Schedule of Events | LEAD FWD Summit

All times listed below are in Central time.

September 21, 2020

9:00 a.m. – 10:10 a.m.


Opening Keynote: Purposeful Leadership in Times of Change

Opening Keynote: Purposeful Leadership in Times of Change

Clint Pulver, President & Founder, The Center for Retention

Today employees are looking for leadership that supports, encourages, and gives them the tools they need to grow, adapt, give back—and create real impact.

In this unforgettable presentation, Clint demonstrates the ground-breaking WHY of mentorship over old school management techniques and HOW every employee is just one caring person away from a phenomenal success story.

Clint offers insider leadership secrets for elevating team and individual engagement and cultivating creative and collaborative environments.

He also shares the life-changing story of Mr. Jenson, who, with one small and simple gift, brought purpose, empowerment, and perspective to a young life – and how each of us has the chance to do the same.

10:10 a.m. – 10:30 a.m.

Who’s Leading and Learning with You?

Who's Leading and Learning: Small Group Exercise/Icebreaker

Have you ever looked at the clouds and seen a distinct figure or creature? And yet the person next to you saw something completely different within the same cloud? A good leader helps their team explore these differences to encourage the development of creative solutions.

10:40 a.m. – 11:30 a.m.

Education Sessions

Opportunities and Challenges of Successful BSA/AML and Compliance Programs

Kristen Ritter , TIB Bequeaith Banking Solutions

Today employees are looking for leadership that supports, encourages, and gives them the tools they need to grow, adapt, give back—and create real impact.

A robust Anti-Money Laundering Program is the pinnacle of a successful BSA/AML program, the culmination of all the daily and monthly monitoring activities, monitoring reports, and alert management. An area that continues to attract the attention from regulators during the examination process is Customer Due Diligence and Enhanced Due Diligence. 

Learn what examiner expectations are and where banks have been successful and challenged in these areas.

How COVID-19 is Changing Safety and Soundness Standards for Community Banks

Susan Sabo, CLA

Erica Crain, CLA

One of the crucial questions community bank leaders are asking themselves right now is, “How will my bank’s composite rating change because of the global pandemic?”

It is no surprise that COVID-19 is impacting the risk and portfolio management of banks across the country and examiners will be evaluating management’s responsiveness to the COVID-19 pandemic for years to come. This session highlights the proactive safety and soundness actions that all banks should be taking now in preparation for its next exam.

Data Solutions for Community Banks

John Thuma, FIS


Giving access to leading business intelligence tools, automated reporting capabilities, insights, marketing tactics and more, all driven by unified data that is harnessed across products.

11:35 a.m. – 12:15 p.m.


An Employment Law Lesson: How COVID-19 Changed the Workplace for Leaders

Jennifer Nodes, Jackson Lewis

Return to Normal has become so much more than three simple words for leaders. Thinking ahead requires thinking differently. How will you stay open to new ways to work and conduct business?

Using Data to Make Better Business Decisions and Promote Growth

J. Michael Jones, IronSafe

Digital channel use has accelerated in 2020 making your bank’s data management practices critical for future business decisions and growth. Learn the seven key principles your bank must adopt to ensure a comprehensive data management strategy.

12:45 p.m. – 2:05 p.m.

Code Break Challenge - Will Your Team Rise to the Top?

Code Break Challenge – Will Your Team Rise to the Top?

Get ready to stretch your mind! Which team will crack the most codes and emerge victorious at the top of the leader board? This brain-teasing group activity will have teams racing to break as many secret codes, brain teasers and puzzles as possible (including some inspired by community banking), while you work together to beat the clock!

It will require collaboration, creative problem-solving and just maybe, a little luck! Prizes awarded, so bring your A-game, have your camera on, and be ready for some fun, friendly competition as you work together with fellow community bankers!

2:30 p.m. – 3:15 p.m.

