Bank Director Forums - Session 3 - Virtual 

Forum Sept Square

Sep 1, 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.

8:30 AM - 12:30 PM

Sample agenda. 2022 agenda posted soon. All time are in Central Time.

8:30 a.m.-9:20 a.m.                

Strategic Plans, Capital Plans and Growth Initiatives: How They Fit TogetherHeather Archer Eastep, Hunton Andrews Kurth

Perhaps the two most important documents for a bank are the strategic plan and the capital plan. We will discuss the scope and content of these two documents, processes for keeping these documents current, how the documents reinforce one another to promote the bank’s success, and updated regulatory expectations for each. We will also discuss how key growth initiatives, including M&A, should be addressed in the strategic and capital planning process.

9:20 a.m.-10:10 a.m.  
Is CECL Actually Going to Happen This Time?Josh Juergensen and David Heneke, CLA

Current Expected Credit Losses (CECL) has been an ongoing topic of conversation for community banks for a number of years. This topic fell down the priority list in 2020 for obvious reasons; however, implementation is just over a year away for the majority of financial institutions. This session will highlight what your bank needs to be doing today, and what can be learned from those who have already adopted CECL.

10:10 a.m. -10:25 a.m. 
10:25 a.m. -10:25 a.m.
Protecting Your Bank From Employment Law Claims: What Questions To Ask Bank Leaders—Michael Jakowsky and Jennifer Nodes, Jackson Lewis
 Bank directors must act prudently and diligently in conducting the affairs of the bank–this obviously includes monitoring and assessing the progress of business operations and ensuring the bank is meeting all compliance requirements. But what about employment related risk and compliance? Recent movements such as #MeToo and #TimesUp have highlighted just how important diversity, equity, and inclusion are for a healthy working environment, and just how risky it can be to ignore or overlook. Add in social media, other social movements, a pandemic, worker shortages, and a challenging economy, and the stage is setting for an increase in employment related claims. During this session, attendees will learn what questions to ask bank’s leaders to ensure they have conducted their due diligence and elevated issues that require further attention.      
11:15 a.m.-11:45 a.m.   
Early Warning Signs of Higher Credit Portfolio RiskBrad Stevens, Stevens Risk Management

Your staff is not making loan decisions, they are making portfolio decisions. Every loan placed in your credit portfolio either increases or decreases the core, embedded risk. It is critical to understand the risk migration that exists within your bank and understanding the credit risk priorities set by the ownership and board is key. This session will walk through the initial questions to ask assuring that the credit priorities and risk tolerances are being adhered to by management. After assessing where the current risk in in comparison to where it should be, the next stop is which reports should you be regularly assessing and trending to keep track of where the credit report is going. 

11:50 a.m.-12:20 p.m.           
Roundtables – 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.

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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.