Agenda at a Glance | LEAD FWD Summit

Sunday
September 15, 2019


2:00 p.m. – 5:00 p.m.

Vendor Experts Registration & Move In


4:00 p.m. – 7:00 p.m.

Participant Registration


Monday
September 16, 2019


7:00 a.m. – 5:00 p.m.

Participant Registration & ICBA LEAD FWD Help Desk Open


7:30 a.m. – 8:20 a.m.

Paul Drobot, Vice President of Sales, SimpleNexus


8:30 a.m. – 9:20 a.m.

Neil Falken, Principal, CLA (CliftonLarsonAllen LLP)


8:30 a.m. – 9:20 a.m.

Chris Wright, Senior Associate, Bank Funding Advisor, PMA Funding
Todd Terrazas, Institutional Investment Sales Manager, PMA Funding


9:30 a.m. – 11:00 a.m.

Roger Seip, Co-founder, Freedom Personal Development


11:00 a.m. – Noon

Whiteboarding with Experts


Noon – 1:00 p.m.

Networking Lunch


1:00 – 1:50 p.m.

Tina Giorgio, President & CEO, ICBA Bancard®
Damon Moorer, President & CEO, TCM Bank, N.A.
Kris Carrera, Business Line Executive, Credit Payments, FIS
Chris Kelley, Executive Director, Barret Graduate School of Banking


2:05 p.m. – 2:55 p.m.

Adam Maier, Partner, Stinson LLP
Zane Gilmer, Partner, Stinson LLP


3:10 p.m. – 3:50 p.m.

Preston Kennedy, President /CEO, Zachary Bancshares, Inc.
Mark Marionneaux, President/CEO, Bank of Zachary


4:00 p.m. –  5:00 p.m.

Roger Seip, Co-founder, Freedom Personal Development


5:15 p.m. – 6:30 p.m.

Whiteboarding with Experts & Cocktail Reception


6:45 p.m. – 8:30 p.m.

Off-site Networking Activity


Tuesday
September 17, 2019


7:00 a.m. – 10:00 a.m.

ICBA LEAD FWD Help Desk Open


7:30 a.m. – 8:20 a.m.

Funding Strategies for a Changing Deposit Marketplace

Eye Openers (2 sessions) & Continental Breakfast


Steve Kinner, Senior Managing Director, Promontory Interfinancial Network
Chuck McBrayer, Regional Director, Promontory Interfinancial Network


8:30 a.m. – 10:00 a.m.

A Leadership Workshop: Escaping Your Own Leadership Drawbacks


10:15 a.m. – 11:05 a.m.

C. Phillip Buffington, Jr., Partner and Financial Services Team Leader, Adams & Reese
David F. Katz, Partner, Adams & Reese


11:20 a.m. – 12:20 p.m.

Doc Bodine, Managing Director, Gerrish Smith Tuck
Greyson Tuck, Attorney, Gerrish Smith Tuck
Heather Eastep, Partner, Hunton Andrews Kurth


12:20 p.m. – 1:10 p.m.

Networking Lunch


1:10 p.m. – 2:25 p.m.

Sarah Bacehowski, President, Mills Marketing
Kris Mattoon, Account Manager, Mills Marketing
Derek Baker, Account Manager, Mills Marketing


2:40 p.m. – 3:45 p.m.

Diana Kander, NY Times Bestselling Author, Keynote Speaker & Innovation Consultant


4:30 p.m. – 6:00 p.m.

Closing Reception

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