Invest Today. Capitalize Tomorrow.

2019 is a critical year to examine the future of community banks. Community banks enjoyed margin expansion in 2018 with deposit costs repricing more slowly than loan yields. But that is poised to change in 2019, threatening margin expansion and earnings. On the asset side, credit costs remain low, but that’s likely to change as well, as the next economic downturn nears.
Don’t miss this essential community banking industry conference, focused on the future of community banks and current issues facing community banks. Community bank executives today need to manage bank balance sheets effectively in the rising rate environment, while also preparing for the next credit cycle. But community banks face an even greater challenge: how to stay relevant in a world of rapidly changing customer preferences. What does community banking in 2025 look like? How can community bank executives invest in the future now, and what investments should they prioritize?
At this year's 8th Annual Community Bankers Conference, we will discuss the here and now, focusing on deposit strategies, optimizing the performance of banks’ core business and preparing for the next downturn. We will then challenge community bank executives to think about the future, how banks can remain an integral part of the US economy over the next decade and how that should inform strategic planning today.
In panels, networking events, and one-on-one conversations, we will discuss what it takes to lead a high-performing community bank now and in the future, and ensure community bank executives walk away with solutions for today and vision for tomorrow. Discuss strategy, optimization, and performance while networking with other community bank executives. Celebrate the Top 100 Community Bank winners and learn from the best. S&P Global Market Intelligence offers unparalleled content from the industry’s leading experts, including an exclusive chance to hear from executives of high-performing community banks, including those in the Top 100 Community Banks ranked by S&P Global Market Intelligence.

Advisory Board

S&P Global Contributor

Ami Myrland CFO, McFarland State Bank

Ami Myrland serves as Chief Financial Officer of McFarland State Bank, and was previously the Controller. Full Bio

S&P Global Contributor

Chris Nichols Chief Strategy Officer, CenterState Bank Corporation

Mr. Chris Nichols has been the Chief Strategy Officer of CenterState Bank since June 12, 2013. Full Bio

S&P Global Contributor

Curt Christianssen EVP & CFO, Pacific Mercantile Bancorp

Curt A. Christianssen joined Pacific Mercantile Bancorp and the Bank as Chief Financial Officer effective January 1, 2015, a role in which he had served on an interim basis since December, 2013. He also serves as Executive Vice President and Chief Financial Officer of the Carpenter Community BancFund, a private equity-funded bank holding company, CCFW, Inc. d/b/a Carpenter & Company, a bank consulting firm, and Seapower Carpenter Capital, Inc., a broker/dealer subsidiary of CCFW. Prior to beginning in the interim role, Mr. Christianssen served in a similar interim role at Manhattan Bancorp and the Bank of Manhattan since 2012. He has served as Executive Vice President and Chief Financial Officer of the Carpenter Community BancFund since 1999. From 1996 to 1999, Mr. Christianssen served as Chief Financial Officer and Director of Corporate Development for Dartmouth Capital Group and Eldorado Bancshares, Inc. From 1993 until its acquisition in 1996 by Eldorado Bancshares, Mr. Christianssen served as Chief Financial Officer of Liberty National Bank. Mr. Christianssen had previously served as Chief Financial Officer of Olympic National Bank from 1991 to 1993, as Chief Financial Officer of two financial institutions under the control of the Resolution Trust Corporation and as a Senior Management Consultant with the Ernst & Young firm. In addition, Mr. Christianssen served in a variety of financial positions with Continental Ministries and Colorado National Bancshares.

Mr. Christianssen earned his Master of Business Administration degree from California State University at Northridge and a Bachelor of Science degree from the School of Business at the University of Colorado at Boulder. He is a life-time member of the Institute of Business Appraisers (IBA) through which he holds the designation of Certified Business Appraiser (CBA), and is a member of the National Association of Certified Valuation Analysts (NACVA) through which he holds the designation of Accredited Valuation Analyst.

