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2023 Schedule

All times in ET.

  • Sunday, Mar 19

  • Monday, Mar 20

  • Tuesday, Mar 21

  • Wednesday, Mar 22

Sunday, Mar 19


Mutual Community Bank Forum
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Monday, Mar 20

7:00 AM – 6:00 PM

Registration Open

7:00 AM – 8:00 AM

The Forums Breakfast

Open to all attendees from the Mutual Community Bank Forum, Emerging Leaders Forum, and Women and Allies Forum.

8:00 AM – 9:45 AM

Women and Allies Forum
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10:00 AM – 12:00 PM

Mutual Community Bank Forum
View Agenda

10:00 AM – 12:00 PM

Emerging Leaders Forum
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12:00 PM – 1:00 PM

Networking Lunch

Open to all attendees from the Mutual Community Bank Forum, Emerging Leaders Forum, and Women and Allies Forum.

1:00 PM – 4:00 PM

Mutual Community Bank Forum
View Agenda

1:00 PM – 4:30 PM

Emerging Leaders Forum
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5:00 PM – 6:30 PM

Washington Summit Opening Reception
All attendees must have their badges to attend.

Tuesday, Mar 21

7:00 AM – 12:00 PM

Registration Open

7:30 AM – 8:15 AM

ABA Ask the Experts Breakfast

9:00 AM – 11:30 AM

General Session: In Person and Virtual

Welcome Remarks

  • Rob Nichols, President and CEO, American Bankers Association

The View from Main Street: ABA Leaders on the State of America’s Banks 

  • Daniel D. Robb, ABA Chair; President and CEO, Jonesburg State Bank
  • Scott Anderson, President and CEO, Zions Bank
  • James J. Edwards, Jr., Chief Executive Officer, United Bank
  • Laurie Stewart, President and CEO, Sound Community Bank

Secretary of the U.S. Treasury, Janet Yellen

Secretary Yellen, the 78th Secretary of the Treasury, will deliver a keynote address and then join ABA President and CEO Rob Nichols in a conversation about the economy and the health of the banking system.

Senator Steve Daines (R-MT); Chairman, National Republican Senatorial Committee

Sen. Daines, a member of the Senate Banking Committee and co-sponsor of the SAFE Banking Act, shares his outlook for the legislation that would finally end the legal limbo between state and federal law when it comes to banking cannabis. Sen. Daines will also share his perspective on a range of other banking policy debates.

The Supreme Court and Regulatory Power

Two Supreme Court cases – West Virginia v. EPA and another on the docket this year, CFPB v. CFSA – have the potential to rebalance power among federal regulatory agencies, courts, and Congress. Elbert Lin, West Virginia's former Solicitor General who brought the EPA case, and Brian Johnson, former CFPB Deputy Director, will discuss the impact of both decisions on the future of the CFPB, the power of regulatory agency rulemaking, and what they might mean for the banking industry.

  • Brian Johnson, Managing Director, Banking Supervision and Regulation Group, Patomak Global Partners
  • Elbert Lin, Partner, Hunton Andrews Kurth LLP
  • Tom Pinder, General Counsel, American Bankers Association

11:30 AM – 1:00 PM

Luncheon

1:00 PM – 5:00 PM

Capitol Hill Visits

Wednesday, Mar 22

7:00 AM – 12:00 PM

Registration Open

7:30 AM – 8:15 AM

Breakfast

8:30 AM – 11:30 AM

General Session: In Person and Virtual 

Senator Sherrod Brown (D-OH); Chairman, Senate Banking, Housing, and Urban Affairs Committee

Senate Banking, Housing, and Urban Affairs Committee Chairman Sherrod Brown, now in his third term in the U.S. Senate, will outline the committee’s priorities in the year ahead and the prospects for legislative action in a divided Congress.

Focus on Financial Inclusion: The Growth of Bank On Accounts 

  • Naomi Camper, Chief Policy Officer, American Bankers Association

Representative Maxine Waters (D-CA); Ranking Member, House Financial Services Committee

Rep. Waters, the top Democrat on the House Financial Services Committee, is now serving in her 17th term representing California’s 43rd District. As a longtime member of the committee, Rep. Waters has played a key role in setting banking policy in Congress. She will discuss the outlook for bipartisan cooperation and her top policy priorities in this session.

