Workshops: 16 CPE Credits

Preliminary schedule. Last updated 8/3/17

Monday, Nov. 6

Eye Openers with Continental Breakfast

The Future of Banking – Don’t Get Left Behind!
Sarah Bacehowski, President, Mills Marketing

Sarah Bacehowski Are you an innovator? A disruptor? Both? Our industry is changing rapidly, and you have the power to become the bridge between your bank and the connected consumer. Attendees will take away best practices and tips for securing FinTech partnerships, evaluating data to identify trends, and forecasting the wants and needs of the digital consumer. We’ll explore how innovation can make its way into your bank, and position you for tomorrow. Spend the morning getting the real scoop on the future of banking – and how you can (and should!) be a part of it.

Post EMV - What’s Next?
Fred Csaky, Client Relationship Manager, FIS

Fred CsakyEMV has been the hot topic in the payments industry for the last several years. Now that banks are in a transactional world post EMV, what should they expect next in the smart payments landscape? Join us in our discussion of the Post EMV journey and where the U.S. has landed after the shift in liability.  Highlights will include:

  • The latest trends in card issuances
  • Emerging issues and new strategies amidst "smart" everything

Education Sessions

Optimizing the Profitability of Your Bank!
Neil Falken, CPA, Principal, CliftonLarsonAllen

Neil FalkenLet’s explore all of the “moving parts” of your bank’s operation and achieve maximum performance. We will tackle key areas of a community bank including:

  • Balance sheet management
  • Income strategies that high performers utilize
  • Top-producing lending strategies and niche banking
  • Technology, processes and efficiency trends
  • Outsourcing, co-sourcing or internal strategies

Grounded in practical examples and community bank experiences, this session will offer creative ideas for attendees to bring back to their banks.

Capitalizing on Your Community Bank Advantage
Greyson Tuck, Attorney, Gerrish Smith Tuck

Greyson TuckYour community bank’s size, corporate structure, personnel, public perception and other attributes provide a number of distinct competitive advantages over larger financial institutions. Understanding how to capitalize on these community bank advantages is fundamental to community banking leadership. This informative and entertaining session will identify a number of the community bank competitive advantages and will provide insightful and practical advice on how to capitalize on those advantages for the benefit of your bank, stockholders, employees and customers.

Opening Keynote

Moving to Great

Eric Boles, President of The Game Changers, Inc.

Eric BolesThink of when you were at your best. Maybe you felt confident. Or powerful. Or passionate about life. What if you could be your best more often? What if you could unleash the same power again and again? Eric Boles will inspire and empower attendees to unleash their potential. In a humorous and inspiring style, Eric will offer practical insights into human nature, along with a step-by-step approach to boosting performance in every part of your personal and professional life. Prepare to be moved!

Whiteboarding with Experts

WhiteboardWe are taking the Collaboratory to the next level by providing industry experts a whiteboard and an inviting dialogue area. LEAD FWD participants will learn from industry experts on today’s hottest topics but they also stand ready to offer valuable banker feedback from the trenches.  Each expert firm will pose 2-3 industry topics or questions on their whiteboards for bankers to consider. Topics may include, but not be limited to, bank profitability, technology, risk management, asset-liability management, lending and credit practices, customer experience, financial branding, and more. Founded on education and enhanced by dynamic conversation, the whiteboard sessions will be a fast-paced exercise for all involved and eligible for CPE credit.

Leadership-in-a-Box Challenge: Creating Your Own Universal Banker Strategy

Sean Keathley, President, Adrenaline
Gina Bleedorn, Chief Experience Officer, Adrenaline
Eduardo J. Alvarez, Managing Director, Adrenaline

Sean KeathleyBranch banking isn’t dead—it’s just different! In this world of high-touch, high-tech experiences, keeping up with ever-evolving customer demands of increased user convenience and customization are essential for your survival. How can banks and the new breed of consumers both win?

Gina BleedornThe Universal Banker is more important now than ever and key to creating value in the physical branch channel for banks and consumers. Understanding the customer journey is critical to the brand experience. Learn what it means to deploy a successful Universal Banker model by modernizing your branch network and enhancing your ability to service customers. In this working session, you will leave with 3 takeaways:

  • Eduardo AlvarezIdentifying the customer journey
  • Creating a universal banking experience
  • Training staff to bring the transformation to life

Education Sessions

‘Twas the Night Before: Preparing for your Compliance and BSA Exams
Nancy Schoolman, Director, BKD

Nancy SchoolmanAs a community bank leader, you serve a critical role in managing your bank’s compliance examination process – even if you’re not the compliance officer.  This session will address proven strategies and best practices for banks to maximize exam management and experience.  Attendees will discuss key steps to take LONG before the exam and subsequent approaches for the outset, during, and after the examination.  There’s no rest for the weary when it comes to keeping a bank compliant and on course.  However, this discussion will focus on being proactive, pragmatic, and positive in an effort to achieve successful exam results.     

Learning Objectives:

  1. How to successfully prepare for your exam.
  2. How to manage the exam process.
  3. How to use your exam as a learning opportunity.

Navigating Compliance into the Future: How to Set Yourself and Your Institution Up for Success
Cliston “Doc” Bodine, Director, Gerrish Smith Tuck

Doc BodineThe compliance landscape has changed significantly in recent years and continues to evolve rapidly. Although these responsibilities can feel overwhelming, compliance obligations can be managed with an efficient approach. This session will identify a number of strategies and approaches which you and your colleagues can use to ensure your bank meet your compliance obligations while remaining a strong, independent, community focused financial institution.

How to Build an Innovation Strategy at Your Bank
Kevin Tweddle, Group EVP, Innovation & Financial Technology, ICBA Services Network

Kevin TweddleWe live in a rapidly changing world – and marketplace. New innovations are introduced to the industry almost daily, and our customers expect and demand the latest tools to simplify their banking experience. Learn why innovation is critical and how Fintech and emerging technologies are impacting nearly every level within the bank. In addition, find out what banks are doing today and educating themselves about tomorrow, including how to staff/organize your bank for success and how innovation should fit into your strategy.

Cocktail Reception & Whiteboarding with Experts

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

Lance CaldwellEffective 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

William HardyAs 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. 

Audra CastIn 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

Ethan WallFor 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

Chris KelleyJoin 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

Courtney SchoenbornLearn 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.

Education Sessions

Transforming Payment Systems into the Ultimate User Experience
Lydia Plunkett, Senior Director, FIS

Lydia PlunkettExperts 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

Ben PankoninAs 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.

Closing Keynote

Leading Through Change

Robyn Benincasa, Founder of World Class Teams, World Champion Adventure Racer, CNN Hero, Firefighter

Robyn BenincasaHow 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.



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