Management & Strategy Track

Updates focused on the key trends, disruptive opportunities and proven business strategies for today’s experienced community bank leaders.

(Sessions are subject to change)

Negotiate Core Contracts Like a Boss

Wednesday March 20     8:40 AM - 9:35 AM     Room 204
Daniel DeCosta, EVP/CIO, BayCoast Bank 
Aaron Silva, President/CEO, Paladin fs, LLC

You won't want to miss this C-level executive banker session! Hear first-hand how Massachusetts-based BayCoast Bank ($1.6B0 strategically attacked their highest non-payroll expense and most critical legacy fintech relationships-core and IT services-to reduce costs to the tune of $4.5+ million without switching vendors! Learn how this bank intelligently negotiated against its "partners" to reduce spend, restructure its contracts and align their vendors with its strategy-not the other way around. Session ideal for banks $35M - $15B in size. Leave with an action plan that you can implement immediately.

The Ultimate Q&A: An Answer to (Almost) Ever Community Bank Question!

Thursday March 21     8:40 AM - 9:35 AM     Room 208B
Jeff Gerrish, Chairman, Gerrish Smith Tuck 
Philip Smith, President, Gerrish Smith Tuck

Wrap up your convention education with this one of a kind open forum dialog with industry experts Jeff Gerrish and Philip Smith as they present some of the key questions and concerns they constantly hear from bankers around the country and field all of your questions on everything from basic board duties to the current M&A market. This session is always filled with tremendous insight, interesting and entertaining stories, plenty of laughs and key information you can take back to your bank.

Bank M&A: What to Consider Before Giving Up Independence

Thursday March 21     8:40 AM - 9:35 AM      Room 204
Adam Maier, Partner, Stinson Leonard Street LLP 
Scott Smalley, Partner, Stinson Leonard Street LLP

In the 1980s, there were more than 18,000 banks in the United States. Due to consolidation, that number is now approximately 5,700 with nearly 4 percent of banks merging into other banks annually. Most of these mergers are community banks merging with larger community banks with the intent of growing with the larger institution. In many cases though, the target bank's shareholders and management are often surprised and overwhelmed by the process and find that they've given up their independence after merging with the larger institution. Learn more about the M&A process including potential pitfalls and identify strategies for maintaining independence.

AG Outlook: You Can Profit in the Current Farm Economy

Wednesday March 20     7:30 - 8:25 AM     Room 204
Steven Johnson, Farm Management Specialist, Iowa State University 


Net farm income declined by more than 50 percent between 2013 and 2018, threatening the profitability of many producers. Are we now at a point where commodity prices will begin to increase or are we headed for several years of dire prices? Hear predictions for where the ag economy is headed and learn about techniques that can help you profitably support your customers.

Crop Marketing Strategies to Enhance Producers Profits and Survival

Wednesday March 20     8:40 AM - 9:35 AM     Room 207AB
Steven Johnson, Farm Management Specialist, Iowa State University 


Many producers are having a difficult time with their cash flows and balance sheets in what is now a treacherous farm economy. See how the right crop marketing strategies can make the difference between success and failure for your bank and your customers’ long-term survival.

Current M&A Environment, Community Bank Valuation and Capital Markets Update

Wednesday March 20     8:40 AM - 9:35 AM     Room 205BC
Thomas Mecredy, SVP, Vining-Sparks


Learn about the current merger and acquisition environment, the key factors that contribute to your bank’s value and get an update on community bank access to the capital markets.

Mergers and Acquisitions: You’re Doing It Wrong!

Wednesday March 20     1:00 PM - 1:55 PM     Room 205BC
Philip Smith, President, Gerrish Smith Tuck


The merger and acquisition process is very complex and requires precision. Gain insights from the hard-learned lessons of your peers and examine common M&A mistakes and myths.

A Current View on the Future of Community Banking

Wednesday March 20     7:30 AM - 8:25 AM     Room 204
Greyson Tuck, Board of Director, Gerrish Smith Tuck
Doc Bodine, Managing Director, Gerrish Smith Tuck 


Long-time community banking experts provide fascinating insight into the minds of today’s younger bankers. This one-of-a-kind presentation dissects a survey about the current and future state of community banking as answered by approximately 200 young bankers who attended ICBA’s 2018 LEAD FWD Summit.

