Learning Labs

ICBA LIVE is packed with more than 60 learning sessions and networking opportunities in more than seven comprehensive community banking tracks. Below you'll find a sneak peek at the Learning Lab sessions covering key banking areas. 

Find the session that you're looking for by searching below or by filtering by track and be sure to check back often as we'll update the labs with information as it becomes available. 

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    Track


    Day

    Customer & Marketing Strategy

    Turn Customer Experience Data into Revenue-Infused Loyalty

    Learn how successful banks and credit unions leverage customer experience data to drive change and profit. Hear entertaining examples of customer feedback gathered from vehicles other than an annual customer survey and learn about practical to use this data to boost customer loyalty.


    Speaker

    Emily Sayer

    National Sales Director-Community Bank CX

    Avannis, LLC

    March 8

    12:30 PM

    Customer & Marketing Strategy

    The Onboarding Imperative

    The first 30-60 days after a new customer account is opened are critical, yet many financial institutions do nothing or rely on outreach that fails to drive account usage. When it comes to onboarding new customers—including those gained through an acquisition—typical paper-based merger communications programs fall short, leading to high attrition rates, or worse, accounts that are underutilized or abandoned. Learn best practices to acquaint new customers with your brand and how to create an onboarding experience that will earn you loyal customers for life.


    Speaker

    Tricia Hrotko

    Regional Sales Executive

    Digital Onboarding

    March 10

    2:10 PM

    Customer & Marketing Strategy

    Overcome Customer Distractions and Cut Through the Noise

    Learn how to put behavioral science to work for you to improve the customer experience and attract new customers! Examine market trends and leave with best practices and tips based on.


    Speaker

    Thomas Tyree

    VP, Product Development Loyalty

    FIS

    March 11

    8:40 AM

    Customer & Marketing Strategy

    Getting Digital Right: Developing Your Personalization Strategy

    Farm debt continues to increase as does competition for the best ag real estate loans! Be sure your bank can secure your share of new loan volume while preventing competitors from pilfering your best customers. Learn strategies from real bankers who have successfully built stronger ag lending portfolios.


    Speaker

    Amanda Rowe

    SVP of Delivery

    Pannos Marketing


    Speaker

    Jason Rowe

    Bank Marketing Strategist

    Pannos Marketing

    March 8

    12:30 PM

    Growth & Leadership

    Ride the Rate Wave: Being Competitive With Your Rates

    The conventional countermeasures for interest rate risk may no longer be the best. The recent Fed rate change is causing institutions to dust off their risk mitigation playbooks. The problem is that most community bank leaders have underestimated one of the most powerful tools at their disposal. See evidence-based strategies and real-world results from a range of banks.


    Speaker

    Greg Wempe

    Chief Client Officer

    Kasasa

    March 11

    8:40 AM

    Growth & Leadership

    Develop Your Next Level Leaders

    Organizations that consistently outperform their competitors employ effective industry practices supported by strong middle management teams. Leadership development and succession planning place a high priority on any company’s ability to develop talent within their organization, especially the talent in the middle of their organization chart. But how do we build a work environment that is attractive to both younger, less experienced employees and productive, seasoned managers? The best solutions for your organization might be the ones you haven’t tried yet.


    Speaker

    Tom Hershberger

    President/CEO

    Cross Financial

    March 8

    1:40 PM

    Growth & Leadership

    Addressing Poor Productivity and Performance

    Each year companies experience more than $500 billion in lost productivity due to missed work, diminished performance, increased medical costs, accidents, and errors. And it’s completely preventable. The Reboot method addresses the invisible human factors to improve your staff’s performance.

    Gain insights into how the body and brain function to generate the energy needed to function at a high level for long periods of time. Come away with practical strategies for helping your staff sustain concentration and focus, stay productive, and prevent burnout.


