Directors Conference Handouts



Wednesday, November 7

1:00 PM – 2:30 PM Opening Remarks & General Session:

State of the Workforce – PRESENTATION

Eric Swenson
Managing Director, RSJ/Swenson LLC
Thursday, November 8
7:30 AM – 8:15 AM Breakfast Showcase

The Power of Holistic Financial Capability – PRESENTATION

Claire Uhar 
Strategic Partnerships, Financial Education, Everfi

Monika Berger
Account Executive, Financial Education | Conduct and Culture, Everfi
8:30 AM – 9:30 AM

General Session:

The Director’s Guide to the Cybersecurity Dilemma – PRESENTATION

Steve Sanders
VP of Internal Audit, Computer Services, Inc.

9:40 AM – 10:40 AM Learning Sessions

Recruiting Quality Director Talent – PRESENTATION 

Gayle Applebaum
Partner, McLagan

CECL: What Bankers Need to Know and What They Can Expect – PRESENTATION 

Chris Loftus, CFA
VP – Solutions Consulting, SS&C Primatics
11:00 AM – 12:00 PM Learning Sessions

Priorities Under the Trump Administration — What Now?  – PRESENTATION

Mark Aldrich
Principal, Aldrich & Bonnefin, PLC

Effective Business Strategies for Bank Directors – PRESENTATION

Ray Adler
President & CEO, BTI Growth Advisors, Inc
2:50 PM – 3:50 PM Learning Sessions

The Time Has Come for Action: Don’t Let Rising Rates Dictate Your Bank Management Strategy – PRESENTATION

Mark Haberland
Managing Director, Darling Consulting Group

Keeping Score: How to Develop, Implement, and Monitor an Effective Board Evaluation Program – PRESENTATION 

Shawn Turner
Executive Partner, Holland & Knight

Jeff Hass
Partner,  Holland & Knight

Gayle Applebaum
Partner, McLagan
4:00 PM – 5:00 PM General Session

Are You Prepared for the Next Recession? – PRESENTATION

Edward Schreiber
EVP & Chief Risk Officer, Zions Bancorporation
Friday, November 9
8:00 AM – 9:00 AM Learning Sessions

Recent Trends and Developments in Executive Compensation – PRESENTATION

Jeff Cardone
Partner, Luse Gorman, PC

Is Your Bank at Risk from #METOO – PRESENTATION

Sandra Dickerson
CEO, EW Business Partners
9:30 AM – 10:30 AM General Session

Driving Strategic Value From ERM – From the Boardroom to the Teller Line - PRESENTATION

Bill Bojan
Director, Business Risk Services, CliftonLarsonAllen
10:30 AM – 11:45 AM Closing Remarks & Closing Keynote Speaker

Water the Bamboo: Unleashing the Potential of Teams and Individuals

Greg Bell
Thought Leader, Business Consultant, & Author
JMA Speakers & Entertainment