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Program | Annual Convention


Our 2020 program is still being developed. Take a look back at our 2019 program to see what kinds of sessions you can expect.

2019 Program

  • Sunday, Oct 27

  • Monday, Oct 28

  • Tuesday, Oct 29

Sunday, Oct 27

8:00 am — 4:00 pm


Sponsored by BKD.

2:00 pm - 4:30 pm


This hands-on workshop is part of ABA’s strategic partnership with Alloy Labs Alliance, a banker-driven consortium that helps banks find and implement new technologies. During this session you’ll learn how to move from strategy to execution on your most important priorities.

Sponsored by Alloy Labs.

5:00 pm — 6:00 pm


Grab a cocktail and listen in as industry providers highlight the benefits of their solutions.

Featuring 360Factors, DataRobot, Guardian Analytics, LendingFront, Paynet, Q2, Upstart, Workday and Zenmonics.

6:00 pm — 7:30 pm


See and taste Seattle through its famous nickname the Emerald City. Enjoy local food, beer and wine as we kickoff the opening of the 2019 convention.

Sponsored by ABA Endorsed Solutions.

Monday, Oct 28

7:00 am — 6:00 pm


Sponsored by BKD.

7:00 am — 7:50 am


The Need for Speed: Navigating the Maze of Faster Payments

Community banks across the country are working hard to keep up with the changing payments behavior of their customers. Examine faster payment options that are available in the marketplace and how community banks can leverage them to meet customer expectations, while potentially driving new revenue streams.

Sponsored by The Clearing House

  • Tim Mills, The Clearing House

Open for Business: How Open Banking Is Driving New Opportunities in Customer Experience

There is an opportunity for community banks to deliver connected user experiences across all channels—from branch to digital—through an open banking ecosystem. Hear how open systems drive innovation and ultimately deliver personal, relevant connections with consumers to create next-level digital experiences.

Sponsored by Finastra.

  • Cindy Bladow, Regional Managing Director, Sales, Finastra

The Rewards and ROI of Digital Lending Technology

Today’s borrowers expect a cutting-edge and seamless digital experience and banks have an enormous opportunity to expand lending through user-friendly and automated digital platforms. Hear keys to success in adopting technology that makes loan underwriting, processing and funding faster and more profitable.

Sponsored by Velocity Solutions

  • Christopher Leonard, CEO, Velocity Solutions

7:30 am – 8:00 am


Sponsored by Invictus.

8:00 am — 9:30 am


ABA President’s Welcome Address

  • Rob Nichols, President and CEO, American Bankers Association

Be Bold

As one of the most successful soccer coaches in history, Jill Ellis has plenty of experience in molding rosters of talented individuals into successful teams. Your team may not be playing for the World Cup, but Ellis’ message is universal—be bold.

  • Jill Ellis, Head Coach, United States Women's National Soccer Team
  • Moderator: Rob Nichols, President and CEO, American Bankers Association

Update on ABA’s Core Platform Committee

  • Rob Nichols, President and CEO, American Bankers Association
  • Julieann Thurlow, President and CEO, Reading Co-Operative Bank; Chair, ABA Core Platform Committee

9:30 am — 10:30 am


10:30 am - 11:15 am


Using Unconventional Wisdom to Grow Core Deposits

Learn how applying an omni-channel approach to marketing, and using big data and digital solutions to align people, products and policies can help you double new customer acquisition and improve ROA and ROE 30% over time.

  • Dr. Sean Payant, Chief Consulting Officer, Haberfeld
  • Jenny Hosfeld, Chief Banking Officer, Think Mutual Bank

The Anatomy of a Bank Acquisition Transaction

The current environment presents many banks the opportunity to evaluate some type of merger or acquisition transaction. Find out how community bank officers and directors can prepare for a potential merger or acquisition through a step-by-step overview of the process.

  • Greyson E. Tuck, Attorney and Consultant, Gerrish Smith Tuck

Enabling the AI-Driven Bank with Automated Machine Learning

Automated machine learning helps banks of all sizes use artificial intelligence to reduce costs, increase revenue and drive bottom-line growth through the use of predictive models. Whether it's automating manual processes, optimizing decisions or avoiding bad risks, the potential is enormous.