Mr. Christianssen is a member of the Institute of Certified Management Accountants from which he earned the designation of Certified Management Accountant (CMA), and holds General Securities Principal and Representative licenses. Mr. Christianssen has been an instructor for the American Institute of Banking and a participant in the CFO Forum Panelist for the Financial Managers Society’s National Conference. He served on the Strategic Planning Committee for the Financial Managers Society. Minimize

S&P Global Contributor

Curtis Griffith Chairman, City Bank

Curtis began his banking career at First State Bank of Morton, Texas (the predecessor institution to City Bank), in 1979 and became Chairman of the Board in 1984. Full Bio

S&P Global Contributor

Fawn Sachleben Chief Lending Officer, Citizens Bank of Edmond

Fawn Sachleben has been with Citizens Bank of Edmond since April 2016 where she serves as Chief Lending Officer. Full Bio

S&P Global Contributor

Jim Mawn Chairman, President & CEO, Northern Bancorp

Full Bio

S&P Global Contributor

Mary Jayne Crocker EVP & COO, Bridgewater Bank

Mrs. Crocker has been with the Bank since its origin and serves as Executive Vice President and Chief Operating Officer. Full Bio

S&P Global Contributor

Trey Maust Executive Chairman : CEO, Lewis & Clark Bank : Sheltered Harbor

Trey Maust, co-founder of Lewis & Clark Bank, brings over twenty years of experience in banking, capital markets and financial services. Full Bio

Trey Maust, co-founder of Lewis & Clark Bank, brings over twenty years of experience in banking, capital markets and financial services. Prior to his role as Executive Vice Chairman, he was the Bank’s Co-President & CEO and prior to that, the Chief Financial Officer of Lewis & Clark Bank. He previously served as the CFO of another Portland-area community bank. Trey began his career at Deloitte in Portland, where he conducted financial statement audits, internal control assessments, and FDICIA attestation engagements. He later transferred to Deloitte’s Merger & Acquisition Services Group in New York, where he was a resource nationally for bank acquisitions, conducting financial and operational due diligence on transactions in a variety of industries for both financial sponsors and strategic buyers. Trey was also involved in domestic and international acquisitions for Honeywell International.

After experiencing 9/11 in person while working in downtown Manhattan, Trey’s commitment to developing quality relationships has defined both his personal and professional life. He is inspired to model these and other core values for his two sons, and exceed expectations daily at Lewis & Clark Bank, a company he helped take from concept to reality.

Trey is heavily involved in state and national banking associations, and serves on multiple advisory and fiduciary boards of both for-profit and nonprofit organizations, including: Chairman of Synergy by Association, Inc.; Chairman of the American Bankers Association's Community Bankers Council; advisory board member of the Conference of State Bank Supervisors; board member of the Oregon Bankers Association; board member of the Community Banks of Oregon; board member of Sheltered Harbor; advisory board member of StoneCastle Partners; advisory board member of Anvil Media; and past board member of Entrepreneurs’ Organization(Portland).

Trey received a bachelor’s degree in business administration from Portland State University and is a licensed certified public accountant. In 2007, he was recognized as one of the “Forty under 40” by the Portland Business Journal. Minimize

S&P Global Contributor

Cindy Huntley Executive Vice President and Director of Retail Banking, Heritage Bank

Cindy joined Heritage Bank in 1988 and has held a range of executive titles in her more than 30 years with the company. Full Bio

2018 Highlights

- 2018 Highlights Video
  
  Check out the 2018 highlight video to get a taste of what the Community Bankers Conference is all about.
- Top 100 Community Bank Awards
  
  Each year the Community Bankers Conference we recognize winners from the S&P Global Market Intelligence Annual Community Bank rankings.
- 2018 Session Highlights
  
  Access presentations about some of the industry’s hottest topics from the 2018 Community Bankers Conference.

