Annual Directors Conference

Resort and Pool Square

Annual Directors Conference

Oct 11 - Oct 13, 2023 | Live Seminar

The ICBA Annual Directors Conference will give you the tools to guide your bank’s growth and profitability and sustain its vision for the future. Learn about innovative practices, new strategies, and actionable takeaways that you can bring back to your bank and implement immediately! 

This annual event gives community bank boards from across the U.S. a rare opportunity to engage with peers and learn about strategies to help preserve growth and profitability. Over three days, you will network with fellow community bank directors and hear the latest on compliance news, credit trends, cybersecurity, employment law, how to assess key financial measurements, and much more.  

Learning Objectives:

  • Understand community bank board responsibilities, covering legal duties, regulator interactions, stakeholder value, and emerging concerns.
  • Gain insights into changing interest rates' effects on bond and stock markets, including historical Fed policies and rate-hike cycle implications.
  • Explore risks linked to bank director roles and strategies to protect yourself.
  • Review cybersecurity terms, to better comprehend the IT landscape and collaborate with IT security teams.
  • Learn to leverage banking industry data to make informed decisions.
  • Know what bank website data your bank's marketing department should be reporting to you and how to use it to inform growth, brand marketing, and enhanced customer experiences.

Information (Central Time unless otherwise noted)
Wednesday, October 11
Welcome Reception

6:00 p.m. – 7:30 p.m.

Thursday, October 12
Registration & Breakfast

8:00 a.m. – 9:00 a.m.

10 Things Every Director Needs to Know Now!

9:00 a.m. – 10:15 a.m.

The job of a community bank board member is both rewarding and challenging. There is always something new you need to know. In this upbeat presentation, we will cover emerging issues for board members, including legal and fiduciary duties, how to interact with the regulators, the core obligation to enhance stakeholder value, and other topics. 

Presented by: Philip Smith, Gerrish Smith Tuck

Friday, October 13

8:00 a.m. – 8:30 a.m.

Learning the Magic Words: Demystifying Cybersecurity Jargon

8:30 a.m. – 9:30 a.m.

Understanding cybersecurity is crucial, but it can get confusing when filled with technical terms and jargon. Whether it's phrases like zero trust, BYOD, penetration testing, adversary simulations, or red team exercises, as an executive, it's vital to be familiar with these terms so that you can better understand the cybersecurity landscape. You will also explore current industry trends, learn about methods to gauge your cybersecurity strength, and find out what top five questions you should be asking your IT/security team. 

Presented by: Ryan Rodrigue, Wolf and Company 

Data and Your Bank’s Journey

9:30 a.m. – 10:30 a.m.

In the banking industry you have access to an abundance of data. But without a clear plan and strategy for utilizing it, you may face uncertainty about which reports, data points, or sources to trust. Explore challenges faced by community bankers, real-world experiences on implementing effective plans, and practical solutions to harness your data's potential in this dynamic industry. 

Presented by: Grant Rolfes and Tim McFarland, CLA


10:15 a.m. - 10:35 a.m.

The End of the Cycle

10:35 a.m. – 11:25 a.m.

As short-term interest rates are their highest of the 21st century, many bond investors are making plans for falling interest rates in 2024 and beyond. Are they placing too much stock in the futures market? Or are they being prudent in their expectations? Review recent history of Fed interest rate policy and look at how bond (and stock) markets have come out of a rate-hike cycle. 

Presented by Jim Reber, ICBA Securities

Small Business, Big Impact: Unleashing Innovation for Community Banks

11:25 a.m. - Noon

In today’s dynamic financial landscape, small businesses are on the rise, and their success is more vital than ever. Community banks play a pivotal role in supporting these entrepreneurial ventures, but to do so effectively, they must embrace innovative digital solutions. Join us for an engaging session as we explore the compelling reasons behind the ascent of small businesses and why community banks must adapt and innovate to serve them better.

Presented by Mackenzie Bressie, Finli


Noon – 1:00 p.m.

Banker Panel

1:00 p.m. – 2:00 p.m.

Moderated by Neil Falken


2:00 p.m. – 2:20 p.m.

Being a Bank Director is Risky! How to Protect Yourself

2:20 p.m. – 3:15 p.m.

The position of community bank director is one of honor and prestige. It is also one that is not free of risk. Review the risks associated with the position of a community bank director and learn about individual and corporate strategies to mitigate the risks. Receive valuable insight from a seasoned attorney on strategies that your board members should employ in their position as a community bank director.

Presented by: Greyson Tuck, Gerrish Smith Tuck


10:30 a.m. – 10:50 a.m.

Hot Takes. Top Five Labor and Employment Issues for Financial Institutions

10:50 a.m. – 11:50 a.m.

Review the top five labor and employment issues in the legal landscape from the past year, along with predictions for upcoming hot topics. We will cover legal updates on leave and accommodation, social media policies, and data privacy. 

Presented by Paige Taylor Bennett, Jackson Lewis 


11:50 a.m. – 1:00 p.m.

Treat Your Website like a Branch…Because It Is!

1:00 p.m. – 1:50 p.m.

Your website draws thousands of daily visitors, far surpassing physical branches. But, do you know their purpose, identity, and origin? Your bank can leverage website data for strategic growth choices, optimal brand marketing, and enhancing customer purchasing experiences.

By this session's end, you'll know what data your marketing team should be regularly presenting to leadership. Moreover, you'll learn how to amplify marketing investments and stay competitive in the digital era. Because your website should be more than a digital brochure.

Presented by Crystal Steinbach, Mills Marketing

Consultant panel

1:50 p.m. – 2:40 p.m.

Moderated by Philip Smith


2:40 p.m. – 3:00 p.m.

The Latest on Generative AI and ChatGPT: What is it and How Might it Impact Community Banks

3:00 p.m. – 4:00 p.m.

Artificial Intelligence (AI) has been around for a while, but new advancements such as ChatGPT are making waves across industries including financial services. During this session, participants will embark on a journey to explore AI fundamentals and see how they work – with helpful demonstrations. We will also discuss what AI does well, what are its potential risks, and where it is all going.

Presented by: Charles Potts, ICBA


ICBA Member

First Director: $1,095
Additional Director: $995


First Director: $1,495
Additional Director: $1,395

Bank Director Program Participants

First Director: $895
Additional Director: $795

Bank Director Program Participants (Non-Member)

First Director: $1,295
Additional Director: $1,195

Guests: $425
A guest is a spouse, significant other, or friend who is not in a financial occupation. Paid guests are invited to all receptions, breakfasts and lunches with directors.

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to event attendance.
  • 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 once the bank has received event materials or after the event start date.
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.

For more information, call 800-422-7285.

Omni La Costa Resort & Spa

2100 Costa Del Mar Road

Carlsbad, CA 92009

ICBA Room Rate: $319 until Sept. 15, 2023. Reservations can be made by calling: Omni Reservations at 1-800-THE-OMNI or (800) 843-666 or book via the ICBA Group webpage at:

ICBA Booking Link

Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.

Who should attend: Directors, C-Suite

Prerequisites: No previous experience or training required

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Business Management & Organization

Delivery Method: Group Live

CPE Credit Hours: 13.5

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA LIVE aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy

Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies in the during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.