ABA National Conference for Community Bankers

February 25-28, 2018 • Hilton Hawaiian Village® Waikiki Beach Resort • Honolulu, Hawaii
 
 
Overview  |  Registration  |  Program  |  Hotel & Venue  |  Activities  |  Exhibitors  |  Sponsors

Program at a Glance

SUNDAY
FEBRUARY 25
MONDAY
FEBRUARY 26
TUESDAY
FEBRUARY 27
WEDNESDAY
FEBRUARY 28
Registration
Opens
Opening General Session
 General
Session
Industry Provider
Showcase Breakfasts
Pre-Conference Tour:
Pearl Harbor
Deep Dive/Fast-Track
Learning Sessions
Deep Dive/Fast-Track Learning/
Peer Exchange Sessions
Learning Lab
Sessions

Exhibit Hall
Grand Opening Reception
Lunch
and Learn
Innovation
Showcase

Closing
General Session

Welcome
Reception
​Peer Exchange
Sessions
Networking
Reception
Post-Conference Tour:
Pearl Harbor
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Final Program

Advance Program

 View the final conference program




Keynote Speakers

ADMIRAL HARRY B. HARRIS, JR.
Commander, U.S. Pacific Command

Based at Joint Base Pearl Harbor-Hickam in Hawaii, Harris commands all U.S. forces in the Pacific Ocean, eastern Indian Ocean and East Asia. Pacific Command is the largest geographic combatant command in the U.S. Armed Forces, covering half of the earth’s surface and numerous areas of strategic engagement, including North Korea, Taiwan, the South China Sea and the Strait of Malacca. On February 9, President Trump nominated Harris to serve as the next U.S. ambassador to Australia. Throughout his four-decade naval career, Harris has logged 4,400 flight hours—including more than 400 combat hours—in maritime patrol and reconnaissance aircraft. He is the first Navy pilot from this community to achieve four-star rank.

MARK KING, INNOVATION EXPERT, PRESIDENT, ADIDAS GROUP NORTH AMERICA
Lessons in Leadership: Competing with Creativity

Many people in business today are thrown into leadership positions with very little training—and the modern company is a complex blend of generations and collaborative environments. Learn to inspire a workforce of creativity and confidence that consumers deem invaluable. Come to work with big dreams and passionate energy so your people can create things the world has never seen before.


MIKE WALSH, FUTURIST, GLOBAL NOMAD AND CEO OF TOMORROW
Reinventing Leadership for the Age of Machine Intelligence
Automation, algorithms and AI are transforming not only business, but every facet of daily life. The rise of machine intelligence begs an important question: what is the true potential of human intelligence in the 21st century?  Walsh will present a vivid portrait of a brave new world orchestrated by machines that think, and how tomorrow's leaders can upgrade their capabilities to survive and thrive in an age of accelerating technology. Hear how to redesign your organization, reimagine your role and reinvent the way you make decisions.

Dewitt JonesDEWITT JONES, FORMER NATIONAL GEOGRAPHIC PHOTOGRAPHER AND VISIONARY
Extraordinary Visions!
In his twenty year career with National Geographic, Dewitt lived the vision of “celebrating what’s right with the world” and embraced an attitude that took him to new heights both in business and in life. Using his own extraordinary photographs as illustrations, Dewitt weaves a visual tapestry of emotion and content that allows you to touch your own passion, balance your head with your heart and be inspired by your own creative potential.


Educational Sessions

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 Deep Dives

 
These are in-depth sessions exploring a topic featuring high levels of interactivity between presenters or panelists and attendees.

BECOMING A TOP 1% PERFORMER
Learn the secrets of the highly valuable formula for becoming a top performer. Get a brief look into your expected future environment, and begin identifying what strategies and tactics will be needed at your institution to develop a clear pathway for becoming a Top 1% performer.
  • Speakers:
    • Joe Cady, Managing Partner, CS Consulting Group LLC, San Diego, California
    • Chris Nichols, Chief Strategy Officer, CenterState Bank, Walnut Creek, California

USING DATA AND PREDICTIVE ANALYTICS TOOLS TO IMPROVE COMPLIANCE AND REDUCE RISK
The plethora of new and future regulations require bankers to know beyond a shadow of a doubt if their policies and partners are compliant. Learn how using data and predictive analytic tools and techniques can help you monitor overall enterprise performance and identify issues before and as they develop—improving compliance and reducing enterprise risk.
  • Speakers: 
    • Donald Lampe, Partner, Morrison, Foerster, Washington, DC
    • John Vong, President, ComplianceEase, Burlingame, California