Print Agenda

Download our 2019 conference brochure

Day 1:
- 1:00 p.m.
  Networking Golf Tournament
  - As a prelude to the program, attendees are invited to arrive early on Monday, April 8, to participate in the pre-conference golf tournament. This 18-hole, par-70 course was home to the AT&T Byron Nelson PGA Tournament for many years. The first 20 bankers to register for golf can play for free. For all others, a separate fee of $250/person, payable at the time of registration, covers your cart and green fees (rental clubs are available from the resort for an additional charge). Box lunches will be provided and groupings and tee times will be communicated closer to the event.
- 5:00 p.m.
  Welcome Reception
  - All conference registrants are invited to attend.
- 7:00 p.m.
  Top 100 Bank Dinner (by invitation only)
  - Executives from top-ranked banks in the S&P Global Market Intelligence 2018 Bank Rankings will be invited to enjoy fantastic cuisine while engaging in intimate discussions with other top-performing banks. Attendees will be encouraged to share strategies that have helped them achieve top performance, giving you valuable insights from your peers. The 2018 Top 100 Bank Rankings will be announced in March.
Day 2:
- 7:30 a.m.
  
  Registration and Continental Breakfast
- 8:30 a.m.
  Welcome Remarks
  
  Shawn Ryan, Senior Director, Strategic Events, S&P Global Market Intelligence
  JP O’Sullivan, Senior Director, Financial Institutions and Real Estate, S&P Global Market Intelligence
  - Part 1 – Maximizing the Profitability of Your Core Business in the Current Economic Environment
- 8:45 a.m.
  Catalysts for Community Banking
  
  Nathan Stovall, Senior Research Analyst, S&P Global Market Intelligence
  - In this session, Nathan Stovall, Senior Research Analyst at S&P Global Market Intelligence, will lead us through proprietary projections for community bank performance. He will describe the current economic environment for banks and what the data suggest lies in the future.
- 9:15 a.m.
  Deposits, Deposits, Deposits
  - Non-bank competition for deposits, both for consumer and commercial customers; how can banks combat this?
  - Using customer data and customer segmentation to identify deposit offers and retain valuable accounts
  - Evaluating new product offerings and strategies
  - How digital deposit gathering offerings from superregional banks will affect the deposit landscape for community banks
  - Rethinking liquidity and funding – are wholesale and alternative strategies viable? What non-core options will work on your balance sheet?
- 10:15 a.m.
  
  Networking Break
- 10:45 a.m.
  Loan Structure and Credit Quality – Preparing for the Next Credit Cycle
  - Where are we in the cycle?
  - Loan pricing and structuring considerations given the yield curve and impending economic cycle
  - Portfolio management best practices to maximize earnings and optimize risk in preparation for the next credit cycle
  - Continuous portfolio monitoring to identify threats to the health of your loan portfolio; Data points that are predictive of future credit problems
- 12:00 p.m.
  Top 100 Community Bank Awards
  - Each year, S&P Global Market Intelligence ranks the top 100 community banks in two categories, banks $1B - $10B in assets and banks less than $1B in assets. At the Conference, we recognize and celebrate those banks that made the prestigious annual ranking in 2018. The 2018 Top 100 Bank Rankings will be announced in March.
- 1:15 p.m.
  Economic Environment Update
  
  Tony Crescenzi, Executive Vice President, Market Strategist and Portfolio Manager, PIMCO
  - A look at key economic indicators and what this means for the future operating environment for community banks. What signals should banks watch out for to avoid being blindsided by the next recession?
- 2:00 p.m.
  
  Refreshment Break
- 2:15 p.m.
  What Brings Home the Bacon: Drivers for Sustained Value
  - A look at current valuations in the industry and how this should inform banks’ strategic plans
  - Driving value in the current environment
  - How to achieve long-term sustainable earnings growth
  - Is now the time to sell?
  - Important considerations and rational expectations when considering an IPO
- 3:15 p.m.
  Networking Break
  
  Moderator:
  - Part 2 – Banking in 2025: Start Your Long Term Planning Today
- 3:45 p.m.
  
  Insights into the Future of Banking
  
  Thomas Frey, Executive Director and Senior Futurist, DaVinci Institute
- 4:45 p.m.
  
