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Program | Conference for Community Bankers


2025 Program

We’re working on this event’s program. To see the types of session you can expect, check out the 2024 program.

2024 Program

All times in CT.


  • Sunday, Feb. 11

  • Monday, Feb. 12

  • Tuesday, Feb. 13

  • Wed, Feb 14

Sunday, Feb. 11

7:30 AM – 6:30 PM


8:00 AM – 12:30 PM

Golf Outing

2:00 PM – 3:00 PM

General Session

Facing Our Futures – Looking to 2030 and Beyond

Foresight is the missing link between strategic planning, disruption and our futures. Operationalize foresight – learn how you can build anticipatory capabilities in your organization to drive more revenues and market capitalization. See global megatrends shaping geopolitical dynamics – economic power, population growth, water-energy-food, waste, climate change and energy. Know the trends that will change the banking industry – the future of work, artificial intelligence and automation, privacy and security, finance and insurance and more.    

  • Nikolas Badminton, Author, Advisor and Thought Leader

3:00 PM – 4:00 PM

Educational Sessions

Topic: Operations
The Promise and Perils of AI and ML in Cybersecurity

Artificial intelligence (AI) and machine learning (ML) can be risky and rewarding. When it comes to cybersecurity, you can never be too careful. By unpacking both the benefits and challenges of these technologies, you’ll leave this session better equipped to make informed decisions about how your organization might implement them.

  • Steve Sanders, Chief Risk Officer, CSI

Topic: Profitability
Focus on Fair Lending

The Department of Justice is focused on fair lending enforcement alongside the FDIC, OCC and FRB. Even banks working hard to expand access for underrepresented groups can find themselves facing public enforcement actions. In this session, gain insight into the pitfalls that can lead to fair lending claims — and how to avoid one. In addition, learn how the new CRA rule may impact your bank’s redlining risk. 

  • Jeffrey Naimon, Partner, Orrick, Herrington & Sutcliffe, LLP 
  • Moderator: Kitty Ryan, Senior Vice President, Fair and Responsible Banking, American Bankers Association

Topic: Technology
Embrace Technology or Fall Behind

Most community banks are using technology to offer their customers digital account opening, digital lending and even chat bots. But what technologies are on your bank’s innovation radar to deliver next? Banks that proactively embrace the technologies that enable real time payments, generative AI, cloud banking, embedded finance and more, will be better positioned to remain competitive in the evolving financial landscape. Learn to understand the uses, benefits and costs of new tech, and how it fits into your overall strategy.

  • Rich Perez, Chief Innovation Officer, Texas Bankers Association
  • Peter Longo, Vice President, Product Management, Finastra
  • Moderator: Brooke Ybarra, Senior Vice President, Innovation and Strategy, American Bankers Association

Topic: Human Capital
Attracting, Retaining and Engaging Emerging Leaders

What can companies adopt, adapt and abandon to attract high-potential leaders to join their organization, and how can they ensure that new and existing upwardly career-focused employees remain invested and resilient at work? Hear the successful strategies from a community bank CEO and emerging leader and be ready to share what has worked at your bank in an open forum.

  • Julieann Thurlow, ABA Chair, President and CEO, Reading Cooperative Bank 
  • Shanna Fuller Cahalane, Vice President and Director of Marketing, Reading Cooperative Bank  
  • Greg Lundberg, President and CEO, Fortifi Bank   
  • Loni Meiborg, Senior Vice President, Organizational Development, Fortifi Bank   
  • Moderator: Ben Browning, Vice Chairman & CEO, Bank of Utah  

4:00 PM – 5:15 PM

Stonier Alumni Event

Calling all alumni! Join us at this special networking event to meet fellow alumni and hear a timely discussion on reenergizing workplace culture.

4:15 PM – 5:00 PM

First-Time Attendee Orientation and Reception

This event provides first time attendees with the opportunity to connect with each other and network with ABA staff and the CBC Committee. First-timers will receive tips on how to make the most of the conference and make new connections in the community banking network.