FINTECH: ACHIEVING BALANCE BETWEEN RISK AND PARTNERSHIP
As the fintech industry continues to evolve, and there is increasing pressure on banks to remain competitive, partnership opportunities continue to emerge. Learn how to manage the risks of collaborating with fintech companies while successfully forging partnerships that help you thrive.
  • Moderator: Lisa Gold Schier, Group Senior Vice President, ABA Endorsed Solutions, Washington, DC
  • Speakers:
    • John Epperson, Principal, Leader of Regulatory and Compliance Solutions, Crowe Horwath LLP
    • Jason Henrichs, Managing Partner, FinTech Forge, Chicago, Illinois
    • Stephanie Lykins-Harvey, Executive Vice President and Director of Retail Banking, Old Dominion National Bank, Tysons Corner, Virginia

BRICKS, CLICKS AND COMMUNITY BANKS...OH MY!
Learn the five key steps to meet the changing demands of consumers digitally and in the branch. This session will provide first-hand feedback from a growing community bank in Missouri. You’ll return home with tools to help you succeed in today’s digitally focused environment.
  • Speakers:
    • Shawn Burke, President and Chief Executive Officer, Guaranty Bank, Springfield, Missouri
    • Anthony Burnett, Vice President and Customer Experience Director, LEVEL5, Atlanta, Georgia
    • Peter Glyman, President and Co-Founder, Geezeo, Glastonbury, Connecticut

FROM CALM WATERS TO RAGING RIP TIDES: RIDING THE WAVES OF THE AG AND MORTGAGE CREDIT CYCLES
While economic business cycles often steal the headlines, credit cycles have proven to be far more impactful to individual sectors and the overall economy. Get a look at two recent lending cycles in two industries, agricultural and residential mortgage lending, for a dive deep into the origins and effects of changes in credit availability.
  • Speakers:
    • Curt Covington, Senior Vice President, Agricultural Finance, Farmer Mac, Washington, DC
    • Brittany Kleinpaste, Vice President, Economic Policy and Research, American Bankers Association, Washington, DC
    • Jackson Takach, Director, Economic and Financial Research, Farmer Mac, Washington, DC

THE POWER OF CORE EVOLUTION
Core banking systems today are commonly called “legacy systems,” insinuating they are well past their prime in today’s market. However, many have been modernized or transformed over time. In this presentation, hear about the performance and experience benefits current systems bring in and how they are changing to meet today’s technology demands.
  • Speakers: 
    • Susan Griffin, Strategic Initiatives Analyst, Jack Henry & Associates, Charlotte, North Carolina
    • Christopher McClinton, Senior Vice President, ABA Endorsed Solutions, American Bankers Association, Washington, D.C.

AML/BSA: A LOOK BACK AND GLANCE FORWARD
Get the scoop on select 2017 AML/BSA enforcement actions and the most significant implications for community banks. Hear what regulatory enforcement expects in 2018 based on trends in high-risk industries such as marijuana-related businesses, commercial real estate and the fintech sector. Learn the root cause of compliance failures while getting practical tips for promoting a culture of improved compliance.
  • Speakers:
    • Jason Chorlins, Principal, Banking Practice Leader, Kaufman Rossin, Miami, Florida
    • Heather Archer Eastep, Partner, Hunton and Williams LLP, Washington, DC
    • Laura Marshall, Partner, Hunton and Williams LLP, Richmond, Virginia

THE FUTURE OF RETAIL BANKING
Study the four key dynamics—and related success factors—that banks must consider in order to remain relevant with consumers in the future: responsiveness, adaptive service, payments security and knowing your customer. These dynamics should not be considered separately; rather, it is their confluence that is powerful, and that defines what consumers will expect and demand.
  • Speaker: Jodie Brinkerhoff, North American Lead, MasterCard Innovation Labs, New York, New York

