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ABA Annual Convention

October 27-29, 2019  •  Washington State Convention Center  •  Seattle, WA

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Overview  | Registration  | Program  |  Hotel & Venue  | Speakers  |  Activities  |  The EXPO

2019 Program

The schedule for the 2019 convention program is currently in development and will be posted once available. In the meantime, review the 2018 program for insights into topics covered at the convention.


Look Back: 2018 Program Schedule


SUNDAY, OCTOBER 21
8:00 am – 6:30 pm CONVENTION REGISTRATION
5:00 pm – 6:00 pm ​INNOVATION SHOWCASE

Skip the small talk during this rapid-fire networking session. Each presenter will have five minutes to get straight to the point as they highlight the benefits of their solutions.
  • Moderator: Sam Lisker, Senior Vice President, Finance, Administration and Industry Providers, American Bankers Association
6:00 pm – 7:30 pm OPENING RECEPTION: NIGHTLIFE IN THE BIG CITY

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MONDAY, OCTOBER 22
7:00 am – 6:00 pm CONVENTION REGISTRATION
​7:00 am – 7:50 am POWER HOUR BREAKFAST SESSIONS

The Summit
Those nearing retirement have been saving, investing, planning and anticipating their last day of work. Some will stop working altogether, others will do something they are passionate about. All will experience something new, coming down from the pinnacle of professional achievement and learning to live life after work. Will the anxiety of the journey be over, or has it just began? Learn how to best serve customers at this critical time in their life.
  • Barry L. Dayley, CFP, MRFC, Executive Vice President, Money Concepts International, Inc.
Small Banks, Big Goals: How Community Banks Can Thrive in the Digital Era
Community banks are at a turning point right now, and bankers who commit to giving customers what they want can gain competitive advantages over larger banks, other community banks and credit unions. But they must understand and embrace digital disruption and put technology to work for them. Hear from a panel of your community banking peers about overcoming the challenges of the digital age with measurable results.
  • Mike Dionne, Senior Vice President, Community Markets Americas, Finastra
  • Bryan Luke, President and COO, Hawaii National Bank
  • Stacy Cox, CEO, Croghan Colonial Bank
  • Aubrey Hulings, Vice President of Operations, Farmers National Bank of Emlenton
Managing Liquidity and Driving ROE During Normalization
The Federal Reserve is on track to raise rates one more time this year and perhaps as many as four times next year. While wages and employment are strong, bank lending is slowing, the interest rate sectors of the economy are decelerating and debt levels are still very elevated. Some anticipate a recession, while others expect higher rates and sustainable growth. How can banks prepare an "all-weather" balance sheet to succeed in any environment?
  • Thomas O'Neill, Vice Chairman, First Empire
  • Chris Ahrens, Chief Market Strategist, First Empire
8:00 am – 9:30 am OPENING GENERAL SESSION

What I Learned Singing Our National Anthem in All 50 States and Why I Love Our Country
  • Janine Stange, Singer, Motivational Speaker, and On-Air Personality
Welcome Address
  • Rob Nichols, President and CEO, American Bankers Association
The 2018 Midterms and the Future of Washington
Mike Allen, one of Washington's most connected and influential journalists, will provide a non-partisan analysis of what's going on in Washington, including what both parties will face—Just days before the midterm elections.
  • Mike Allen, Co-Founder and Executive Director, Axios; Former POLITICO Chief White House Correspondent
  • Rob Nichols, President and CEO, American Bankers Association
Supporting the Troops: Expanding the Relationship Between Banks and the Military
America's banks have a long history of supporting military families and veterans, but is there more the industry can do to support our men and women in uniform? Hear innovative ideas from veterans who have made the transition to banking and find out how your bank can better serve those who serve the nation.
  • Steve Lepper, President and CEO, Association of Military Banks of America (AMBA); Maj. Gen., U.S. Air Force (Ret.)
  • Jerry Quinn, Senior Vice President and Military Affairs Program Manager, Wells Fargo Bank; Deputy Commander 650th Sustainment Brigade, Sloan, NV; Lt. Col., U.S. Army Reserve
  • I-Hwei Warner, Associate, Military Pathways Development Program, JPMorgan Chase & Co.; Capt. U.S. Army (Ret.)
  • James C. Kim, Executive Vice President, Head of Consumer Banking, First Command Bank; Maj., U.S. Army (Ret.)
  • Moderator: Peter Cook, Chief Communications Officer, American Bankers Association

