6:00 PM – 6:30 PM
Welcome Reception
Join us at the Pinehurst No. 2 View Ballroom and Veranda 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 2 View Ballroom and Veranda. After dinner, each person will have the opportunity to relive one of the most iconic putts in U.S. Open History – Payne Stewart’s historic and legendary putt from 1999 at the Pinehurst No. 2.
7:15 AM – 8:00 AM
Attendee & Guest Breakfast
Before our sessions and conversations, attendees and guests join us for breakfast in the North Room.
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 – Capital Considerations
Matt Kennedy, Managing Director, Investment Banking, 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
11:30 AM – 12:30 PM
Networking Lunch
Attendees continue off-the-record conversations over lunch in the North Room.
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 – 1:45 PM
Refreshment Break
1:45 PM – 2:45 PM
Idea Peer Exchange
We end the day with 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.
2:45 PM – 3:00 PM
Wrap-Up
Michelle King, CEO, Bank Director
Laura Schield, President & COO, Bank Director
3:30 PM – 5:30 PM
Let’s Play The Cradle
Attendees and guests enjoy the afternoon playing golf on The Cradle Short Course. The Golf Channel calls The Cradle “the most fun 10 acres in all of golf.” Twisting fairways, deep bunkers and undulating greens make up for the length The Cradle lacks, while still keeping the experience a worthwhile challenge. Enjoy the simple fun of the game, where everyone can easily play this 9-hole round of golf.
7:00 PM – 9:00 PM
Networking Dinner
Attendees and their guests are invited to dinner in The Ballroom, overlooking Pinehurst No. 9.
8:30 AM – 9:15 AM
Breakfast
Attendees and guests join us for breakfast in the North Room before we begin our second day of sessions and conversations.
9:15 AM – 10:15 AM
Idea Peer Exchange
This is a time to reconvene with the advisors and ask them questions that arose from the earlier discussions.
10:15 AM – 10:30 AM
Refreshment Break
10:30 AM – 11:15 AM
Peer Conversations – Succession Planning, Talent & Culture
Laura Schield, President & COO, 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
11:15 AM – 12:00 PM
Peer Conversations – Strategic Initiatives
Michelle King, CEO, Bank Director
This moderated discussion focuses on topics such as:
- Brand Strategy and Positioning
- Branching
- Customer Acquisition and Retention
- Marketing Technology and Data
- Digital and Social Media
- Emerging Trends
12:00 PM
Boxed Lunch for Attendees and Guests
12:30 PM – 5:00 PM
Activities at Pinehurst
Choose one of the following options:
Play Pinehurst No. 2 Golf Course
Donald Ross’s masterpiece, No. 2 at Pinehurst, has served as the site of more single golf championships than any other course in America. It has also hosted back-to-back U.S. Open and U.S. Women’s Open Championships in 2014, and recently the 2024 U.S. Open. And as the U.S. Open’s anchor site, the future looks bright indeed. The championship returns in 2029, 2035, 2041 and 2047. Come walk in the footsteps of legends and play the holes that will birth a new generation of icons as well.
By Appointment
Spa Treatment of Choice – Massage or Facial
The Spa at Pinehurst offers the opportunity to immerse oneself in true tranquility. In the hands of skilled masseuses and wellness professionals, you’ll feel the weight of the world slip from your rejuvenated shoulders as you experience serenity with a pinch of Southern hospitality added in. Escape into relaxation at this luxury spa in North Carolina.
6:30 PM – 8:00 PM
Networking Reception
After returning from the afternoon’s activities and having time to refresh, we gather attendees and guests in the Kendall Room at The Carolina Hotel for heavy appetizers and cocktails.
