Education & Events

Tailored for Banks & Thrifts $200MM+ in Assets

Live Streamed | February 5, July 16 and October 15 - 10:00 a.m. to 2:00 p.m. CT

Running a bank has never been more challenging, and you need all the insight, experience, and ideas you can get. In an age of information saturation when bankers can turn to any number of sources for problem-solving, the peer connections and in-depth discussions from these roundtables are powerful tools for Illinois’ top bank executives. These sessions provide a facilitated, open medium where ideas and views on many banking and business-related matters can be exchanged with your peers.

Benefits

• Network with fellow bankers, fostering professional connections and potential collaborations.
• Engage with fellow top bank executives in Illinois, providing a unique opportunity to exchange insights, experiences, and ideas in a facilitated, open environment.
• Access powerful problem-solving tools through in-depth discussions and peer connections, offering valuable perspectives and approaches to address the challenges faced in running a bank in today's complex environment.
• Current Industry Insights.
• Access to Industry Data.
• Benefit from expert facilitation to ensure productive and meaningful discussions, guiding conversations towards actionable insights and outcomes.
• Cover a wide range of relevant topics through a comprehensive agenda, ensuring participants gain insights into various banking and business management aspects.
• And much more…

Possible Discussion Topics

• National/Illinois Banking Overview
• Recent Exam Experience & Discussion
• Economic Date/Inflation/FED Discussion
• Deposit/Liquidity/Funding Discussion
• Talent Acquisition/Retention Discussion
• Fraud Discussion
• Payments Discussion
• Industry Data
• Inflation Cycles Data
• And much more…

Technology Requirements

• Have Zoom virtual meeting access
• Interact with facilitators and all participants in a live, virtual environment
• Actively participate in live and chat discussions
• Have complete, working computer microphone, camera, and speakers or phone access
• Keep cameras on for the duration of the program

Facilitators

Karl Nelson is the Founder and CEO of KPN Consulting. His career has included senior positions with Silverton Bank, IDC Deposits, and Promontory Interfinancial Network. In addition, Karl served as an SVP with the Federal Home Loan Bank of Atlanta from 1991 through 2002, where he managed the sales and marketing, strategic planning, and trade association/regulatory outreach efforts and served on the bank’s ALCO. Before joining the Home Loan Bank, he was involved with various regional banks for eighteen years. Karl serves on the faculties of the Graduate School of Banking in Madison, Wisconsin, and Boulder, Colorado, the Graduate School of Bank Investments & Financial Management in Columbia, South Carolina, the Financial Managers School in Madison, as well as the faculties of the state banking schools in Florida and Tennessee. Karl was an organizing Director and former ALCO Chair for a de novo bank in North Carolina and consults regularly with community bank Boards and Management on business strategies.

Eric Nelson is the President of KPN Consulting. Eric has over 20 years of experience in the financial services industry. As president of the firm, he is directly responsible for client acquisition, association partnerships, and marketing. Before joining KPN Consulting, Eric served as CFO and Managing Partner of Greenbrier Properties, a commercial real estate company that developed, owned, and operated multifamily properties throughout the country from 2005 - 2009. His career has also included positions at Wachovia Bank, Henssler Financial Group, and Ameriprise Financial, and he has held Series 7, Series 66, and Insurance Licenses. Eric received his BA in Finance with a minor in Marketing from the Terry College of Business – University of Georgia.

Audience
Chief Executive Officers (CEOs), Presidents, Chief Operating Officers (COOs), Senior Vice Presidents (SVPs), Executive Vice Presidents (EVPs), Managing Directors, Senior Directors, etc., of Banks and Thrifts $150 to $750MM in Assets

Fee Per Person (Members Only)
$600 (Includes all 3 sessions)
Substitutions Permissible