5:30 PM – 9:30 PM

Opening Reception: Big Game Tailgate Party
Sponsored by Discover Debit and The Council of Federal Home Loan Banks

TOUCHDOWN! After a long year, it’s finally here. Wear your favorite jersey and watch The Big Game on multiple screens with over 1,000 of your closest friends. Play your favorite tailgate games, win prizes and root for your team (or the commercials).

Monday, Feb. 12

7:00 AM – 6:30 PM


7:00 AM – 8:00 AM

Breakfast with the Federal Home Loan Banks 

Join us for breakfast where we will hear from the presidents and senior leadership from all 11 Federal Home Loan Banks. This is an opportunity to learn about how the FHLB and ABA members can work together to ensure mutual long-term success. 

Boston, New York, Indianapolis, and Pittsburgh

  • Jose González, President and CEO, Federal Home Loan Bank of New York
  • Frank Nitkiewicz, Chief Financial Officer, Federal Home Loan Bank of Boston
  • Greg Teare, Federal Home Loan Bank of Indianapolis
  • Winthrop Watson, President and CEO, Federal Home Loan Bank of Pittsburgh

Dallas, Des Moines, and Topeka

  • Sanjay Bhasin, President and CEO, Federal Home Loan Bank of Dallas
  • Kristina “Kris” Williams, President and CEO, Federal Home Loan Bank of Des Moines
  • Jeff Kuzbel, President and CEO, Federal Home Loan Bank of Topeka

Atlanta, Chicago, Cincinnati, and San Francisco

  • Kirk Malmberg, President and CEO, Federal Home Loan Bank of Atlanta
  • Michael Ericson, President and CEO, Federal Home Loan Bank of Chicago 
  • Melissa Dallas, First Vice President and Counsel, Federal Home Loan Bank of Cincinnati
  • Greg Ward, EVP, Chief Operating Officer, Federal Home Loan Bank of San Fransisco 

8:00 AM – 10:30 AM

General Session


  • Jeremy Callais, Chair, ABA’s Community Bankers Council; President, Peoples Bank of East Tennessee

ABA Leadership Speaks

  • Rob Nichols, President and CEO, American Bankers Association

The View from the Fed: Federal Reserve Gov. Miki Bowman

Gov. Bowman, a former community banker, will deliver opening remarks and then sit down for a conversation with ABA Chair Julieann Thurlow. They will discuss the economic outlook as well as some of the policy issues facing the banking sector, especially the nation's community banks. 

Acting Comptroller of the Currency Michael Hsu

Acting Comptroller of the Currency Michael Hsu has led the OCC since May 2021 and also serves on the FDIC Board and the Financial Stability Oversight Council. He will discuss current banking policy issues and the OCC’s 2024 top priorities. 

Go Inside the Minds of the World’s Greatest Leaders

The world’s greatest leaders aren’t who we expect them to be. Discover the common traits all great leaders and high performers have in common — the change agents, influencers, and hometown heroes who raise the bar for success and inspire others. Learn why a lead-by-example approach inspires people to perform beyond their best every day.

  • Colin Coggins and Garrett Brown, Leadership and sales Mindset Advisors, USC Professors of Entrepreneurship 

10:30 AM – 11:30 AM

Coffee Break in The Hub

10:30 AM – 11:45 AM

Guest Breakfast

A Different Kind of Career: Undercover in the CIA  

James Olson, former CIA Chief of Counterintelligence, will describe his undercover career in the CIA, including how he was recruited, the training he received, the risks he and his wife faced and the effect of this undercover lifestyle on their marriage and children. James will also discuss the role of the CIA in the current global war on terrorism and other current issues affecting the safety and security of American citizens. Finally, James will take you on an actual espionage operation he and his wife carried out in Moscow at the height of the Cold War. Time will be left for Q&A. 