9:30 am – 10:30 am NETWORKING BREAK IN THE EXPO
10:30 am 11:15 am KNOWLEDGE SESSIONS

Overview and Implementation of S. 2155
The Economic Growth, Regulatory Relief and Consumer Protection Act is the first bipartisan banking law to be enacted in a decade. Discuss implementation of the commonsense fixes to rules the bill provides and hear what regulatory challenges still remain from ABA's policy and regulatory leadership team.
  • Wayne Abernathy, Executive Vice President, Financial Institutions Policy and Regulatory Affairs, American Bankers Association
  • James Ballentine, Executive Vice President, Congressional Relations and Political Affairs, American Bankers Association
  • Naomi Camper, Chief Policy Officer, American Bankers Association
  • Bob Davis, Executive Vice President, Mortgage Markets, Financial Management and Public Policy, American Bankers Association
How Company Culture Attracts (and Keeps) the Best Talent
Dive into how and why company culture should be a top priority in your organization with an organization who went from the bottom to being on Entrepreneur magazine's Top Company Culture list. You'll also have a chance to discuss how results can lead to finding and retaining top talent and a stronger bottom line.
  • Brett Jackson, CEO, Systemax
Why CEOs and Directors Must Understand the Rising Rate Environment
Rising interest rates will dramatically change the community banking landscape. Traditional management approaches and analytics will be unable to quantify—or even accurately reveal—new challenges, making solutions difficult to identify. Hear new strategies for maximizing shareholder value and helping your bank get ahead.
  • Kamal Mustafa, Chairman and CEO, Invictus
Connecting with Today's Customers: The Amazon Prime Effect
More than half of American households now subscribe to services like Amazon Prime, and 200 million+ people have dramatically shifted the way they buy retail services. Find out how banks can move beyond simply transactions to better connect with today's modern consumers.
  • Dave DeFazio, Partner StrategyCorps
10:30 am 12:15 pm
​WOMEN AND EMERGING LEADERS PROGRAM

Positioning Yourself for Success: Selling Your Ideas to the Right People in the Right Way
Engaging stakeholders is essential for all leaders. Dr. Mario Moussa, a successful author, speaker, management consultant and Wharton School of Business instructor will present a systematic approach to persuasive engagement. You'll learn how to work with and through others with different professional backgrounds, roles, opinions and agendas. This interactive session will feature a keynote, peer coaching and networking focused on growing your career.
  • Mario Moussa, PhD, MBA, President, Moussa Consulting
11:30 am 12:15 pm
KNOWLEDGE SESSIONS

How Fintech and Techfin are Changing Bank M&As
Fintech and techfin have significantly affected the banking landscape through new bank formation and bank M&A. Learn ways banks can adapt, innovate and look to the future in the face of these changes.
  • Wyatt Jenkins, Vice President, BKD Corporate Finance, LLP
Increasing Fee Income Without Raising Fees
Many financial institutions are raising fees. Should you? As fee revenue becomes an increasingly important component of profitability, it is easily misunderstood. Learn to maximize your fee revenue—and keep your customers longer—by charging the right amount, adopting the right collections policies and knowing which customers generate the most revenue.
  • David Furnace, CEO, Haberfeld
How Partnerships with Federal Home Loan Banks Can Enhance Business Drivers for Financial Institutions
Learn how to fully leverage your FHLB membership from the experts. The FHLBs offer far more than just advances. This panel will help you understand the many products and services that can benefit your bank.
  • Brian E. Argrett, President and CEO, City First Bank of DC; Director, Federal Home Loan Bank of Atlanta
  • Robert Dozier, Executive Vice President and Chief Business Officer, Federal Home Loan Bank of Atlanta
  • Jim Edwards, CEO, United Bank 
From LIBOR to SOFR: What Banks Need to Do to Prepare for 2021
The fate of LIBOR—the rate underpinning more than $270 trillion of contracts, including loans, mortgages, floating rate notes and derivatives—is uncertain past 2021. What does this mean for existing contracts, and what should your bank be doing today to manage risk in new contracts? Learn more about the recommended replacement rate SOFR and hear from industry experts about what your bank should be doing to plan for the transition.
  • David Bowman, Senior Advisor, Federal Reserve Board of Governors
  • Douglas Elliott, Partner, Oliver Wyman
  • Moderator: Alexander C.S. Spiro, Deputy General Counsel, PNC
​12:00 pm — 1:30 pm GUEST PROGRAM AND LUNCH