  • H.P. Bunaes, General Manager, Banking Industry, DataRobot

Washington Update: Breaking News on the Policy Debates that Impact You and Your Bank

Hear a hot-off-the-press briefing from ABA’s senior policy team on matters that may affect your bank’s future. What’s the latest on cannabis and AML/BSA reform? What is the CFPB doing on mortgage regulation, and what’s happening with CRA reform, national rate cap issues and CECL? Find out from our policy experts.

  • Wayne Abernathy, Executive Vice President, Financial Institutions Policy and Regulatory Affairs, American Bankers Association
  • Naomi Camper, Chief Policy Officer, American Bankers Association
  • James Ballentine, Executive Vice President, Congressional Relations, American Bankers Association
  • Ginny O’Neill, Executive Vice President, Regulatory Compliance and Policy, American Bankers Association
  • Jess Sharp, Executive Vice President, Advocacy and Innovation, American Bankers Association

10:30 am — 12:15 pm

Perceptive Leadership—Sponsored by ABA Emerging Leaders and Women’s Leadership Programs

Effective leaders understand both the external and internal environmental factors that affect their people and their business. They inspire, provide clarity of purpose, seek diversity of thought and contrary views, and build a culture of trust. With your peers, you’ll learn to develop a keen awareness of external forces and turn threats into opportunities to help build a strong, successful organization.

  • Kathy Pearson, PhD, Enterprise Learning Solutions, Inc.

10:30 am — 12:15 pm


11:30 am - 12:15 pm


The Farm Bill, Hemp Legalization and Banking

Can I bank hemp? Join us to discuss the evolving legal and regulatory landscape for individual hemp and what banks should consider when serving this industry.

  • Geoff Whaling, Chairman, National Hemp Association
  • Sarah Dalton, Senior Manager, Forensic and Integrity Services and U.S. Cannabis Growth and Strategy Lead, Ernst & Young
  • Moderator: Rob Rowe, Vice President and Counsel, Consumer and Regulatory Compliance, American Bankers Association

Leading in a Diverse Organization

Data shows that organizations perform better when guided by diverse points of view. Vigeo Alliance will present a compelling case for how banks can approach diversity and inclusion to make meaningful changes in their culture and create more powerful, successful organizations.

  • Cassi Chandler, CEO and Managing Partner, Vigeo Alliance
  • Ed Dwyer, President and Managing Partner, Vigeo Alliance

Third-Party Cyber Risk Management

As the threat of cyber-attacks and cyber-enabled fraud continues to grow, understanding and managing cyber risk from third parties becomes essential. Hear how to build a cost-effective cyber risk evaluation program that encompasses a range of tools from cyber risk score quick looks to streamlined due diligence tools that are faster and more cost-effective.

  • Nicole Muryn Clement, Senior Vice President, Senior Sector Engagement Specialist, Global Information Security, Bank of America
  • Alex Golbin, Global Head of Assessment Services, IHS Markit KY3P®
  • Moderator: Paul Benda, Senior Vice President, Risk and Cybersecurity Policy, American Bankers Association

Is Your Holding Company Worth It?

In 2017, two large banking organizations shed their holding companies. Since then, several smaller banks and savings and loans announced similar consolidation plans. The decision to retain a holding company requires careful consideration of a bank's unique needs. Hear whether the holding company model is appropriate for you institution.

  • Matthew Dyckman, Counsel, Goodwin
  • Samantha Kirby, Partner, Goodwin

12:15 pm — 1:15 pm


Sponsored by Visa.

12:15 pm — 1:15 pm


1:30 pm — 2:45 pm


Navigating the Future with Your Most Important Resource: People

Human capital is critical to your bottom line. Do you have a succession plan for your institution? Learn to tap into the value of your talent today to secure your bank's viability into tomorrow with key insights on maximizing resources and looking ahead within a changing industry. This three-part session features speakers on ethics, diversity, equity and inclusion, and talent management.

