Agenda

*Agenda subject to change

12:00 p.m. – 12:30 p.m.
Registration + Lunch
Sponsored by Sheppard Mullin Richter & Hampton LLP

12:30 p.m. – 12:40 p.m.
Opening Remarks
Al Dominick, President, Bank Director

12:40 p.m. – 1:30 p.m.
What Is My Bank Worth Now… What Can It Be In the Future?
Derek Criswell, Partner, Moss Adams LLP
Steven D. Hovde, President & CEO, Hovde Group, LLC
To open, we review the operating environment for the U.S. banking industry and look at what your business is worth now.  For officers and directors alike, this session examines issues like margin compression, deposit funding, efficiency improvements and business model expansion in the context of the current environment. 

1:30 p.m. – 1:40 p.m. 
Peer Exchange Instructions
Al Dominick, President, Bank Director
To ensure attendees are not with their competition and to allow for a candid, open exchange – attendees will be placed in peer groups based on their respective title and bank asset size.  Participants will remain in their peer group throughout the event to cover four principal topic areas:

• Valuation Issues (e.g. Raising Capital, Exploring a Merger or Sale, Going Public, etc)
• Attracting, Compensating and Retaining Pivotal Talent
• How Strong Corporate Governance Protects a Bank’s Value
• Understanding Risk in the Context of Determining a Bank’s Worth

1:45 p.m. – 3:00 p.m.
Peer Session I

3:05 p.m. – 3:55 p.m. 
Leveraging Information Technology to Grow a Bank’s Relationship
Mitchell Orlowsky, CEO, Ignite Sales
Ryan Swanger, Senior Vice President, Global Sales, eLoyalty LLC, a TeleTech Company
As competition for business intensifies, understanding how and when technology can be effectively leveraged is a bigger and bigger area of opportunity.  During this session, we will look at what is working at banks around the country that are making better sense of the data and information available to them.

4:00 p.m. – 5:15 p.m.
Peer Session II

5:15 p.m. – 6:30 p.m.
Networking Cocktail Reception 
Sponsored by:  Ignite Sales

7:30 a.m. – 8:00 a.m.
Breakfast

8:00 a.m. – 8:05 a.m.
Welcome Back
Al Dominick, President, Bank Director

8:05 a.m. – 8:55 a.m.
How Does Management Fit into the Overall Equation?
Joshua A. Dean, Partner, Sheppard Mullin Richter & Hampton LLP
Greg Swanson, Vice President, Pearl Meyer & Partners
Moderated by:  Al Dominick, President, Bank Director
Officers and directors are facing some of the toughest operating issues in generations.  From new and ever-more complex laws and regulations to the difficulties of designing effective incentive programs, bankers need guidance to navigate myriad challenges.  Accordingly, this session takes a look at managing risk from a market, operations and talent perspective. 

9:00 a.m. – 10:15 a.m.
Peer Session III

10:20 a.m. – 11:35 a.m.
Peer Session IV

11:40 a.m. – 12:30 p.m.
Getting Liquid
David R. Brooks, Chairman & CEO, Independent Bank Group
James D. Stein, Vice Chairman & Houston Region CEO, Independent Bank
Moderated by:  Al Dominick, President, Bank Director
This session brings two bankers to the stage — one who sold his bank to a larger bank at a high price and another who went public.  They talk about what that bank did to deserve such a high price (beyond being in a hot market) and why they decided to enter the public market.

12:30 p.m. – 12:35 p.m.
Concluding Remarks
Al Dominick, President, Bank Director