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ABA Real Estate Lending Conference





Overview  |  Registration  |  Program  |  Hotel & Venue  |  Partners & Sponsors  |  Speakers

Review the 2018 ABA Real Estate Lending Conference Program Below



​​​​​
 

 Full Program Schedule

 
Wednesday, April 4 | Thursday, April 5 | Friday, April 6

Wednesday, April 4, 2018
12:00 pm - 6:00 pm CONFERENCE REGISTRATION OPEN
3:00 - 4:00 pm OPENING GENERAL SESSION
The Speed of Wow: How Fast Can You Get Fast?

If the speed of doing business continues to increase in the next 10 years; ask yourself, How Fast Can You Get Fast? Go down the success road to understand the critical difference between going fast and being fast; grasp how to remove the Speed Bumps that slow you down; learn how to achieve trailblazing performance, and why corporations sometimes struggle to emulate these valuable traits.
  • Speaker: Derek Daly, International Racing Champion, Best-Selling Author, and TV's Face of Motor Sports
4:15 - 5:15 pm CONCURRENT SESSIONS
RESIDENTIAL TRACK
Improving Your GSE Secondary Market Loan Sale Execution
Feeling the challenges of the current market? Volume down? Competing against very aggressive Aggregator pricing? Struggling to meet your secondary market budget and goals?
This session can help! In a moderated panel discussion, you will learn directly from Fannie and Freddie the available loan sale channels you can leverage to improve your execution. Then, hear from a banker who has successfully deployed various options while balancing management concerns and challenges.
  • Moderator: Brad Weiner, Independent Consultant
  • Panelists:
    • David Brennan, Senior Vice President - Chief Residential & Consumer Lending Officer, Cape Cod Savings Bank
    • Hakan Beygo, Senior Director, Single-Family Sales and Relationship Management, Freddie Mac
    • Arthur Schultz, Director, Capital Markets, Fannie Mae
COMMERCIAL TRACK
Protecting Your Asset Pool in a Competitive Environment
In today’s competitive environment banks are aggressively cutting terms – guaranty’s, carve outs, amortizations - in order to win the business and grow their portfolio, often at the expense of protecting their asset pool. This session examines best practices from a lenders and debtor’s viewpoint, and provides an understanding of loan participation agreements, LIBOR and workouts, so you better understand the overall effects of leveraging terms to close the deal.
  • Speakers:
    • Brett Anders, Chair, Loan Enforcement and Creditor Bankruptcy Group, Polsinelli
    • Aaron Jackson, Shareholder, Polsinelli
5:15 - 6:45 pm WELCOME RECEPTION

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Thursday, April 5, 2018
7:00 am - 5:30 pm CONFERENCE REGISTRATION OPEN
7:30 - 8:30 am

Sponsored by
Land Gorilla
 
POWER HOUR BREAKFAST
Keep Your Competitive Edge with the Right Construction Loans
The demand for construction loans is on the rise. Are you offering the best CTP options for your consumers? Join Land Gorilla to learn the benefits of construction lending, common pitfalls to avoid, and the clear differences between the 1x close vs the 2x close loan product.
  • Speaker: Bill Berthelette, Executive Vice President, Land Gorilla
8:45 - 9:30 am GENERAL SESSION
Economic Outlook

ABA’s Senior Economist Curtis Dubay will provide an overview of current economic conditions and how they impact the real estate market in both the near and long term. Particular attention will be paid to recent legislative developments, including tax reform. The discussion will also will touch on how changes to the economy caused by tax reform will affect the real estate industry and how specific provisions in the bill, such as changes to the Mortgage Interest Deduction and business interest deductibility, will affect the industry.
  • Speaker: Curtis Dubay, Senior Economist, American Bankers Association
9:30 - 10:30 am BREAK WITH PARTNERS
10:30 - 11:45 am CONCURRENT SESSIONS
RESIDENTIAL TRACK
Process Analytics for Better Efficiencies