  Cocktail Reception
Day 3:
- 7:30 a.m.
  
  Continental Breakfast
- 8:00 a.m.
  The Banking Customer Experience for Today and Tomorrow
  - What experience do your customers want? How does this differ for your commercial and retail customers? How will this continue to change over the next 5-7 years?
  - Ensuring the experience feels like one with a community bank
  - Channel optimization: using data and analytics to monitor customer behavior and shifting channel usage
  - Evolving distribution and the cost of customer acquisition: branch and digital strategies for the short and medium term
  - How to increase mobile usage
  - The use of robots in serving your customers
- 9:00 a.m.
  
  Refreshment Break
- 9:15 a.m.
  Case Study:
  
  Jeff Lee, Chief Marketing Officer, Seacoast Bank
  - How a Bank Used Data Analytics to Better Understand Their Customers and What This Means for the Future of Banking
- 9:45 a.m.
  Evolving Technology in Banking: Turning Blue-Sky into Reality
  - What technology do you need to put in place now to prepare for 2025
  - • Practical applications of AI besides chatbots
  - • What blockchain means for the future of payments
  - What niche businesses and industries should you be looking to serve? How financial technology partnerships can help you do that?
- 10:45 a.m.
  
  Networking Break
- 11:15 a.m.
  Case Study:
  
  Dave Howard, President, Digital Strategy and Innovation, OceanFirst Bank
  - The Before and After of a Financial Technology Partnership and Implications for Future Strategy
  - Session will include a discussion to understand what is enough to satisfy regulators without stifling innovation
- 11:45 a.m.
  Talent: Positioning Your Bank for Success in 2025
  - Who is going to lead your bank in 2025?
  - How to address talent issues at all levels within your organization
  - How to retain your best employees; evaluating effective strategies beyond compensation
  - Using polling and data to inform your strategy on employee culture
  - Can becoming a more technology-oriented bank solve your future talent issues?
  - How do we make banking cool again?
- 12:45 pm
  Closing Remarks
  
  Nathan Stovall, Senior Research Analyst, S&P Global Market Intelligence
  - Nathan Stovall, Senior Research Analyst, will review the key themes and outtakes from the Conference
  - Buffet Lunch

2019 Speakers

Interested in speaking? Please email spgmievents@spglobal.com.

Additional speakers are confirming their participation. Check back for updates.

H.D. Barkett Promontory Interfinancial Network
Ron Beck RSM
Joseph Breeden Prescient Models LLC
Michael Church NestEgg
Eric Cook WSI
Tony Crescenzi PIMCO
Katie Darden S&P Global Market Intelligence
Greg Demas PrecisionLender
Thomas Frey DaVinci Institute
Martin Friedman FJ Capital Management
Jason Henrichs FinTech Forge
Dave Howard OceanFirst Bank
Thomas Inserra Pacific Mercantile Bank
Corey LeBlanc Origin Bank
Jeff Lee Seacoast Bank
Brian Love The Travillian Group
Chris Nichols CenterState Bank Corporation
Thomas Mason S&P Global Market Intelligence
Ash Patel Commercial Bank of California
Bill Phelan PayNet
Jimmy Pittenger S&P Global
David C. Sandler Sandler O’Neill + Partners
Joe Stieven Stieven Capital Advisors
Nathan Stovall S&P Global
Andrew Trager-Kusman Republic Bank
Dory Wiley Commerce Street Capital
Stephen Wooters Fairfield County Bank
Vince Hockett S&P Global Market Intelligence

Pricing

Your registration fee includes continental breakfasts, lunches, all refreshment breaks as well as cocktail receptions.

Current clients include any firm that currently subscribes to products/services offered by S&P Global Market Intelligence, excluding other conferences and training classes.

The standard rate applies to attendees who are not bank officers or bank directors of an FDIC-insured financial institution, such as board advisors/observers, investment bankers, correspondent and wholesale bankers (even if part of an FDIC-Insured Financial Institution), attorneys, accounting firms, and other vendors and service providers. S&P Global reserves the right to verify your company profile and adjust your registration rate, if necessary.