  • James Olson, Former Chief of Counterintelligence, CIA 

11:30 AM – 12:30 PM

Peer Exchange Sessions

  • CEO Exchanges by Assets
  • CFO Exchange
  • CRE Lending
  • Emerging Leader
  • Board Member Exchange
  • Mutuals Exchange

12:30 PM – 1:45 PM

Lunch and Learn

Essential Partners: Federal Home Loan Banks and Community Banking

ABA President and CEO Rob Nichols will lead a discussion with two Federal Home Loan Bank Presidents and the CEO of the Council of Federal Home Loan Banks on the importance of the FHLBs for community banking. Join as they discuss how to ensure this partnership remains productive in the face of potential regulatory and legislative changes.

  • Ryan Donovan, President and CEO, Council of Federal Home Loan Banks
  • Michael Ericson, President and CEO, Federal Home Loan Bank of Chicago
  • Kristina “Kris” Williams, President and CEO, Federal Home Loan Bank of Des Moines
  • Moderator: Rob Nichols, President and CEO, American Bankers Association 

Be The Spark: Platinum Service Principles for Creating Customers for Life

If you’re unforgettable, you’ll create a customer for life – and in this service-driven economy, where automation and algorithms have replaced personal interaction, every moment is an opportunity to create a memory in the hearts and lives of your clients and team members. In this session, learn to create memories that matter, using evidence-based research to provide tried-and-true methods that work for everyone. 

  • Simon T. Bailey, Author and Chief Executive Officer, Simon T. Bailey International, Inc.

1:45 PM – 2:15 PM

Dessert in The Hub

2:15 PM – 3:15 PM

Educational Sessions

Topic: Operations 
Core Platforms Roundtable – Bankers Only

Bankers, meet your peers for an open discussion about your core providers. Learn from one another about ways to manage your core provider relationships and optimize your bank’s competitive standing. Exchange ideas and strategies and get updates from the Core Committee.

  • Moderator: Kristiane Koontz, Chair, Core Platforms Committee, and Executive Vice President and Director of Banking Transformation, Zions Bancorporation, N.A. 

Topic: Human Capital
Leading a Multigenerational Organization

For the first time in American history, there are five generations present in the workforce and the banking industry is serving customers across six generations. As a result, banking professionals are faced with challenges due to differing mindsets, work styles and communication styles. In this session, get the knowledge, skills and strategies to maximize successful interactions across generations. 

  • Dr. Melissa Furman, Owner and Founder, Career Potential, LLC

Topic: Operations
Ready, Set, FedNow

Are you ready for the race to innovation? FedNow is unlocking a range of instant payment use cases that offer benefits abound. However, many community banks are contemplating their operational readiness for nonstop availability. Launching instant payments may require banks and their core providers to adjust current systems and processes. Learn about core provider preparedness, product capabilities and technology and operational implications in anticipation of FedNow implementation.

  • Kelly Burdette, SVP Digital and Product, Bank Independent
  • Bradley Wilkes, CEO, Open Payment Network, Inc.
  • Moderator: DJ Seeterlin, Chief Innovation Strategy Officer, Chesapeake Bank 

Topic: Finance
Outperform Your Peers: Use Data

It is vital to improve profitability while balancing risk – and your competitors know that. With up-to-date peer data for many balance sheet areas and performance metrics, including net interest margin and investment yield, this session will demonstrate how to evaluate your institution compared to peers, both in your state and nationally.

  • Richard “Rich” Dutton, EVP & COO, Civista Bank
  • Todd Taylor, CFA, CPA, Founder and President of HUB | Taylor Advisors

Topic: Operations
From SWOT to SOAR: High-Engagement Planning for Commitment and Ownership 

The success of your organization hinges on its strategy – not the published strategic plan tucked in a three-ring binder, but the capacity of your people to think, learn, act and make daily strategic decisions. This session will provide an overview of a participatory and solution-focused framework that accelerates strategic planning and ensures ownership and commitment for swift and meaningful follow-through. 