Banks and bank- owned mortgage companies are encountering a tough market, as competition from aggressive independent mortgage bankers erodes market share. With a slow growth mortgage market, competition will be fierce for the opportunities that are out there, and bank mortgage units need to be at their best. Learn from STRATMOR Group research about what is driving the market dynamics, including insights into sales and production costs, technology investments, the digital landscape and consumer research insights. Well known industry speaker Garth Graham will engage the audience with humor, interactive polling technology and a lot of data about market conditions.
  • Speaker: Garth Graham, Senior Partner, Stratmor Group
COMMERCIAL TRACK
Building CRE Lender Bench Strength

Community banks are challenged with attracting commercial lenders to join their team to assist the bank in hitting budgeted loan growth goals. While larger banks can leverage their size and compensation models, where are community bankers recruiting their commercial lenders, and how are they developing commercial lenders from within their own organization? This panel will discuss trends shaping the search industry and share best practices from banks who have developed talent from within.
  • Moderator: Sharon Whitaker, Vice President, Commercial Real Estate & Finance, American Bankers Association
  • Panelists:
    • J. Greg Burgess, Chief Credit Officer, FirstCapital Bank of Texas
    • Kristine Oliver, Managing Director, Pearl Meyer
    • Darrell Jaggers, Senior Partner, Centier Bank
11:45 am - 1:00 pm GENERAL SESSION
Networking Lunch and Industry Updates
2018 will see profound legal and regulatory reforms that will shape real estate lending for years to come. Hear from ABA policy experts about regulatory and other priority issues that will most deeply impact mortgage operations. Hear directly from CFPB officials about their strategic plan, their objectives, and the Bureau’s multi-year regulatory agenda.
1:00 - 2:15 pm CONCURRENT SESSIONS
RESIDENTIAL TRACK
Competing in Today's Market - Bankers Roundtable

Understand the current competitive environment, identify alternative distribution solutions, get the tools to compete against non-bank competitors, and build a strategy when competing for talent.
  • Speaker: John Battaglia, Senior Vice President, Cooperative Bank
COMMERCIAL TRACK
Trends and Strategies to Grow Your Business

As lending competition now includes more than traditional lenders, commercial banks are taking a fresh look at their strategy to compete and win commercial real estate business. What they are finding is there isn’t a “one size fits all” approach and that client relationships still matter. In a moderated panel discussion, bankers will review a broad mix of trends – pricing, participations, marketing and technology – that are shaping their business strategy.
  • Moderator: W. Andrew Holden, CCIM, Louisville Market President, Park National Bank 
  • Panelists:
      • Mark Ciotti, Executive Vice President, Anchor Commercial Bank
      • Steven L. Karn, Manager, Investment Real Estate, First Merchants Bank
      • Natalie Lynch, Senior Vice President, Market President, Longview Oak Forest, Austin Bank
      • HD Jacobs, Senior Commercial Banking and Lending Specialist, S&P Global
2:15 - 3:00 pm BREAK WITH PARTNERS
3:00 - 5:00 pm CONCURRENT SESSIONS
RESIDENTIAL TRACK
3:00 - 4:00
To Build or Not Build - a Niche Marketing Campaign

If you build it, will they come? This session will provide you with tools to assess your own unique opportunities in regards to a niche marketing campaign. Specifically, after attending this session, you will be able to assess your own resources and internal strengths, and identify the market needs in your geographical market. Additionally, by leveraging your bank’s brand and marketing dollars, this session will provide a road map to translate those market needs into a tangible niche offering campaign that is clear and compelling.
  • Speakers:
    • Kathy Brown, Senior Mortgage Partner, York Traditions Bank
    • Teresa L. Gregory, DBA, Managing Director, York Traditions Bank