- Registration Fee
- Standard Rate - Client
- $1,595 / delegate
- Standard Rate - Non-Client
- $1,995 / delegate
- Community Bankers - Client
- $595 / delegate
- Community Bankers - Non-Client
- $895 / delegate

What are the refund terms?
- PROGRAM CONDITIONS
  
  SPGMI, its affiliates, and third-party providers offer these programs with the understanding that SPGMI is not providing any professional advice and assumes no liability whatsoever in connection with the use of its materials. SPGMI reserves the right to (i) make portions of the program registration information available to program sponsors; and (ii) to cancel or change programs, content, speakers or venues at any time. Full payment must be received by SPGMI prior to the start of the program. Attendee substitutions from the same company may be made at any time; however, SPGMI reserves the right to decline registrants at any time for any reason.
  
  REFUND TERMS
  
  SPGMI offers a tiered cancellation plan. These Refund Terms set forth the conditions for when you may be eligible to receive a refund, which generally is the program fee less an administrative fee. SPGMI will not be held liable for any costs incurred by registrant due to individual registration cancellation.
  
  You may be eligible to receive a full or partial refund if the following conditions apply:
  
  a. Full Refund: In the event that a program is cancelled due to inclement weather, faculty cancellation or force majeure, SPGMI will refund the registrant's tuition in full, however SPGMI will not be liable for incidental or consequential out of pocket expenses incurred by registrants.
  
  b. Partial Refund: If you cancel fifteen (15) days or more prior to the start of the program, you will receive a refund of the program fee less a $150 administrative fee.
  
  You may not receive a refund if the following conditions apply:
  
  a. No Refund: You are responsible for the full program fee if any of the following conditions apply:
  
  • No Shows: If you do not attend the program, you are responsible for the full program fee and will not receive a refund.
  • Late Cancellation: If you cancel less than five (5) days before the start of the program, you are responsible for the full program fee and will not receive a refund.
  
  b. Program Credit: Eligible registrants who cancel after the date in paragraph b, but at least five (5) days prior to the start of the program will receive a credit of the program fee less a $150 administrative fee. This credit may be applied to future programs but registrants will not receive a refund.

Spouse Registration

Spouses are welcome to attend the Welcome Reception and Cocktail Reception. Please contact our support team at globalevents@spglobal.com or call us at 434-951-7786 if you wish to add this to your registration.

- Registration Fee
- Welcome Reception
- $100 / delegate

Activities: As a prelude to the program, attendees are invited to arrive early on Monday, April 8, to participate in the pre-conference golf tournament. This 18-hole, par-70 course was home to the AT&T Byron Nelson PGA Tournament for many years.

The first 20 bankers to register for golf can play for free.

For all others, a separate fee of $250/person, payable at the time of registration, covers your cart and green fees (rental clubs are available from the resort for an additional charge).

Box lunches will be provided and groupings and tee times will be communicated closer to the event.

Venue

Four Seasons Resort and Club, Dallas at Las Colinas

We have negotiated rates at the Four Seasons Resort and Club, Dallas at Las Colinas starting at $295 per night, excluding taxes and fees. This rate is available through March 8, 2019. Upon registering for the conference, you will receive a link to book your room online.

Looking to book before or after the conference? Please call the hotel at (972) 717-0700 for rates. The group block rate can be applied to these nights, based on availability at the hotel.

Four Seasons Resort and Club, Dallas at Las Colinas

4150 North MacArthur Boulevard
Irving, Texas, 75038
USA

Phone:+1 (972) 717-0700

Platinum Sponsor

Gold Sponsor

Silver Sponsor

Become a Sponsor

For information on sponsorship opportunities, please contact Brian Hodges at brian.hodges@spglobal.com or 434-951-7628.