  • Tony Silbert and Jennifer Silbert, Co-Founders and Co-Partners, Spartina Consulting 

Topic: CRE Lending
The State of CRE Markets

The CRE industry is experiencing challenging and changing market conditions. There is much uncertainty as particular sectors in various markets have been affected in the last few years. This session will address the impact of CRE loans that require more oversight, CRE cap rate concerns and declining values and how these may affect the risk in your portfolio.

  • Daniel Brown, Senior Director, Economist, American Bankers Association

3:30 PM – 4:30 PM

Educational Sessions

Topic: Finance
Managing Interest Rate Risk in Volatile Environments

Unrealized and evolving interest rate risk can be hard to manage – especially in the aftermath of uncertainty. How can you successfully navigate your bank’s position in an unpredictable environment? In this session, learn about current economic and industry trends, where unrealized losses are headed and what peer community banks are doing from a balance sheet perspective down to the investment portfolio. 

  • Elisabeth Vogel, Managing Director, Fixed Income Capital Markets, Raymond James

Topic: Human Capital
Using Teamwork: The Power of Connection 

A team needs talent and commitment to excel in sports, but it needs connection to sustain champion status. In this session, learn from the current University of Georgia football chaplain and former star players how building connection through teamwork, collaboration and respect has been a huge determinant in the team’s winning record. Learn how this approach can easily apply to the success of your bank. 

  • Thomas Settles, Chaplain and FCA Director, University of Georgia 
  • Jeb Blazevich, Client Advisor, Sterling Seacrest Pitchard, Former Tight End, University of Georgia
  • Marshall Morgan, Financial Advisor Portfolio Advisor, Merrill Lynch Wealth Management, Former Kicker, University of Georgia 
  • Moderator: Neil Stevens, President and CEO, Oconee State Bank

Topic: Technology
Did I Choose the Right Core?

This session will help you make sure the answer is “yes”. What criteria will ensure that you find the right solution and technology partner to help your bank achieve the best outcomes from core modernization? Learn which decision factors drove your peers in their core evaluation journeys, such as functionality, technology prowess, operational performance, long-term viability, partnership availability, consultation, technical support and cost.

  • Bryan Bruns, President and CEO, Lake Central Bank
  • Kimberly Kirk, EVP and Chief Operations Officer, Queensborough National Bank & Trust Co.
  • Kate Megraw, SVP and Chief Information Officer, Webster 5 Cent SB
  • Moderator: Greg Petersen, SVP and Chief Information Officer, Community Bank & Trust

Topic: Operations
SARs and the Soaring Cases of Fraud 

Financial institutions in the U.S. are filing increasing numbers of Suspicious Activity Reports (SARs). Disruptions from the pandemic created unique opportunities for financial crime, particularly fraud schemes involving checks, government benefit payments and investment accounts. Other schemes have included money laundering, identity theft, wire fraud and loan fraud, as well as fraud related to human exploitation and elder abuse. Hear about real-world cases of fraud detection, reporting and remediation, and forensic accounting best practices to protect your bank.

  • Bob Sprague, Managing Director, Forensics & Valuation Services, FORVIS
  • Thomas Sweatt, Special Agent, FBI, San Antonio Division 

Topic: Operations
Move Your Board from Tactical to Strategic

Move away from tactical discussions about loans and deposits and spend your board’s time on strategic decisions. In this session, learn to evaluate your board agendas and packages while leaving detail work to the management team and board committees. 

  • Jeff Marsico, President, The Kafafian Group

Topic: CRE Lending
Mastering Your Approach for Training and Managing Your Book of Business  

Being a commercial lender today is highly complex and requires competing responsibilities. In this session, we will discuss some tested and applied concepts to create for your staff from sales activities and calling efforts, which will include training and development to what is needed for portfolio management. Learn about fully integrated approach and how to establish these practices in your unique markets.     