Senator Tim Scott (R-SC); Ranking Member, Senate Committee on Banking, Housing, and Urban Affairs

The new ranking Republican on the Senate Banking Committee, Sen. Tim Scott offers his early take on the 118th Congress, legislative goals and current issues in banking.

State of the Economy and the Financial System

Donald Kohn, former vice chairman of The Federal Reserve and Brooking Institution senior fellow of economic studies joins ABA Chief Economist Sayee Srinivasan and ABA Chief Communications Officer Peter Cook in a discussion of the economy and the health of the banking sector. 

  • Peter Cook, Chief Communications Officer, American Bankers Association 
  • Donald Kohn, Former Vice Chairman, The Federal Reserve System (2006-2010) and Senior Fellow, Economic Studies, The Brookings Institution 
  • Sayee Srinivasan, Chief Economist, American Bankers Association 

Representative Patrick McHenry (R-NC); Chairman, House Financial Services Committee

Rep. McHenry, the new chairman of the House Financial Services Committee, will share his priorities for the committee, the outlook for legislation affecting America’s banks and his perspective on the start of the 118th. 

    Mutual Community Bank Forum

    All times in ET. In-Person only.

    • Sunday, Mar 19

    • Monday, Mar 20

    Sunday, Mar 19

    10:00 AM – 6:30 PM

    Registration Open
    For Mutual Community Bank Forum participants only. 

    5:30 PM – 6:30 PM

    Forum Reception
    Reception with ABA Officers and Board for all Mutual Forum attendees.

    6:30 PM – 8:00 PM

    Forum Dinner
    Dinner with ABA Officers for all Mutual Forum attendees.

    Monday, Mar 20

    7:00 AM – 3:00 PM

    Registration Open
    For Mutual Community Bank Forum participants only. 

    7:00 AM – 8:15 AM

    The Forums Breakfast

    Open to all attendees from the Mutual Community Bank Forum, Emerging Leaders Forum, and Women and Allies Forum. 

    8:00 AM – 9:45 AM

    Women and Allies Forum

    Attendance open to all Mutual Community Bank Forum attendees

    10:00 AM – 10:10 AM

    Opening Remarks and Welcome

    • George Hermann, ABA Mutual Admin Council Chair; Chief Executive Officer, Windsor Federal

    10:10 AM – 11:10 AM

    Opening Keynote

    In 2022, Walden Mutual became the first de novo mutual bank to get charter approval in 50 years. With a focus on sustainable agriculture finance, Walden is applying the mutual charter in new and innovative ways. In this session, Walden founder and CEO Charley Cummings will detail Walden Mutual’s journey to de novo approval and discuss how its model offers promise for other mutual banks.

    • Charley Cummings, Chief Executive Officer, Walden Mutual 

    11:10 AM – 12:00 PM

    Capital Certificates: Opportunities and Challenges Ahead

    A panel of experts will discuss how Walden Mutual’s pioneering and innovative capital certificate approach presents opportunities for mutual banks. The session will also offer insights as to how mutual banks — including potentially other de novo mutuals — could take a similar approach with ESG, MDI and other underserved markets.

    • Tom Fraser, Chief Executive Officer, First Mutual Holding Co. 
    • Pat McJoynt, Partner, KBW
    • Carlos Naudon, Chief Executive Officer, Ponce Bank
    • Larry Spaccasi, Partner, Luse Gorman

    12:00 PM – 1:00 PM

    Networking Lunch

    Open to all attendees from the Mutual Community Bank Forum, Emerging Leaders Forum and Women and Allies Forum.

    1:15 PM – 2:00 PM

    Mutual Priorities: Feedback from the Mutual Survey and Community Bankers Roundtables

    Hear the results of ABA’s latest survey of mutual community banks and explore implications of how your peers view important issues like capital, remaining competitive in a changing market, and how regulators and examiners are approaching mutual bank regulation.

    • Hu Benton, SVP & Policy Counsel, American Bankers Association
    • George Hermann, ABA Mutual Admin Council Chair, Chief Executive Officer, Windsor Federal 
    • Joe Pigg, SVP & Senior Counsel, ESG & Mortgage Finance, American Bankers Association 

    2:00 PM – 3:00 PM

    Regulators Panel

    Get firsthand information from federal regulators on agency priorities, regulatory expectations and trends. Attendees can also ask the regulators what to expect in the coming year. 