TRANSFORMING FOR GROWTH: STRATEGIES FOR COMMUNITY BANKS
Community banks are facing an unprecedented combination of headwinds, and staying profitable requires particular deftness to balance external pressures and internal costs. Learn to navigate the regulatory and compliance space, as well as strategies for leveraging data, customer insights and analytics to drive profitability, reduce costs and ultimately thrive and grow.
  • Speakers:
    • Pratyush Lal, Managing Director, US Lead–Performance Analytics, FTI Consulting, Marietta, Georgia
    • Stella Mendes, Managing Director, Bank Governance and Regulation Practice, FTI Consulting, New York, New York
    • Jim Wrynn, Senior Managing Director, Global Lead–Governance and Regulation, FTI Consulting, New York, New York

THE BIG ECONOMIC TRENDS AFFECTING BANKING
Can GDP growth exceed 3% consistently?  Is technology helping or hurting productivity? Can job growth consistently exceed 2.5 million a year? What will the Fed do this year and what is driving its decisions? Are demographics keeping interest rates low? And will China’s huge debt create a worldwide recession? Learn the details of the big economic forces that will affect banks in the next year and across the next several decades.
  • Speaker: James Chessen, Chief Economist, American Bankers Association, Washington, DC

ATTRACTING. RETAINING AND ENGAGING EMPLOYEES
People quit people, not companies. A recent study states that 87% of people are present in the workplace but not engaged, and it costs about 20% of an employee’s annual salary to replace them. Learn to attract and retain the right employees, from entry level to the executive ranks, across multiple generations, and build a positive culture that reinforces engagement and retention.
  • Speakers:
    • Krista Ammons, Brand and Social Media Strategist, Data Center, Inc, Hutchinson, Kansas
    • Debby Davis Skipp, Certified John Maxwell Trainer and Regional Sales Manager, Data Center, Inc., Annapolis, Maryland

FINANCIAL REGULATORY REFORM IN THE TRUMP ADMINISTRATION
During his campaign, President Trump expressly stated that his team would be working to dismantle the Dodd-Frank Act and replace it with new policies to encourage economic growth and job creation. Hear about the financial regulatory changes that have been enacted and what changes may be in store, whether these changes will be effective, and what such reforms will mean for community banks.
  • Speakers:
    • Matthew Dyckman, Counsel, Goodwin Procter, Washington, DC
    • William Stern, Partner, Goodwin Procter, New York, New York

 

 Fast-Track Learning

 
These are short presentations that explore a single idea and offer practical tips.

HOW MACHINE LEARNING IS TRANSFORMING CORE BANKING FUNCTIONS
Machine learning has the potential to revolutionize many core banking functions for community banks. Hear how artificial intelligence can bridge the gap between detecting and responding to cyber threats, automate and reduce the effort involved in managing ever-changing regulatory compliance requirements, and enhance the underwriting and data verification process for lending.
  • Facilitator: Will Furrer, Chief Strategy Officer, Q2, Austin, Texas
  • Speakers:
    • Jeff Keltner, Head of Business Development, Upstart, San Carlos, California
    • Canh Tran, Chief Executive Officer and Co-Founder, Rippleshot, Chicago, Illinois
    • Ricardo Villadiego, Chief Executive Officer, Easy Solutions, Miami, Florida

HOW COMMUNITY BANKS GROW AND COMPETE WITH DIGITAL LENDING
With the right solutions, you can seamlessly implement digital lending strategies that drive customer engagement, enhance the customer experience and increase business. Hear about industry trends and technologies that are shaping the digital lending landscape.
  • Facilitator: Jason Henrichs, Managing Partner, FinTech Forge, Chicago, Illinois
  • Speakers:
    • Chris Rentner, Chief Executive Officer and Founder, Akouba, Chicago, Illinois
    • MaryKay Theriault, Group Leader, Product Management-Global Lending Solutions, Finastra, Mequon, Wisconsin
    • Tammy Trefny, Senior Account Manager, Single Family Business, Fannie Mae, Washington, DC
    • Christian Widhalm, Senior Vice President, Sales, Lendkey Technologies, Inc., New York, New York


 

 Learning Labs

 
These are more in-depth sessions that blend expert instruction with case studies and peer learning.