4:00 - 5:00
Loan Quality Data Unlocks Business Improvement for Banks

Community banks with a commitment to quality control recognize that quality begins before an application is taken and continues throughout the entire mortgage origination process and beyond. This creates a rich repository of information with immediate and long-term benefits. Pre and post close audit reviews of verified, validated loan files data and documentation can help banks meet the requirements of HUD, FHA, Fannie Mae, Freddie Mac, or a provincial regulator. On a loan by loan basis, bankers can cure loan defects before an examination or compliance audit, avoiding fines, fees and penalties. But what else can bankers do with this rich repository of information? This session will explore how quality control automation is delivering efficiency and accuracy improvements that can unlock business intelligence for lending strategies, market coverage and opportunity mining.
  • Speaker: Craig Riddell, Executive Vice President, Chief Business Officer, LoanLogics

COMMERCIAL TRACK
3: 00 - 5: 00
Psychology of Negotiations

In this interactive workshop, participants will consider how to make better decisions so as to negotiate real estate transactions and lending relationships more effectively. Participants will practice collaborating for joint gain while competing strategically for their own side. Research-based managerially tested concepts underlie the individual, pair, and group experiential activities.
  • Speaker: Harris Sondak, Ph.D., David Eccles Professor, Chair, Department of Management, University of Utah
5:00 - 6:00 pm RECEPTION IN THE MARKETPLACE

Back to top



Friday, April 6, 2018
7:00 am - 12:00 pm CONFERENCE REGISTRATION OPEN
7:00 - 8:00 am

Sponsored by
LSC-Logo160w.jpg
POWER HOUR BREAKFAST
Fintech + Your Bank: How to Acquire More Leads, More Loans, More Confidently
Bank executives today know fintech drives competitiveness and relevancy among consumers. Executive Director Ben Wu reveals best- and next-practices of leading banks leveraging fintech to increase prospects, efficiencies, and production. Join us and leave with a digital tool you can implement today that your customers will love.
8:15 - 9:15 am GENERAL SESSION
Regulatory Roundup

Fasten your seatbelts – in this fast paced session, ABA regulatory experts will cover key regulatory and topics of concern for both residential and commercial real estate lenders.
9:15 - 10:00 am BREAK WITH PARTNERS
10:00 - 11:00 am CONCURRENT SESSIONS
RESIDENTIAL TRACK
What Will the Future Mortgage Sales Organization Look Like?
It is projected by 2020, lenders will need to replace 200,000 originators when baby boomers retire. On top of generational change, there is a revolution in lead generation that requires new selling approaches. Industry sales expert, Pat Sherlock will share sales trends in mortgage sales from hiring the right sales candidate for today’s marketplace; how community banks can win the lead generation game: is face to face selling being replaced by digital?; does it makes sense to grow your own or buy a team; does inside sales replace distributed retail? This session will cover what the future sales organization and its sales talent will look like for mortgage origination.
  • Speaker: Pat Sherlock, QFS Sales Solutions
COMMERCIAL TRACK
CRE Trends You Need to Know
Understanding the real estate landscape and the developing trends are paramount for any lender active in the commercial real estate market. This session will provide a current overview of the real estate landscape, top changes expected over the next two years as well as leading indicators we as lenders should be looking for to maintain health in our portfolios.
  • Speaker: Brian Bailey, Subject Matter Expert, Federal Reserve Bank of Atlanta
11:15 am - 12:15 pm CONCURRENT SESSIONS
RESIDENTIAL TRACK
Digital Mortgage Lending - Is Your Bank Prepared?
  • Evolving mortgage lending landscape toward digital
  • Understand what is currently available and how banks can partner with financial technology companies
  • Hear from banks who have successfully stepped into the digital landscape
  • What does the future hold for banks?
  • Moderator: Neil Armstrong, Senior Vice President, Northpointe Bank
  • Panelists:
    • Jennifer Flug, Regional Sales Manager, Global Lending Solutions
    • Stephen Sessler, Camden National Bank
    • Beth Millstein, Director, Single Family Business, Fannie Mae
COMMERCIAL TRACK
So We Have Concentrations, What's the Big Deal?
Commercial Real Estate Loans are becoming the “bread and butter” for Community Banks. Expanding these loans types to increase your bank’s spreads brings with it additional regulatory scrutiny. So what is a Community Bank to do? Learn how to establish industry concentration limits that fit into your bank’s strategic plan while satisfying your regulators. Discover techniques and risk management tools for expanding your portfolio to impress your board and regulators for industry and CRE concentration limits.
  • Speakers:
    • Roger Shumway, Executive Vice President and Chief Credit Officer, Bank of Utah
    • Barry Mills, Senior Regulatory Advisor, American Bankers Association
12:45 pm Conference Adjourns