    Speaker

    Dr. Jo Lichten

    Speaker, Author and Spokesperson

    Orland Speakers Bureau, LLC

    March 10

    1:40 PM

    Growth & Leadership

    Leaving Work at Work

    Do you have too much to do and not enough time? Feeling guilty that you don’t spend enough time with your loved ones or on the things you enjoy? Discover practical strategies to set priorities and stay focused. Create steps to prevent work stresses from coming home with you at the end of the day.


    Speaker

    Dr. Jo Lichten

    Speaker, Author and Spokesperson

    Orland Speakers Bureau, LLC

    March 10

    2:10 PM

    Growth & Leadership

    The Successful Mentoring Mindset Where People, Passion & Performance Intersect

    Mentoring is a powerful process, but it isn’t always what you think it is. Discover the subtle nuances of mentoring and how you can put this powerful tool to work for your organization. Get clarity on the different methods that your organization can use. Build a platform that gets your employees building relationships, growing business in your community, and creating consistent value for all involved.


    Speaker

    Debbie Peterson

    President

    Getting to Clarity, LLC

    March 10

    7:30 AM

    Growth & Leadership

    How to Communicate More Effectively in the Workforce

    If your staff isn’t communicating effectively, then your organization’s productivity, performance, and profits can take a hit. Explore the communication styles that your staff and you use. Learn about the obstacles to more confident communications. Discover how to make clear and concise communications a habit, which ultimately improves rapport and credibility with colleagues and clients.


    Speaker

    Debbie Peterson

    President

    Getting to Clarity, LLC

    March 10

    8:40 AM

    Lending & Deposits

    Meet, Beat,and Crush Your Competition for Good Farm Loans

    Farm debt continues to increase as does competition for the best ag real estate loans! Be sure your bank can secure your share of new loan volume while preventing competitors from pilfering your best customers. Learn strategies from real bankers who have successfully built stronger ag lending portfolios.


    Speaker

    Patrick Kerrigan

    VP, Business Development

    Farmer Mac

    Speaker

    Sarah Prince

    Relationship Manager

    Farmer Mac

    Speaker

    D. Shane Fee

    Business Development

    Bank of Springfield

    March 9

    7:00 AM

    Lending & Deposits

    CECL Was Delayed Now What?

    By now, we’ve all heard CECL has been delayed another year. Find out what has changed, what you should be doing, as well as tips and tricks to ensure you’re prepared when implementation finally occurs.


    Speaker

    Joshua Juergensen

    Principal

    CliftonLarsonAllen


    Speaker

    David Heneke

    Principal

    CliftonLarsonAllen

    March 9

    7:00 AM

    Lending & Deposits

    10 Innovations Shaping Commerical Lending in 2020

    One bright spot of the post-recession years was the investment that banks made in digital lending technology. As the economy steadily grew, these investments began to pay off through enhanced efficiency and risk management. During this session, we'll review the 10 most impactful innovations leading up to 2020 and identify how each innovation has led to the next, resulting in an intricate design of technology that has enhanced user experience throughout the industry for borrowers and lenders alike.


    Speaker

    Gary Lewis

    Director of Sales-Lending Solutions

    Jack Henry

    March 11

    7:30 AM

    Lending & Deposits

    Run Your Loan Committee with Agility, Security & Efficiency

    One bright spot of the post-recession years was the investment that banks made in digital lending technology. As the economy steadily grew, these investments began to pay off through enhanced efficiency and risk management. During this session, we'll review the 10 most impactful innovations leading up to 2020 and identify how each innovation has led to the next, resulting in an intricate design of technology that has enhanced user experience throughout the industry for borrowers and lenders alike.


    Speaker

    Paul Lockhart

    VP, Sales

    Passageways

    March 10

    2:10 PM

    Lending & Deposits

    Funding the Times: All Options on the Table!

    Rates are on the rise. Customers want higher returns and competitors are yielding to the pressure. Examiners strongly emphasize core deposits, which can sometimes be tough to come by. Amid these perplexities, diversified funding options are imperative. Find out how your bank can make a variety of liquidity sources work within your funding strategy and contingency funding plan. Learn about the considerations to employ in evaluating all available liquidity options, including local priorities, competitive forces, examiner expectations and the advantages of expanding the bank’s deposit-generating capabilities to include a nationwide market.


