24th Annual Bank Director Current Issues Seminar
|Monday, March 11
|7:45 a.m. – 8:30 a.m.
8:30 a.m. – 2:30 p.m.
11:30 a.m. – 12:30 p.m.
The role of the bank director is one of constant change, whether it is learning new duties and obligations imposed by regulators, deploying new corporate structuring techniques touted by professionals to help enhance bank value, or fulfilling a personal desire for more education to better serve your institution and community. Insights from a wide range of top industry consultants and regulators make this seminar an event for directors wanting to do more than simply occupy a seat at the board table.
Audit Committee 101: Best Practices to Improve Your Committee Performance
Neil Falken – Partner Financial Institutions, CliftonLarsonAllen LLP
In this ever-changing world of accounting and regulatory demands, be sure your audit committee is properly structured and ready to address its responsibilities as a committee. We will address oversight, primary and secondary roles, membership of the committee, relationship with external auditors and other topics.
Strategic Planning: Don’t Make Me Do It!
Jeff Gerrish– Chairman of the Board, Gerrish McCreary Smith Consultants, LLC
This fast-paced presentation by well-known attorney and consultant to community banks, Jeff Gerrish, will deal with the board and senior officers’ general reluctance to engage in anything remotely related to strategic planning. Mr. Gerrish will address 10 issues that indicate your planning may be a waste of time and give 10 suggestions on how to improve the result so that it is beneficial to the bank, its holding company and the directors and officers.
For Bank Director Current Issues Seminar registered attendees only
Retail 2020: Future Branch
Eduardo Alvarez– Managing Director, Brand and Retail Strategy, NewGround
Industry experts agree that the future of the financial services industry over the next 10 years will undergo dramatic change, with increased non-traditional competition, the explosion of virtual channel management and increased regulatory control. Consumers today demand customized products and services and the retail environments of tomorrow must deliver an exceptional Total Consumer Experience. See how the financial services industry is repositioning itself to meet the shifting demands of consumers and learn what you’ll need to do to position yourself as a market leader.
Keys to Managing Your Process: An Overview for Directors
Tom Parliment– President, Parliment Consulting Services
For the past year, Dr. Tom has been asked by the FDIC to run a $300 million “troubled” community bank. What you are going to witness in this presentation is a thought provoking and humorous analysis of the credit quality analytics that Dr. Tom had to develop for the bank. The migration and vintage loan analysis that he developed had to be relatively simple and capable of being used by a regular community bank ... and with a process understood by directors.
**You’ll earn five CPE credits if you attend the entire session. Badges will be scanned at the end of the session.
You must be registered for the ICBA convention in order to attend the Annual Bank Director Current Issues seminar.