  • Shaun E. Williams, EVP/Chief Lending Officer, Marine Bank & Trust Company
  • Moderator: Kraig Sutherland, Sr., Executive Vice President and Chief Lending Officer, First State Bancshares 

4:30 PM – 5:15 PM

Innovation Showcase

5:30 PM – 6:30 PM

Reception in The Hub: Willy Wonka’s Chocolate Factory

Pure Imagination

"CCB: the place to be
Is this candy-coated, fun reception
for your banks, communities
Find some renewed inspiration

You will grin to have been
at this Willy Wonka celebration
What you’ll see will defy

If you want to view paradise
CCB is here – just view it!
Celebrate and network, do it
Want to find solutions?
There’s nothing to it.

There is no fun we know
to compare with banker conversations
Enjoy sweets, peers to meet
All right here at CCB.”

Tuesday, Feb. 13

7:00 AM – 3:45 PM


7:30 AM – 8:00 AM

Power Breakfasts

Join us for breakfast and connect with colleagues from across the country. Learn about innovative new products and services that can take your bank to the next level. Breakfast will be served from 7:15 AM to 7:45 AM outside of the morning sessions.

Liquidity Options for Your Ag Portfolio

In this session, get up to speed on Farmer Mac’s available loan programs and products – designed with ag bankers in mind. You’ll return to your bank with new ideas that will make it easier for you to retain and grow your ag portfolio, strengthening relationships along the way.

  • Patrick Kerrigan, Vice President, Business Development, Farmer Mac
  • Jodi Massanet, Senior Relationship Manager, Farmer Mac

Deposit Strategies in the Digital Era 

In this session, you’ll learn essential strategies for growing deposits through digital channels, including how digital account opening, innovative embedded banking strategies, and in-demand digital features can affect your success. Join us to discover how your digital strategy can serve as a catalyst to drive growth for your financial institution.  

  • Jennifer Dimenn, Senior Vice President, Apiture

AI in Action: Fincrime Prevention

In today's digital age of real-time transactions, real-time fraud detection is essential. Learn how generative AI can equip you to optimize operational efficiency by automating routine tasks, reducing errors, streamlining processes and ultimately lowering operational costs. 

  • Brian Keefe, Financial Crimes Investigator, Senior Pre-sales Consultant, NICE Actimize  

8:00 AM – 10:00 AM

General Session


  • Jennifer Jones, Vice Chair, ABA’s Community Bankers Council; President and CEO, CBL State Savings Bank


Your bank's strength and agility can come from its core relationship. At CoreConnection, hear from the Core Platforms Committee about strong technology strategies, tips, and techniques to help your bank thrive.

Cybercrime 2024: A Look at the Dark Side  

Gary Warner and his team at DarkTower spend their time in the darkness, learning its secrets and bringing them into the light. They provide insights into trending topics, tools and techniques in cybercrime. In this session, explore top scam and fraud models from a criminal's perspective, including CPN providers, BEC, crypto investment scams, LogShops, OTPBots and check fraud. 

  • Gary Warner, Director, Threat Intelligence, DarkTower, Director of Research in Computer Forensics, University of Alabama-Birmingham

    10:00 AM – 11:00 AM

    Coffee Break in The Hub

    10:30 AM – 3:30 PM

    Guest Tour

    River Barge Tour & El Mercado

    Start the day with a narrated river barge cruise in brand-new, colorful, electric barges which will take you on an enchanting journey through San Antonio’s rich history. Learn about unique points of interest and architecture along the Riverwalk, and enjoy a relaxing lunch at a nearby Mexican restaurant. At the end, stop and explore the largest Mexican market in the nation

    11:00 AM – 12:00 PM

    Educational Sessions

    Topic: Profitability
    The ROI of Inclusive Banking: Strategies and Tools for Tapping into Underserved Markets 

    Many community banks are developing inclusive strategies and products to attract a younger, more diverse customer base. But how can we ensure that these strategies increase profitability and mitigate losses? Led by the ABA Foundation, this session will provide strategies and resources for unlocking opportunities to deepen community relationships and increasing revenue.