    Speaker

    Jim Lutter

    SVP, Trading & Operations

    PMA Funding


    Speaker

    Shawn O’Brien

    President

    QwickRate

    March 10

    1:00 PM

    Lending & Deposits

    Balance Sheet Strategies for the Current Environment

    In early-2019, after several years of economic expansion, macro-economic and geopolitical factors caused a change in market sentiment, forcing bankers to face the prospect of lower rates for the first time in more than 10 years. The change in market sentiment was rapid and led to increased market volatility and, ultimately, an inverted yield curve. Hear about the current market environment and receive practical ideas for managing the wholesale balance sheet.


    Speaker

    Rick Redmond

    Director of Balance Sheet Strategies

    Vining Sparks Interest Rate Products

    March 11

    7:30 AM

    Lending & Deposits

    Strategic Loan and Investment Portfolio Management

    Most community banks have a line of demarcation between lending and investing. There has been a blurring of lines between the two as loan performance has been very good recently, producing a highly liquid secondary market for nonconforming loans. During this session, we'll review the historical link between the two asset classes and compare performance for high-quality loan portfolios to loan surrogates in the bond portfolio.


    Speaker

    Greg Roll

    Senior Vice President

    Vining Sparks


    Speaker

    Jim Reber

    President/CEO

    ICBA Securities

    March 10

    1:00 PM

    Lending & Deposits

    The Board's Role in Overseeing Credit Risk

    Explore the complementary but distinct roles of the board and management and receive practical suggestions on how those roles can be successfully managed. Familiarize yourself with regulatory expectations as well as tips for managing fiduciary duties and strategic imperatives. Be prepared to discuss stress testing limits and strategies to manage and control CRE and other asset- liability concentrations.


    Speaker

    David Ruffin

    Principal

    IntelliCredit, a division of QwickRate

    March 9

    7:00 AM

    Lending & Deposits

    The Future of Commercial Credit Analysis

    The banking industry needs to move beyond credit analysis as being a necessary evil to using it as a tool for providing enhanced solutions for the client, increased revenues for the bank and protection against future losses in a declining economic environment.


    Speaker

    Brad Stevens

    Stevens Risk Management, LLC

    March 10

    7:30 AM

    Management & Strategy

    Survive and Prosper in a Challenging Farm Economy

    Several years of depressed farm prices and falling income levels have challenged producers’ ability to retain their farms and ranches. How long before the farm economy can turn prosperous again? What’s the outlook for agriculture and the ability of your farm customers to survive the current downturn?


    Speaker

    Michael Boehjle

    Professor, Dept. of Ag Economics

    Purdue University

    March 10

    7:30 AM

    Management & Strategy

    Bank Acquisitions of a Credit Union

    Credit unions continue to acquire banks and their branches, yet banks have made no discernable effort to make a cross-industry acquisition. Why is that? Are banks not knowledgeable about the process or are they skittish about dealing with the NCUA? Did you know that banks have far more tools to use in the process compared with credit unions, which only have cash to purchase a bank and also must overcome the double taxation of the merger consideration in such a transaction? Many smaller credit unions, as is the case with banks, are struggling to compete in today’s environment. This acquisition opportunity should not be overlooked by institutions needing to “right-size” to compete. The ability to expand the pool of potential acquisition targets is there for the taking.


    Speaker

    Richard Garabedian

    Counsel

    Hunton Andrews Kurth

    March 11

    8:40 AM

    Management & Strategy

    Dusting Off the Crystal Ball: Community Banking Past, Present, and Future

    More than 20 years ago, Jeff Gerrish delivered a presentation on “Banking in 2020.” In this one-of-a-kind presentation, Gerrish looks back at his predictions for the banking environment, assesses the accuracy of those past predictions and looks forward to what may be coming in the future. By analyzing where we thought we would be in the past and comparing it to where we are today, we can better position our organizations and our industry for future challenges and opportunities.


