The 2020 Conference agenda is listed below. Please check back for updates for the 2022 agenda.

• Day 1:
  • 1:00 p.m.

    Networking Golf Tournament

    • As a prelude to the program, attendees are invited to arrive early on Tuesday, April 14, 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. Box lunches will be provided and groupings 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 2019 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 2019 Top Bank Rankings will be announced in March.
• Day 2:
  • 7:30 a.m.

    Registration and Continental Breakfast

  • 8:30 a.m.

    Welcome Remarks

    Maureen McKenna, Executive Producer - Banking Conferences, S&P Global Market Intelligence
    
    Jimmy Pittenger, Senior Director - U.S. Financial Institutions, S&P Global Market Intelligence

  • 8:45 a.m.

    Catalysts for Community Banking

    Nathan Stovall, Principal Analyst, S&P Global Market Intelligence

    • In this session, Nathan Stovall, Principal Banking Analyst at S&P Global Market Intelligence, will lead us through proprietary projections for community bank performance and examine different bank business models that yield high performance to help inform your overall strategy.
  • 9:15 a.m.

    Best Practices for your Balance Sheet

    • Rethinking asset/liability management and balance sheet composition in the current interest rate environment
    • Evaluating the trade-off between credit leverage and risk
    • Structuring a safe and profitable balance sheet in a holistic manner
    • Hedging strategies you should consider today
    • Deciding to expand or contract your balance sheet in anticipation of the next credit cycle
    • Minimizing margin compression
  • 10:00 a.m.

    Networking Break

  • 10:30 a.m.

    The Crown Jewels of Banking: Deposit Strategies that Shine

    • Reexamining your deposit strategy in response to lower rates
    • Growing your bank is contingent on growing core deposits – how can you do this?
    • Competing and differentiating on qualities other than price
    • Consumer deposits – how can community banks compete with the big banks?
    • Commercial deposits – best practices to attract commercial customers
    • Managing deposit growth, liability risk and NIM in the absence of massive funding relief
  • 11:15 a.m.

    Refreshment Break

  • 11:30 a.m.

    Optimizing Pricing and Risk in Your Loan Portfolio

    • Monitoring risk in your existing loan portfolio as the economy weakens
    • Hedging in your loan portfolio
    • Evaluating the risk/reward trade-off of entering other asset classes to chase growth
    • Pricing best practices as we transition away from Libor. What benchmarks do you use?
  • 12:30 p.m.

    Top Community Bank Awards

    • Each year, S&P Global Market Intelligence ranks the top community banks in two categories,: banks $3B - $10B in assets and banks less than $3B in assets. At the Conference, we will recognize and celebrate those banks that make the prestigious annual ranking for 2019.
  • 12:45 p.m.

    Luncheon

  • 1:45 p.m.

    Finding Fees: How to Boost Profitability Outside of Spread

    • In an environment where spread income is limited, bankers must evaluate how they can improve profitability with fees. Is now the time to ramp up SBA lending or launch a mortgage business? Is hedge fee income a viable option? How do you evaluate the trade-off between increased revenue and potential negative reactions from your customers?
  • 2:15 p.m.

    Keynote: Built on Values: Creating an Enviable Culture That Outperforms the Competition

    Ann Rhoades, Founding Executive Vice President of People, JetBlue Airways; President, People Ink and Best-Selling Author

  • 3:00 p.m.

    Networking Break

  • 3:30 p.m.

    Building the Bench: How to Attract Mid-Level Talent to the Banking Industry

    • Reconsidering strategy to attract talent to your bank
    • Finding the best pools for mid-level and experienced talent
    • Working to tap talent outside the banking industry
  • 4:15 p.m.

    Fireside Chat: Rethinking Your Technology Strategy

    Moderator: Jason Henrichs, Managing Director, Fintech Forge

    • Bankers have a tendency to become enamored with the latest “shiny penny” when it comes to technological solutions. One reason many banks struggle to implement these solutions or to achieve their ROI afterward is they are approaching the situation from the wrong direction. Before implementing new technologies, bank executives should start with a strategy, a conversation about their customers and what they are trying to accomplish. Legacy core providers can be the biggest limiters to strategy, but “rip and replace” isn’t a viable option for most community banks. What are some of the challenges to an effective tech strategy for community banks today? What trade-offs do you need to assess? What can you start doing today with your existing platforms to evolve to better serve your customers? How can banks use technology to enhance their differentiation? What template works best with regulators, a bank’s board, and risk-averse employees to rapidly iterate in a sandbox so the tail does not wag the dog?
  • 5:00 p.m.

    Cocktail Reception

• Day 3:
  • 7:30 a.m.

    Continental Breakfast

  • 8:00 a.m.

    Small Group Facilitated Breakout Sessions

    • Bankers will be split into groups for an opportunity to discuss tactical and practical strategies with their peers. Sessions will be faciliated by our Advisory Board members, and topics will be communicated closer to the Conference.
  • 9:00 a.m.

    Fireside Chat: Core Providers and the Future

    Moderator: Jason Henrichs, Managing Director, Fintech Forge

    • Bankers often complain that legacy core providers don’t give them the flexibility to adopt new technological solutions that will help them serve their customers. Core “disruptors” Neocova and Finastra are challenging legacy core providers and offering a new approach to core banking. Join us as we chat about where the core banking world is headed.
  • 9:45 a.m.

    Refreshment Break

  • 10:00 a.m.

    Small Group Breakout Session Reports

    • Advisory Board members will recap their small group breakout session discussions, sharing key takeaways with the entire group.
  • 10:15 a.m.

    Refining your Data Strategy for Profit

    • Having a solid data strategy to inform strategic decisions is only going to become more important for banks; this is not a trend that’s going away. But the important question is: What do you do with the data that you have? Data is only valuable if it results in profit. In this session, we will look at several practical examples of how banks can turn data into revenue and how that can drive strategy.
  • 11:00 a.m.

    Views from the Trenches: Investors’ Views of the Industry Today and Outlook for Tomorrow

    • Assessing at current valuations in the industry and how this should inform banks’ strategic plans
    • Driving value in the near term and preparing for the next credit cycle
    • Discovering how bank management teams can evaluate trade-offs and strategy from investors’ point of view
    • Loooking through the crystal ball: What does the future hold?
  • 11:45 a.m.

    Conference Concludes, Buffet Lunch