    • Michael Brickman, Deputy Comptroller for Specialty Supervision, Office of the Comptroller of the Currency  
    • Marianne Hatheway, Deputy Regional Director, Federal Deposit Insurance Corporation
    • Moderator: Diane Brown, CAO, Penn Community Bank 

    3:00 PM – 3:10 PM

    Break

    3:10 PM – 3:55 PM

    Mutual to Mutual Mergers

    With the industry continuing to trend toward consolidation, hear from a legal expert and a banker on what to watch for, opportunities to take advantage of, and challenges ahead for mutual banks considering a merger.

    • Gregg R. Tewksbury, CPA, President and CEO, New Hampshire Mutual Bancorp
    • Rich Schaberg, Partner, Hogan Lovells

    3:55 PM – 4:00 PM

    Closing Remarks

    • George Hermann, ABA Mutual Admin Council Chair; Chief Executive Officer, Windsor Federal 

    Women and Allies Forum

    All times in ET. In-Person/Virtual.

    • Monday, Mar 20

    Monday, Mar 20

    7:00 AM – 3:00 PM

    Registration Open
    For Women and Allies Forum participants only. 

    7:00 AM – 8:00 AM

    The Forums Breakfast

    Open to all attendees from the Mutual Community Bank Forum, Emerging Leaders Forum, and Women and Allies Forum.

    8:00 AM – 8:05 AM

    Opening Remarks

    • Rob Nichols, President and CEO, American Bankers Association
    • Julieann Thurlow, ABA Chair-Elect; President and CEO, Reading Cooperative Bank 

    8:05 AM – 8:50 AM

    Inclusive Culture in a Hybrid Environment  

    Hybrid work environments are here to stay, but how can we adjust to new team dynamics? In this session, IBIS Consulting Group will help teams address hybrid workplace challenges through the portrayal of a workplace scenario with its Interactive Theater. The scene serves as a starting point for interactive discussion on creating an inclusive culture as we navigate a new way of working. IBIS’s Interactive Theater will help individuals recognize how their behavior affects others — and learn to develop actions that encourage inclusion. 

    • John Basile, Senior Consultant, IBIS Consulting Group  
    • Shilpa Pherwani, Principal/CEO, IBIS Consulting Group 

    8:50 AM – 9:20 AM

    Lessons Learned by Women Leaders in Banking

    Women bankers discuss their leadership journeys, how they navigated workplace challenges, and the allies and support they received along the way. Learn strategies to navigate your career and create a more equitable and inclusive workplace.   

    • Lorna Elizabeth Crawford, Vice President / CRA Officer, Ameris Bank  
    • Loni Meiborg, Senior Vice President of Organizational Development, Fortifi Bank  
    • Stephanie Schwartzberg, Chief Legal and Risk Officer, Corporate Secretary, Penn Community Bank  
    • Moderator: Ryan Coaxum, Community Development Officer, Guaranty Bank & Trust 

    9:20 AM – 9:45 AM

    Fireside Chat with Former FDIC Chairman Jelena McWilliams 

    Jelena McWilliams, Managing Partner of Cravath, Swaine & Moore LLP’s Washington, D.C. office and head of the firm’s Financial Institutions Group Practice, reflects on her career in banking and public service with ABA President and CEO Rob Nichols. From balancing a career and family to the value of allies and sponsors in the workplace, the former FDIC Chairman will share insight on her professional journey.

    • Jelena McWilliams, Managing Partner, Cravath, Swaine & Moore LLP
    • Rob Nichols, President and CEO, American Bankers Association

    12:00 PM – 1:00 PM

    Networking Lunch

    Open to all attendees from the Mutual Community Bank Forum, Emerging Leaders Forum, and Women and Allies Forum.

    Emerging Leaders Forum

    All times in ET. In-Person/Virtual.

    • Monday, Mar 20

    Monday, Mar 20

    7:00 AM – 3:00 PM

    Registration Open
    For Emerging Leaders Forum participants only.

    7:00 AM – 8:15 AM

    The Forums Breakfast

    Open to all attendees from the Mutual Community Bank Forum, Emerging Leaders Forum, and Women and Allies Forum.

    8:00 AM – 9:45 AM

    Women and Allies Forum

    Attendance open to all Emerging Leaders Forum attendees

    10:00 AM – 10:05 AM

    Opening Remarks

    ABA Emerging Leaders Council Chair, Nicole Almeida, will kick-off the 10th Annual ABA Emerging Leaders Forum!