    Speaker

    Jeffrey Gerrish

    Chairman

    Gerrish Smith Tuck

    March 10

    8:40 AM

    Management & Strategy

    Board Succession: The Challenges and Opportunities of Board Performance, Composition and Diversity

    The scrutiny surrounding community bank boards remains high, while many boards have difficulty dealing with the dynamics of board succession. In today’s complex banking environment, every community bank needs a strong group of engaged directors representing a diverse mix of skills, attributes, experiences, and backgrounds. Community banks continue to grapple with the challenge of bringing on directors with the skill, temperament, diversity, and financial sophistication required in today’s governance and regulatory climate. Equally daunting is the trend toward performance-driven evaluation of directors for continued board service. This session features audience response technology to facilitate real-time discussion and problem solving.


    Speaker

    Alan Kaplan

    Founder/CEO

    Kaplan Partners

    March 10

    2:10 PM

    Management & Strategy

    Your Bank's Franchise Value: Today and Tomorrow

    What are the primary drivers of your bank’s franchise value and what are the most recent trends in M&A pricing, activity, and structure? Learn the answers to these questions and more.


    Speaker

    Thomas Mecredy

    SVP

    Vining Sparks

    March 9

    7:00 PM

    Management & Strategy

    The Latest ADA and FMLA Legal Developments

    Staying compliant with the Americans with Disabilities Act (ADA) and Family and Medical Leave Act (FMLA) can be a daunting task with the ever changing legal and regulatory landscape. Join Jennifer Nodes, principal of Jackson Lewis P.C., in a fast-paced, scenario-driven presentation on the latest ADA and FMLA legal developments. Learn how courts are applying the ADA to tricky accommodation requests and how to navigate complex ADA, FMLA, and other leave situations.


    Speaker

    Jennifer Nodes

    Associate

    Jackson Lewis

    March 10

    8:40 AM

    Management & Strategy

    The Evolution of the Modern Investment Portfolio

    (ADA) and Family and Medical Leave Act (FMLA) can be a daunting task with the ever changing legal and regulatory landscape. Join Jennifer Nodes, principal of Jackson Lewis P.C., in a fast-paced, scenario-driven presentation on the latest ADA and FMLA legal developments. Learn how courts are applying the ADA to tricky accommodation requests and how to navigate complex ADA, FMLA, and other leave situations.


    Speaker

    Jim Reber

    President/CEO

    ICBA Securities

    March 10

    8:40 AM

    Management & Strategy

    Leave Me Alone!: Remaining Independent in a Consolidating Environment

    You don’t want to sell your bank, but with so much M&A activity you wonder if you are doing the right thing. Reaffirm your belief in independence. There is a future for community banks, but it cannot be faced timidly. Learn what affirmative steps to take to ensure your bank’s long-term independence. Topics include dealing with unsolicited offers, improving bottom line performance, meeting stockholder demands, and developing a strong employee base.


    Speaker

    Philip Smith

    President

    Gerrish Smith Tuck

    March 10

    7:30 AM

    Management & Strategy

    Key Aspects of USDA's Hemp Program

    The 2018 farm bill and the USDA’s regulations legalized the production and marketing of hemp for the 2020 crop year. What are the regulatory and legal parameters for bankers? What should farmers consider from production to processing of hemp and CBD oils? What crop insurance products are available for this commodity?


    Speaker

    Bill Richmond

    Chief, US Domestic Hemp Production Program

    USDA Agriculture Marketing Service-Speciality Crops Program

    March 8

    1:40 PM

    Revenue & Growth

    Create a Customer Succession Plan

    Many community banks have an abundance of customers age 50 and up, but a scarce supply of millennials. What are the implications of today’s bank customer age distribution and how can you create a plan to replace and/or substitute the demographic segments you need to succeed in the future? Using real case studies and detailed work sheets, we’ll give you the tools and information you need to reach younger generations.


