gather-bringing-community-bankers-together-for-an-essential-industry-conversation Market Intelligence /marketintelligence/en/pages/gather-bringing-community-bankers-together-for-an-essential-industry-conversation content esgSubNav
Discover more about S&P Global’s offerings

On-Demand

GATHER 2021

Illuminating insights in community banking

    SUMMARY

  • An essential industry conversation

    On May 19, we welcomed community bankers from across the country into our virtual environment to discuss current trends in community banking, the immensely important role that community banks play in serving and supporting their communities, as well as the need to quickly adapt to the needs of their customers and workforce through technology.

    Throughout our sessions it was clear that the challenges brought by the pandemic highlighted the important role that community banks play in serving and supporting their communities.

    In our first panel, Nathan Stovall, Principal Analyst, S&P Global Market Intelligence, led a discussion about how banks have shifted their approach to strategic planning and how measures of success have changed in an environment buried in excess liquidity.

    Next, Patti Husic, CEO, Centric Bank explained Centric Bank's recent technology developments and investment in a fund to look at fintech start-ups, as well as how the bank has served the Harrisburg community throughout the last year.

    In our final main session of the day, Nathan Stovall was back with Jonah Marcus, Portfolio Manager, Endeavour Capital Advisors and Gary Svec, Managing Director, Performance Trust Capital Partners to cover trends in banks that have outperformed their peers throughout the last year and how banks should evaluate their liquidity position as they wait for loan demand to return.

    Replays of all sessions from this event are now available. Register today for only $49 to experience this on-demand event.

    Fee: $49

     

Watch Now

  • 2020 Top Community Bank & Credit Unions Ranking Released

    S&P Global Market Intelligence recently announce our exclusive ranking of top-performing community banks and credit unions in the U.S. in 2020. After a challenging year, we recognize the many accomplishments of financial institutions across the U.S. during these difficult times and congratulate this year's winners.

    Close
    SPEAKERS

  • Featured Speakers

    Hear from top executives, investors and advisors as they discuss current trends in the community banking industry. Check back for new speaker announcements.

    Full Speaker List

  • Patricia A. Husic, President & CEO, Centric Financial Corporation

  • Jeff Weaver, President & CEO, American Bank

  • Jayson Callies, Chief Technology Officer, Seattle Bank

  • Trey Maust, Executive Chairman, Lewis & Clark Bank

  • Jim Ryan, Chairman & CEO, Old National Bancorp

Watch Now

  • Street Talk Episode 75: As ESG gains currency, banks need long-term focus

    Banks should not fall victim to focusing on short-term results and should instead work to deliver long-term shareholder value, particularly in a world increasingly focused on ESG, according to a veteran of the investment community. In the episode, Fred Cannon, the former director of research and head of equity strategy at KBW, who will soon join the FASB, shares his views on bank stocks, how bankers should talk to investors and the threat from fintech.

    Close
    AGENDA

  • 2021 Agenda

    •   May 19, 2021 - All time Eastern
      • 9:30 am

        Coffee & Conversation

        Sign up for 1 on 1 meetings with our sponsors and S&P Global Market Intelligence product specialists and receive a complimentary deluxe coffee gift box.

        • 10:20 am

          Sponsor Highlights

           

          • 10:30 am

            Welcome Remarks

             

            • 10:35 am – 11:15 am

              Part 1

              G — Goals: Strategy, vision, purpose

              • How should banks’ strategic plans change as a result of the pandemic?
              • What should banks’ top five goals be for 2021?

              A — Analysis: Measuring success in the current environment

              • Current community bank performance trends.
              • How banks should measure themselves in the current environment, and what does success look like going forward?
              • Outliers who are outperforming: What are they doing to achieve outperformance?
              • How do community banks modernize and maintain relevance going forward?
                • Jeff Weaver, President & CEO, American Bank
                • Jeff Marsico, President, The Kafafian Group
                • Nathan Stovall, Principal Analyst, S&P Global Market Intelligence
            •  

              (10-min break)

              • 11:25 am – 12:15 pm

                Part 2

                T — Technology: How technology has changed how banks interact with their workforce and customers in a virtual world

                • How COVID-19 has changed banks’ perspective, strategy and timing on technology initiatives.
                • Where is technology gaining sustained momentum in everyday client attraction and retention? What does this mean for the future of the branch?
                • What opportunities does remote working present for the future? Is it here to stay?
                • How do you instill your company’s culture when your workforce is largely remote?

