| Bank Directors Forum Schedule June |
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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 PlanningPresented 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 2021Presented 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. Break15-minute break 10:25 a.m. -11:15 a.m. Four Ways to Move Planning Discussions from I Think to I KnowPresented 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 MembersPresented by Jennifer A. Nodes, Jackson Lewis P.C. 11:50 a.m. - 12:20 p.m. Roundtables30-minute session 12:20 p.m. - 12:30 p.m. Q&A and Forum Wrap-up |
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