Back to top

 

 Residential Track

 
Wednesday, April 4 | Thursday, April 5 | Friday, April 6

Wednesday, April 4, 2018
12:00 pm - 6:00 pm CONFERENCE REGISTRATION OPEN
3:00 - 4:00 pm OPENING GENERAL SESSION
The Speed of Wow: How Fast Can You Get Fast?

If the speed of doing business continues to increase in the next 10 years; ask yourself, How Fast Can You Get Fast? Go down the success road to understand the critical difference between going fast and being fast; grasp how to remove the Speed Bumps that slow you down; learn how to achieve trailblazing performance, and why corporations sometimes struggle to emulate these valuable traits.
  • Speaker: Derek Daly, International Racing Champion, Best-Selling Author, and TV's Face of Motor Sports
4:15 - 5:15 pm CONCURRENT SESSION
Improving Your GSE Secondary Market Loan Sale Execution
Feeling the challenges of the current market? Volume down? Competing against very aggressive Aggregator pricing? Struggling to meet your secondary market budget and goals?
This session can help! In a moderated panel discussion, you will learn directly from Fannie and Freddie the available loan sale channels you can leverage to improve your execution. Then, hear from a banker who has successfully deployed various options while balancing management concerns and challenges.

  • Moderator: Brad Weiner, Independent Consultant
  • Panelists:
    • David Brennan, Senior Vice President - Chief Residential & Consumer Lending Officer, Cape Cod Savings Bank
    • Hakan Beygo, Senior Director, Single-Family Sales and Relationship Management, Freddie Mac
    • Arthur Schultz, Director, Capital Markets, Fannie Mae
5:15 - 6:45 pm WELCOME RECEPTION

Back to top



Thursday, April 5, 2018
7:00 am - 5:30 pm CONFERENCE REGISTRATION OPEN
7:30 - 8:30 am POWER HOUR - Sponsored by Land Gorilla
8:45 - 9:30 am GENERAL SESSION
Regulatory Roundup

Fasten your seatbelts – in this fast paced session, ABA regulatory experts will cover key regulatory and topics of concern for both residential and commercial lenders.
8:45 - 9:30 am GENERAL SESSION
Economic Outlook

ABA’s Senior Economist Curtis Dubay will provide an overview of current economic conditions and how they impact the real estate market in both the near and long term. Particular attention will be paid to recent legislative developments, including tax reform. The discussion will also will touch on how changes to the economy caused by tax reform will affect the real estate industry and how specific provisions in the bill, such as changes to the Mortgage Interest Deduction and business interest deductibility, will affect the industry.
  • Speaker: Curtis Dubay, Senior Economist, American Bankers Association
9:30 - 10:30 am BREAK WITH PARTNERS
10:30 - 11:45 am CONCURRENT SESSION
Process Analytics for Better Efficiecies