Insights with Industry Experts

Managing Depositor Expectations Amid COVID-19

Chris Wright, PMA Financial Network

Gain insight into managing expectations of institutional depositors amid COVID-19. Receive a broad overview of current market conditions and opportunities and identify strategies for the new normal.

Where Have the Customers Gone? Building Relationships in a Digital World

Donald Hawkins, Griffin Technologies

For banks to scale in today’s age, embracing technology to fill gaps is not an option, it’s a necessity.

Banks have a significant edge over non-banks when it comes to the quantity of depositing customers and volume is the key to unlocking massive growth potential from existing customers while leveraging data is a necessity to acquire new customers.

Succession Planning & Diversity in a Changing Environment

Phil Buffington, Adams & Reese

The session explores issues regarding developing and implementing succession plans and diversification goals for boards of directors and senior management in our ever-changing environment.

Outsmarting the Crook: Loss Prevention and Best Practices

Tracey Santor, Travelers

An insurance company has the unique opportunity to see fraudulent claims from across the country. From this, trends can be determined, and best practices can be shared with banks to help prevent them from becoming victims. 
The frequency of fraudulent instructions and social engineering claims continue to increase and the differences between the two will be discussed. This conversation will include multiple claim examples to illustrate each point and get the discussion started.

You’ve Got Data, We’ve Got Data, Everyone’s Got Data…Now What do You do with it?

John Thuma, Data Solutions Group

Data is as complex as it is vital to your success. It’s growing exponentially (90% of all data has been created in the last two years, and people are generating 2.5 quintillion bytes of data each day–is quintillion even a number?).

COVID-19 is putting dangerous spins on trends we thought we knew, but has also been a catalyst for adoption of innovation and investment into data strategies. Let’s talk about how Ethos can help you push through and endure post-COVID.

Unmasking Your Value Proposition/Maximizing Your Competitive Advantage

Steve Kinner, Sr. Promontory Interfinancial Network

Erich Buckenmaier Promontory Interfinancial Network

Risk Management After COVID-19

Neil Falken, CliftonLarsonAllen

Josh Juergensen, CliftonLarsonAllen


Hold on tight as this session takes a closer look at bank operations and revenue areas hardest hit by COVID-19.  Dive into some of the key risk management practices critical for your bank right now and uncover opportunities to reverse potential revenue decline. Act now to ensure future examination success and revenue growth for your bank.

The Future of eCommerce

Lee Griffin, Visa

Join Visa to learn about the future of eCommerce, including ways in which the industry is coming together to make online payments safer, more secure, and easier, as well as techniques community banks can employ to win in this space.

3:15 p.m. – 4:05 p.m.

Keynote - Seize the Opportunity: Reimagining a Better, More Inclusive Workplace in the Post COVID-19 World

Reimagining a Better, More Inclusive Workplace in the Post COVID-19 World

Heather Younger, Founder & CEO, CustomerFanatix

Do you feel like your entire workforce has post-traumatic stress disorder (PTSD) from the havoc unleashed by the COVID-19 pandemic, economic recession and the racial justice protest movement? Is your head spinning trying to define what the “new normal” will look like in your organization and for employees?

In this talk, Heather will inspire attendees to reimagine the workplace and will provide a high-level roadmap for how to return to work and effectively “put it back together again.”

As organizations prepare to bring back employees to the workplace, Heather challenges us to pause and consider how this transformative experience can positively impact their organizations.

Attendees have the opportunity to discuss and explore the possibilities for positive change now and in the post-pandemic workplace. As a result, they leave the virtual speaker presentation feeling hopeful, more in control, empowered, and ready to help create a better workplace for all.

In this interactive virtual speaker presentation, attendees will learn:

  • How to reframe the experience of COVID-19, recession, and racial justice protests and see these crises as opportunities for forward progress and workplace improvement.
  • How to build a more adaptable, resilient organization
  • How to create a culture of listening that values diversity and inclusion
  • The main areas to focus on to ensure that the “new normal” meets the needs of the organization, customers and employees

Attendees will leave with a Roadmap for reimagining and creating a better, more diverse and inclusive workplace for all employees

4:15 p.m. – 5:00 p.m.