Should've, Could've, Would've: 30 Years of Lessons Learned

Tues March 19     7:00 AM - 7:55AM     Room 207AB
Jeff Gerrish, Chairman, Gerrish Smith Tuck


You won't want to miss this valuable retelling of the lessons and wisdom learned from more than 30 years of working with bank boards and management from more than 2,000 financial institutions. Grab a front row seat and hear about the thinking, strategies, and outcomes (both good and bad) of financial institutions that faced challenges related to organizational structure, capital, regulatory relations, and mergers and acquisitions.

Revenge of the Jedi: Bank Acquisitions of Credit Unions

Monday March 18    1:40 PM - 2:35 PM     Room 209B
Richard Garabedian, Counsel, Hunton Andrews Kurth


Credit unions continue to acquire banks and bank branches, but many smaller credit unions are struggling to compete in today's environment. Bank acquisition of a credit union should not be overlooked by institutions needing to right-size to compete. Learn about the NCUA regulations and other issues before your next M&A consideration.

Talent Development & Succession Planning: The Keys to Your Bank's Future

Wednesday March 20     8:40 AM - 9:35 AM     Room 205A
Alan Kaplan, Founder & CEO, Kaplan Partners
Banker Panel: Christine Brawn, SVP/CHRO, Kennebec Savings Bank
Jeff Dick, Chairman & CEO, MainStreet Ban
Mark Schroeder, Chairman/CEO, German American Bank


Don't miss this panel discussion featuring three community bank executives as they discuss their varying approaches to developing talent, attracting next generation employees, and retaining high potentials. The panelists have been selected in concert with ICBA and include both C-Suite executives and HR leaders from member banks.

Managing Employment Litigation Risk From the Top: Steps You Need to Take Now to Protect Your Bank

Tuesday March 19     7:00 AM - 7:55 AM     Room 205BC 
Jennifer Nodes, Associate, Jackson Lewis PC


From #MeToo to pay equity issues, employment litigation is on the rise. Gain insights into a wide range of employment law pitfalls and identify critical steps every bank should take now to protect itself from costly litigation down the road. Using real-life cases, this fast-paced session covers a wide range of employment litigation trends and topics and provides the attendee with practical tools to mitigate the risk, including: Recent employment litigation trends and where employers frequently fall short, practical advice and solutions for avoiding the most common employment litigation pitfalls, the specific challenges involved in defining retaliation under multiple employment statutes, avoiding retaliations claims, and defending retaliation claims when (not if) they are made.

The New Tax Law: Should Your Community Bank Restructure as a C Corp?

Wednesday March 20     2:10 PM - 3:05 PM     Room 205BC
Peter Weinstock, Partner, Hunton Andrews Kurth
Tim Malecha, Principal, CliftonLarsonAllen 

The recent tax legislation is the first significant reform to affect community banks and their customers in nearly three decades. Experts outline the important tax law changes that all community bankers must understand and discuss different tax planning opportunities as banks look to 2019 and beyond.

How to Steal a Billion Dollars (And How to Prevent it Too...)

Thursday March 21     8:40 AM - 9:35 AM     Room 208A
Mark Eich, Principal, Information Security, CliftonLarsonAllen

Organized crime has figured out how to make money at computer hacking and cyber fraud. They are developing and applying “business models” to improve and enhance their techniques and profitability, which have resulted in businesses losing money to ransomware attacks, corporate (bank) account take overs, and other schemes.

Explore case studies from several significant breaches, describes lessons learned from each event, and highlights key control strategies, and specific critical controls that need to be in place to prevent and/or mitigate these types of breaches.

How A.I. is Transforming Financial Services

Wednesday March 20     2:10 PM - 3:05 PM     Room 204
Ernie Buday, VP/Product & Strategy, FIS


A.I. has transformative potential in financial services to drive better business practices and create more personalized experiences for consumer and commercial customers. In fact, almost 80 percent of bank executives recently surveyed think AI has the potential to ‘revolutionize’ customer engagement. Hear the most impactful applications of A.I. and robotics in the financial services space and gives a perspective on how to determine the most effective entry point for investments in A.I. for their own organization.

The Pulse: The Financial Health of America

Wednesday March 20     2:10 PM - 3:05 PM     Room 205A
Thea Garon, Director, Center for Financial Services Innovation


The U.S. Financial Health Pulse (“The Pulse”) is a groundbreaking research initiative that sheds light on the financial lives of Americans. By using a combination of consumer surveys and transactional data, The Pulse provides a regularly refreshed snapshot of the financial health of U.S. households. Learn what trends characterize financial health and find out why only 29 percent of Americans are considered financially healthy. 

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