    • Nicole Almeida, CFMP, ABA Emerging Leaders Council Chair; VP/Chief of Staff, Massachusetts Bankers Association

    10:05 AM – 11:05 AM

    Mindful Leadership: Grow Your Potential, Thrive Through Uncertainty

    This session will help you build mindful self-awareness, which is the basis for emotional intelligence and accounts for nearly 90% of what makes a great leader. Learn how to effectively navigate ongoing stressful changes with more resilience, productivity and well-being from inside out. Take away practical tools you can apply immediately to focus attention, calm the mind and deepen connections — and become a more authentic leader who can unleash exponential energy, influence and impact. 

    • Stephanie K. Klein, MBA, CPC, ELI-MP, Founder and CEO of Mindfire Mastery

    11:05 AM – 11:45 AM

    Leading for Today and Tomorrow

    Hear from bank CEO’s on how they have navigated their careers including lessons learned on being nimble, forward-thinking and collaborative as they lead their banks into the future. 

    • Dan Robb, ABA Chair; President and CEO, Jonesburg State Bank
    • Julieann M. Thurlow, ABA Chair Elect; President and CEO, Reading Cooperative Bank
    • John C. Asbury, ABA Vice Chair; Chief Executive Officer, Atlantic Union Bankshares Corporation
    • Moderator: Rob Nichols, President and CEO, American Bankers Association

    11:45 AM – 12:00 PM

    Morning Wrap-Up

    • Nicole Almeida, CFMP, ABA Emerging Leaders Council Chair; VP/Chief of Staff, Massachusetts Bankers Association

    12:00 PM – 1:00 PM

    Networking Lunch

    Open to all attendees from the Mutual Community Bank Forum, Emerging Leaders Forum, and Women and Allies Forum.

    1:00 PM – 2:00 PM

    Afternoon Kick-off

    • Nicole Almeida, CFMP, ABA Emerging Leaders Council Chair; VP/Chief of Staff, Massachusetts Bankers Association

    Engage, Motivate and Inspire Through Winning Body Language

    World-renowned behavior and body language expert Mark Bowden gives us the keys to bringing our communication and body language A-game to every situation. Learn how you can use your own nonverbal communication to improve clarity, win trust, gain credibility, maintain an edge on the competition, and help your organization and community thrive.

    • Mark Bowden, Founder and President, TRUTHPLANE; Bestselling Author of Winning Body Language

    2:00 PM – 2:30 PM

    Finding Your Voice: Engaging Policy Makers Where it Matters

    Hear unique perspectives on the political landscape, the importance of being engaged in advocacy and how you as an emerging leader can find your voice and advocate on behalf of the banking industry.

    • Kathleen M. Murphy, President and CEO, Massachusetts Bankers Association 
    • Blake Earley, Vice President, Congressional Relations, American Bankers Association
    • Moderator: Emily Gray, Senior Vice President, The Hardin County Bank

    2:30 PM – 2:45 PM

    Networking Break

    2:45 PM – 3:30 PM

    Leading for the Future: Artificial Intelligence in Banking 

    Innovation is more critical than ever in today’s business environment. As new applications for technologies like artificial intelligence (AI), including ChatGPT, come to market, our panel of experts will help you better understand the evolving landscape of opportunities and how to strategically deploy and leverage these technologies to remain relevant. 

    • Brian Cayton, Vice President, Director of Operations and Innovation, Community Bank of Parkersburg
    • Ryan Jackson, Vice President, Innovation Strategy, American Bankers Association
    • Tim Shangle, ABA Emerging Leaders Council Vice Chair; AVP of Innovation & Data Analytics, ChoiceOne Bank

    3:30 PM – 4:25 PM

    The Passion Effect: Peak Performance, Deep Connection & Transformation

    Over the past year, nearly 9 out of 10 of employees admitted they lacked passion in the workplace, contributing to an alarming engagement level of just 33% nationwide. Individual stagnancy has led to fragmented workforces that are failing to connect, adapt and perform. Leaders now must find the most effective way to create positive change that inspires growth, purpose-driven action and connection in both the individual and the organization. This keynote will offer actionable takeaways to inspire passion and turn it into a driving force for high performance, mental wellness and a thriving workplace culture.

    • Sebastian Terry, Best Selling Author, TV Host, & Founder of the 100things Movement

    4:25 PM – 4:30 PM

    Closing Remarks

    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.

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