LEAD FWD Happy Hour – Social Distancing Edition

Stay socially distant while enjoying a once-in-a-lifetime networking opportunity with your peers.

September 22, 2020

9:00 a.m. – 9:30 a.m.

Day 2 Welcome & Message from ICBA

Welcome back! On day two of LEAD FWD, we'll tackle the future of the industry together.

9:30 a.m. – 10:05 a.m.

Opening Keynote: Exactly What to Say - Navigate Change Now

Opening Keynote: Exactly What to Say-Navigate Change Now

Phil M. Jones, Best-selling Author, Motivational Speaker, & Consultant

The business world is currently moving at record pace and dealing with an unprecedented environment. Quite often, the difference between success and failure in business can be pinpointed to the compounded impact of your conversations.

Words matter and understanding how you can use language to control a conversation is certain to provide you an advantage. In a unique approach, Phil will join attendees during three different times on Day Two of LEAD FWD to impart the power that language has in our interactions with others.

10:10 a.m. – 11:00 a.m.

Education Sessions

Making Peace with a Pandemic

Greyson Tuck, Gerrish Smith Tuck

Doc Bodine, Gerrish Smith Tuck

Although COVID-19 presents many challenges to the community banking industry, it also presents many opportunities.

This session takes the glass half full view and will look at the opportunities created for community banks by the pandemic, and will provide advice and practical tips for the next generation community banks that have an interest in making the best of this significant event.

Assessing Your Credit Portfolio in a COVID World

Brad Stevens, Stevens Risk Management, LLC

Like it or not, COVID is already having a massive impact on your largest asset, your credit portfolio. The seismic shift that COVID is causing needs to be identified and dealt with in your bank.

This requires understanding where your credit culture is and where you need to move it. Identifying concentrations not only in industries but also types of loans, the interest rate risk that you have taken on, as well as understanding where the economic impact of COVID is the most and least destructive.

What are the early warning signs of deterioration and what can you do to buttress your largest asset from the coming storm.

11:10 a.m. – 11:30 a.m.


Creating a Culture of Innovation & Inclusion

Damon Moorer, TCM Bank

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.

Now more than ever, keeping teams motivated and together in a virtual working environment has become even more important. Come learn how leading with a “people first” philosophy can foster a culture of inclusion and innovation.

11:30 a.m. – 12:20 p.m.

What’s in Your Head? The Great Knowledge Transfer

What’s in Your Head? The Great Knowledge Transfer

Trish Springfield, Energize2Grow

It’s time to make an exchange at your bank. Banks of all sizes are missing the opportunity for more planned and intentional transfers of knowledge among leaders and team.

Creating a bridge between bank leadership and the bank team sets a key foundation for more critical thinking, faster decisions based on customer needs, and greater empowerment at all levels. The result leads to front lines that are excited to serve their markets, satisfied customers, and ultimately more business for the bank.

1:00 p.m. – 1:30 p.m.

Exactly What to Say - Win More Business

Exactly What to Say - Win More Business

Phil M. Jones, Best-selling Author, Motivational Speaker, & Consultant

Could it be possible that the biggest reason that you are not achieving your potential is because there are multiple moments in which you do not know EXACTLY what to say, when to say it, and how to make it count?

Let’s face it, not having the right words at the right time could be the very reason that potential customers are choosing someone other than you as opposed to seeing the true value you could deliver. The reality of modern business is that many of your competitors are winning business from you.

It’s not because they are better than you, it’s because they are telling a better story. Learn the real value of your words and unlock the power of communication!

1:35 p.m. – 2:25 p.m.

