Tuesday, Nov. 7
Eye Openers with Continental Breakfast
Is Your Liquidity Strategy Ready? Navigating the New Deposit Landscape
Steve Kinner, Sr. Managing Director & Lance Caldwell, Managing Director, Promontory Interfinancial Network
Effective bank leadership requires vigilance and agility—a hyperawareness of even small changes in the marketplace and the ability to proactively capitalize on these changes. Join Steve Kinner, senior managing director of Promontory Interfinancial Network, and discover how you can adjust your bank’s liquidity strategy today to make the most of emerging industry and market trends. Promontory Network is a trusted partner chosen by more than 3,000 financial institutions nationwide.
Managing Risk: Explore the Latest Fraud and Cyber Threats
Learn What You Can do to Mitigate the Risks
Tina Giorgio, CEO, ICBA Bancard
These days, it’s nearly impossible to turn on the news without hearing of a new breach or intrusion. In the session we will take a look at some of the biggest breaches of 2017 and why they happened. Participants will also receive practical takeaways regarding what your bank can do now to avoid being a victim while also protecting and educating its customers.
A Simulated Examination: FDIC Puts You in the Examiner's Seat
Presented by: FDIC Examiners Audra Cast and William Hardy
As one of the paramount activities for any community bank leader, the bank examination process can be insightful and nerve-racking all at the same time. This program will provide an overview of the examination process and is intended to enhance participants’ understanding of how examiners assign ratings to Capital, Asset Quality, Management, Earnings, Liquidity and Sensitivity to Market Risk (CAMELS) at the end of an examination.
In this simulated, hands-on exercise, participants will discuss the CAMELS component definitions, learn about the interrelationships between the components and assign ratings.
Social Media Influencing: Be Careful What You Post!
Ethan Wall, Attorney, Professor, Author
For banks to attract new business on social media, they must master the art of influencing. Influencing comes in many shapes and forms, from employees to outside endorsements, sponsored posts to social media sweepstakes, and everything in between. But there are plenty of potential legal and regulatory risks which must be identified and covered in order to proceed with confidence. In this 75-minute session, social media attorney Ethan Wall will help you make sense of social media compliance so that you can focus on growing your bank through social media and digital marketing while remaining compliant with social media relate laws and regulations.
Leadership Acceleration Panel & Luncheon
John Siracusa, founder and creator, #Bank Social
Chris Kelley, executive director, Barret School of Banking
Tina Giorgio, president & CEO, ICBA Bancard
Moderator: Sarah Bacehowski, president, Mills Marketing
Join this engaging panel of industry experts as we discuss the practical issues impacting today's community bank leaders. Panelists will tackle questions that we've developed and also take questions from LEAD FWD Summit participants. Leave no question unasked!
Topics to be addressed include:
- In what ways do you demonstrate leadership in your role at the bank or organization?
- What is the most challenging aspect of being a leader?
- What advice do you have leading teams through change?
- What is the #1 piece of advice you wish you had been given at the beginning of your career
Political Capital: Advocacy Strategies for Making Your Voice Heard
Courtney Schoenborn, First Vice President, Political Operations & Advocacy
Learn the many facets of influencing public policy on Capitol Hill and put your skills to the test in an interactive game featuring a hypothetical legislative scenario. Work with teammates to leverage resources from across the advocacy landscape to maximize impact on lawmakers. Increase your knowledge of the “what” and “why” of advocacy through grassroots engagement, lobbying, political action committees and media relations. Understand the value of advocacy education and engagement throughout your organization to keep your bank top of mind with key decision-makers at local, state, and national levels.
Transforming Payment Systems into the Ultimate User Experience
Lydia Plunkett, Senior Director, FIS
Experts predict that financial institutions will spend more than $12 billion dollars by 2019 on the transformation of their payment systems. Driven by lightning-speed customer preferences and emerging technologies, this session will address the costly market issues of how to transform disparate, legacy payment systems into the ultimate, ubiquitous user experience.
Building Trust through Digital Leadership
Ben Pankonin,CEO, Social Assurance
As more and more of our communication moves to digital channels, the next generation of community bankers need to be digital leaders in their banks and in their communities. Ben Pankonin, Founder and CEO of Social Assurance shares strategies to help community bankers to engage their communities both online and offline to build trust. This session will address the channels, content and strategies that help move the needle in your bank.
Leading Through Change
Robyn Benincasa, Founder of World Class Teams, World Champion Adventure Racer, CNN Hero, Firefighter
How do the world’s most consistently high performing leaders ALWAYS find a way to get their teammates to the finish line and achieve their goals against all odds? Are they lucky, blessed, or immune to setbacks? Robyn says none of the above. Great leaders experience times of great turbulence, challenge, and change in every aspect of their lives; it is their attitude and mindset that carries them and their teammates to greater heights in the FACE of that change.
Sharing examples from the worlds of adventure racing and firefighting, attendees learn what it takes to be ruled by the hope of success versus the fear of failure and how to never let the pursuit of perfection hinder progress. Robyn will help attendees shatter the norm and inspire them to see a future full of possibilities.