6:00 PM – 6:30 PM
Welcome Reception
Join us at the Palm Court to mix and mingle with attendees and their guests during this exclusive CEO retreat.
6:30 PM – 8:30 PM
Welcome Dinner
After the reception, we invite attendees and their guests to join us for dinner at the Palm Court.
7:15 AM – 8:00 AM
Attendee & Guest Breakfast
Before our sessions and conversations, attendees and guests join us for breakfast on the Tarpon Patio.
8:00 AM – 9:00 AM
Welcome and Introductions
Michelle King, CEO, Bank Director
Laura Schield, President & COO, Bank Director
Michelle and Laura welcome all participants and coordinate introductions of all bankers involved in the Exchange. We review the schedule and tee up our time together.
9:00 AM – 9:15 AM
Refreshment Break
9:15 AM – 10:15 AM
Peer Conversations – Governance
Jim McAlpin, Board Member, Bank Director
Jim moderates a group discussion based on board performance, board governance and process, covering topics such as:
Board Performance
- Board Engagement
- Board Composition
- Board Recruitment
- Board Evaluation
Board Governance and Process
-
- Board Committees and Membership
- Ensuring Independence from Board Members
- Board Agendas
- Board Meeting Cadence
- Role of the Board vs. Role of the Executive Team
10:15 AM – 10:30 AM
Refreshment Break
10:30 AM – 11:30 AM
Peer Conversations – Competitive Landscape
Mark Kanaly, Partner, Alston & Bird
Cliff Stanford, Partner, Alston & Bird
Topics like these are discussed during this moderated conversation:
- M&A Environment and Deal Dynamics
- Strategic Rationale for Deals
- Integration and Execution
- Competitive Landscape and Long-term Strategy
- Regulatory Consideration
- Board and Governance Considerations
11:30 AM – 12:30 PM
Networking Lunch
Attendees continue off-the-record conversations over lunch on the Tarpon Patio.
12:30 PM – 1:30 PM
Peer Conversations – Growth Strategies that Differentiate
Stephen Johnston, Executive Vice President, SRM
Brent Lapp, Regional Vice President, Business Development & Client Management, SRM
This moderated discussion focuses on topics such as:
- Leveraging data to deepen wallet share with existing customers
- Growth through acquiring niche audiences with bespoke products and services
- Staying relevant in a rapidly changing payments landscape (digital currency)
- Partnering with (or competing against) fintech players
- Alignment of digital strategy with the bank’s growth strategy
- Leveraging digital platforms to expand your geographic footprint and market share
- Use Cases for Artificial Intelligence that drive growth and differentiation
1:30 PM – 2:30 PM
Peer Conversations – Capital Considerations
Matt Forgotson, Director, Performance Trust Capital Partners, LLC
Steve Roth, Head of FIG, Performance Trust Capital Partners, LLC
The following topics are discussed during this moderated conversation:
- Insights around Valuation
- Interest Rate Risk
- Cost of Funds
- Balance Sheet Management
2:30 PM
Wrap-Up
Laura Schield, President & COO, Bank Director
3:30 PM – 5:30 PM
Power Boat Poker Run
Leave the formalities behind for an afternoon of fun and genuine connection. We invite you and your guest to experience an event like no other – a thrilling Power Boat Poker Run through the stunning Florida Keys waterways, offering the perfect setting to relax and engage with your peers on a personal level. Cruise by water as you stop at unique locations, picking up cards at each stop to build your poker hand. This is your chance to enjoy an unforgettable and truly one-of-a-kind adventure with your fellow attendees.
6:30 PM – 8:30 PM
Networking Dinner
Attendees and their guests are invited to dinner at The Point.
8:00 AM – 8:45 AM
Breakfast
Attendees and guests join us for breakfast on the Tarpon Patio before we begin our second day of sessions and conversations.
8:45 AM – 9:45 AM
Peer Conversations – Audit and Risk Issues
Bobby Bean, Managing Director, Forvis Mazars
Ashley Ensley, Partner & National Sector Leader, Financial Services, Forvis Mazars
The group has a discussion around audit and risk issues:
- Audit Issues
- Top Three Current & Emerging Risks for Your Bank
- Tools & Processes to Identify & Manage Risk
- IT Risks – Cyber Risk, Cybersecurity, Ransomware
- Vendor Risk
- Reputational Risk
- Top Three Regulatory Compliance Challenges
9:45 AM – 10:00 AM
Refreshment Break
10:00 AM – 11:15 AM
Idea Peer Exchange
This is a chance for CEOs to talk among themselves about the challenges they face and any ideas they have in a closed-door, off-the-record discussion. This time is a chance to be completely open with your peers and share anything on your mind.
11:15 AM – 11:30 AM
Refreshment Break
11:30 AM – 12:00 PM
Peer Conversations – Succession Planning, Talent & Culture
Michelle King, CEO, Bank Director
This moderated discussion focuses on succession planning, talent acquisition, retention, development and compensation.
- Succession Planning for the CEO and Other C-suite Executives
- Filling Key Roles – from Inside and Outside
- Is the Talent You Have, The Talent You Need?
- Recruiting Talent
- Developing Talent
- Characteristics of Ideal Candidates
- Other Talent, Culture and Compensation Challenges
12:00 PM
Boxed Lunch for Attendees and Guests
12:15 PM – 5:00 PM
Activities at Ocean Reef Club
Choose one of the following options:
Play the Dolphin Golf Course
The Dolphin Course features fairways winding past tamarind, coconut palms and mahogany trees, as well as other exotic landscaping. This is the epitome of island golf in the Keys. Glittering water hazards delight the eye and call for accuracy. This island golf course allows more margin for error off the tee, with quite generous fairways. The real test on this 6,600-yard par-71 course arrives when you get to the greens.
Eco-Kayak Tour
The most popular nature program – these laidback trips wind through mangroves, past bird rookeries, and into waters so clear you can see straight to the ocean floor.
5:30 PM – 7:00 PM
Networking Reception
After returning from the afternoon’s activities and having time to refresh, we gather attendees and guests at the Main Beach for heavy appetizers and cocktails.