    • Ryan Coaxum, Senior Vice President, Community Development and External Affairs, Guaranty Bank & Trust 
    • Margaret Libby, Founder & CEO, MyPath
    • Julieann Thurlow, ABA Chair, President and CEO, Reading Cooperative Bank  
    • Moderator: Lindsay Torrico, Senior Vice President, Community Bank Engagement, American Bankers Association

    Topic: Human Capital
    A Win-Win: Investing in Your Leaders While Investing in Your Community

    What happens to a community when small-town nonprofits are lacking in funds and human capital? Developing employees’ professional skills and the next generation of leaders are top priorities for many community banks, along with ensuring their communities thrive. In this session, learn a new win-win approach to leadership development and rural giving by aligning your employees with the expertise needs of community organizations.

    • Patrick Kirby, Founder, Do Good Better Consulting 
    • Rebecca Undem, Organizational Development Consultant and Executive Director, Growing Our Small Towns

    Topic: Technology
    Choosing a Core Provider Other Than the ‘Big Three’

    What drives community bankers to transition to a core other than the three largest providers in the U.S.? What motivates their decisions and what are the outcomes? While cost may be a consideration, it is not necessarily the most important determinant. Hear from bankers who have made the move, including ways they have (or haven’t) managed the relationship.

    • Clay Adams, President and CEO, Mascoma Bank 
    • Jennifer Jones, President and CEO, CBL State Savings Bank   
    • Moderator: Kristiane Koontz, Executive Vice President, Director of Banking Transformation, Zions Bancorporation, N.A.

    Topic: Finance
    Anticipation and Authority: The Key to a Great Balance Sheet Strategy 

    Learn how anticipation and authority are key to having a great balance sheet strategy, and discover considerations and opportunities on the asset and liability sides of the balance sheet that will help management teams find more value for their institution and prioritize the right things as they plan ahead. 

    • Scott Hildenbrand, Chief Balance Sheet Strategist and Head, Financial Strategies Group, Piper Sandler

    Topic: Operations
    Open Forum: Cybersecurity Trends and Best Practices – Bankers Only

    Join this expert-led open forum to discuss your bank’s most pressing cybersecurity concerns while sharing your bank’s risk mitigation strategies. Learn about the unique cybersecurity challenges both experts and peers face, and what solutions and strategies have worked best to reduce vulnerability.

    • Gary Warner, Director of Threat Intelligence for DarkTower and the Director of the Computer Forensics Research Lab at the University of Alabama-Birmingham 
    • Joel Neubert, Threat Intelligence Partner Strategy, DarkTower  

    Topic: CRE Lending
    Federal Regulators Discuss CRE Workout Guidance

    Currently, more than 98% of banks participate in CRE lending, and in 2023 the federal regulators issued new guidance on CRE workouts and accommodations. In this session, hear from federal regulators as they provide a brief overview on the final guidance on managing the challenges through a period of a softening economy. Review real examples such as renewing or extending terms. Discuss what to consider regarding credit risk ratings, accrual vs. non-accrual and valuations as you work with your borrowers.

    • Sara Hughes, Credit Risk Specialist, Office of the Comptroller of the Currency
    • Pete Martino, Senior Examination Specialist, Policy and Program Development Section, Federal Deposit Insurance Corporation
    • Jamie Garcia, Director, Capital Markets Examination Team, Federal Reserve Bank of Dallas

    12:15 PM – 1:15 PM

    Power Lunches (RSVP Required)

    Join us for lunch and connect with colleagues from across the country. Learn about innovative new products and services that can take your bank to the next level.

    Unlocking Capital: Innovative Approaches to Small Business Lending

    In this session, explore innovative strategies in small business and SBA lending. Gain insights into how banks are harnessing the power of data, analytics and technology platforms to reclaim dominance in the small business lending market. 