                H — Heart: Serving your community in troubling times

                • How has COVID-19 allowed community banks to assume a position of strength in serving their communities?
                • How can community banks continue to help their customers weather the current economic storm?
                • What strategies should banks employ to support underserved areas and markets, particularly as a result of the pandemic?
                  • T.W. Shannon, CEO, Chicasaw Community Bank
                  • Patti Husic, CEO, Centric Bank
                  • Zach Fox, Senior Editor, S&P Global Market Intelligence
              • 12:15 pm

                Lunch Break

                Visit with our sponsors!

                • 12:45 pm

                  Part 3

                  E — Earnings: Ways to improve performance today

                  • How can banks grow earnings consistently in a low interest rate environment?
                  • What balance sheet best practices should banks employ today?
                  • How can banks address excess liquidity issues?
                  • What is the outlook for credit quality?

                  R — Results: Achieving your desired strategy, vision and purpose

                  • What lessons can be learned from banks who have navigated the last 12 months well?
                  • How can banks find ways to make their existing businesses better?
                  • Outlook for M&A: Is this the best option to achieve your long-term strategy?
                    • Jonah Marcus, Portfolio Manager, Endeavour Capital Advisors
                    • Gary Svec, Managing Director, Performance Trust Capital Partners
                    • Nathan Stovall, Principal Research Analyst, S&P Global Market Intelligence
                • 1:45 pm – 2:30 pm

                  Peer breakouts: Sessions #1-3 designed for community banks only.

                  Session #1: Technology and Innovation

                  We will discuss topics such as:

                  1. How are banks embracing and executing on innovation?
                  2. How can banks leverage technology partnerships to broaden their reach to deliver financial services to the marketplace, strengthen their position within their own physical geographic footprint and/or create a more efficient back office infrastructure?
                  3. How should banks be rethinking branch strategies? Should the branch be considered an extension of your digital presence?
                  4. If you aren’t as far along on your digital roadmap much as you’d like, what are your roadblocks?
                    • Jason Henrichs, CEO, Alloy Labs Alliance
                    • Jayson Callies, Chief Technology Officer, Seattle Bank
                    • Trey Maust, Executive Chairman, Lewis & Clark Bank

                  Session #2: The Future of Salesforce Management

                  We will discuss topics such as:

                  1. How has the COVID-19 pandemic changed your sales strategies and what changes are here to stay?
                  2. What obstacles and opportunities do banks face with having a remote salesforce?
                  3. How can your sales teams blend virtual sales tactics with in-person meetings to drive revenue?
                  4. Should banks reopen their sales offices before other employees return to work and if so, when?
                  5. What information does your sales team need to optimize growth in a slow-growth environment?
                    • Jack Hubbard, Chairman & Chief Experience Officer, St. Meyer & Hubbard

                  Session #3: Moving ESG Initiatives Forward

                  We will discuss topics such as:

                  1. Why is ESG important for community banks?
                  2. What are the keys to building an effective ESG policy?
                  3. How can banks accomplish an effective and diverse board?
                  4. Should banks start providing statistical disclosure about the kinds of companies they bank and what the bank does to ensure they are lending in a socially responsible way?
                  5. What ESG initiatives has your bank started?
                    • Lindsey Hall, head of ESG Thought Leadership, S&P Global Market Intelligence
                    • Jennifer Docherty, Managing Director, Assistant General Counsel, Financial Services Group, Piper Sandler; Co-Founder and CEO, Bank on Women
                    • Jim Ryan, Chairman & CEO, Old National Bancorp

                  Session #4: Projections for Community Bank Performance

                  Nathan will lead the group through his proprietary community bank projections, followed by a live Q&A.

                  • Nathan Stovall, Principal Analyst, S&P Global Market Intelligence
                • 2:45 pm

                  Visit with our sponsors!

                   

              Watch Now

              • US digital lender originations expected to rebound strongly after painful 2020

                S&P Global Market Intelligence expects U.S. digital lender origination volumes to jump more than 20% per year over the next few years as the companies that weathered the initial shock of COVID-19 begin competing again for market share.

                Close
                  Sponsors

              • Performance Trust

              • Vertical IQ

              • MountainView Risk & Analytics

              • CEIS Review Inc.

              • Street Talk Podcast: Episode 74: Investor sees legs in strong credit performance, US bank stock rally

                Bank stocks have surged in recent months as the outlook for credit quality and the broader economy has improved, but community bank valuations might have even more room to run, according to one investor. The SNL U.S. Bank & Thrift Index is up nearly 90% from March 2020 lows and more than 45% since news of an effective COVID-19 vaccine surfaced.

                Close
                  FAQs

              • Frequently Asked Questions

              Watch Now

              • Reserve your spot at this virtual conference

              • Need help registering or have more questions?