    Speaker

    Becki Drahota

    President

    Mills Marketing

    March 10

    1:00 PM

    Revenue & Growth

    Capital is King

    Capital planning is no longer an exercise reserved for troubled institutions. It has become the foundation for effective enterprise risk management and a crucial tool for evaluating operational risk under normal operating conditions, as well as banks under stress. While community banks understand the importance of developing capital plans, many wrestle with developing the right capital solution that best meets their needs. Review new capital rules and their related implications and discuss what capital alternatives are available to community banks.


    Speaker

    Peter Weinstock

    Partner

    Hunton Andrews Kurth LLP

    March 11

    7:30 AM

    Revenue & Growth

    Improving the Customer Experience-How to Succeed With Digital Lending

    Community banks continue to lose market share to online lenders that provide consumers with lending decisions in minutes. Learn how your bank can attract and retain customers with digital lending solutions. Hear how one bank improved its application process with an ICBA’s ThinkTECH Accelerator alumni.


    Speaker

    Har Rai Khalsa

    CEO

    MK Decision

    March 10

    2:10 PM

    Revenue & Growth

    Leveraging Fintech to Foster a Successful Mortgage Operation

    Good tech is your key to creating a modern and attractive workplace that captures and retains all-star talent. In many cases, strong talent is wasted or even lost due to process inefficiencies and frustrations resulting from outdated tools. With purposeful innovation in the right financial technology, you can make the workplace more enjoyable for your employees and more profitable for your institution. Hear how Renasant Bank empowered loan officers with greater processing power and efficiency and leveraged insightful data to create a streamlined work environment.


    Speaker

    Dan Putney

    Managing Director, NE Community Markets & VP Sales

    Finastra

    March 10

    1:00 PM

    Revenue & Growth

    Online Deposit Strategies From the Fastest-Growing Community Banks

    Growing your bank is contingent on growing core deposits. These days, community banks have several tools at their disposal to compete against the big banks and fintech challengers. And they can do so without leaning solely on rates. Using real case studies from leading community banks, we’ll showcase different deposit raising strategies and the impact they’ve had on costs, growth, and efficiency.


    Speaker

    Nathaniel Harley

    CEO

    MANTL

    March 8

    1:40 PM

    Risk, Regulation & Exams

    Farm Customers Keys to Survival: Sound Risk Management and Marketing

    In an era of low prices, producers need to capture every penny from crop and livestock sales. How can producers maximize returns, and what obstacles prevent them from doing so? How can lenders help producers meet marketing challenges? What are the elements of a good marketing plan?


    Speaker

    Michael Boehjle

    Professor, Dept. of Ag Economics

    Purdue University

    March 10

    8:40 AM

    Risk, Regulation & Exams

    Banking Hemp 2020

    Are you familiar with the changes in federal and state law that have occurred since the Farm Bill of 2018 for banks that have – or are contemplating – banking hemp customers? Learn about new USDA regulations and the current federal landscape for hemp, including FDA guidance (or lack thereof). Attendees will walk away with knowledge about risk management when banking hemp customers, as well as how to implement appropriate policies and procedures even if your bank has decided not to bank hemp customers.


    Speaker

    Heather Eastep

    Partner

    Hunton Andrews Kurth

    March 9

    7:00 AM

    Risk, Regulation & Exams

    How High is the Risk? Banking the Legal Cannabis Industry

    While banking cannabis has been a significant issue for years, it is becoming more widespread with cannabis legalization in more states. More than 30 states and the District of Columbia permit some form of medical cannabis and 10 and the District of Columbia permit recreational (or retail) cannabis. Several other states permit cannabidiol (CBD) and other lower-level cannabis-related activity. Hear about recent developments and key issues facing financial institutions concerning legal cannabis, including the regulatory landscape, recent lawsuits against banks, common pitfalls, and how some community banks are taking advantage of the growing opportunity to bank this emerging industry.


