SCHEDULE AT A GLANCE

January 16, 2020

5:30 p.m. – 8:30 p.m.
New Leaders Awards

January 17, 2020

9:00 a.m
Concurrent Seminars
10:15 a.m.
Concurrent Seminars
11:30 a.m.
Concurrent Seminars
Noon
Complimentary Buffet Lunch
Noon
CEO Luncheon (by invitation)
1:00 p.m.
Visit the Vendors
1:30 p.m.
Concurrent Seminars
2:30 p.m.
Raffle
2:45 p.m.
Exhibit Hall Closes

Thursday, January 16, 2020

4 p.m. – 5 p.m.

REGISTRATION OPEN

5:30 pm – 8:00 pm

NEW LEADERS AWARDS RECEPTION & GALA

Join us as we once more recognize the banking industry’s up-and-coming stars. Sponsored by Wolf & Co., this year’s soiree gets a new home at the exciting Mohegan Sun Cabaret. Click here to purchase seats for this separately-ticketed event.


Friday, January 17, 2020

7:30 a.m.

Registration

8:00 a.m.

EXHIBIT HALL OPENS

8:00 a.m. – 9:30 a.m.

SBA LENDERS FORUM

We welcome the U.S. Small Business Administration as it presents an update and forum for banks and credit unions working to improve access to capital to our region’s growing small business economy.
MEETING ROOM 1

8:00 a.m. – 8:45 a.m.

WHAT COMMUNITY BANKERS CAN LEARN FROM AMAZON

An audacious vision is exactly what banking leaders need to thrive in the digital age. In this session we will introduce a challenger approach (and related metrics) that will inspire leaders to rethink support delivery methods and show how small, incremental improvements drive LARGE operational efficiency gains, and a great consumer experience. Presenter Al Rosenbaum, Executive Vice President of Customer Success at Silvercloud, will look at three steps mid-tier banks can take to drive operational efficiency and customer experience with an Amazon-like vision.

MEETING ROOM 2

8:45 a.m. – 9:30 a.m.

CREATING CYBERSECURITY CULTURE: MANAGING THE HUMAN FACTORS OF RISK

Here’s a radical concept: IT Departments do not own security, and neither do IT systems. Cybersecurity is an organization-wide function that must have top-down business integration to ensure bottom-up participation. Once we have a culture that supports security, we can implement technical controls that reduce the impact of decisions people make, whether to click an email link, or connect to our networks with unsecured devices.

Cybersecurity Culture is a concept that unifies the many layers of defense, including people, process and technology, and updates the way we need to think about controls to relate them directly to the culture of an organization.  This session will provide you with the steps to build and sustain a Cybersecurity Culture that’s embedded throughout your organization.  You will learn how unifying the components of a well-conceived and managed cybersecurity program can help reduce risk and create a safer environment in which to fulfill the objectives of a sound business strategy.

Presented by John H. Rogers, CISSP; Director of Advisory Services, Sage Data Security.

MEETING ROOM 2

9:30 a.m. – 10:15 a.m.

HOW TO LAUNCH A DIGITAL-ONLY BANK IN 90 DAYS USING YOUR EXISTING CHARTER

In order for traditional banks to compete, launching a digital-only bank has now become a survival strategy. Learn how NYMBUS SmartLaunch enables you to quickly and cost-effectively stand up a fully-outsourced digital bank to attract new customers and revenue growth without undergoing a technology conversion or hiring any additional staff.

MEETING ROOM 1

WHAT IF TRUMP NEGOTIATED YOUR CORE IT DEAL?

This apolitical, non-partisan and entertaining presentation will make President Trump the lead negotiator against Core & IT suppliers such as Fiserv, FIS and Jack Henry. Hear from his Twitter Account along with many of his political rivals and friends as they join together in helping bankers obtain a fair, balanced and reciprocal trade agreement with these critical vendors. Presented by Aaron Silva, president of Paladin fs.
MEETING ROOM 2

10:15 a.m. – 11:15 a.m.

BREAK WITH EXHIBITORS

11:15 a.m. – Noon

IDENTIFY HIDDEN REVENUE IN YOUR GROWING BUSINESS PORTFOLIO

Where there is data, there is opportunityyou just have to know where to look. As financial institutions see the volume of data flowing through their ecosystem grow at a faster clip than ever before, finding the right data is becoming increasingly more challenging. What data sets for financial institutions are most vital and valuable to evaluate to uncover hidden revenue within their existing business accounts?

Join Eric Smith of Fiserv for a discussion on how financial institutions can enhance their data evaluation strategies to implement effective acquiring tactics that target business accounts, including merchants currently processing with competitive disruptors.
MEETING ROOM 2

12:00 p.m. – 1:00 p.m.

BUFFET LUNCH INSIDE EXHIBIT HALL
INVITATION ONLY: CEO/CFO LUNCHEON
MEETING ROOM 1

1:00 p.m. – 1:45 p.m.

WHY YOU SHOULD AUDIT YOUR CULTURE — AND HOW TO GET STARTED

As we have seen from many high profile gaffes, an institution’s culture can have a surprising effect on the profitability and reputation of the organization overall. Culture is a combination of many things and as such, you must approach it holistically so that a focus on one thing doesn’t blind you to others. In this compelling presentation on an emerging area of concern, we’ll dig into what it means to “audit your culture” and areas you should be focusing on. Attendees will learn:

  • The critical components you must be included in any culture audit program
  • What controls you need so you don’t incentivize the wrong behaviors
  • How to incorporate the concept into your Enterprise Risk Management program
  • How to quantify what you’re doing and connect it to the bottom line

Presented by Meredith Piotti, CPA and principal of Wolf & Co.
MEETING ROOM 1

BEAST OF BURDEN: MAKING SECURITY EASIER FOR EMPLOYEES

 

With the prominence and proliferation of social engineering attacks today, employees often bear the brunt of the burden for maintaining an organization’s security posture.  Yet security strategy for most organizations is focused on building layers of protection to further insulate employees rather than incorporating them into the strategy itself.  This session will examine methods for making security easier and more accessible to employees and demonstrate how your organization can benefit from these practices. Presented by Nathaniel C. Gravel, Vice President of Information Security and Technology, Michael Kannan, Senior Security Consultant, GraVoc Associates, Inc. and Brian Brunelle, Senior Security Consultant, GraVoc Associates, Inc.
MEETING ROOM 2

1:45 p.m. – 2:30 p.m.

HOW TO HIRE BANKERS WHO WILL SELL

Most banks agree that hiring RMs who are successful at building and growing relationships (selling) is difficult and a 7-digit problem for them. Do you need a better approach? This interactive workshop, delivered by Tony Cole, Founder and CLO for Anthony Cole Training Group and Hire Better Salespeople, will provide you with a proven process for searching, interviewing, hiring and on-boarding bankers who will be successful salespeople. You will leave this workshop with hiring tools that you can use immediately to take the guesswork out of hiring RMs who can and will sell and grow relationships successfully at your bank.

What Participants Will Learn:

  • The difference between bankers who might sell vs. those who will sell
    • How to spot a sales rainmaker within the first 10 minutes of the interview
    • A systematic process to ensure that you find, interview and hire your next Superstar

MEETING ROOM 2

 
 
SESSION TBD

We’re still adding great content for this show. Check back to see what’s coming next!
MEETING ROOM 1

 

 

2:30 p.m. – 3:00 p.m.

LAST CHANCE WITH EXHIBITORS
RAFFLE PRIZES ANNOUNCED
CONFERENCE CLOSES