  • Part One: Diversity, Equity and Inclusion
    • Subha V. Barry, President, Working Mother Media
  • Part Two: The Talent Management Revolution
    • Peter Cappelli, Professor and Director, Center for Human Resources, The Wharton School
  • Part Three: High-Character Leadership: The Key to Sustained Success in Banking
    • Bruce Weinstein, PhD, CEO, The Ethics Guy, LLC

2:45 pm — 3:30 pm


3:30 pm — 5:00 pm


View from the C-Suite

  • Luanne Cundiff, President and CEO, First State Bank of St. Charles
  • Thomas J. Fraser, President and CEO, First Mutual Holding Co.
  • Michael L. Scudder, Chairman and CEO, First Midwest Bancorp, Inc.
  • Moderator: Rob Nichols, President and CEO, American Bankers Association

ABA Chairman’s Address

  • Jeff Szyperski, Chairman, American Bankers Association; President and CEO, Chesapeake Bank

The Art of Leadership: Lessons from the American Presidency

Jon Meacham is known for his depth of knowledge in politics, religion and current affairs. His biography of former President George H.W. Bush was named one of the best books of the year by The Washington Post, New York Times Book Review and Time magazine. Meacham previously served as managing editor of Newsweek, where he was recognized by The New York Times as one of the most influential editors in the business.

  • Jon Meacham, Pulitzer Prize Winner and Presidential Historian

5:00 pm — 6:30 pm


Grab your Halloween mask, or dress up, for a "spooktacular" time featuring ghoulish delights and beverages.

Sponsored by Abrigo, BMO Capital Markets, Ceto and Associates, Discover Debit, Jack Henry & Associates and Q2.

Tuesday, Oct 29

7:00 am — 1:30 pm


Sponsored by BKD.

7:00 am — 7:50 am


Fake is the New Fraud

Learn how the industry is using emerging fraud recognition techniques to improve the entire customer lifecycle and experience. Account takeover, phone hijacking and the effects of synthetic identify fraud will be discussed.

Sponsored by Innovis

  • Jason Castillo, Senior Vice President, Enterprise Fraud Management, Citizens Bank
  • Jason Masteller, Fraud Project Manager, Discover
  • Jill McFarling, Senior Vice President, Fraud Analytics and Strategy, U.S. Bank
  • Moderator: Allison Lemaster, National Sales Executive, Innovis

Technology’s Role in Growing the Community Bank of the Future

Community banks are playing catchup on technology debt amidst unprecedented levels of competition and changing consumer preferences. In this fireside chat, learn why community banks are prioritizing technology that enables them to attract and grow relationships in the digital age.

Sponsored by Numerated.

  • Dan O’Malley, Founder and CEO, Numerated
  • George Leis, President and CEO, Montecito Bank & Trust

The Future of Finance

How can CFOs put emerging technology to work to help them cut through the data to surface greater insights, drive efficiency and operate more predictably? Hear insights on how to gain the time and insights you need to stay future-focused and think like a disruptor.

Sponsored by Workday.

  • Jim Gahagan, Principal Industry Marketing Manager, Financial Services, Workday

7:30 am — 8:00 am


8:00 am — 9:30 am


Annual Business Meeting: Election and Installation of Officers

Nominated for:

  • Chair
    Laurie Stewart, President and CEO, Sound Financial Bancorp, Inc.
  • Chair-Elect
    James J. Edwards, Jr., CEO, United Bank
  • Vice Chair
    A. Scott Anderson, President and CEO, Zions Bank
  • Treasurer
    Luther Deaton, Jr., Chairman, President and CEO, Central Bank and Trust Co.

Community Commitment Awards

  • Laurie Stewart, President and CEO, Sound Financial Bancorp, Inc.
  • Rob Nichols, President and CEO, American Bankers Association

Educating the Future Leaders of the Industry

Prepare for the challenges surrounding succession planning, retention and skills gaps shaping the industry’s future. Discover how ABA and City University of Seattle have invested in workforce development to attain and retain your top talent.

  • Randy Frisch, President, City University of Seattle
  • Glen Simecek, President and CEO, Washington Bankers Association
  • Duncan Taylor, Director, Membership and Operations, Washington Bankers Association
  • Moderator: Jim Edrington, Chief Member Engagement Officer, American Bankers Association

The Evolution of CRA and Community Engagement

For the first time in many years, proposed changes are expected to the Community Reinvestment Act, and the recent creation of Opportunity Zones offers prospects for new development partnerships. Additionally, changes in community needs and expectations in both urban and rural areas will likely reshape how banks serve their communities and meet their regulatory requirements in the coming years.

