Mutual Community Bank Forum

April 22-23, 2018 • Washington Marriott Marquis • Washington DC
Forum being held in conjunction with the Goverment Relations Summit



Government Relations Summit Overview  |  ForumsHotel & Venue

Kick off your week at the Government Relations 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.


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
7:30 am – 8:15 am Breakfast Buffet
8:30 am – 12:00 pm General Session
  • Banking Marijuana: Between a Rock and a Hard Place
    • Gordon Zimmerman, President and CEO, Citizens Bank, Corvallis, OR
    • Linda Navarro, President and CEO, Oregon Bankers Association
    • 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, N.H.
    • Rob Dietel, Gallagher, Callahan & Gartrell
  • Legislative Priorities for Mutuals: the latest from Washington
    • Joseph Pigg, Senior Vice President and Senior Counsel, ABA
  • Can Subordinated Debt Strategies Work for your Bank?
    • Tom Fraser, President and CEO, First Federal Lakewood, Ohio
    • Richard Schaberg, Partner, Hogan & Lovells
    • Dan Flaherty, Principal, Investment Banking, FIG Partners
12:00 pm – 1:00 pm Luncheon
Staying Technologically Competitive
  • Rob 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, President and CEO, Sheltered Harbor, and Executive Vice Chairman, Lewis and Clark Bank, Oregon City, OR
    • Bill Nelson, President and CEO, FS-ISAC
  • 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, Senior Account Manager, Twitter
3:30 pm Forum Adjourns
Stay for the Government Relations Summit, April 23-25.