Events : Acquire or Be Acquired Conference

Saturday | January 28

5:00 PM – 5:30 PM
Celebrating Women In Leadership Reception
With so many top executives and board members traveling to this conference on Saturday, this reception provides female executives an opportunity for women in banking to meet their contemporaries from across the United States. Please note: a separate registration is not needed to attend this reception as it is included in the conference registration.

5:00 PM – 5:30 PM
First-Time Attendee Reception
Concurrent to our Women In Leadership Reception, we welcome first-time attendees to our Acquire or Be Acquired Conference. Meet members of the Bank Director leadership team as well as others who are attending the conference for the first time. Please note: a separate registration is not needed to attend this reception as it is included in the conference registration.

5:30 PM – 6:30 PM
Welcoming Reception & Registration
While winter grips much of the country, we’ve found early evening in Arizona to be a welcome change for many joining us. Kickoff the conference by catching up with old friends and making new connections.

Day One | Sunday, January 29

For the past 28 years, Bank Director has hosted CEOs, board members and executive teams from across the United States at its Acquire or Be Acquired (AOBA) Conference.  A meeting ground for officers and directors, this annual program brings together a hugely influential audience focused on growth and business relationships.  The first day of AOBA shines a light on economic, environmental and technological events immediately relevant to all participants.

6:45 AM – 7:45 AM
Registration & Breakfast

7:45 AM – 7:50 AM
Looking Ahead
Bank Director welcomes business leaders from across the United States to our 29th annual Acquire or Be Acquired Conference. To open the conference, we share what we’ve been hearing about staying relevant and competitive.

7:50 AM – 8:35 AM
The Evolving Dynamics of Banking
Given the evolving nature of the banking sector, this session surfaces concepts related to growth and profitability. In addition, it identifies threats and opportunities on consolidation trends and shares key issues for the upcoming year.

8:35 AM – 9:15 AM
Don’t Stop Thinking About Tomorrow
This panel session explores growth options with an eye towards emerging trends and opportunities by explaining how the traditional banking landscape continues to be heavily disrupted by neobanks, specialty banks and BankTech.

9:15 AM – 9:35 AM
Refreshment Break

9:35 AM – 10:15 AM
Breakout Sessions 
Participants have the opportunity to select from one of seven breakout sessions to attend – focused on exploring all of your many growth options. During these concurrent sessions, we look at all of the ways your bank can grow – be it through technology, mergers & acquisitions, organic growth, via valuation, culture, talent, diversity, the limiting of risks and more. All sessions are strategic in nature and build on this morning’s general session presentations. Additional sessions to be announced.

Breakout I: What The Board Needs To Know In 2023
Robert Fleetwood, Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP
This breakout session continues the “Need to Know” series that has consistently been a popular highlight at this conference for many years. Gain practical insight on what CEOs and directors need to know in 2023 and beyond.

10:30 AM – 11:10 AM
Making Great Acquisitions
This panel, featuring a law firm, an investment bank and an accounting firm – moderated by a bank analyst, is all about types of bank acquisitions: banks buying non-banks, credit unions buying banks, banks buying specialty lines of business, fintechs buying fintechs, traditional cores buying tech companies, among others. Hear what makes these deals great.

11:10 AM – 11:50 AM
Making Great Investments
Eric Corrigan
, Senior Managing Director & Head of the Financial Institutions Group, Commerce Street Capital, LLC
This panel session focuses on making great investments – those made in people, products, services and more.  Hear what makes these investments great.

FinXTech_Dark.png

10:30 AM – 11:05 AM
FinXTech Session: What Bankers and Regulators Expect of Fintech Partners
Fintech strategies can provide new avenues for growth for community and regional banks — and that has some banks considering options that fall outside traditional growth. This session focuses on the legal and strategic considerations of partnering with, investing in and acquiring fintech companies.

11:15 AM – 11:50 AM
FinXTech Session: A Deep Dive on Digital Assets and Cryptocurrency
This session explains digital assets and what these mean to the banks in the audience – both in terms of opportunities and challenges.