    Speakers

    Zane Gilmer and Adam Maier

    Partner

    Stinson LLP

    March 10

    2:10 PM

    Risk, Regulation & Exams

    When Conduct Impacts Compliance: Setting Boundaries and Managing Consequences

    When growth-oriented strategies are pursued without a robust governance framework in place, there can be significant, adverse consequences to a bank’s reputation, examination ratings and growth opportunities. Managing conduct risk is a central element in operationalizing your bank’s Compliance Management System (CMS) program, pushing it to the front lines of your business and incorporating it into every customer touch point. Discover strategies for integrating compliance management throughout your bank-and the potential consequences of failing to do so.


    Speaker

    Thomas Grundy

    Sr. Director, CMS & Regulatory Consulting

    Wolters Kluwer

    March 11

    7:30 AM

    Risk, Regulation & Exams

    Banking Regulators' Perspectives on the Ag Economy and Farm Loans

    A panel of banking regulators discuss their agencies’ perspectives on the ag economy and what they consider when examining banks’ farm lending. This interactive Q&A with key banking regulators will prepare your bank for its next exam.


    Speaker

    Nicholas Hatz

    AVP, Federal Reserve Bank of Kansas City

    Federal Reserve Bank of Kansas City-Omaha Branch

    Speaker

    John Jilovec

    Deputy Regional Director

    FDIC Kansas City Regional Office

    Speaker

    Keith Osborne

    Assistant Deputy Comptroller

    Comptroller of the Currency-Wichita Field Office

    March 8

    12:30 PM

    Risk, Regulation & Exams

    Cybersecurity Frameworks and Preparing for Exams

    Mounting cyber risks and increased focus from the regulators require financial institutions to enhance their cybersecurity efforts. Upcoming exams will set a new, higher bar for information security and require formalization and adherence to cybersecurity frameworks.


    Speaker

    Beth Johnson

    Principal

    RSM US LLP

    March 11

    7:30 AM

    Risk, Regulation & Exams

    Regulatory Hot Stuff

    How will the new regulations concerning the Community Bank Leverage Ratio, the short form call report, CECL, and interest rate restrictions impact your capital requirements, your disclosure requirements, your exam process and in general, safety and soundness regulation and supervision? Get the skinny on these regulatory hot topics, plus learn about the very latest on LIBOR transition issues, CRE concentrations, and credit union competition.


    Speaker

    Blake Paulson

    Senior Deputy Comptroller for Midsize and Community Bank Supervision

    Office of the Comptroller of Currency

    Speaker

    Todd Vermilyea

    Senior Associate Director, Division of Supervision and Regulation

    Board of Governors of he Federal Reserve System

    Speaker

    Doreen Eberley

    Director, Division of Risk Management Supervision

    Federal Deposit Insurance Corporation

    March 9

    7:30 AM

    Risk, Regulation & Exams

    Regulatory Compliance Update: Hot Topics, Examination news, and What's Coming

    A moderated panel of federal regulators answers audience questions regarding consumer protection rules and compliance. This session is an excellent opportunity to hear directly from the regulators on what they deem hot topics, areas to focus on, and what to expect over the next year. Additionally, hear about the latest enforcement actions and the primary issues that the agencies are finding in compliance examinations.


    March 10

    8:40 AM

    Tech, Payments & Innovations

    Cyberattack Trends for Banks

    From ransomware to online banking attacks, cybersecurity is top of mind for community banks. Explore up-to-the minute trends and discover real-world solutions that you can take back to your bank and implement immediately.


    Speaker

    Mark Eich

    Principal, Information Security

    CliftonLarsonAllen

    March 10

    1:00 PM

    Tech, Payments & Innovations

    I Spy Fraudsters: Can You?

    Social media and digital platforms are becoming both the number one driver of business and the number one security challenge for modern financial institutions. Learn about the latest techniques fraudsters are using on social media to bait consumers, target their data, and steal their money—all while masquerading as financial service institutions. Be prepared to test your detective skills and try to spot the fake accounts that cost financial institutions millions in annual losses.


