August 27 – 29, 2024


Exploring New Growth Strategies
Since 1991, Bank Director has provided research, peer insight and executive and board services to the financial industry. As our economic environment continues to evolve, we realize the significant pressures put on bank CEOs today. For that reason, we designed specific and tailored events to bring CEOs together to discuss, debate and uncover opportunities to grow their institutions.   

Bank Director understands that each bank’s strategy differs – from markets served and geography, to the size and type of each institution. All of these are drivers of a bank’s growth strategy.  So, creating a learning and sharing environment in a closed-door, off-the-record setting allows for real, executable items to be taken away and thoughtfully implemented as banks consider the road ahead and plan for the future.

Each Exchange allows for a maximum attendance of 15 bank CEOs. Participants must currently serve as the bank’s Chief Executive Officer. Members of the Bank Director team and industry experts provide feedback and solutions during the meeting. While topics have been structured to begin conversations, no presentations are conducted and we are not limited to the outline of topics listed in the agendas.  

Discussion Topics Include:

  • Governance & Strategy
  • Capital Allocation Considerations
  • Impact of Technology 
  • Growth and M&A
  • Talent & Culture
  • Risk Considerations

Chief Executive Exchange Locations

The Sanctuary | Kiawah Island, SC

Taking place August 27-29, 2024, this Chief Executive Exchange convenes on the Carolina coast offering countless vacation destinations and places to stay. But none are equal to The Sanctuary at Kiawah Island Golf Resort. Just 21 miles from Charleston, this South Carolina luxury beach resort hotel delivers Forbes Five-Star service and unequaled accommodations. Meticulous attention to detail, distinguished service and unparalleled luxury are paired with a truly sumptuous setting. Choose from 255 well-appointed guestrooms or upgrade to their expansive suite accommodations.

Southall Farm & Inn | Franklin, TN

Taking place October 7-9, 2024, this Chief Executive Exchange is located in the rolling hills of historic Franklin, Tennessee. Upon arrival you find yourself breathing more deeply and feeling more at ease. It’s as though you’ve been transported to a simpler time, when the pace of life was more mindful and more deliberate. A vast expanse of farmland—325 acres—surrounds you, with greenhouses on one side, and rows of heritage crops, orchards and gardens on the other. To make your hotel reservations, please call (615) 282-2000 and let them know you are with the Bank CEO Retreat. The reservations department is available from 9:00 AM to 6:00 PM CT daily.

The Breakers | Palm Beach, FL

Taking place October 23-25, 2024, this Chief Executive Exchange assembles at one of America’s most iconic resorts, The Breakers is an Italian Renaissance-style hotel situated on 140 acres of oceanfront property on the island of Palm Beach, Florida. Founded in 1896 by magnate Henry M. Flagler, and still in the hands of his heirs today, this legendary destination continues to thrive independent of chain affiliation. Please make your hotel reservations by clicking here.

The Lodge at Pebble Beach | Pebble Beach, CA

Taking place March 9-11, 2025, this Chief Executive Exchange will be held at The Lodge at Pebble Beach, a spectacular intersection of luxury and breathtaking beauty. The Lodge at Pebble Beach is only rivaled by their sincere dedication to service and commitment to creating a once-in-a-lifetime experience during your stay. Attendees must register by February 7, 2025. Please make your hotel reservations by clicking here.

The Cloister | Sea Island, GA

Taking place March 26-28, 2025, this Chief Executive Exchange is located on the private island of Sea Island, Georgia. Tucked away on the southeastern coast of Georgia with five miles of private beach and a lush natural world to explore, Sea Island Resort is an exceptional destination fueled by gracious service and heartfelt hospitality since 1928. Attendees must register by February 25, 2025. Call 1-844-269-6244 for reservations and mention “Bank CEO Retreat” to access the discounted rate.

The Canyon Suites at The Phoenician

Taking place October 1-3, 2025, this Chief Executive Exchange meets at The Canyon Suites at The Phoenician. Nestled at the base of Camelback Mountain near respected entertainment, shopping and cultural districts of Scottsdale, Arizona, The Canyon Suites at The Phoenician invites you to soak in the splendor of unparalleled resort amenities, from a three-level pool complex to an enriching spa, athletic club and 18-hole golf course. Attendees must register by September 10, 2025.

For more information about this unique event, please contact Jackie Wall at [email protected] or call 615.777.8456.