    • Loughlin Cleary, President, Lenders Cooperative  
    • Christopher E. Richards, First Executive Vice President, Chief Banking Services Officer 
    • Cary Cooper, Managing Partner, Lenders Cooperative 

    2024 Trends and Opportunities in Small Businesses

    It’s key for financial institutions to win the hearts and wallets of small businesses. Join this session to learn about the current small business banking landscape. Delve into what banking solutions and digital capabilities are most critical for small businesses, and what financial institutions should be considering as they evolve their small business strategies.   

    • Whitney Stewart Russell, Head of Digital Financial Solutions, Fiserv 

    Making Data-Driven Decisions for Responsible Growth 

    In this session, learn to navigate the current landscape of record-high interest rates and anticipated future rate cuts – all by harnessing the power of data. Explore strategies to optimize pricing, identify opportunities in the face of margin compression and lending challenges and more.

    • Rohit Vashistha, Principal Product Manager, nCino  

    How to Drive Core Deposits at Half the Cost 

    Not all growth is equal. Are you prepared to champion strategically significant deposits? Join this session, and you’ll learn how to drive low-cost core deposits that are sticky, profitable and drive real growth. 

    • Alisha Crafton, Chief Growth Officer, Kasasa

    One Size Doesn’t Fit All. Designing a Compensation Blueprint for a Multi-generational Workforce

    In today’s competitive landscape, a one-size fits all strategy doesn’t work anymore. The demographics are changing, and leaders needs to address the needs of those key employees. In this session, you’ll hear how to address these needs and craft a strategy that attracts and retains those who keep your bank moving forward. 

    • Ken Derks, Managing Consultant, NFP Executive Benefits 
    • Mike Dunn, Head of Institutional Insurance, MassMutual Financial Group 
    • John W. “Trey” Hancock, III, Co-Chairman, First State Bank of Louise 
    • Moderator: Sam Lisker, Executive Vice President, Business Intelligence, Innovation & Finance, American Bankers Association 

    Hot Topics in Payments

    Panelists from Discover, Mastercard and Visa

    • Steve Sievert, Executive Vice President, Discover Debit
    • Kimberly Peyton, Vice President of Digital Payments, Mastercard
    • Jorge Esteban, Vice President, Visa 
    • Moderator: Steve Kenneally, Senior Vices President, American Bankers Association   

    1:15 PM – 2:15 PM


    Spark! is your chance to enjoy heartfelt stories from your peers that are fast, fun and focused. These five-minute presentations will surely ignite your inner leader and inspire you in your career.

    2:15 PM – 3:15 PM

    Educational Sessions

    Topic: Profitability 
    Driving Business Through Data-Driven Marketing Intelligence 

    Banks can use their marketing team to drive business, fill the sales funnel and create multiple vertical revenue streams to increase the viability of an organization. Measuring marketing effectiveness through attribution and return on investment will help the marketing function show its impact on revenue.

    • Joann Marsili, Executive Vice President, Chief Growth & Client Experience Officer, Fidelity Bank
    • Edward F. Manzi, Jr., Chairman and CEO, Fidelity Bank 

    Topic: Human Capital
    Allies: How to Be Them, and How to Find Them

    Women’s initiatives are most successful when men practice allyship, and actively involve themselves in those endeavors. Women who are mentored or sponsored by allies have greater opportunities for success. In this session, learn how to practice allyship, or how to get connected with an ally, so that all women have opportunities for success.   

    • Naomi Mercer, Senior Vice President, Diversity, Equity and Inclusion, American Bankers Association
    • Cathy Nestrick, Vice President, Women’s Leadership Initiative, American Bankers Association

    Topic: Profitability
    A Roadmap for Bank Leaders to Build Community Trust 

    In this session, learn steps you can take to grow community partnerships, and provide relevant and responsive financial solutions that meet their needs. Hear from leaders representing Community Development Financial Institutions (CDFIs) and Minority Depository Institutions (MDIs) who are dedicated to building and maintaining trust in the communities they serve.

