This timely virtual program explores a wide range of topics including succession planning, your evolving role in a post-pandemic world, and leadership development, to loan portfolio credit risks and challenges. Join us for the symposium where presenters address all of these issues and more.
8:45 – 9:00 am
Welcome & Opening Remarks
Karl Nelson, Founder & CEO, KPN Consulting
9:00 – 9:50 am
The Evolving Role of Management and Directors in a Post-Pandemic World
Kamal Mustafa, Chairman, Invictus Group
Many community bankers and their boards are entering the post-pandemic world blindfolded. The pandemic had an uneven impact on industries within their geographic footprints, and there is no historical precedent for how recovery will take shape. Bank management and their boards must be able to understand shareholder value in the expected bearish economic and financial markets that will accompany increased M&A activity. This session will shed light on how best to understand how much their bank is worth at any time, and what market trends and economic scenarios will affect that valuation.
9:55 – 10:45 am
Do You Want to Be the Lunch or the Lion?
Aaron Silva, Founder & CEO, Paladin fs
Institutions want to begin their digital transformation strategy and acquire the benefits of virtual banking but they don't know where to start. This presentation discusses the technological and contractual barriers that await and discusses what other banks are doing to solve these problems. Includes examples of omni-channel banking, mobile first and basic functions of a virtual bank.
10:45- 10:55 am
10:55 – 11:45 am
Succession Planning: Addressing Management, Board, and Shareholder Succession
Peter Weinstock, Partner, Hunton Andrews Kurth
Most community banks provide for a business plan that touches on SWOT analysis (strengths, weaknesses, opportunities and threats) and then discusses a couple of initiatives for the new year. Those business plans miss key issues for keeping a bank independent. This presentation will delve into strategies for management and board succession, as well as ownership options in order for a bank to have the flexibility to decide to remain independent.
11:45 – 12:15 pm
12:15 – 1:05 pm
The Board’s Role in Overseeing the Loan Portfolio: Uncertain Risks & Growth Challenges Ahead
David Ruffin, Principal, Intellicredit, a QwickRate company
Irrespective of current stellar credit quality metrics, it would be a fool’s errand to be lulled into a sense of complacency given the uncertainties of embedded credit risk (largely driven by government largess and temporary regulatory relief). Additionally, our industry is dealing with negative organic loan growth. The post COVID era will present challenges on both ends of the lending spectrum: ferreting out residual pandemic credit risk, and seizing lending opportunities to grow our loans. In this session, we’ll speak to both sets of challenges—and their respective opportunities.
1:10 – 2:00 pm
Investment Management Perspective: Improving Yields While Managing Risk
Todd Taylor, CPA, CFA, Founder & President, Taylor Advisors
Balance sheet and investment management issues are a constant struggle in any economic and interest rate environment. Managing various investment risks is not only a best practice, but could mean the difference between leading or trailing your peers. With the investment portfolio playing a large role in maintaining or improving profitability and net interest margin, what are strategies to generate income while managing the portfolio in the context of the entire balance sheet? This session will cover various concepts and strategies to link the ALCO and investment processes to enhance risk management and profitability.
2:05 – 2:55 pm
Developing Your Next Leadership Wave
Flynt Gallagher, President, Newcleus Compensation Advisors
You work hard to find top talent, but now you need to ensure they stick around. What can be done to ensure they stay with the bank for the long-term? This session will discuss tactics community banks are using to keep employees around for years to come.
Concluding Remarks & Adjourn
Karl Nelson, Founder & CEO, KPN Consulting
One Fee, Unlimited Attendees (per organization)
(Includes OnDemand Access through September 25, 2022)
Upon payment of $495/$795, the registrant receives an e-confirmation with a sample message, registration link, and promo code to share with their staff.