Banks and bank- owned mortgage companies are encountering a tough market, as competition from aggressive independent mortgage bankers erodes market share. With a slow growth mortgage market, competition will be fierce for the opportunities that are out there, and bank mortgage units need to be at their best. Learn from STRATMOR Group research about what is driving the market dynamics, including insights into sales and production costs, technology investments, the digital landscape and consumer research insights. Well known industry speaker Garth Graham will engage the audience with humor, interactive polling technology and a lot of data about market conditions.
  • Speaker: Garth Graham, Senior Partner, Stratmor Group
11:45 am - 1:00 pm GENERAL SESSION
Networking Lunch and Industry Updates
2018 will see profound legal and regulatory reforms that will shape real estate lending for years to come. Hear from ABA policy experts about regulatory and other priority issues that will most deeply impact mortgage operations. Hear directly from CFPB officials about their strategic plan, their objectives, and the Bureau’s multi-year regulatory agenda.
1:00 - 2:15 pm CONCURRENT SESSION
Competing in Today's Market - Bankers Roundtable

Understand the current competitive environment, identify alternative distribution solutions, get the tools to compete against non-bank competitors, and build a strategy when competing for talent.
  • Speaker: John Battaglia, Senior Vice President, Cooperative Bank
2:15 - 3:00 pm BREAK WITH PARTNERS
3:00 - 5:00 pm CONCURRENT SESSION
3:00 - 4:00
To Build or Not Build - a Niche Marketing Campaign

If you build it, will they come? This session will provide you with tools to assess your own unique opportunities in regards to a niche marketing campaign. Specifically, after attending this session, you will be able to assess your own resources and internal strengths, and identify the market needs in your geographical market. Additionally, by leveraging your bank’s brand and marketing dollars, this session will provide a road map to translate those market needs into a tangible niche offering campaign that is clear and compelling.
  • Speakers:
    • Kathy Brown, Senior Mortgage Partner, York Traditions Bank
    • Teresa L. Gregory, DBA, Managing Director, York Traditions Bank

4:00 - 5:00
Loan Quality Data Unlocks Business Improvement for Banks

Community banks with a commitment to quality control recognize that quality begins before an application is taken and continues throughout the entire mortgage origination process and beyond. This creates a rich repository of information with immediate and long-term benefits. Pre and post close audit reviews of verified, validated loan files data and documentation can help banks meet the requirements of HUD, FHA, Fannie Mae, Freddie Mac, or a provincial regulator. On a loan by loan basis, bankers can cure loan defects before an examination or compliance audit, avoiding fines, fees and penalties. But what else can bankers do with this rich repository of information? This session will explore how quality control automation is delivering efficiency and accuracy improvements that can unlock business intelligence for lending strategies, market coverage and opportunity mining.
  • Speaker: Craig Riddell, Executive Vice President, Chief Business Officer, LoanLogics
5:00 - 6:00 pm RECEPTION IN THE MARKETPLACE

Back to top




Friday, April 6, 2018
7:00 am - 12:00 pm CONFERENCE REGISTRATION OPEN
7:00 - 8:00 am

Sponsored by
LSC-Logo160w.jpg
POWER HOUR BREAKFAST
Fintech + Your Bank: How to Acquire More Leads, More Loans, More Confidently
Bank executives today know fintech drives competitiveness and relevancy among consumers. Executive Director Ben Wu reveals best- and next-practices of leading banks leveraging fintech to increase prospects, efficiencies, and production. Join us and leave with a digital tool you can implement today that your customers will love.
8:15 - 9:15 am GENERAL SESSION
Regulatory Roundup

Fasten your seatbelts – in this fast paced session, ABA regulatory experts will cover key regulatory and topics of concern for both residential and commercial real estate lenders.
9:15 - 10:00 am BREAK WITH PARTNERS
10:00 - 11:00 am CONCURRENT SESSION
What Will the Future Mortgage Sales Organization Look Like?
It is projected by 2020, lenders will need to replace 200,000 originators when baby boomers retire. On top of generational change, there is a revolution in lead generation that requires new selling approaches. Industry sales expert, Pat Sherlock will share sales trends in mortgage sales from hiring the right sales candidate for today’s marketplace; how community banks can win the lead generation game: is face to face selling being replaced by digital?; does it makes sense to grow your own or buy a team; does inside sales replace distributed retail? This session will cover what the future sales organization and its sales talent will look like for mortgage origination.
  • Speaker: Pat Sherlock, QFS Sales Solutions
11:15 am - 12:15 pm CONCURRENT SESSION
Digital Mortgage Lending - Is Your Bank Prepared?
  • Evolving mortgage lending landscape toward digital
  • Understand what is currently available and how banks can partner with financial technology companies
  • Hear from banks who have successfully stepped into the digital landscape
  • What does the future hold for banks?
  • Moderator: Neil Armstrong, Senior Vice President, Northpointe Bank
  • Panelists:
    • Jennifer Flug, Regional Sales Manager, Global Lending Solutions
    • Stephen Sessler, Camden National Bank
    • Beth Millstein, Director, Single Family Business, Fannie Mae