    • Jeannine Jacokes, Chief Executive and Policy Officer, Community Development Bankers Association 
    • Joaquin Cook, President & CEO, Bank of Guam 
    • Moderator: Christopher Lewis, Vice President, MDI/CDFI, American Bankers Association 

      Topic: Operations
      Check Fraud Prevention and Mitigation  

      In this session, learn steps you can take to grow community partnerships, and provide relevant and responsive financial solutions that meet their needs. Hear from leaders representing Community Development Financial Institutions (CDFIs) and Minority Depository Institutions (MDIs) who are dedicated to building and maintaining trust in the communities they serve.   

      • Russell High, Director, Product Line Manager, FIS 
      • Kevin Nason, Senior Director of Product and Risk Management, Fiserv 
      • Rene Perez, CAMS ®, Director of Financial Crimes, Jack Henry
      • Moderator: Paul Benda, Senior Vice President, Risk and Cybersecurity, American Bankers Association

      Topic: CRE Lending
      Navigating Bank Asset Risks in Uncertain Times   

      As banks grapple with an evolving economic landscape, characterized by ever-increasing credit and interest rate risks, the importance of robust asset management strategies cannot be overstated. Join an insightful and timely session that delves into the intricacies of effectively managing bank assets in the face of these challenges. An expert panel of seasoned financial professionals will explore the key issues and best practices for mitigating credit and interest rate risks while maximizing the value of your bank's assets. 

      • Michael K. Bauer, Senior Vice President and Senior Credit Officer, WesBanco Bank, Inc.
      • Neena Miller, SVP and Chief Credit Officer, OceanFirst Bank N.A.
      • Moderator: Phil Goncalves, SVP and Chief Credit Officer, Westfield Bank 

      Topic: Operations
      The High Importance of High Valuation   

      In the face of last year’s sluggish M&A activity, some are cautiously predicting 2024 could see an M&A rebound. What steps can smaller financial institutions take now to ensure they achieve – and maintain – high valuations should they find they are being considered for mergers and acquisitions? Hear from a panel of banking experts who will offer tips and insights on what community bankers can do to market their institutions while safeguarding their value, resources and independence. 

      • Sheli Clarkston, Of Counsel, Spencer Fane LLP
      • Evan Daniels, Counsel, Mitchell Sandler
      • Clint Bryant, Managing Director and Texas Market President, Huntington National Bank 
      • Moderator: Paul Schaus, CEO, CCG Catalyst Consulting

      3:30 PM – 4:30 PM

      Closing General Session

      Competing to be the Best – Lessons from Football’s Most Ferocious Tackler 

      Hear from Darren Woodson, three-time Super Bowl champion and five-time Pro Bowl selection, about what it means to be the best. After playing with the Dallas Cowboys, Darren joined ESPN as an NFL analyst. In 2017, he joined ESRP Advisory Dallas, LLC., now Cresa, and since then has turned his focus to commercial real estate. Darren serves as an active board member at C5 Youth Foundation of Texas – helping high-potential youth with limited resources become community leaders. 

      • Darren Woodson, Host of the Darren Woodson Podcast, Former ESPN Analyst, Forever Dallas Cowboy, Entrepreneur  

      4:30 PM – 6:30 PM

      MDI Partnership Summit Reception (Invitation Only)

      5:00 PM – 6:00 PM

      A Toast to Community Banking

      Wed, Feb 14

      7:00 AM – 1:00 PM

      MDI Partnership Summit
      Sponsored by ABA’s Minority Depository Institutions Advisory Council

      ABA and the National Bankers Association (NBA) are hosting this event to bring community banks together with MDIs to better serve communities of color. Delve into best practices for forging mutually beneficial, long-term partnerships between MDIs and larger banks.

      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 Conference for Community Bankers as we develop this year's program. Contact Sharon Radziewski if you have any questions.