Day One

DAY ONE | MONDAY, NOVEMBER 9

Focus: Strategy & Growth

Each day’s sessions, complete with videos and presentations, will be released by 8:00 AM CST.

Day One Welcome: What We Know & What We Don’t
Al Dominick, CEO, Bank Director
As we introduce our first day of content, Bank Director’s CEO, Al Dominick, shares his perspective on the current state of banking. He explains why intelligence, empathy and curiosity are so important for officers & directors to both consider and embrace.

Findings From Bank Director’s Governance Best Practices Study
James McAlpin, Jr., Partner and Global Leader, Banking Practice Group, Bryan Cave Leighton Paisner LLP
Jack Milligan, Editor-at-Large, Bank Director
Bank Director and Bryan Cave Leighton Paisner LLP conducted our first-ever Governance Best Practices Study this year. Hear the most significant findings from the Study and what you can learn from those who participated.

The Banking Sector: Making Sense of the Uncertainty
Steven Hovde, Chairman & CEO, Hovde Group, LLC
This session provides a high level overview of dominant trends in banking today including the U.S. economy, credit issues, margin pressure and consolidation.

Building Blocks of an Effective Board
James McAlpin, Jr., Partner and Global Leader, Banking Practice Group, Bryan Cave Leighton Paisner LLP
A diversity of skills, experience and attitude constitutes a strong board – which reflects a set of enlightened governance policies and procedures that center on honesty, personal integrity and accountability. This session focuses on best practices that every board member should follow in order to maximize their time and contributions to their colleagues, constituents and shareholders.

Onboarding and Retention: The Role of Engagement
Christopher Leonard, CEO, Velocity Solutions, LLC
Velocity Solutions recently commissioned Cornerstone Advisors to research the relationship between customer engagement and profitable accounts. In this session, Christopher Leonard highlights the report’s findings, which demonstrated that engagement is a strong predictor – and driver – of relationship strength and profitability. Unfortunately, most banks don’t see strong engagement. How do you fix this and create more engagement and profitability?

How To Weave Agility Into Your Culture
Edward Barry, CEO, Capital Bank, N.A.
Chuck Sulerzyski, President & CEO, Peoples Bank
Moderated by: Al Dominick, CEO, Bank Director
Boards are expanding their involvement in corporate strategy, but to what extent do CEOs think about the board fostering agility – through technology, talent, knowledge and/or organizational culture – required to stay ahead amid constant change, disruption and competitive pressures? Hear from two leading-edge CEOs as they share their experiences related to these issues.

Innovation in Banking
Nathan Snell, Chief Innovation Officer, nCino
Banks are embracing new technologies at an ever-increasing rate and, as a result, are experiencing benefits such as a full digital banking experience, improved operational efficiency, better customer service and more effective regulatory compliance. In this session, we explore the changing landscape facing financial institutions, the opportunities and challenges presented by cloud banking technology solutions and the benefits that can be achieved through creative fintech partnerships that build relationships and enhance their organization’s value.

M&A Trends and Capital Markets Opportunities: What’s Driving M&A Pricing?
John Adams, Principal & Head of Investment Banking, Sheshunoff & Co. Investment Banking
Bank merger prices change from year to year and vary among banks of different sizes, geographies and business models. In this session, learn what factors drive M&A pricing and how you can best position your shareholders to maximize their opportunities as buyers, sellers or investors in this rapidly changing environment.

Strategic Crossroads to Winning New Customers
Thomas Grottke, Managing Director, Crowe LLP
Robert Reggiannini, Senior Manager, Crowe LLP
This session highlights the growing opportunities for community and regional banks, their need for core deposits to fund their lending strengths and the challenges directors and executives have in choosing and investing in distribution channels such as new branch offices, digital technologies, business development officers/loans officers, cash management specialists, and/or redesigning existing/old offices. In other words, the serious questions and risks associated with the traditional, and now “old fashioned,” approach to winning new customers has most banks in a quandary. There are keys to evaluating markets, branching, technologies and sales strategies you don’t want to miss!

Capital Tools for an Offensive or Defensive Playbook
Michael Corso, Principal, Hovde Group, LLC
The banking landscape for new capital issuances experienced a sea of change in early 2020. What capital tools exist in today’s market, and how should bankers approach capital planning in the current environment?

Valuing a Bank
Christopher Olsen, Managing Partner, Olsen Palmer, LLC
Do you know much your bank is worth and what factors drive – and detract – from its value? This session focuses on providing a framework for determining the value of your bank and understanding the factors that affect its value.