  • Phil Baldwin, CEO, Citizens Bank
  • Norman Bliss, Community Reinvestment Group Manager, Senior Vice President, Bank of the West
  • Lisa Mensah, President and CEO, Opportunity Finance Network
  • Moderator: Naomi Camper, Chief Policy Officer, American Bankers Association

9:30 am — 10:30 am


10:30 am — 11:15 am


The Digital Transformation of Banking

A digital customer experience must be centered on enriching your customer’s lives and delivering a seamless interaction. Hear best practices for banks and fintechs; decode the language and terminology; align strategic and cultural fits; and, most importantly, keep the focus on the big-picture, real-world problems banks are trying to solve.

  • Jason Henrichs, Co-Founder, FinTech Forge
  • Corey LeBlanc, Chief Digital and Innovation Officer, Origin Bank
  • Greg Palmer, Vice President, Finovate
  • Moderator: Lisa Gold Schier, Managing Senior Vice President, ABA Endorsed Solutions

Not Just Another Tax Reform Update

This session will look beyond the standard tax reform discussion to explore tax planning opportunities community banks and their boards need to know.

  • Lance Davis, CPA, Partner, BKD
  • Jennifer Sanders, CPA, Partner, BKD

Strategic Benefits of Capital Planning and Credit Stress Testing

Capital Planning is no longer an exercise reserved for troubled institutions or growth-oriented companies. It has evolved into a dynamic planning tool to evaluate the impact of interest rate, liquidity, credit, and operational risk. Learn how banks can leverage capital planning and stress-testing for strategic and competitive advantage. 

  • Mike Guglielmo, Managing Partner, Darling Consulting Group

A Business Case for Faster Payments

P2P? B2B? B2C? What makes sense for your bank? Join the discussion to learn where your bank should target its resources most effectively when implementing faster payments.

  • Matthew Friend, Vice President, Global Faster Payments Strategy and Commercialization, Visa Inc.
  • Christopher E. Richards, Senior Vice President, Chief Banking Services Officer, The Cape Cod Five Cents Savings Bank
  • Moderator: Stephen Kenneally, Senior Vice President, Payments, American Bankers Association

11:30 am - 12:15 pm


Moving Mountains: Motivating Customers to Switch Banks

The likelihood of a customer changing primary bank accounts is surprisingly low. In this session, we’ll explore why customers don’t change banks even when they are offered substantial incentives. We’ll also explore new tools in deposit management that will help banks optimize customer acquisition and deepen engagement.

  • Wei Ke, PhD, Managing Partner, Simon- Kucher & Partners
  • Stephen E. Schroth, Head of Digital Consumer Banking and Global Experience Design, KeyBank

What Makes Great Boards Great: Best Practices in Board Governance and Leadership Succession

A bank's board of directors can be one of the institution's greatest assets — providing strategic oversight, supporting leadership initiatives and ensuring continuity through orderly succession. But many bank boards struggle to add skilled directors. Hear tactics for ensuring successful board selection, governance and succession.

  • Alan Kaplan, Founder and CEO, Kaplan Partners

Why Banks Must Embrace Innovative Technology to Survive

If community banks want to survive. they must offer the frictionless experience today's customers demand and attract new talent in their institution. Hear how forward-looking financial institutions foster this culture of change and develop cutting-edge tools that allow them to prosper in today's competitive landscape. 

  • Pierre Naudé, CEO, nCino
  • Frank Sorrentino III, Chairman and CEO, ConnectOne Bank
  • Moderator: Rob Morgan, Vice President, Emerging Technologies, American Bankers Association

Lending Diversification

Hear the latest about five different types of lending products and innovative ways to deliver them to help yoru bank diversify options for its existing customers, while attracting new ones as well. Mortgage lending, small business, construction, student loans and consumer lending will all be discussed in a lively, fast-paced session.

