Northeast Regional Round Table

September 24, 2019
Northeast Regional Meeting 
Avalon Golf & Country Club 

Join together with community bankers from across the state to explore education opportunities, discuss current trends and collaborate on industry challenges. 

These full-day events include breakfast, a morning education session, lunch, golf scramble and dinner. 

REGIONAL MEETING AGENDA  (subject to change)

7:30 a.m.-8:15 a.m. — Registration & Breakfast

8:15 a.m.-8:30 a.m. — Welcome & Morning Kickoff

8:30 a.m.-9:15 a.m. — Session I: Growing Core Deposits - FiNet 

Old School strategies to consistently grow core deposits while increasing retention and non-interest income.  Tune into FiNet’s message to learn more. FiNet is a long-standing partner and advocate of the community banking industry throughout Ohio and nationally.

9:15 a.m.-9:30 a.m. — Networking Break

9:30 a.m.-10:15 a.m. — Session II: Enterprise Risk Management Trends:  What we’re seeing on the front lines - Marnie Keller, NContracts 

In working with over 1,300 financial institutions to address their risk management programs, we see and hear a lot of things. We also see and hear a lot of things in our interactions with the regulators. By listening to our customers carefully we can support them in the best manner possible with our subject matter expertise as well as help prepare them for what’s ahead from the agency insights. This session will share what’s being said regarding:

  • Trends of questions/issues raised from over 1,300 customers via help desk and annual user conference
  • Recent private meetings with OCC, Fed and FDIC
  • Forecasting from Ncontracts’ team of subject matter experts as well as our Customer Advisory Council

Making inroads with a risk management system is the best insurance policy you can secure to weather the storm of a future economic downturn. 

10:15 a.m.-10:30 a.m. — Networking Break

10:30 a.m.-11:15 a.m. — Session III: Are you adequately covered?  Gaps, Riders, Exclusions and Conditions of Coverage…oh my! - Debra McManigle, HUB International Financial Services

Learn from industry experts with extensive experience serving financial institutions about what is not included in your Directors & Officers Insurance, but should be from industry. Also, “Blanket” Bond Insurance vs. Cyber Insurance; You think you’re covered, but you’re not. 

11:15 a.m.-Noon — Industry Update: State & Federal Legislation Report - Robert Palmer, CBAO

Bob Palmer, CBAO President/CEO/Executive Lobbyist, will provide an update on legislation that has been introduced in the first session of the 133rd General Assembly and 116th Congress that is of interest to community banks. Topics of discussion will include Flood Insurance and BSA reform, Interest deductibility on agriculture real property, Cannabis Protection for community banks, and CECL legislation. 

Noon-1:00 p.m. — Community Banking Lunch

1:00 p.m.-6:00 p.m. — Regional Golf Outing

6:00 p.m. — Cocktails & Dinner Reception

Who Should Attend:

The agenda for these regional meetings are uniquely designed for Presidents, CEO, CFO’s, Risk Managers and Directors & Officers.

A special thank you to our generous sponsors:



Tuesday, 24 September 2019


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