PRIDE: Mastering the Challenge of Daily Performance
Broadway's longest-running Lion King, Alton Fitzgerald White, has learned the secret to tapping into his inner resources to meet the challenges that people face every day. White will share a philosophy that anyone can use with satisfaction, pride and a sense of accomplishment knowing that they consistently give their best performance each and every day.
12:15 pm – 1:15 pm LUNCH IN THE EXPO
1:30 pm – 2:45 pm GENERAL SESSION

Thinking Differently to Move Your Bank Forward
We're at a moment in time when chance is faster and more dramatic than ever, and every industry is along for the ride. It's time for banks to not only recognize the new definition of change, but embrace it.
  • Frank Sorrentino, Chairman and CEO, ConnectOne Bancorp, Inc.
Responsible Use of AI
The financial services industry continues to implement AI in all facets of operations. As the tech transformation accelerates, how can banking leaders influence the development of AI so that it truly benefits society? Rob Nichols and Cathy Bessant will discuss the future of innovation and our role in shaping the moral and ethical use of AI.
  • Cathy Bessant, Chief Operations and Technology Officer, Bank of America
  • Rob Nichols, President and CEO, American Bankers Association
Toward an Era of Open Banking
Hear from technology companies that are challenging the status quo with compelling core platforms that can bring significant change to how banks select and partner with fintechs. Is a new era of core banking on the horizon? See what all this means for banks large and small.
  • Emily Steele, President-North America, Temenos
  • Dave Hunkele, Head of Products, Live Oak Bank
  • Edgardo Torres-Caballero, Managing Director Americas, Mambu Americas, Inc.
  • Moderator: Rob Nichols, President and CEO, American Bankers Association
Chairman's Perspective - A Year in Review
  • Kenneth L. Burgess, Jr., Chairman, FirstCapital Bank of Texas, NA
2:45 pm – 3:30 pm NETWORKING BREAK IN THE EXPO
3:30 pm – 5:00 pm GENERAL SESSION

How Banks Can Thrive in a Sharing Economy
A pioneer driving the world toward a sustainable, sharing economy, Robin Chase has revolutionized the relationship between people and technology. Chase will share fascinating insight into how banks can identify and implement solutions to solve the industry's most complex issues, such as new technologies, a changing marketplace and evolving consumer preferences.
  • Robin Chase, Founder and Former CEO of Zipcar; CEO and Founder of Buzzcar and GoLoco
Powerful Portraits: An Intimate Look at Humanity and Leadership
A gifted communicator and storyteller, The New Yorker portrait photographer Platon will share his experiences photographing an eclectic mix of world leaders, celebrities, men and women in the military, members of the civil rights movement and human rights champions. Platon explains the meaning behind the picture, encouraging us to develop leadership skills and values based on the themes of empathy, service to others and open dialogue.
  • Platon, World-Renowned, Award-Winning Photographer, The New Yorker
5:00 pm – 6:30 pm RECEPTION IN THE EXPO: THE BIG APPLE

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TUESDAY, OCTOBER 23
7:00 am – 1:30 pm CONVENTION REGISTRATION
​​7:00 am – 7:50 am ​​POWER HOUR BREAKFAST SESSIONS

Make Better Decisions Across the Board
The decision. It's a board of directors' single most important output. That's why Directorpoint's board management software is meticulously designed to help boards maximize decision making effectiveness. Join us as we discuss how this simple, affordable software has helped bank boards streamline administration, reduce costs and increase member engagement.
  • John Peinhardt, President and CEO, Directorpoint
  • Ellen Glasgow, Vice President, Directorpoint
Funding Your FI in the New Age
It's a new economic environment—and new pressure on deposits due to large bank liquidity rules make maintaining and growing core funding a critical issue for community banks. What is your plan for managing funding? How do issues influence your future funding stability? Learn ways for your institution to get a "leg up" on these concerns before they force your hand.
  • Steve Kinner, Senior Managing Director, Promontory Interfinancial Network, LLC
Lending Fraud: The Threat, Consequences and Forming a Plan
The industry faces ongoing threats from account origination and takeover fraud, and this risk may continue to rise.  A recent poll of industry professionals tells us a majority say they feel U.S. financial organizations are more vulnerable to bank fraud than a year ago. Hear from your peers about they're doing to manage lending fraud threats in this constantly changing landscape.
  • Adam Russellz, Executive Director-Financial Services, Neustar, Inc.
8:00 am – 9:30 am GENERAL SESSION