12:45 pm Conference Adjourns

Back to top

 

 Commercial Track

 
Wednesday, April 4 | Thursday, April 5 | Friday, April 6

Wednesday, April 4, 2018
12:00 pm - 6:00 pm CONFERENCE REGISTRATION OPEN
3:00 - 4:00 pm OPENING GENERAL SESSION
The Speed of Wow: How Fast Can You Get Fast?

If the speed of doing business continues to increase in the next 10 years; ask yourself, How Fast Can You Get Fast? Go down the success road to understand the critical difference between going fast and being fast; grasp how to remove the Speed Bumps that slow you down; learn how to achieve trailblazing performance, and why corporations sometimes struggle to emulate these valuable traits.
  • Speaker: Derek Daly, International Racing Champion, Best-Selling Author, and TV's Face of Motor Sports
4:15 - 5:15 pm CONCURRENT SESSION
Protecting Your Asset Pool in a Competitive Environment
In today’s competitive environment banks are aggressively cutting terms – guaranty’s, carve outs, amortizations - in order to win the business and grow their portfolio, often at the expense of protecting their asset pool. This session examines best practices from a lenders and debtor’s viewpoint, and provides an understanding of loan participation agreements, LIBOR and workouts, so you better understand the overall effects of leveraging terms to close the deal.
  • Speakers:
    • Brett Anders, Chair, Loan Enforcement and Creditor Bankruptcy Group, Polsinelli
    • Aaron Jackson, Shareholder, Polsinelli
5:15 - 6:45 pm WELCOME RECEPTION

Back to top



Thursday, April 5, 2018
7:00 am - 5:30 pm CONFERENCE REGISTRATION OPEN
7:30 - 8:30 am POWER HOUR - Sponsored by Land Gorilla
8:45 - 9:30 am GENERAL SESSION
Economic Outlook

Gain industry perspectives on the economic outlook for residential and commercial real estate lending.
ABA’s Senior Economist Curtis Dubay will provide an overview of current economic conditions and how they impact the real estate market in both the near and long term. Particular attention will be paid to recent legislative developments, including tax reform. The discussion will also will touch on how changes to the economy caused by tax reform will affect the real estate industry and how specific provisions in the bill, such as changes to the Mortgage Interest Deduction and business interest deductibility, will affect the industry.
  • Speaker: Curtis Dubay, Senior Economist, American Bankers Association
9:30 - 10:30 am BREAK WITH PARTNERS
10:30 - 11:45 am CONCURRENT SESSION
Building CRE Lender Bench Strength

Community banks are challenged with attracting commercial lenders to join their team to assist the bank in hitting budgeted loan growth goals. While larger banks can leverage their size and compensation models, where are community bankers recruiting their commercial lenders, and how are they developing commercial lenders from within their own organization? This panel will discuss trends shaping the search industry and share best practices from banks who have developed talent from within.
  • Moderator: Sharon Whitaker, Vice President, Commercial Real Estate & Finance, American Bankers Association
  • Panelists:
    • J. Greg Burgess, Chief Credit Officer, FirstCapital Bank of Texas
    • Kristine Oliver, Managing Director, Pearl Meyer
    • Darrell Jaggers, Senior Partner, Centier Bank
11:45 am - 1:00 pm GENERAL SESSION
Networking Lunch and Industry Updates
2018 will see profound legal and regulatory reforms that will shape real estate lending for years to come. Hear from ABA policy experts about regulatory and other priority issues that will most deeply impact mortgage operations. Hear directly from CFPB officials about their strategic plan, their objectives, and the Bureau’s multi-year regulatory agenda.
1:00 - 2:15 pm CONCURRENT SESSIONS
Trends and Strategies to Grow Your Business