11:50 AM – 1:05 PM
Networking Peer & Guest Lunch

12:15 PM – 12:55 PM
Lunch & Learn Sessions
Shifting from our previous year’s agenda with morning discussion groups, these Lunch & Learn sessions offer participants the chance to learn about a shared topic of interest. Six sessions run concurrently, so attendees may select one to attend. Topics to be announced.

1:05 PM – 1:20 PM
Editorial Highlight

1:20 PM – 2:00 PM
Maintaining Franchise Strength in a Digital World

FinXTech_Dark.png

1:05 PM – 1:40 PM
FinXTech Session: A Deep Dive on Open Banking

2:15 PM – 2:55 PM
Breakout Sessions
Participants have the opportunity to select from one of seven concurrent breakout sessions to attend – focused on exploring all of your many growth options. Sessions to be announced.

2:55 PM – 3:15 PM
Refreshment Break

3:15 PM – 3:55 PM
Breakout Sessions
Conversations continue with a second round of afternoon breakout sessions — participants select one of seven concurrent opportunities. Sessions to be announced.

4:05 PM – 4:45 PM
Competing for Growth in a Rising Rate Environment

FinXTech_Dark.png

4:05 PM – 4:40 PM
FinXTech Session: A Deep Dive on Lending
The economic environment has radically shifted over the last year. Banks have been buffeted by a rapidly rising rate environment and are facing a potential, correlated increase in credit and interest risk in their books. Time is of the essence as they position themselves to respond opportunistically to grow loans, but also play defense to contain and address risks. The era of low loan rates appears to be over — for now. This, along with an uncertain economy, promises to depress growth prospects for the foreseeable future. This panel discusses how banks can strategize in a stressed environment.

4:45 PM – 6:30 PM
Networking Peer & Guest Reception

Day Two | Monday, January 30

What’s driving merger activity?  Who cares about your stock? What’s going on with your profitability?  Building on Sunday’s presentations and conversations, we dedicate a number of Monday’s sessions to exploring one’s financial growth options while surfacing key business issues to help keep you relevant and competitive.

7:00 AM – 8:00 AM
Breakfast

8:00 AM – 8:15 AM
The Slant

8:15 AM – 8:45 AM
RankingBanking Panel
Thomas Broughton
, President & CEO, ServisFirst Bank
David Findlay, President & CEO, Lake City Bank
James Hillebrand, Chair & CEO, Stock Yards Bank & Trust Co.

8:45 AM – 9:25 AM
Evolve or Be Acquired
In 2022, themes like embed or be embedded found their way into various conversations. But one CEO captured the spirit of the program by suggesting a name change to this conference: Evolve or Be Acquired. While we didn’t go so far as to embrace that idea in its entirety, we did incorporate it to the agenda itself.  During this session we review how these four words prove incredibly important for our audience.

9:25 AM – 10:05 AM
The Deal on Fintech
This session discusses deals done within the fintech space – and the lessons we can learn from those deals.

FinXTech_Dark.png

8:15 AM – 8:45 AM
FinXTech Session: A Deep Dive on Tech Strategy
This session focuses on the importance of marrying bank strategy with technology investment, measuring whether the ROI is worth the investments and being brave enough to take the leap with a new technology.

8:55 AM – 9:25 AM
FinXTech Session: A Deep Dive on Customer Experience

9:35 AM – 10:05 AM
FinXTech Session: A Deep Dive on Lending

10:05 AM – 10:25 AM
Refreshment Break

10:25 AM – 11:05 AM
Breakout Sessions
Participants have the opportunity to select from one of seven concurrent breakout sessions to attend – focused on exploring all of your many growth options. Sessions to be announced.

11:15 AM – 11:55 AM
Breakout Sessions
Conversations continue with a second round of morning breakout sessions — participants select one of seven concurrent opportunities to engage with industry leaders. Sessions to be announced.

11:55 AM – 1:00 PM
Networking Lunch
Sponsored by: Jack Henry & Associates, Inc.
Lunch is served outside as you enjoy networking time with your colleagues in the Arizona weather!

1:00 PM – 1:05 PM
Welcome Back: Tracking Strategies Across America
Bank Director shares results from our annual research studies as well as cumulative findings from the over 80 Board Performance Surveys that our bank members have completed this year.