Education Sessions

Consumer Privacy and Community Banks: What You Need to Know

Amy Hanna Keeney, Adams and Reese

The California Consumer Privacy Act and other state privacy laws may affect the processing, use, and storage of consumer information by financial institutions.
Join us as we take a look at the current and proposed consumer data privacy laws and identify and weigh their possible effects on community banks.

Rethinking Deposit Strategies Amidst COVID-19

Jim Lutter, PMA Financial Network

Todd Terrazas, PMA Financial Network

During this time of economic turmoil, financial institutions must recalibrate their deposit acquisition strategies. To do so it helps to understand the cash flows of your largest institutional depositors and what your invest options are during times of excess liquidity.

Armed with this knowledge you will have a better understanding of pricing strategies for institutional depositors and will be prepared to effectively deploy excess liquidity to enhance yield.

Leading Innovation From the Outside

Charles Potts, ICBA

The banking landscape changes daily as more and more "challengers" enter the marketplace.

In an industry where relationships matter and meeting the demands of the customer in the 21st century brings on new opportunities, hear from a panel of innovators how to re-imagine the community bank landscape and what are some of the innovation initiatives worth tackling.

2:50 p.m. – 3:30 p.m.

Insights with Industry Experts

7 Ways to Identify CRE Portfolio Risk During COVID-19

Mark Prior, Qualtik

COVID-19 has impacted the economy and borrowers in unique ways. Understanding risk in this  new environment will help banks emerge from the pandemic with their CRE portfolios intact and  healthy. Learn about strategies and approaches you can use to identify and mitigate risk. Hear  about how you can gain important insights into your commercial real estate portfolio.

Artificial Intelligence/Augmented Reality/Virtual Reality

Michael Boros, Dell Technologies

Dell Technologies will take an in depth look at how to utilize AI, augmented & virtual reality to address workforce challenges within the banking & finance sector with the help of innovative technology.

The Power of Data

Bill Lehman, Sr., Trellance

J. Michael Jones, IronSafe

Today’s community bank leaders have access to more information and data than ever before, yet many still struggle to determine how to leverage the power of data to support success. Every day, your bank collects information on customer behavior, preferences, spending patterns, and more.

Being able to extract, align, and cascade the “right” data across business lines is one of the most valuable measures a bank can take to position itself for growth and greater customer satisfaction. Join data industry experts to explore the key principles of data management and how your bank can discover the power of its own data. 

Gaining Ground with Mortgage

Dan Putney, Finastra

In the first half of 2020, the pandemic has taken the housing market for a roller coaster ride. Not only has consumer demand continued to fluctuate up and down, but consumer expectations of the mortgage process have also shifted. We’ll discuss how mortgage lenders can continue to meet mortgage needs even during this time of social distancing.

Customer-centricity Post-COVID

Mickey Martin, Onfido

Alfy Louis, Onfido

The past six months have ushered in a dramatic step-change in how we interact with financial services. From account opening to transaction approval, we want it all from the comfort of our phone. But when you might never meet your customers face to face, how do you create the trust needed to meet these expectations in a secure way? This session will answer that question.

Compensation Trends in Community Banking

Robert Flowers, Stinson, LLP

This session focuses on a variety of compensation trends we are seeing in community banking, such as equity-based compensation, incentive-based compensation, stock options, and golden handcuff payments. The conversation will be geared toward addressing questions that C-suite executives regularly encounter on these issues.

3:15 p.m. – 4:00 p.m.

Keynote Message & Closing

Exactly What to Say – Lead, Inspire, & Motivate Others

Phil M. Jones, Best-selling Author, Motivational Speaker, & Consultant

Being the person in charge is a HUGE responsibility. The second you become responsible for creating success through the efforts and contributions of others, the game is changed. Your individual ability becomes less of an asset and your ability to enable the brilliance in others becomes your new measure for success.

Unleashing the potential in your team or others around you is realized by having high levels of confidence and competence in hundreds of key conversations with the people that you lead. Learn the secret language to have more control over your mission critical moments.

Stay Connected: FaceBook Twitter