As lending competition now includes more than traditional lenders, commercial banks are taking a fresh look at their strategy to compete and win commercial real estate business. What they are finding is there isn’t a “one size fits all” approach and that client relationships still matter. In a moderated panel discussion, bankers will review a broad mix of trends – pricing, participations, marketing and technology – that are shaping their business strategy.
  • Moderator: W. Andrew Holden, CCIM, Louisville Market President, Park National Bank 
  • Speakers:
      • Mark Ciotti, Executive Vice President, Anchor Commercial Bank
      • Steven L. Karn, Manager, Investment Real Estate, First Merchants Bank
      • Natalie Lynch, Senior Vice President, Market President, Longview Oak Forest, Austin Bank
      • HD Jacobs, Senior Commercial Banking and Lending Specialist, S&P Global
2:15 - 3:00 pm BREAK WITH PARTNERS
3:00 - 5:00 pm CONCURRENT SESSIONS
3: 00 - 5: 00
Psychology of Negotiations

In this interactive workshop, participants will consider how to make better decisions so as to negotiate real estate transactions and lending relationships more effectively. Participants will practice collaborating for joint gain while competing strategically for their own side. Research-based managerially tested concepts underlie the individual, pair, and group experiential activities.
  • Speaker: Harris Sondak, Ph.D., David Eccles Professor, Chair, Department of Management, University of Utah
5:00 - 6:00 pm RECEPTION IN THE MARKETPLACE

Back to top




Friday, April 6, 2018
7:00 am - 12:00 pm CONFERENCE REGISTRATION OPEN
7:00 - 8:00 am

Sponsored by
LSC-Logo160w.jpg
POWER HOUR BREAKFAST
Fintech + Your Bank: How to Acquire More Leads, More Loans, More Confidently
Bank executives today know fintech drives competitiveness and relevancy among consumers. Executive Director Ben Wu reveals best- and next-practices of leading banks leveraging fintech to increase prospects, efficiencies, and production. Join us and leave with a digital tool you can implement today that your customers will love.
8:15 - 9:15 am GENERAL SESSION
Regulatory Roundup

Fasten your seatbelts – in this fast paced session, ABA regulatory experts will cover key regulatory and topics of concern for both residential and commercial real estate lenders.
9:15 - 10:00 am BREAK WITH PARTNERS
10:00 - 11:00 am CONCURRENT SESSIONS
CRE Trends You Need to Know
Understanding the real estate landscape and the developing trends are paramount for any lender active in the commercial real estate market. This session will provide a current overview of the real estate landscape, top changes expected over the next two years as well as leading indicators we as lenders should be looking for to maintain health in our portfolios.
  • Speaker: Brian Bailey, Subject Matter Expert, Federal Reserve Bank of Atlanta
11:15 am - 12:15 pm CONCURRENT SESSIONS
So We Have Concentrations, What's the Big Deal?
Commercial Real Estate Loans are becoming the “bread and butter” for Community Banks. Expanding these loans types to increase your bank’s spreads brings with it additional regulatory scrutiny. So what is a Community Bank to do? Learn how to establish industry concentration limits that fit into your bank’s strategic plan while satisfying your regulators. Discover techniques and risk management tools for expanding your portfolio to impress your board and regulators for industry and CRE concentration limits.
  • Speakers:
    • Roger Shumway, Executive Vice President and Chief Credit Officer, Bank of Utah
    • Barry Mills, Senior Regulatory Advisor, American Bankers Association
12:45 pm Conference Adjourns

Back to top