1:05 PM – 1:25 PM
Keys To A Well Executed Deal
Emily McCormick
, Vice President of Research, Bank Director
Bank Director’s research lead shares insights from our annual M&A research survey.

1:25 PM – 2:05 PM
Keynote
William Demchak
, Chairman, President & CEO, The PNC Financial Services Group

FinXTech_Dark.png

1:00 PM – 1:30 PM
FinXTech Session: A Deep Dive on Lending

1:40 PM – 2:10 PM
FinXTech Session: What Bankers and Regulators Expect of Fintech Partners
Bankers expect you to be buttoned up. There are financial due diligence and regulatory compliance expectations. There are also culture and fit issues. What are the expectations if you want to work with banks?

2:20 PM – 3:00 PM
Breakout Sessions
Participants have the opportunity to select from one of seven concurrent breakout sessions to attend – focused on exploring all of your many growth options.  Sessions to be announced.

3:00 PM – 3:20 PM
Refreshment Break

3:20 PM – 4:00 PM
Breakout Sessions
Conversations continue with a second round of afternoon breakout sessions — participants select one of seven concurrent opportunities to learn and engage with industry leaders. Sessions to be announced.

4:10 PM – 4:50 PM
Turning Risk Into Opportunity
This session focuses on the riskier areas in banking and areas ripe for transition — blockchain and digital assets, climate change, cannabis — where a select few banks are blazing a trail.

4:50 PM – 5:20 PM
Growth Strategies – What Should You Consider?
Wendy Cai-Lee, Founder & CEO, Piermont Bank
Andy Grove, the former CEO of Intel, famously authored, “Only the Paranoid Survive.” That title begs the question: can you not just survive, but also thrive, if you’re constantly on the lookout for challengers and threats? We attempt to answer this question by inviting a few bank leaders from across the country to share their insights on how change fuels their business success.

5:20 PM – 6:20 PM
Networking Peer & Guest Reception
Sponsored by:  Keefe, Bruyette & Woods, A Stifel Company

Day Three | Tuesday, January 31

For many companies, a failure to innovate typically ties back to tradition.  We know that change cannot happen in a vacuum, so the topic of modernizing one’s business appears throughout our final day’s program.

7:00 AM – 8:00 AM
Breakfast

8:00 AM – 8:10 AM
Don’t Be Blinded By These Buzzwords

8:10 AM – 8:40 AM
Where Banks Are Losing Ground
This session focuses on where banks have ceded space — small business (Square, etc), payments — and what they’d need to do to gain share back.

8:40 AM – 9:10 AM
Diversifying Now, Differentiating Always
For banks and fintechs alike, this session balances the need for short-term profitability vs long-term value creation.

9:10 AM – 9:40 AM
Top Financial Leaders Share the Playbook for Driving Growth for the Next Decade
Too often financial institutions struggle with committing to digital transformation because it feels complex, and the return on investment feels ambiguous. Join two bank leaders as they unpack why putting digital at the forefront of any growth strategy is the most important lever a financial institution has today and the impact this has had on their institutions. Learn how to cut through the noise and come away with actionable steps to accelerate growth for the next decade.

9:40 AM – 10:00 AM
Refreshment Break

10:00 AM – 10:40 AM
Breakout Sessions
Conversations conclude with a final round of breakout sessions – participants select one of six concurrent opportunities to learn. Sessions to be announced.

10:50 AM – 11:20 AM
Reimagine What’s Possible

11:20 AM – 11:25 AM
Parting Thoughts

1:00 PM – 6:00 PM
L. William Seidman Annual Acquire or Be Acquired Golf Tournament
Enjoy the afternoon playing golf with your peers. While the tournament is FREE to registered conference attendees, space is limited. Reserve your spot today!

5:45 PM – 7:00 PM
Closing Peer & Guest Reception
Attendees and their guests join in the fun to see who is this year’s winner of the L. William Seidman Golf Tournament!

For questions about the program, please contact Bank Director’s conference department at events@bankdirector.com or 877-397-7595.