Monday, Sept. 17
Funding Strategies for a Changing Deposit Marketplace
Steve Kinner, Senior Managing Director, Promontory
Over the last decade, gathering deposits has not been a priority for many banks. Liquidity was plentiful and loan growth was the primary focus. However, over the last year the increase in loan demand has absorbed excess liquidity, the Fed has begun to unwind its quantitative easing policy, and the nation’s largest banks have shifted their deposit gathering priorities. All of this has led to a more competitive deposit market in what appears to be a rising rate environment. This session offers ideas for creating a well-defined deposit growth strategy leveraging both “on” and “off” balance sheet opportunities.
The “What If…?” Experience
Every major invention, accomplishment and victory in human history began with the simple, almost childlike curiosity of a “What If…?” question - “What if we could? I know we can’t, but what if we could?” International keynote artist, Mike Rayburn, will share three simple, powerful tools which took him from playing empty bars, to headlining Carnegie Hall (eight times!). They work for anyone. And everyone. Always.
Whiteboarding with Industry Experts (Back by Popular Request!)
Marci Malzahn, Enterprise Risk Management
Neil Falken & Josh Juergensen, Bank Profitability
Brett Johnson, Cybercrime, Fraud, & the Dark Web
We 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, cyber fraud, enterprise risk management, asset-liability management, lending and credit practices, customer experience, 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.
Community Banking Family Feud
Greyson Tuck, Attorney, Gerrish Smith Tuck
Doc Bodine, Managing Director, Gerrish Smith Tuck
Name a word that best describes the LEAD FWD Summit. Survey says: Engage!
Interact and connect with fellow participants in a fast-paced game combining Steve Harvey’s popular show, Family Feud, and community banking. While traditional Family Feud responses are provided by a survey of 100 people, this exciting session will pull responses directly from conference participants. Dive into hot community banking topics, share your own expertise and learn from speakers and colleagues. One team will achieve bragging rights as the Feud champion!
Let's Get Digital
Sarah Bacehowski, Mills Marketing
In this interactive session we’ll explore best practices for creating your overall bank strategy, new ways to target using innovative channels, the coolest bank (and non-bank) apps – and what we can learn from competitors (yes, competitors!) like Google, Apple, Facebook and Amazon. If you join us, remember to bring your creativity – and your mobile phones so you can follow along real-time!
Five Things Your Bank Should Know About the Current M&A Environment
Adam Maier, Partner & Co-Chair of the Banking & Financial Services Practice and
Scott Smalley, Partner, Banking & Financial Services Practice, Stinson Leonard Street
A successful M&A transaction relies on active participation on the part of both parties’ management teams and board members before, during, and after the negotiation. All this must be done while navigating a fast-paced and constantly evolving bank M&A market. In this session, explore the current challenges and opportunities in the market, critical steps to ensure a seamless process, which include strategic approach, corporate governance, operations, risk management, and compensation. Gain insights into recent examples of fruitful transactions and the approach that boards and management have taken.
Fireside Chat: A Conversation with Rebeca Romero Rainey
Rebeca Romero Rainey, ICBA
Meet Rebeca Romero Rainey – ICBA’s new President and CEO. In this conversational Q & A session, Romero Rainey will take leadership questions directly from LEAD FWD participants while revealing the advice and motivations that drive her passion to lead community bankers across the nation.
Learn how Romero Rainey makes time to continue learning and innovating and inspiring her team while leading the community bank industry.