Pre-Conference Events | Monday, June 10

Bank Audit & Risk Peer Exchanges
Bank Director hosts its popular peer exchanges the day prior to our annual Bank Audit & Risk Conference. Small groups of experienced audit and risk committee members, senior bank executives and outside advisors meet in meet in closed-door, off-the-record peer groups for candid discussions about various issues and challenges facing officers and directors.

Corporate Governance Workshop
Bank Director’s Editor-at-Large developed the curriculum for the Bank Director Certification Program and the Bank Director Workshop. Participants receive training materials and a syllabus to support the onsite learning activities during this in-person course.

4:00 PM – 5:00 PM
Networking Peer + Guest Reception

To cap off the day, we invite all participants – and their guests – to join us for refreshments and light hors d’oeuvres.

Day One | Tuesday, June 11

Today’s sessions touch on governance, enterprise risk management, accounting issues, regulation,
cybersecurity, tax planning, cannabis banking, ESG issues, strategic planning and more. Day One of the Bank Audit & Risk Conference covers a great deal of ground in a short time to help participants understand the complexities of the financial sector regarding audit and risk.

7:00 AM – 8:00 AM
Breakfast & Registration

8:00 AM – 8:10 AM
Welcoming Remarks
Michelle King, President, Bank Director
Laura Schield, Chief Operating Officer, Bank Director

8:10 AM – 8:50 AM
Banking in the Current Environment
Speaker To Be Announced, RSM US LLP
In this opening session, hear what factors currently affect the banking industry and how bankers should respond and plan for the future.

8:50 AM – 9:30 AM
The Regulatory Landscape
This session focuses on the regulatory, examination and enforcement issues that bank audit and risk committees must manage.

9:30 AM – 9:45 AM
Refreshment Break

9:45 AM – 10:25 AM
What’s New on the Horizon
Banking is a risk-mitigation business. Learn about the new risks facing banks and their boards today and how financial institutions can best manage them.

10:25 AM – 11:05 AM
A New Look At Your Balance Sheet
Given the state of the industry, actively managing both sides of the balance sheet has become even more important to boards and executive teams to avoid missteps. Even more crucial is what questions directors should be asking when it comes to balance sheet review. During this session we discuss what conversations should be happening in the boardroom.

11:15 AM – 12:00 PM
Breakout Sessions (select one)
Participants have the opportunity to select from one of three breakout sessions to attend, all of which are high-level in focus.

Breakout 1: Session to be Announced
 

Breakout 2: Strategies for Loan Portfolio Growth
What sets today’s lending environment apart is the potential for banks to collaborate with technology platforms to manage their risk more effectively and efficiently. In this session, we cover how banks of varying sizes are diversifying their loan portfolios and why using technology to manage the loan portfolio is beneficial.

Breakout 3: Uncovering New and Emerging Risks in Banking
There are a number of risks that banks have to face. From credit to strategy, market conditions to digital shifts, this session focuses on the top risks all bank boards and executive teams must talk about in the current environment.

12:00 PM – 1:00 PM
Networking Lunch

1:00 PM – 1:45 PM
Breakout Sessions (select one)
Participants have the opportunity to select from one of three breakout sessions to attend, all of which are high-level in focus.

Breakout 1: Managing AI Risks
Find out how financial institutions can leverage the potential of artificial intelligence without ending up in a regulatory hot seat.

Breakout 2: 3 Areas of Risk for Internal Auditors
It is imperative that an organization meets its obligations to shareholders, customers and the broader community of stakeholders. In this session, we discuss the three main areas of risk for internal auditors and what boards and audit committees should know about evaluating their performance.

Breakout 3: Addressing Today’s Cyber Threats
As digital channels and transactions lead the way for financial institutions – it is no surprise cyber threats remain a part of doing business for banks today. How are cyber threats continuing to impact the industry? In this session, we share everything the bank needs to know on navigating and managing the impact of cyber today.

1:55 PM – 2:40 PM
Breakout Sessions (select one)
Participants have the opportunity to select from one of three breakout sessions to attend, all of which are high-level in focus.

