*Agenda subject to change7:00 a.m. – 8:00 a.m.
Registration + Breakfast

8:00 a.m. – 8:10 a.m.
Al Dominick,
President, Bank Director 

8:10 a.m. – 8:50 a.m.
What Shareholders Value Today
Joseph S. Berry, Jr.,
Managing Director, Co-Head of Depositories Investment Banking, Keefe, Bruyette & Woods, A Stifel Company
Having a clear understanding of your bank’s valuation is hugely important.  This valuation serves as a report card of how well the board and the CEO are doing at creating long-term economic value for the owners.  While there is no perfect metric for this, this session will explain what shareholders value most today and what is really driving bank valuation.

8:50 a.m. – 9:30 a.m.
Lessons Learned from FinTech Innovation
Halle Benett,
Managing Director, Head of Diversified Financials Investment Banking, Keefe, Bruyette & Woods, A Stifel Company
Leveraging various technologies and creative strategies to differentiate a bank’s offerings to consumers can help make the institution more profitable.  As a complement to KBW’s opening presentation, we look at various technologies that might fit into a bank’s overall strategy.

9:40 a.m. – 10:45 a.m.
Peer Exchange Session I:  Growth-Focused 
Themes: M&A and Organic Growth
Participants will be divided into small groups to discuss opportunities to grow a bank’s brand, client base and deposit base… be it through acquisition or organic means.

10:55 a.m. – 11:35 a.m.
The Concept of Efficiency
Tim Reimink,
Director, Advisory Services, Financial Institutions Performance Consulting, Crowe Horwath LLP
To build off of the previous two sessions, we look away from major transformation and towards the concept of efficiency; that is, finding specific areas of performance where incremental and measurable improvements — and adjustments — can be made.

11:35 a.m. – 12:30 p.m.

12:30 p.m. – 12:40 p.m.
Where Do We Stand So Far
Al Dominick,
President, Bank Director

12:40 p.m. – 1:20 p.m.
Today’s Duty of Care
Gary R. Bronstein,
Partner, Kilpatrick Townsend & Stockton LLP
As new regulations and slim profit margins challenge the banking industry, the skills and backgrounds of the employees who work closely with a bank’s Chairman and CEO must change as well.  As we move into the afternoon, we address the question of how the talent needs of the industry will shift in the next five years.

1:30 p.m. – 2:35 p.m.
Peer Exchange Session II:  Efficiency-Focused
Themes:  Profitability, Expense Control, Compliance and Regulation

2:35 p.m. – 2:55 p.m.
Refreshment Break

2:55 p.m. – 4:00 p.m.
Peer Exchange Session III:  Technology-Focused
Themes:  What’s Happening with Technology, Mobile Strategies, etc.

4:10 p.m. – 4:50 p.m.
Changing the Game: Negotiating Against the Core IT Vendor Oligopoly
Aaron M. Silva,
 President, Paladin fs, LLC
It takes courage, time and a bold leader to negotiate multi-million, multi-year Core IT vendor agreements.  Just a few vendors control 85% of the market, and so to change the game and succeed at renewing your current contract, you must have hard market intelligence and pricing data in your back pocket to ensure you get a fair market deal.  This session will provide hard-hitting strategies and tactics you can take back to your leadership team to implement changes that will help you in the long run.

5:00 p.m. – 6:00 p.m.
Networking Cocktail Reception

7:00 a.m. – 8:00 a.m.

8:00 a.m. – 8:40 a.m.
Leading in a New Era of Expectations
Flynt Gallagher,
President, Compensation Advisors
Both within and outside of the banking space, the best companies spend considerable time on talent needs.  Before returning to the peer exchange, we broach a critical subject: creating a culture of leadership that extends beyond just the CEO’s office.

8:50 a.m. – 9:55 a.m.
Peer Exchange Session IV: Team-Focused
Themes:   Talent + Compensation
New peer groups meet to focus on how to find, attract and compensate key leaders and staff.

10:05 a.m. – 10:45 a.m.
Going on the Cyber Security Offensive
Sai Huda,
Senior Vice President and General Manager, Enterprise Governance, Risk & Compliance (EGRC), FIS
The proliferation of mobile apps, cloud computing and big data are just some of the reasons why cyber security remains a major concern for our industry.  While retail security breaches continue to make headlines, cyber attacks on financial institutions still loom large.  Before moving into our final peer exchange, we look at how some banks have gone on the offensive to address this ever-mounting risk.

10:55 a.m. – 12:00 p.m.
Peer Exchange V: Risk-Focused
Themes: What Your Peers are Doing to Deal with Cyber Concerns, Major Risk Issues, etc.

12:00 p.m. – 12:05 p.m.
Closing Remarks