The 8th Annual Community Bankers Conference is the premier forum at which influential opinion leaders, executives, board members, policy makers and Wall Street professionals put forward their visions and views of the strategic issues facing community banks. This unique conference delivers an audience of senior executives and directors of community banks with asset sizes of $100 million to $10 billion.
Becoming a sponsor of this executive conference will provide your company face-to-face interactions with executives eager to discuss and debate the most pressing industry issues and their solutions.
With our network of leading banking executives in the industry, we afford you the opportunity to have meaningful conversations at networking and entertainment events in a relaxed environment.
Your firm’s brand will be placed on our direct mail, email, website and a variety of other branding options at the event.
Take advantage of this opportunity to align your business with a leading brand in the community banks industry, S&P Global Market Intelligence.

Frequently Asked Questions

Who attends?
- - CEOs, CFOs, COOs, CCOs, CROs, CLOs, and other executives at community banks
  - Board chairpersons and directors
  - Investment banking, legal, strategy, finance, lending, and IT advisors to community banks
  - Community bank investors
  - Banking regulators
Download our 2019 conference brochure here
- Download Now
What is the dress code?
- Casual business attire is recommended.
What does the registration fee include?
- Your registration fee includes continental breakfasts, lunches, all refreshment breaks as well as cocktail receptions.
How do I reserve a hotel room?
- We have negotiated rates at the Four Seasons Resort and Club, Dallas at Las Colinas starting at $295 per night, excluding taxes and fees. This rate is available through March 8, 2019. Upon registering for the conference, you will receive a link to book your room online.
Is there a refund policy?
- Yes, it's straight and simple. We firmly believe in the content value of this program, and we will refund your registration fee in full if, 1) you rate this program a 1 or 2 (on a five point scale) on the evaluation form distributed at the conclusion of the program, 2) you provide specifics on the evaluation form as to the cause of your dissatisfaction, and 3) you agree to talk with us if we call to discuss how we can improve the program going forward.
Does this event qualify for CPE credits with NASBA?
- Up to 11 Hours of CPE Credit
  
  Participants who complete this program qualify for up to 11 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-Live. The Knowledge Center, S&P Global Market Intelligence is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Alex, please download the S&P Networking App

The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :

Advance access to the attendee list
Live agenda updates and networking activities
Immediate access to speaker presentations
Essesntial, real-time event details and notifications
Upload a profile photo, set up a meeting, amd more

* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available. Additionally speaker presentations for this event are only available for download from the networking mobile app and web link

Don't miss out. Reserve your spot now.

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Email:globalevents@spglobal.com

Phone:+1-434-951-7786

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8th Annual Community Bankers Conference

Invest Today. Capitalize Tomorrow.

Advisory Board

S&P Global Contributor

S&P Global Contributor

S&P Global Contributor

S&P Global Contributor

S&P Global Contributor

S&P Global Contributor

S&P Global Contributor

S&P Global Contributor

S&P Global Contributor

2018 Highlights

Download our 2019 conference brochure

Networking Golf Tournament

Welcome Reception

Top 100 Bank Dinner (by invitation only)

Registration and Continental Breakfast

Welcome Remarks

Catalysts for Community Banking

Deposits, Deposits, Deposits

Networking Break

Loan Structure and Credit Quality – Preparing for the Next Credit Cycle

Top 100 Community Bank Awards

Economic Environment Update

Refreshment Break

What Brings Home the Bacon: Drivers for Sustained Value

Networking Break

Insights into the Future of Banking

Cocktail Reception

Continental Breakfast

The Banking Customer Experience for Today and Tomorrow

Refreshment Break

Case Study:

Evolving Technology in Banking: Turning Blue-Sky into Reality

Networking Break

Case Study:

Talent: Positioning Your Bank for Success in 2025

Closing Remarks

2019 Speakers

Pricing

Spouse Registration

Venue

Four Seasons Resort and Club, Dallas at Las Colinas

Platinum Sponsor

Gold Sponsor

Silver Sponsor

Become a Sponsor

Frequently Asked Questions

Alex, please download the S&P Networking App

Don't miss out. Reserve your spot now.

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Questions?

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