    Speaker

    Evan Blair

    ZeroFox


    Speaker

    Dondi Black

    Product Strategy

    FIS

    March 10

    2:10 PM

    Tech, Payments & Innovations

    Open for Business: How Open Banking Drives New Opportunities

    In the U.S. there are more than 10,000 community financial institutions. All of them, regardless of what their IT environment looks like, will need to build APIs. As banks evolve to meet changing consumer preferences, there is an opportunity for community banks to deliver connected user experiences across all channels from branch to digital through an open banking ecosystem. Unlock the myths of open banking, what it means to transform digital capabilities, and learn how open systems drive innovation and ultimately deliver personal, relevant connections with consumers to create next-level digital experiences.


    Speaker

    Cindy Bladow

    Regional Managing Director, Sales

    Finastra

    March 8

    1:40 PM

    Tech, Payments & Innovations

    Ready for Real-Time Payments?

    Real-time payments are arguably one of the hottest payments topics on community banks’ radar. In August 2019, the Federal Reserve announced its intention to build a 24/7/365 real-time settlement service to serve as a foundation for payments innovation and to ensure that every financial institution has access to real-time payments. The Clearing House is connecting community banks to its real-time payments network through a variety of technology partners. And the U.S. Faster Payments Council is helping to shape the future of the payments system by focusing on the goals of safety, security, and adoption of faster payments. This panel discussion will feature prominent executives from these organizations, who will share their perspectives on what community banks need to do now and in the future to compete and win in the faster payments landscape.


    Speaker

    James Colassano

    SVP

    The Clearing House

    Speaker

    Angela Hendershott

    Director of Operations

    U.S. Faster Payments Council

    Speaker

    Connie Theien

    SVP, Industry Relations

    Federal Reserve Bank

    March 11

    8:40 AM

    Tech, Payments & Innovations

    Bank to the Future: A.I., Distributed Ledger Tech & Cryptocurrency

    Emerging technologies such as artificial intelligence, distributed ledger technology, and cryptocurrency are already affecting the financial services industry in dynamic fashion. See real-life examples of how these technologies are being implemented today and hear about potential use-cases for the future. Leave with a foundational understanding of each technology, the risks and rewards of each, and what conversations you need to be having now in strategic planning sessions.


    Speaker

    Geron Morgan

    CPA, Supervisor

    BKD, LLP


    Speaker

    Lanny Morrow

    Senior Data Scientist

    BKD, LLP

    March 11

    8:40 AM

    Tech, Payments & Innovations

    Automate Without Breaking the Bank

    Change always sounds great in theory, but getting buy-in from your associates can be difficult. That being said, the process of implementing automation doesn’t have to ruffle anyone’s feathers. Learn how your bank can harness automation and improve efficiency in a way that will encourage and support your team. Plus, through success stories discover how your bank can incorporate automation while maintaining the exceptional personal service that has differentiated community banks for decades.


    Speaker

    Joe Ehrhardt

    Founder/CEO

    Teslar Software

    March 9

    7:00 AM

    Tech, Payments & Innovations

    ThinkTECH the Year After

    Community banks continue to lose market share to online lenders that provide consumers with lending decisions in minutes. Learn how your bank can attract and retain customers with digital lending solutions. Hear how one bank improved its application process with an ICBA’s ThinkTECH Accelerator alumni.


    Speaker

    Karl Falk

    Founder

    Botdoc

    Speaker

    Erez Saf

    CEO

    CRiskCo

    Speaker

    Robert Johnston

    President & CEO

    Adlumin, Inc.

    March 11

    8:40 AM

    Tech, Payments & Innovations

    Cultivate a Positive Culture That Leads to Innovation

    Leadership success has undergone a shift due to next-gen servant leadership concepts. A servant-leader focuses primarily on the growth and well-being of people and the communities to which they belong. Come learn how leading with a people-first and service-first philosophy can foster healthy long-term performance and a culture of innovation.


