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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:
6:00 p.m. – 7:30 p.m.
8:00 a.m. – 9:00 a.m.
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
8:00 a.m. – 8:30 a.m.
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
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.
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
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.
1:00 p.m. – 2:00 p.m.
Moderated by Neil Falken
2:00 p.m. – 2:20 p.m.
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.
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.
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
1:50 p.m. – 2:40 p.m.
Moderated by Philip Smith
2:40 p.m. – 3:00 p.m.
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
First Director: $1,495
Additional Director: $1,395
First Director: $895
Additional Director: $795
First Director: $1,295
Additional Director: $1,195
For more information, call 800-422-7285.
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:
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
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.
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.