A SURVIVAL GUIDE TO A MERGER OF EQUALS
What is a merger of equals and what are the unique opportunities and challenges they present? Learn the process from real-world scenarios involving the mergers of two community banks, from initial pre-merger interactions between willing parties, to the social, cultural and operational challenges, to the closing of the transaction and the integration of the businesses.
  • Moderator/Facilitator: Robert Kafafian, President and CEO, The Kafafian Group, Parsippany, New Jersey
  • Speakers:
    • Walter Dwyer, President and CEO, Marlborough Savings Bank, Ayer, Massachusetts
    • Charles Petersen, President and CEO, Biddeford Savings Bank, Biddeford, Maine

CYBER ATTACK: DETECT, RESPOND AND RECOVER
With limited resources, community banks are particularly challenged to do a better job at securing their business processes and client information. Experience an effective composition of a community banks cybersecurity abilities and required partnerships to successfully detect, respond and recover from a cyber attack.
  • Moderator/Facilitator: Dave McKnight, CISSP, Senior Manager, Security and Privacy, Crowe Horwath LLP, Chicago, Illinois
  • Speakers:
    • Will Bales, Supervisory Special Agent, Honolulu Cyber Squad, FBI, Honolulu, Hawaii
    • Adam Levin, Founder, Cyberscout, New York, New York
    • Stephen Moore, Vice President and Chief Security Strategist, Exabeam, Indianapolis, Indiana

COACHING EMPLOYEES FOR OPTIMAL RESULTS
As a business leaders, wouldn’t you like to have dedicated, effective and loyal employees who love what they do and communicate their enthusiasm to your customers? A great leader knows how to bring out the best in others. Learn how to coach your employees to achieve peak performance, know the essential ingredients of great coaching and gain insights on how to uplift those who work for you.
  • Facilitator: Annabel Chotzen, Consultant and Corporate Trainer, Honolulu, Hawaii

THE  HIDDEN ECONOMICS OF SOCIAL MEDIA
Social media has evolved from merely an online communications medium to a credible business tool for community banks, with qualitative and quantitative benefits. Gain insights on ways to grow revenue and reduce marketing costs, while enhancing your brand and building a positive digital presence.
  • Facilitator: Ryan Bell, Chief Product Officer, Gremlin Social, St. Louis, Missouri
  • Speakers:
    • Steve Chase, Managing Vice President, ABA Endorsed Solutions, American Bankers Association, Washington, DC
    • Siya Vansia, Vice President of Marketing, ConnectOne Bank, Englewood Cliffs, New Jersey

 

 Peer Exchanges

 
These are facilitated sessions that enable attendees to exchange ideas and best practices with peers on the latest hot topics.

CEO PEER EXCHANGES BY ASSET SIZE (BANKERS ONLY)
Discuss the latest challenges, issues, solutions and strategies with colleagues during facilitated sessions. Feel free to bring examples of what has, and what hasn’t, worked in your bank.

Less than $250 Million
  • Facilitator: Paul Sims, Principal, Guided Solutions, Nashville, Tennessee
$250 Million-$499 Million
  • Facilitator: Kelly Earls, Principal Bank Compensation Consulting, Plano, Texas
$500 Million-$999 Million
  • Facilitator: Lyle Alexander, CPA, Regional Industry Leader and Partner, BKD, Kansas City, Missouri
$1 Billion and More
  • Facilitator: Jeffrey Gerrish, Chairman of the Board, Gerrish Smith Tuck, Attorneys and Consultants, Memphis, Tennessee

BOARD MEMBER PEER EXCHANGE (BOARD MEMBERS ONLY)
The best boards strike the balance between aligning with management on common goals and communicating sometimes difficult—but always critical—issues. And regulators expect boards to do more and more—including stepping beyond their traditional bounds of oversight. During this session, directors and trustees will speak with peers of like asset size and experts.
  • Facilitator: Samantha Kirby, Partner, Goodwin Procter, Boston, Massachusetts

DEVELOPING YOUR LEADERSHIP PIPELINE
Ensure your bank has successors on hand ready and willing to fill new roles in the C-suite and management ranks. Share ideas with your peers on what strategies have helped align and cultivate leaders for these crucial roles.
  • Facilitator: Paul Sims, Principal, Guided Solutions, Nashville, Tennessee

REDUCING COSTS AND PROMOTING GROWTH THROUGH EMPLOYEE STOCK OWNERSHIP PLANS
Employee Stock Ownership Plans (ESOPs) can supplement a bank’s existing employee benefit plan, promote growth and create shareholder liquidity. Exchange ideas with fellow bankers and share best practices for optimal administration, and learn considerations for transitioning to an ESOP.
  • Facilitator: Jeffrey Gerrish, Chairman of the Board, Gerrish Smith Tuck, Attorneys and Consultants, Memphis, Tennessee


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