THE AGENDA
(Subject to change)
This year we're excited to present an agenda packed with fantastic keynote speakers and educational sessions on industry hot topics!
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Monday, July 31st
8:00-10:00 AM —
Board & Committees Meetings
11:00 AM-5:00 PM — 2023 Annual Golf Outing at the Toledo Country Club
(lunch included)
7:00-10:00 PM — Welcome Reception at the Maumee Bay Brew Pub Warehouse
(dinner served)
We'll kick off this year's convention at the Maumee Bay Brew Pub Warehouse! Come enjoy a casual evening of food & drinks while trying your skill at a variety of games and activities!
Tuesday, August 1st
8:00-9:00 AM — Registration & Breakfast
9:00-9:15 AM — Convention Opening
9:15-10:30 AM — Keynote Session: Jim Morris - Former Major League Baseball Pitcher
Jim Morris was a high school science teacher and coach in west Texas who miraculously made it to the Major Leagues at the age of 35. His life story made cinematic history with the heartwarming and unforgettable Disney movie, The Rookie, starring Dennis Quaid. Jim pitched two seasons for the Tampa Bay Devil Rays reaching speeds up to 102mph and chose to retire to raise his children. Since 2000, Jim has been a highly sought-after motivational speaker traveling the world inspiring audiences to follow their dreams and never give up. In his latest book, Dream Makers: Surround Yourself with the Best to Be Your Best, Jim shares more of his incredible life story including the people who helped make him the success he is today: his Dream Makers.
10:30-10:40 AM — Exhibit Hall Grand Opening
10:40 AM-Noon — Exhibit Hall /Networking Break
INNOVATION SHOWCASE
10:45 AM - Everything You Need to Know About Fednow and Settlement - Bankers’ Bank
11:00 AM - Home Equity Turbo - Lenderful Solutions
11:15 AM - Leveraging Plinqit’s Financial Wellness Tools for New Deposit Growth and More - Plinqit
11:30 AM - Key Moments - Strategic Resource Management, Inc. (SRM)
11:45 AM - The Collection of Cease and Desist Claims - Weltman, Weinberg & Reis Co., L.P.A.
Noon-1:30 PM — Exhibitor & Sponsor Luncheon
1:30-2:30 PM — Breakout Sessions
Cyber Threats, Loss Prevention, and Claims
John Menefee, CyberRisk Product Manager - The Travelers Companies, Inc.
Cyber crime continues to be an ongoing threat, and now more than ever organizations need to take precautions to secure their systems and data. Cybersecurity is a key concern for all organizations, and community banks are no different. This session will focus on the current Cyber threat landscape, what you can do to protect your bank from falling victim to Cyber crime, and how Cyber insurance carriers can help customers before, during, and after a Cyber event.
Building Bridges to Consumer Confidence
Ben Pankonin, CEO/Co-Founder - Social Assurance
Viral social media commentary can have a major impact–positive or negative–on your bank. Unifying your messaging across channels creates a stronger brand, more impactful sales, and opportunities to increase deposits, all of which are essential in today's community banking climate.
Key Takeaways:
- The crucial foundation banks must build with content
- How to unify messaging to achieve long-term deposit growth
- Building personal trust and brand trust across various channels and formats
2:30-3:00 PM — Exhibit Hall / Networking Break
3:00-3:45 PM — How do I get my Information Security Program to the Next Level?
Stephanie Goetz, CPA, CISA, CISSP - Bedel Security
We always hear about information security programs wanting to take things to the next level, wanting to grow in maturity, but instead of reviewing the structure of the program we see a purchase of a new tool or gadget. While those things can sometimes be the answer, more often than not we need to take a step back and look at the various pieces of the program to ensure they are working together.
Key Learning Objectives:
- Honestly diagnose exactly where your Information Security Program is currently at.
- Review actionable items to implement to grow in maturity.
3:45-4:30 PM — Balance Sheet Management: How to Pull Ahead of Your Peers
Omar Hinojosa, Managing Partner - Taylor Advisors, a HUB International Company
Improving profitability while balancing risk is a goal all top performing institutions have in common. In a competitive market environment, outperforming your peers is a challenge! Evaluating how your institution ranks versus peers today is a key step in achieving long-term outperformance. With up-to-date peer data for many balance sheet areas and performance metrics, including net interest margin and investment yield, this presentation will show how to evaluate your institution compared to peers, both in your state and nationally. Is there opportunity to improve profitability and go from good to great? Is your institution holding significantly more (or less) liquidity relative to the competition? These are just a few of the questions that will be explored.