Breakout 1: Top Three IT Risks for Bank Boards
During this session, we dive into the top three IT risks facing banks in the coming year – and what your bank should be prepared for as it relates to technology risks.

Breakout 2: Growing Your Internal Audit Program
Discover tangible ways to not only make your internal audit process more human centered but also leverage technology and data to improve your processes as you innovate and move into the new age of internal audit.

Breakout 3: Key Risk Management Strategies
Banks must prioritize risk management to stay ahead of today’s growing challenges. In this session, receive strategies for improving the bank’s overall approach to risk and hear from industry experts on how to properly address cybersecurity concerns.

2:40 PM – 2:55 PM
Refreshment Break

2:55 PM – 3:10 PM
What Your Peers Think
Emily McCormick, Vice President of Editorial & Research, Bank Director
In this session, we share key findings from our Bank Director research, our members Board Performance Surveys and our insight studies.

3:10 PM – 3:50 PM
Highlights from Our 2024 Risk Survey
Speaker To Be Announced, Moss Adams LLP
Moderated by: Emily McCormick, Vice President of Editorial & Research, Bank Director
Hear about the most noteworthy results from Bank Director’s 2024 Risk Survey.

3:50 PM – 4:30 PM
Artificial Intelligence and Cyber Risks
Speaker To Be Announced, Plante Moran
Cybersecurity and artificial intelligence continue to be the most challenging risks a bank faces. Learn what to do and how to protect your bank.

4:30 PM – 5:30 PM
Networking Peer + Guest Reception

Day Two | Wednesday, June 12

7:00 AM – 8:00 AM
Breakfast

8:00 AM – 8:10 AM
Day Two Welcoming Remarks
Michelle King, President, Bank Director
Laura Schield, Chief Operating Officer, Bank Director

8:10 AM – 8:50 AM
A Banker’s Guide to Embracing Volatility
Jason Stockton
, Partner, Crowe LLP
It has been over a decade since the banking industry encountered prolonged, adverse economic conditions. During this session, battle-tested, industry veterans share strategies and tactics for building resilient organizations that thrive in a variety of scenarios. This session is appropriate for both seasoned bankers seeking a “recession refresher” or less-tenured industry professionals needing an introduction to banking during downturns.

9:00 AM – 9:45 AM
Breakout Sessions (select one)
Participants have the opportunity to select from one of three breakout sessions to attend, all of which are high-level in focus.

Breakout 1: Critical Accounting Matters
Balance sheet management, internal controls, risk oversight, the list goes on for the audit committee. During this session we highlight select accounting and reporting updates every audit committee member should be aware of.

Breakout 2: Key Considerations for the Board
New technologies, disruptive innovations and changing regulations are rapidly impacting business operations. The board must stay ahead of all three to ensure sound governance for its organization. In this session, we explore key considerations for the board including areas of regulatory scrutiny, expectations for information technology and cybersecurity oversight.

Breakout 3: How Data Analytics Minimize Credit Risk
In this session we explore how banks of all sizes can leverage data to improve customer services, reduce risk and streamline operations.

9:45 AM – 10:00 AM
Refreshment Break
Sponsored by: CIC Services LLC

10:00 AM – 10:45 AM
Breakout Sessions (select one)
Participants have the opportunity to select from one of three breakout sessions to attend, all of which are high-level in focus.

Breakout 1: Improving Fraud Risk Management
Uncover what boards need to know about fraud and what preventative steps institutions should take to stay ahead of this growing issue.

Breakout 2: Conducting a Successful Board Evaluation
How do you assess and improve the performance of your board? In this session, learn how self-evaluation tools can impart strategic direction to your board.

Breakout 3: Best Practices for Attracting & Retaining Talent
Having the right talent is essential to a bank’s long-term health and profitability. This session highlights the biggest issues related to talent today along with incorporating successful and strategic best practices.  

10:55 AM – 11:35 AM
Banker Panel
Maureen Rude
, Director & Audit Committee Chair, Opportunity Bank of Montana
This panel of bankers discusses the latest issues and topics surrounding audit and risk committees.

11:35 AM – 11:40 AM
Closing Remarks
Michelle King, President, Bank Director