Agenda

Agenda

 

Sunday, September 23
1:00 p.m. – 5:00 p.m.                       Registration Open
4:30 p.m. – 6:30 p.m. Disneyland Scavenger Hunt and evening open for vendor dinners
(Depart from Registration Desk promptly @ 4:30 p.m.)
Monday, September 24
7:00 a.m. – 5:00 p.m. Registration Open 
7:30 a.m. – 8:30 a.m.  Breakfast Showcases
8:30 a.m. – 10:00 a.m. 

Welcome Remarks, Executive Development Program Graduation Ceremony
& Opening General Session

 

Leading a Culture of Service Excellence
Dennis Snow
Snow & Associates, Inc.​

10:00 a.m. – 11:00 a.m. Dedicated Expo Time with Refreshments
11:00 a.m. – 12:00 p.m.

Learning Tracks:

 

Technology & Operations:
Automation: How Smaller Banks Can Overcome Automation Implementation Challenges​

 

CFO & Finance:
Economic & Capital Markets Update

 

Credit & Lending:
Western U.S. Commercial Real Estate Review

 

HR & Training: 
Performance Management Systems & Incentive Plans

 

Marketing:
Deepening Human Connections In an Increasingly Digital World

12:00 p.m. – 1:00 p.m.  Lunch in Expo
1:00 p.m. – 2:00 p.m.

Learning Tracks:

 

Technology & Operations:
Vendor Management: Cybersecurity Operationalization to Regain Control

 

CFO & Finance:
Liquidity and Funding Management

 

Credit & Lending:
EBITDA Doesn’t Spell Cash Flow, but What Does?

 

HR & Training:
The Power of Human Capital

 

Marketing:
Seeing the World Through Your Customer’s Eyes

2:00 p.m. – 2:15 p.m. Dessert Break
2:15 p.m. – 3:15 p.m. Peer Exchange Sessions
3:20 p.m. – 4:20 p.m.

Learning Tracks:

 

Technology & Operations:
The New IT Exam: Are You Prepared?

 

CFO & Finance:
Exploring Changes in the Risk Universe 

 

Credit & Lending:
Flood Insurance: How to Keep Your Head Above Water

HR & Training:
No More Secrets: Sexual Harassment in the Workplace 

 

Marketing:
Who Are Your Best Customers & How Can You Better Retain Them Through Analytics

4:30 p.m. – 5:30 p.m. General Session

Transforming Communication in the Snapchat Era

Eric Swenson
RSJ/Swenson, LLC

5:30 p.m. – 8:00 p.m.  Casino Night in Expo
Tuesday, September 25
7:00 a.m. – 5:00 p.m. Registration Open
7:30 a.m. 8:30 a.m.  Breakfast Showcases
8:30 a.m. – 9:30 a.m.  General Session

Removing Barriers to Increase Workplace Productivity
Scott Lesnick
Successful Business Solutions, LLC
9:40 a.m. – 10:40 a.m.

Learning Tracks:

 

Technology & Operations:
Cybersecurity: Stepping Up Your Assurance to Handle Today’s Risk

 

CFO & Finance:
Breaching the Billion Dollar Benchmark: Climbing the Stairs of Internal Controls & Managing 404(b) Sticker Shock

 

Credit & Lending:
No More Theory: Let’s Talk About Estimating & Calculating CECL at a Community Bank

 

HR & Training:
Culture & Leadership: How We Found the Right Tool for Our Bank 

 

Marketing:
Giving Customers What They Want, When They Want It

10:40 a.m. – 10:55 a.m. Refreshment Break
10:55 a.m. – 12:00 p.m. General Session

Fintech Panel
12:00 p.m. – 1:00 p.m.  Lunch in Expo with Exhibitor Prize Drawings
1:00 p.m. – 2:00 p.m.                                             

Learning Tracks:

 

Technology & Operations:

An It Audit Survival Guide

 

CFO & Finance:
Let’s Talk Trends: What’s Going on in Community Banking in 2018 That You Should Know

 

Credit & Lending:
Between a Rock & A Hard Place: Is Your Credit Policy Taken for Granite?

 

HR & Training:
Solving Workforce Issues

 

Marketing:
Design Thinking for a Delightful Banking Experience

2:00 p.m. – 2:30 p.m. Dessert Break and Expo Grand Prize Drawing
2:30 p.m. – 3:50 p.m. Peer Exchange Sessions
4:00 p.m. – 5:00 p.m. General Session

Maximize Gen Y ROI: Attract, Retain, & Engage Top Millennials

Aaron McDaniel
Velocity Capital Group

Wednesday, September 26
7:00 a.m. – 12:30 p.m. Registration Open
7:30 a.m. – 8:30 a.m.  Networking Breakfast
8:30 a.m. – 9:30 a.m.

Learning Tracks:

 

Technology & Operations:
The Dark Web: Overview & Tour

 

CFO & Finance:
Managing Interest Rate Risk, Liquidity, & Performance in a Rising Rate Environment

 

Credit & Lending:
Don’t Let a Disconnected Lending Workflow Jeopardize Your Commercial Lending Business

 

HR & Training:
Development for Everyone! 

 

Marketing:
Text Messaging for Banks

9:30 a.m. – 9:40 a.m. Refreshment Break
9:40 a.m. – 10:45 a.m. General Session

The Amazon Prime Effect
David DeFazio
StrategyCorps
10:45 a.m. – 11:00 a.m. Refreshment Break
11:00 a.m. – 12:30 p.m. Closing General Session

If You Can’t Stand Up, Stand Out!
Mike Schlappi
12:30 p.m.  Conference Adjourns