Annual Business Meeting: Election and Installation of Officers

Nominated for:
  • Chairman: Jeffery M. Szyperski, Chairman, President and CEO, Chesapeake Bank
  • Chairman-Elect: Laura Lee (Laurie) Stewart, President and CEO, Sound Community Bank
  • Vice Chairman: James J. Edwards, Jr., CEO, United Bank
  • Treasurer: Luther Deaton, Jr., Chairman, President and CEO, Central Bank and Trust Co.
ABA Community Commitment Awards
  • Jeffrey M. Szyperski, Chairman, President and CEO, Chesapeake Bank
  • Rob Nichols, President and CEO, American Bankers Association
Bank Partnerships Tackling Homelessness in NYC: A Virtual Tour
Join the ABA Foundation for a virtual tour of community revitalization efforts currently underway in New York City to help fight homelessness. Featuring a panel of community visionaries—including Cyndi Lauper, Grammy, Emmy and Tony Award-winning artist; co-founder, True Colors fund—and bank leaders, this session will highlight successful partnerships between banks and community organizations as they work to address the issue of homelessness among the diverse populations in and around New York City.
  • Cyndi Lauper, Grammy, Emmy and Tony Award-Wining Artist; Co-Founder, True Colors Fund
  • Gregory Lewis, Executive Director and CEO, True Colors Fund
  • Bob Annibale, Global Director, Citi Community Development
  • Vladimer Ortega, CRA Officer, Sterling National Bank
  • Brenda Rosen, President and CEO, Breaking Ground
  • Moderator: Corey Carlisle, Senior Vice President, Bank Community Engagement, American Bankers Association
Hurricane Response
  • Peter Gwaltney, President and CEO, North Carolina Bankers Association
  • Alex M. Sanchez, President and CEO, Florida Bankers Association
9:30 am – 10:30 am NETWORKING BREAK IN THE EXPO
10:30 am – 11:15 am
KNOWLEDGE SESSIONS

Tax Cuts and Jobs Act of 2017: What Community Banks and Mutuals Need to Know
The Tax Cuts and Jobs Act of 2017 represents one of the most significant revisions to the Internal Revenue Tax Code in more than 30 years. Discuss the provisions most critical to the banking industry, including tax planning opportunities that lie ahead for community banks and their shareholders.
  • Francis Godfrey, Partner, BKD, LLP
The Ins and Outs of Bank/Fintech Partnerships
To succeed in a fintech partnership, and to increase customer engagement, you need to navigate what works and what doesn't. This discussion will focus on insights and learning from early stage discussions, to implementation, to ROI. Learn what to consider when evaluating fintech technology, engaging with fintech companies, entering into partnerships and putting it all into practice.
  • Lisa Gold Schier, Senior Vice President, Business Innovation, American Bankers Association
  • Matt Tollerton, Vice President, Director of Digital Banking, Central Bancompany
  • Trish North, Managing Director, FinTech Forge
  • Moderator: Julieann Thurlow, President and CEO, Reading Co-Operative Bank
Alternative Capital Sources for Banks of All Sizes
Come hear stories and creative options for managing and attracting capital. Panelists include a community bank investor, a stock and mutual CEOs.
  • William C. Calderara, President and CEO, Ulster Savings Bank
  • Christopher D. Maher, President and CEO, OceantFirst Financial Corporation
  • Moderator: Bob McPherson, Managing Director, StoneCastle Financial
Meet the Challenges of a Flattening Yield Curve Head On
Discuss how rising rates and a flattening yield curve can affect your bank. Hear recommendations on deposit pricing, retention strategies, loan pricing and liquidity management.
  • Mark Haberland, Managing Director, Darling Consulting Group
11:30 am - 12:15 pm KNOWLEDGE SESSIONS

