective Program
Vanessa Greene
Director of Compliance and CRA Officer
The Cape Cod Five Cents Savings Bank
Orleans, MA
Jill Peter
Executive Vice President and Chief Risk Officer
Kennebunk Savings Bank
Kennebunk, ME
Steven Antonakes
Executive Vice President, Enterprise Risk Management
Eastern Bank
Boston, MA

Mergers & Acquisitions—Utilizing the Mutual Advantage
Learn how you can effectively compete and cucceed in today’s increasingly competitive M&A market
Robert Montgomery-Rice
President and CEO
Bangor Bancorp MHC
Bangor, ME

Rich Schaberg
Hogan Lovells LLP
11:00 am – 11:15 am Break
11:15 am – 12:10 pm General Session
Incentive Plans & Challenges: Compensating Talent to Compete
All banks face challenges attracting and incentivizing talented employees. For Mutual Institutions these challenges can be even more acute, lacking the ability to offer stock and similar incentives. Nevertheless, there are powerful ways your bank can compete. This session will explore incentive plan approaches and other “tools” to leverage your bank’s competitive advantage.

Mark O’Connell
President and CEO
Avidia Bank
Hudson, MA
Dorothy Savarese
Chairman, President and CEO
Cape Cod Five Cents Savings Bank
Orleans, MA
Susan O’Donnell
Partner—Banking Industry
Meridian Compensation Partners, LLC
12:10 pm – 12:20 pm Break
12:20 pm – 1:20 pm Luncheon with Keynote Speaker
Getting GRIT: Cultivating Passion, Perseverance, and Purpose for Success in Life and Career

Caroline Miller Caroline Miller

Speaker, Author, and Wharton Business School Instructor
1:20 pm – 1:30 pm Leadership Update
Rob Nichols Rob Nichols
President and CEO
1:30 pm – 3:00 pm General Session

HOLA Flexibility Implementation Update—A Fireside Chat
Michael Brickman
Deputy Comptroller for Thrift Supervision
and Deputy Comptroller for Special Supervision
George Hermann
ABA Mutual Institutions Council Vice Chairman
President and CEO
Windsor Federal Savings & Loan Association
Windsor, CT

How Can Community Banks Use Big Data Cost Effectively?
Banking has always been a relationship business. As customer engagement moves to online and mobile platforms banks must also build digital relationships. This session will look at how banks are leveraging data to better understand their customers and deepen relationships as they build out their digital brands.

Michael Bartoo
Senior Vice President
Client Relationships
Robert Morgan
Vice President, Emerging Technologies
American Bankers Association

Closing Remarks
Presiding Officer: Jim McQuade
3:00 pm Forum Adjourns
Stay for the Washington Summit following the Forum.