"C Suite" Workshops
The following is a preliminary list with brief descriptions of educational workshops. (subject to change)
Mutual and Thrift Roundtable*
Discuss the opportunities and challenges surrounding mutual and thrift institutions today. Hear about governance, the legislative and regulatory environments, merger and acquisition strategies and hot topics.
Building Your Planning Playbook: Optimize Execution in 2014 and Beyond*
Most bank executive teams are adept at setting annual strategic objectives. The common challenge is validating those objectives and setting execution goals that are directly aligned with the objectives. Learn how to develop a Planning Playbook which provides a methodical process for completing the planning process using fact-based analysis. Learn to validate strategic objectives based on fact-based analysis, identify markets which can support the bank’s objectives, identify branches that have the best opportunities to achieve goals, accurately allocate resources, employ go-to-market strategies that will deliver the best success. Understand how to set realistic goals for each branch, region and market.
Merger & Acquisition, Community Bank Valuation and Capital Markets Update*
The community bank environment continues to improve. Address emerging merger and acquisition landscape, the key factors that contribute to your bank’s value and provide an update on how some community banks have approached the capital markets.
Hot Topics in Banking*
Hear the latest information on some of the hottest topics in the industry, including regulators and FASB’s current thinking on a proposed change in the methodology for the allowance for loan and lease losses. How can you optimize your bank in a post-Basel III world? Discuss business, accounting and financial reporting issues related to M&A transactions, and more.
The Community Bank’s Success Guide: How to be Successful in the Future*
What is the best way to make your community bank successful for the future? Even though the environment is still difficult, there is an excellent future for community banks that take the right steps and operate with the right focus. Hear practical ideas with respect to maintaining independence in a consolidating environment, improving the board of directors, improving profitability, considering issues of structure, shareholders, and providing effective and successful strategic planning for a successful community bank for the future.
Buy, Sell or Remain Independent: Three Key Strategies for Each Scenario*
Every bank falls into one of these three categories. We want to buy, we want to sell or we want to remain independent. Find three key tips to help you along your way. If you are not sure which strategy you want to follow, hearing every scenario should help your strategic plan.
Strategically Picking the Pockets of Your Competitors*
Stretched for resources and pressured on interest margin, learn how to take off the gloves and battle for sustainable earnings from your most profitable retail and commercial customers. Hear the tactics you can employ to discern your targets and the pricing weapons to use to capture and keep them.
Strategies to Increase Profitable Fee Income*
With the increased pressure on net-interest margin it is necessary for us to have proven strategies to increase profitable fee income. Focus on how to increase your fee income from mortgage, trust, investments, insurance, deposit accounts, electronic banking and loans with an emphasis on value added sources of fee income.
How Do You Make A Good Bank, A Great Bank*
How will we define successful banks in the future? Old measure may not apply. While credit quality is a given, how to find and develop high quality loan business will require management attention. Customer focus and superior customer service will be key building blocks for successful banks. Key metrics will include margins, non-interest income, and technology risk and rewards. As in all things, talented and motivated staff is essential to success.
* These workshops/sessions qualify for one continuing professional education credit. To qualify, you must attend the entire session. Name badges will be scanned at the end of the session.
<< Return to Previous Page