  • Ken Janik, Business Head, Promontory Fullfillment Services
  • Jeff Keltner, Head of Business Development, Upstart
  • Scott Magruder, Regional Account Manger, Velocity Solutions, LLC
  • Tyler Matheny, Solutions Engineer, Built Technologies, Inc.
  • Will Sneed, Director, Lender Partnerships, LendKey Technologies Inc.
  • Moderator: Debbie Whiteside, Senior Vice President, Endorsed Solutions, American Bankers Association

12:15 pm — 1:30 pm


Attracting and Retaining Key Talent

A practical strategy for attracting and retaining key talent is more important during this low-unemployment period. Hear nonqualified benefit strategies implemented and discuss how banks are using supplemental disability and long-term care plans to enhance their overall benefits package.

Sponsored by NFP Executive Benefits

  • David Shoemaker, NFP Executive Benefits
  • Mike Dunn, Head of Institutional Insurance, Mass Mutual

M&A: The Good, The Bad and the Ugly

Hear an up-to-the minute M&A overview, including changes in market conditions, challenges and impediments to the current deal environment, investor reaction and how to gain support after a deal announcement. The latest trend in MOEs and “things to watch,” such as CECL and credit cycle trends, interest rate marks and succession, will also be highlighted.

Sponsored by Keefe, Bruyette & Woods.

  • Scott Anderson, Managing Director, Keefe, Bruyette & Woods
  • Jeff Wishner, Managing Director, Keefe, Bruyette & Woods

Why a Culture of Change is Key to Success

“Nothing is constant but change.” And banks must adapt by cultivating an internal culture of change, led by champions who can set a clear vision, empower their employees, and adopt the technologies necessary for a successful digital transformation. Hear lessons learned and best practices for a successful go-live.

Sponsored by nCino.

    • Jennifer Bernard, Director, Implementation Consulting, nCino 

    What if Trump Negotiated Your Next Core IT deal?

    This apolitical, non-partisan and entertaining presentation will play out a scenario with POTUS being the lead negotiator against Core & IT suppliers. The scenario will help bankers obtain a fair, balanced and reciprocal trade agreement with their critical vendors.

    Sponsored by Paladin fs and Gold Contract Coalition.

    • Aaron Silva, President and CEO, Paladin fs and Gold Contract Coalition

    Maximize the Value of Your Merchant Relationships

    Merchant Services is far more than processing transactions. Learn how the transformative combination of Fiserv and First Data can drive incremental revenue to your organization’s bottom line by providing a merchant services solution that combines advanced technology, product integration and white-glove service.

    Sponsored by First Data.

    • Eric Smith, Senior Vice President, First Data

    1:30 pm — 3:00 pm


    Hiring our Heroes

    ABA is partnering with the U.S. Chamber of Commerce Foundation’s Hiring Our Heroes program to connect veterans, transitioning service members and military spouses with meaningful employment opportunities in the banking sector. Learn how the program worked at one ABA member bank.

    • Colonel (Ret.) H. Charles Hodges, Jr., Executive Director, Hiring Our Heroes, U.S. Chamber of Commerce Foundation
    • Laurie Stewart, President and CEO, Sound Financial Bancorp. Inc.
    • Anthony Tran, Residential Lending Marketing Coordinator, Sound Community Bank
    • Moderator: Peter Cook, Chief Communications Officer, American Bankers Association

    An Afternoon with Paul Ryan

    Former Speaker of the U.S. House of Representatives — the youngest speaker in nearly 150 years — Ryan was first elected to Congress at age 28 and spent two decades representing the people of Wisconsin's first congressional district. Before becoming speaker, he was chairman of the House Ways and Means Committee and the House Budget Committee. His tenure as speaker included efforts to overhaul the nation's tax code, criminal justice system and domestic energy production. He'll share his expert Washington outlook and talk with ABA about banking and the economy.

    • Paul Ryan, Former Speaker of the U.S. House of Representatives
    • Moderator: Rob Nichols, President and CEO, American Bankers Association

    3:00 pm — 4:00 pm


    Close out the conference in style as we say farewell to Seattle and hello to Boston — Beantown — site of the 2020 Annual Convention.

    This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

    Keep Me Informed

    Get updates on the Annual Convention as we develop this year's program. Contact Traci Leiva if you have any questions.