This interactive session also contains surveys, enabling participants to see how other attendees approach the balance sheet management process. For example, some institutions focus on regulatory appeasement, some focus on setting loan and deposit rates, and others focus on profit improvement. We will examine each of these approaches and discuss how an institution’s balance sheet management philosophy impacts strategies and profitability.
4:30-5:30 PM – Exhibitor & Sponsor Appreciation Cocktail Hour
6:00-7:30 PM — CBAO FED PAC Silent Auction
7:30-10:00 PM —
Community Banking Celebration
(dinner served)
Get ready for a fun evening of “Name That Tune” as we compete to name classic favorites and new hits! Join a team and network with your fellow community bankers over drinks and a buffet dinner.
10:00-11:30 PM — After Hours Networking
Wednesday, August 2nd
7:00-8:00 AM — Registration & Breakfast
8:00-9:30 AM — Winning at Inflation
Peter Weinstock, Partner - Hunton Andrews Kurth LLP
The insidious tentacles of Inflation are working through all aspects of bank performance. This discussion will focus on the impact of rising rates on liquidity and funding, CFPs, lending, M&A, capital and capital planning as well as post SVC issues such as executive compensation. Participants will come away, not only with a firm understanding of the regulatory environment around such issues, but also with tools to take advantage of opportunities.
9:30-11:00 AM — Exhibit Hall / Networking Break
INNOVATION SHOWCASE
9:45 AM - Increasing Non-Interest Generated Revenue - FiNet
10:00 AM - Turnkey Solution to Extend Home & Auto Insurance to Your Retail Customers - Travelers
10:15 AM - Did You Know Session: Are you taking advantage all of your available services? - United Bankers’ Bank
10:30 AM - Dream Big. Start Small. But most of all, start. - Quest Analytics
10:45 AM - Equifax Digital Solutions - RA Business Solutions
11:00 AM-1:00 PM — Lunch Around Toledo
1:00-2:30 PM — Keynote Session: Alyson Van Hooser - Reframing and Redefining Leadership in a Multi-Gen Workforce
Organizational leaders and the people on their teams all want the same thing -- something better! Better lives for themselves and their families. Better outcomes for their efforts. Better relationships and engagement. And every person has a story -- a unique narrative that defines them.
Alyson deeply understands the price of admission to success and the keys to reframing relationships with those around us. Abandoned at only 13 years old, her personal experiences, rapid professional success, and intuitive empathy equip her to relate authentically with leaders and teams and uncover solutions that strengthen their relationships and improve their performance.
From the c-suite to the front-lines, those who embrace Alyson's strategies for leadership and ownership redefine what it means to lead and work with success and satisfaction in a diverse world and organization. Her recently-released book, LEVEL UP, unlocks her ownership-obsessed inspiration and guidance for making practical changes that drive real-life results.
2:30-3:00 PM — Trade Show Finale
3:00-4:00 PM — Annual Meeting & State of the Industry Update
4:00-5:00 PM — Breakout Sessions
Economic and Market Outlook
Russell T. Price, CFA Chief Economist, Ameriprise Financial
Russ has been the Chief Economist for Ameriprise Financial for over 14 years. Prior to this, he was the Senior Economist for H&R Block Financial Advisors for approximately 7 years and prior to that role he was an investment analyst for about 6 years.
His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy. In fact, through the end of Q1-2023, Bloomberg ranked him as the 4th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He is the top ranked forecaster in the U.S. brokerage industry. He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2015.
Loyalty – What Is It, Why Is It Important, and How Do We Build It for Our Banks and Our Industry?
Stephen A. Ingalls, President and CEO - Catalyzer
In the Godfather, Mario Puzo wrote, “the strength of a family, like the strength of an army, lies in its loyalty to each other.” Well, we’re not talking about that kind of family, but the sentiment certainly applies to our community banks and the industry writ large. In fact, at a time when maddening voluntary quit rates continue to drive turnover, and the business scene is awash with “quiet quitting” or unbalanced demands for higher pay, flexible work, more vacation, and seemingly myriad other demands, we wonder whether loyalty is still “a thing.” Well, we’ve got an offer you can’t refuse. In this breakout session, Catalyzer will unpack loyalty – what it is, why it’s important, and how to build it – against today’s business backdrop.
6:30-10:00 PM — Chairman's Reception
(dinner served)
As we celebrate the finale of convention, we want to remember the Leadership, Loyalty and Legacy that have made community banks a cornerstone of Main Street America! Join us for the Chairman’s Reception and get ready to ask for your favorite selections as we enjoy dueling pianos over great food and networking. Special thanks to K4 Architecture for sponsoring this event.
10:00-11:30 PM — After Hours Networking
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