Changing Views on Board of Directors and Governance
Discuss trends in corporate governance shaped by recent regulatory guidance, and how banks can alter their governance structure in a way that better manages risk and positions your bank for future growth.
  • Samantha Kirby, Partner, Goodwin
  • Matthew Dyckman, Counsel, Goodwin
Real-Time Payments Beyond P2P
RTP, the first new payments system in 40 years, combines the real-time movement of funds between financial institutions with enhanced messaging and data handling capabilities. Learn how this service launched by The Clearing House can benefit your customers and your bank from three community bankers close to the process.
  • Luanne Cundiff, President and CEO, First State Bank of St. Charles
  • Jim Reuter, President and CEO, FirstBank Holding Company
  • Tim Mills, Vice President, Business Development, The Clearing House
  • Moderator: Jeff Plagge, President and CEO, Northwest Financial Corporation
Stonier Capstone Presentation: Utilizing Insurance Products to Increase Bank Profitability
Stonier Graduate School of Banking alum Danny Edgecomb, class of 2017, will present the results of his Capstone presentation. Hear how the bank utilized insurance products to provide a continuous stream of non-interest income revenue and increase profitability.
  • Danny Edgecomb, AAI-M, AIM, AIS, SM, President, Kennebunk Savings Insurance
Leveraging Community Engagement to Acquire, Develop and Compensate Talent
Attracting and retaining talent remains a top challenge for the banking industry. And in today's job market, a bank must show the employee/prospect how their career can make a positive daily impact. See the data behind this approach and learn to implement it with positive results.
  • Robert R. Jones, President and CEO, United Bank
  • Jennie Sparandara, JPMorgan Chase & Co.
12:15 pm – 1:30​ pm
POWER HOUR LUNCHES

Attracting and Retaining Key Talent
A practical strategy for attracting and retaining key talent is critical in this growing economy. Learn about several nonqualified benefit strategies bankers have implemented to help the talent challenge, including supplemental disability and long-term care planes. An update on BOLI as a cost recovery vehicle and whether BOLI still makes sense in this current environment will round out the discussion.
  • David Shoemaker, Equias
  • John Boma, New York Life
Growing Mortgage Originations While Shrinking Costs
Effective mortgage lending partnerships can better help banks acquire and retain customers while enhancing customer satisfaction levels that have built that bank's brand. Learn how to bring together the best of both organizations—technology, staffing, branding—in order to reallocate resources to other more profitable business lines. New challenges, benefits and strategies within mortgage lending, and how partnerships can address them, will be discussed.
  • Armando Carvalho, Senior Vice President, Rockland Trust
  • Kurt Noyce, President, Embrace Financial Institutions Group
Too Good to Be True? A Late-Cycle View of Bank Performance
Banking industry thought leader KBRA take stock of consumer and commercial loan quality. Is current performance too good to be true, or are we on the precipice of another cyclical downturn?
  • Van Hesser, Head of Corporate and Financial Institutions, Kroll Bond Rating Agency
  • Brian Ford, Head of Asset-Backed Securities Research, Kroll Bond Rating Agency
Lunch With Lions: Hunting for Better Core Fintech Deals
A private C-Suite luncheon for $500M+ banks hat want to profitably explore ways to build the bank of the future—one without the barriers of current core and IT constraints. We'll discuss business processes you may have in place that prevent fintech adoption. Attendees will leave with a road map that can be implemented using real-life examples learned by CenterState Bank and Paladin Fs, LLC.
  • Chris Nichols, Chief Security Officer, CenterState Bank
  • Aaron Silva, CEO, Paladin fs, LLC
1:30 pm – 2:30 pm CLOSING GENERAL SESSION

Inclusive Leadership
A diverse workforce is critical to the strength and vitality of our industry. Morgan Stanley's Carla Harris joins two fellow bank leaders to share how inclusive leadership can positively influence the creating of a diverse team.
  • Carla Harris, Vice Chairman, Wealth Management and Senior Client Advisor, Morgan Stanley
  • Jim Edwards, CEO, United Bank
  • Nancy Huntington Stager, Executive Vice President, Human Resources & Charitable Giving, Eastern Bank
A Conversation with Jelena McWilliams and Rob Nichols
This session will discuss a range of issues, including the future of regulatory and tax reform and the nation's economic outlook
  • Jelena McWilliams, Chairman, Federal Deposit Insurance Corporation
  • Rob Nichols, President and CEO, American Bankers Association
The Power of Funny
Seth Meyers is an Emmy Award-winning writer and current host of Late Night with Seth Meyers. He recently hosted the 75th Golden Globe Awards and hosted the 66th Primetime Emmy Awards in 2014. Meyers began his TV career with Saturday Night Live in 2001, where he was cast member for 13 seasons. At this year's closing general session, Meyers' trademark comedy will end the conference on a humorous note—showing how a bit of fun can go a long way in being successful. 
  • Seth Meyers, Emmy Award-Winning Writer; Host of Late Night with Seth Meyers
2:30 pm – 3:30 pm CLOSING RECEPTION: SEE YOU IN SEATTLE

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