Bank Director Forums - Session 2 - Virtual 

Forum May Square

Jun 2, 2022

Offered quarterly in half-day sessions, the new Bank Directors Forums cover credit management, corporate governance, BOLI, compliance, cybersecurity and much more. No two sessions will be the same.

Bank Directors Forum Schedule June

Sample agenda. 2022 agenda posted soon.

All times appear in Central time 

8:30 a.m. - 9:20 a.m.

The Board’s Role in Strategic Planning

Presented by Philip Smith, Gerrish Smith Tuck 

Every community bank ought to be engaging in some form of strategic planning, either formally or informally. Should the board be directly involved or only review plans that management develops? Or should they take other steps? 

This session takes an engaging look at the strategic planning process and the board’s role in it. We discuss not only the proper structure and mechanics of effective strategic planning but look at some of the key topics the board should be addressing, including capital planning, your M&A strategy, risk management, creating value and liquidity for shareholders, and other matters.

9:20 a.m. - 10:10 a.m.

Balance Sheet Challenges for 2021 

Presented by Jim Reber, ICBA Securities 

As the year has progressed, there is suddenly some opportunity to create income, and preserve margins, through investment securities. We will discuss some popular, and some new, investments and balance sheet strategies for 2021. We will also review directors' responsibilities regarding the bond portfolio.

10:10 a.m. - 10:25 a.m.  


15-minute break 

10:25 a.m. -11:15 a.m.  

Four Ways to Move Planning Discussions from I Think to I Know

Presented by Tom and Kyle Hershberger, Cross Financial

You have been asked to participate in your bank’s upcoming strategic planning meetings. You plan to attend and want to take an active role in the planning discussions. The quality of your contributions will increase dramatically if you receive relevant information about bank performance, market conditions, and industry trends.

The right information will help generate strategic and actionable decisions. Beyond the financial trends typically examined during the planning process, there are four additional data sources that will improve the bank’s planning discussions. Each resource produces insights that can replace what managers and directors think they know about conditions and replace it with factual insights you know exist.

Together, a combination of employee surveys, customer surveys, customer relationship information, and FDIC data assessments will provide a full view of the conditions impacting bank success and opportunities for improvement. Join us to learn about the purpose and practical applications for all four data resources.

11:15 a.m. – 11:50 a.m.  

Strategizing Around Employment-Related Matters: Key Points for Board Members

Presented by Jennifer A. Nodes, Jackson Lewis P.C.

11:50 a.m. - 12:20 p.m.  


30-minute session 

12:20 p.m. - 12:30 p.m.  

Q&A and Forum Wrap-up

ICBA Member: $395
Non-member: $495
Non-banker: $595
Bank Director Program ICBA Member: $295
Bank Director Program Nonmember: $395
NOTE: Registration fee is valid for one connection, only for the individual registered. Full payment is required prior to attendance. For more information call 800-422-7285.
Register for all four Bank Director Forums and receive 20% OFF with the code DF2022 at check out.


Who Should Attend: Community Bank Directors   
Prerequisites: No previous experience or training required
Advanced Preparation: None
Program Level: Intermediate 
Field of Study: Business Management & Organization
Delivery Method: Group Internet Based

Printable Registration Form

If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. A substitute registration will be accepted. No refunds will be issued after the event start date.

Attendance at all ICBA programs will be considered on a first come, first served basis. If the program is cancelled, ICBA’s liability is limited to the registration fee. For additional questions contact ICBA at 800-422-7285.

Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions and audio files/recordings of and at such events and activities.

This live digital course is for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.