Page 9 - 2018 Convention Program

UN-PRECEDENTED

Large Bank Best Practices that Community Banks Can Implement Today
LEARNING Brian Mischel, Partner, BKD, LLP, Cincinnati, OH
While the strength of community banks is their local presence and engagement, large banks
often have greater financial and human resources to address pressing challenges. Though
there are fundamental differences in how they operate, there are also great insights to be
Directors Workshop gleaned from how big banks approach strategies and issues. This session explores why
Tuesday, June 19, 3-5 PM community banks should consider incorporating some big bank philosophies including risk
management-related practices, financial-related practices, innovation-related practices and
Next-Generation Loyalty: Changing the Customer Engagement Paradigm people-related practices.
Tom Snyder, Executive Vice President, Buzz Points, Austin, TX
A new era for loyalty in financial services means consumers judge products and services not Concurrent Breakout Sessions
only against other companies in that sector but also against the best customer service they
have experienced in any industry. Against this backdrop, customers have become increasingly Thursday, June 21, 11:15 AM – 12 PM
numb to traditional forms of loyalty. They now expect Relevance, Immediacy, and Instant Access Turning Loan Applications into Journeys
to the benefits of being a customer. Learn the latest tips and techniques to successfully address William Leveson-Gower, COO, Valuescape Analytics Inc., San Diego, CA
today’s changing customer engagement paradigm. With 70% of all adult Americans using Facebook and 53% of all Millennials most likely to share
content on Facebook, 40% or more of new retail banking revenue will be attributed to social
Islands of Profitability that Create Success media in the next five years. In fact, 86% of all closed mortgage loans last year came from
Charles McQueen, President & CEO, McQueen Financial Advisors, Clawson, MI Millennials and research indicates more are planning to purchase a new home in 2018. The
Join us as we navigate the islands of the Great Lakes and stop on each of the winners will be the lenders who migrate to managing nearly all interactions online and mobile,
five most influential profitability destinations: with social media becoming the preferred channel of interaction for clients. This session
Island 1 - Deposit structure and generation focuses on how to close the social media gap between lenders and consumers by providing
Island 2 - Loan portfolio structure and concentrations a mobile customer-centric journey for loan application generation and market outreach;
Island 3 - Investment portfolio structure and concentrations helping lenders to target, acquire, onboard and engage with the generation of mobile users.
Island 4 - CECL preparation
Island 5 - Overall balance sheet management and long term strategic actions Catching the New Wave of Leadership
Mark Angott, President, Angott Search Group, Rochester, MI
Concurrent Breakout Sessions Attracting candidates to your organization, let alone retaining the next generation of leaders,
Wednesday, June 20, 11:15 AM – 12 PM can be a challenge. The key is bridging the generational gaps for an open dialogue on
creative ideas among all levels of employees. This session focuses on key timing methods and
Bankruption how to fully understand a variety of candidate needs to help get the right person on board.
John Waupsh, CIO, Kasasa, Austin, TX Real-life examples and solutions to these tough issues will be shared as well as strategies for
Profound changes to the community banking model are forcing retail bank executives to tapping into social media when recruiting Millennials.
re-examine their approach to consumer engagement. Waupsh, author of Bankruption,
shares the aspects of banking that have changed, and how progressive community banks Bust your Brain-block about Blockchain
are successfully adapting to this shift. Discover quick, practical and long-term strategic Dave Schroepfer and Girish Ramachandra, Partner and Senior Manager,
moves that will set up your community bank for decades of success to come. Wipfli, LLP, Westchester, IL
Blockchain technology is exploding quickly and already a significant part of the global,
Cybersanity While Watching for Sick Birds national and local financial sectors. Soon community banks will be faced with choices on
Dan Hadaway CISA CISM CRISC, Managing Partner, infotex, Lafayette, IN whether to, or more importantly, how to implement this technology. This session is designed
Wouldn’t it be insane to put a canary in a coal mine, and then ignore it? With the canary metaphor, to introduce community bank leaders to the Blockchain and how it affects banks, as well as
this light-hearted presentation uses the insane practices employed in past data breaches as teachable to explore the basics of Cryptocurrencies.
moments, highlighting the role that management and the board should play in Cybersecurity to avoid
the insanity we have seen in breach responses such as Target or Equifax. Unconventional Ownership – Leveraging Mutuality in a Stock-Oriented Environment
Kip Weissman, Partner, Luse Gorman, PC, Washington, DC
Building a People Strategy - If your people are your competitive There are distinct attributes of mutual ownership which can both enhance and inhibit a
advantage, then what is your people strategy? mutual institution’s ability to compete in today’s marketplace. This interactive discussion will
Louis Rabaut, Partner, Warner Norcross & Judd, Grand Rapids, MI center on leveraging mutual ownership structures to achieve business objectives in lending,
A recent Watson Wyatt Human Capital Index study reports that a successful people strategy is deposit taking, marketing, community relations and employee retention.
linked to market value and is a leading indicator of increased shareholder value. And while many
banks believe their competitive advantage is their people, they often can’t articulate what that
means. This session not only defines a People Strategy and its components, but also looks at how
to align the People Strategy with your business strategy; how to identify key performance positions
from key performance indicators; how to differentiate elements of the People Strategy for different
positions within the organization; and how to assess your talent with the right metrics.