Banker Roundtables 

Connect with fellow bankers to explore shared challenges and opportunities in community banking. These roundtables provide a free-flowing, collaborative space for in-depth, peer-to-peer discussions. 

Here, you’ll find practical solutions to everyday issues by learning from others’ experiences and sharing your own insights. With a focus on open dialogue, each roundtable encourages meaningful exchanges tailored to your bank’s needs. 

Engage with the Experts: Banker Roundtable 

Designed exclusively for community bankers, this roundtable brings you together with peers and industry leaders to address topics relevant to your institution. Discussions will be organized by asset size, ensuring that each table’s focus is relevant to your needs. 

Why Attend? 

• Ask Questions: Gain insights from both experts and fellow bankers. 

• Key Topics: Dive deep into issues impacting your community bank. 

• Peer Exchange: Share strategies with banks of similar asset sizes. 

• Expert Guidance: Benefit from insights of seasoned industry leaders. 

Family-Owned Bank Roundtable 

Family-owned banks possess unique strengths and challenges that require thoughtful strategies. This roundtable creates a dedicated environment for peer-to-peer discussions on pressing issues, including: 

• Succession Planning: Ensure smooth transitions while preserving family legacy. 

• Governance: Discover best practices tailored to family-owned institutions. 

• Financial Health: Explore strategies for sustainable financial growth. 

• Legacy Goals: Define long-term objectives that align with family values. 

• Strategic Planning: Align business strategies with family principles. 

Engage with others who understand the unique dynamics of family-owned banks. This session provides valuable insights and solutions to help your institution thrive, and it’s an opportunity to build strong connections with like-minded professionals. 

Large Community Bank Roundtable (Invitation Only) 

Community banks with assets over $1 billion encounter distinct challenges that require specialized solutions. This roundtable, tailored to senior leaders, provides an environment for bankers to discuss issues that impact larger community banks. 

Following the session, join a networking reception to deepen connections with industry peers. This event offers a valuable space to ask questions, share insights, and bring back strategies to support your bank’s success. 

Mutual & Thrift Roundtable 

Mutual and thrift institutions face specific challenges in today’s banking landscape.  

Join this roundtable to discuss: 

• Recent Regulations: Understand recent regulatory changes and their implications. 

• Mutual Capital Certificates: Discuss potential changes to the framework for issuing Mutual Capital Certificates and the advocacy being done on this issue. 

• Depositor Education: Discuss how to educate depositors about the unique structure of mutual banks and how they benefit their communities. 

This session offers a unique platform for mutual and thrift professionals to exchange experiences, ask questions, and gain insights from industry experts. Participate in these critical discussions to stay informed and prepared to address your institution’s needs.