    Speaker

    Damon Moorer

    President/CEO

    TCM Bank

    March 10

    8:40 AM

    Tech, Payments & Innovations

    The State of Digital Payments in Community Banking

    Last year, ICBA Bancard launched a digital payments strategy tool to help community banks determine their product opportunities. With so many digital payment products available where should banks invest their time and resources? Learn what your peers are doing and what products your bank might be missing.


    Speaker

    Thad Peterson

    Senior Analyst

    The Aite Group

    March 9

    7:00 AM

    Tech, Payments & Innovations

    Outsmarting the Crooks: Best Practices to Defeat Fraudulent Instructions & Social Engineering

    Social engineering is a form of manipulation where bad actors convince individuals to share sensitive information that is exploited for financial gain. Learn about current trends and threats and what steps you can take to keep your bank and its customers safe.


    Speaker

    Tracey Santor

    Product Manager

    Travelers

    March 10

    7:30 AM

    Tech, Payments & Innovations

    How Four Banks Took on the Core IT Oligopoly and Won

    Don’t miss this confidential master class detailing how four bank CEOs returned millions to their bottom line after mustering the necessary leverage and market intelligence to renegotiate core and IT deals with each of their respective suppliers, while simultaneously navigating business challenges, M&A considerations, and looming fintech demands. These executives’ experiences epitomize the harrowing situations that thousands of banks face annually when reassessing their one-sided relationships with the legacy core IT supplier oligopoly.


    Speaker

    Aaron Silva

    President/CEO

    Paladin FS

    March 10

    8:40 AM

    Tech, Payments & Innovations

    Community Banking and Fintech: What's Next?

    What has ICBA learned from its ThinkTECH Accelerator program? Hear about fintech trends that we have observed happening in the community bank space and learn about what is working well and our predictions for the next year.


    Speaker

    Charles Potts

    SVP, Chief Innovation Officer

    ICBA


    Speaker

    Brian Bauer

    The Venture Center

    March 10

    7:30 AM

    Tech, Payments & Innovations

    What You Should Know About Payments

    While many regard the payments system as a “cloud” it is actually more like a multi-blade Swiss Army knife with each blade offering a different opportunity for your bank. This jargon-free session walks you through each payment system: check, ACH, wire transfer, real-time payments, and card payments and highlights opportunities to better serve consumers and businesses.


    Speaker

    Michael Herd

    Nacha


    Speaker

    Cary Whaley

    First VP/Payments & Tech Policy

    ICBA

    March 10

    2:10 PM

    Tech, Payments & Innovations

    Are P2P Payments a One-Horse Race?

    As banks consider person-to-person payment solutions, Zelle has emerged as an option, and for some, the only option. Hear from a panel of bankers whose banks offer P2P payments not only through Zelle, but a variety of different approaches.


    Speaker

    Michael Bilski

    CEO

    North American Banking Company

    Speaker

    Richard Bradfute

    EVP, Chief Information Officer

    JP Stone Community Bank

    Speaker

    Cary Whaley

    First VP/Payments & Tech Policy

    ICBA

    Speaker

    Diane Faubion

    EVP

    1st National Bank of Scotia

    March 10

    1:00 PM

    Tech, Payments & Innovations

    Innovation Case Studies

    As banks consider person-to-person payment solutions, Zelle has emerged as an option, and for some, the only option. Hear from a panel of bankers whose banks offer P2P payments not only through Zelle, but a variety of different approaches.


    Speaker

    Scott Mills

    President

    William Mills Agency

    March 10

    1:00 PM

    Tech, Payments & Innovations

    Simple Tricks to Boost Your Cybersecurity

    Cybersecurity is a never-ending battle. It is of the utmost importance for the financial industry to stay on the cutting edge to remain one step ahead of bad actors seeking to target community banks. New technologies have emerged that enable community banks to fend off these evolving threats. Learn how to counteract the bad actors from their attempts to rob banks and their clients through social engineering, website hostage attempts, and overall online data hijacking.


    Speaker

    Andrew Barrett

    VP, Product

    EnCirca

    March 10

    7:30 AM

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