Sunday, March 8

31st Annual Bank Director Current Issues Seminar

Tap into the latest on real-time payments, cannabis banking, independence, innovation, and more. If it’s new, if it’s chronic, if it affects corporate governance, risk management, or other challenges of the boardroom, this seminar addresses it. Register your bank directors for this supplementary one-day session for a dynamic expert-led discussion that addresses and offers solutions for today’s hot-button issues.

With regulators expecting bank boards of directors to take on more oversight as it relates to strategy, risk management, and conduct and culture, new approaches to board education are needed if directors are to fulfill their responsibilities and offer credible guidance. This session is for both new and seasoned bank directors.

Join industry experts as they share key observations and insights on both internal and external factors influencing today’s community bank.

Banks enrolled in ICBA Bank Director Program: 
$179 before Feb. 23 / $229 after Feb. 23

Banks not enrolled in ICBA Bank Director Program: 
$229 before Feb. 23 / $279 after Feb. 23

Not in the Bank Director Program?  
Visit www.icba.org/bdp to learn more.

 

Bank Director Current Issues Seminar hall

Earn six CPE credits if you attend the entire session. Badges are scanned at the end of the session. Lunch is provided for registered Bank Director Current Issues Seminar attendees only.

Agenda

8:00 a.m. – 9:10 a.m.
How Directors Should Address the Changing Banking Environment

Peter Weinstock, Hunton Andrews Kurth

Much has been written, and even more has been said, of the role of the bank director. Basic presentations concerning director fiduciary duties and looking for red flags, however, have failed to keep up with regulatory changes and industry dynamics. This presentation will address the role of the modern community bank director.

It will cover true strategic planning in the face of activist minority shareholders even in nonpublic community banks, current supervisory concerns, including current thinking on ERM, cybersecurity and third-party risk and how to prioritize and evaluate and delegate the responsibilities placed on directors.

Lastly, the presentation will address certain hot button governance issues. The focus of this presentation will be on how to do the job, rather than what are the directors’ responsibilities.

9:10 a.m. – 10:00 a.m.
The Future of Payments is Here! A Panel Discussion

Experts from FIS, ICBA Bancard, and TCM Bank

Immerse yourself in the future of payments! Join this panel discussion with leading experts in the payments industry for a lively discussion on topics ranging from payments trends, innovations, and their impacts on community banks. We invite you to engage with the experts, ask questions, and glean actionable insights that will strengthen your payments strategy.



10:00 a.m. – 10:20 a.m.
Break

10:20 a.m. – 11:10 a.m.
Directors’ Responsibilities in the Investment Portfolio
Ricky Brillard, Vining Sparks

Board members for community banks, more than ever, are being required to have hands-on involvement in the policy setting, risk management, and compliance issues involving the investment portfolio. The OCC’s current guidance, issued in 2012, addresses these requirements. This session will present the responsibilities mandated by the regulators and will describe the tools which ICBA Securities has developed to enable Directors to discharge their obligations under the existing regs.



11:10 a.m. – Noon
Leveraging Your Customer Knowledge Base

Tom Hershberger, Cross Financial

Building long-term, profitable relationships in banking requires the investment of time, talent and financial resources. Investing in solutions that attract and manage relationships is a win-win for your bank and customers.

A new core system or Customer Relationship Management (CRM) system may not be required; many of the answers you need are likely already inside your bank. The challenge is figuring out how to gain access to the right information and put it to use building relationships.

How you manage and assemble data, how your staff accesses and uses that data, and how you anticipate customer needs all matter. Attend this session and learn about simple, low-tech ways to utilize data already in place at your bank.

Noon – 1:00 p.m.
Lunch Sponsored by QwickRate



1:00 p.m. – 1:50 p.m.
The Future of Credit Analysis for Directors

Brad Stevens, Stevens Risk Management, LLC

The credit function throughout banking history tends to be defensive. Manage the credit risk, determine the right level of loan loss reserve, and set up ongoing assessment to ensure quick response to any perceived deterioration, all defensive actions.

With this mindset—the credit department has been, is, and will always be—a cost center standing watch over the gates of the bank, often even antagonistic to its profit centers. Learn how your bank can turn the mindset from defensive to offensive and create a cultural shift where credit and sales team to proactively assess the full needs of your clients. When your bank recognizes that credit is ground zero for everything you need to know about the client, your credit department becomes a key profit center source that is currently being overlooked.

1:50 p.m. – 2:40 p.m.
Cannabis Banking: Banking High Risk Customers

Heather Archer Eastep, Hunton Andrews Kurth

The “legal” sale of cannabis continues to increase and, due to the 2018 elections, more states have legalized marijuana in some form. However, the cannabis industry struggles with an inability to access banking services and legislation has not yet been successful.

Because of the increase in marijuana sales and product, bankers who never intended to bank cannabis are now doing so—knowingly and unknowingly. This session will cover the cannabis landscape in 2019, including state and federal law enforcement and regulators, as well as and the systems and procedures needed to consider banking this industry from a risk management perspective.

Bank Director Program

Is your bank board part of the Bank Director Program?
Enroll your bank in the Bank Director Program ($695/year* for the entire board).
See why nearly 10,000 community bank directors rely on the Bank Director Program as their trusted resource for bank director information and education.

Enroll today and gain access to:
- Bimonthly Bank Director Newsletter
- 20 board-focused online training courses
- Bank Director Governance Helpline- direct access to Gerrish Smith Tuck's attorneys and consultants.
- Deals on Resources and Events including the Bank Director Current Issue Seminar!

Learn More and Enroll
*ICBA member price
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