Management & Strategy Track
Updates focused on the key trends, disruptive opportunities and proven business strategies for today’s experienced community bank leaders.
Are You Ready to Grow?
With growth comes new regulatory expectations, accounting rules, risk management practices, and internal control requirements. Your community bank must be equipped to anticipate and manage new policies and procedures. Learn about the financial, legal, compliance and staffing implications as your bank approaches $250–$300m, $500m, $1b,
$2–$3b, $6–$8b and $10b in total assets.
Disastrous events, including massive hurricanes, can wreak havoc on community banks, their customers and their communities. Rising to the occasion—despite their own challenges and losses — community bankers have helped their customers, neighbors, staff and fellow business owners. Hear stories from the trenches and learn practical advice on how to prepare your own institution for future crisis recovery.
Cultural Impact of Mergers and Acquisitions
Community bank mergers and acquisitions are a normal part of business, however, there is
a tendency to focus on numbers when many challenges stem from the integration of people, processes and technology. Hear perspectives of both buying and acquired banks and learn best practices to help you mitigate risk, no matter which side of the table you sit.
Lies We Tell Ourselves
Sometimes the worst lies are the ones we tell ourselves. Are you guilty of assuming that your employees would never leave your bank, even if a sweeter offer presented itself? Or perhaps you believe that the only way your community bank can succeed is to grow? See what common fallacies could be hampering your community bank’s potential.
Make Your Calculated Gamble Pay Off
Each community bank has its own unique structure. Yet, when it comes to matters of capital and strategic planning, organizational structure, profitability strategies, employment issues and more, many banks make the same costly errors. Learn how to avoid and correct the 10 most significant strategic mistakes made by community banks.
Make Your Multigenerational Workforce Hum
Boomers, Gen X, millennials and everyone in between have very different values when it comes to defining career expectations and personal success. Learn how to better understand what motivates each age group to improve work performance and the cohesion and camaraderie of your team.
Merger and Acquisition, Bank Valuation and Capital Markets Update
Learn about the current merger and acquisition environment and how key factors are contributing to your bank’s value. Plus receive an update on community bank access to the capital markets.
Outlook for the Ag Economy: 2018 and Beyond
2017 marked the fourth straight year of declining farm prices with net farm income falling by 50 percent since the highs of 2013. What is the outlook for your bank customers? How should you position your community bank? Find out if commodity prices will finally start to rise and where land prices are likely headed.
Planning for Leadership Transitions: A Panel Discussion
Planning for a leadership transition can seem daunting. Community bank CEOs share their personal stories and experiences about how they successfully navigated succession planning for their institutions.
Preparing for FDICIA and Other Asset Growth Thresholds
As your community bank approaches $1 billion in assets, you must prepare for changes to your bank’s infrastructure and operations. Banks reaching new asset thresholds should anticipate heightened audit, financial reporting, management and governance expectations. Bring your questions and learn more about the preparation needed so that your institution can avoid growth setbacks and non-compliance. It’s never too early to start preparing for growth so all asset sizes are welcome.
Strategic Planning: Beyond the Budget
A comprehensive planning process is critical to your bank’s success and includes planning techniques that extend beyond an examination of your bank’s balance sheet and income statement. Learn how sequenced planning and leveraging customer data produce better results for your bank. Hear best practices and practical ideas to help your bank tackle its strategic goals including branch transformation, omni-channel delivery and a modern customer experience.