Thursday, August 4th
10:40 – 11:15 a.m. | Session 1
How Can a Bank Implement a Successful Succession Plan, Winthrop & Weinstine
Winthrop & Weinstine, P.A. will lead the discussion around setting goals regarding succession planning. Step one: identify the purpose – officer recruitment, retirement, liquidity, general estate planning, lack of successors, etc. Step two: think about the ideal timeline and considerations that go into accomplishing the goal. Step three: determine the steps necessary to accomplish the goal within the intended timeline, including legal documentation and regulatory requirements. Attendees will walk away with an understanding of different key options available with respect to succession planning and the legal and regulatory steps associated with the different options.
The New Brain Science to Reduce Stress at Work, HealthPartners and Armbruster Employee Benefits
Tumultuous times can test a leader’s stamina and performance. Leaders in many industries right now are particularly strained having leaned in for much of the past two years to navigate operational, regulatory, security, and other variables at a faster pace of change than previously experienced. This workshop will address emerging brain science of how stress manifests and can be managed and prevented through a variety of practices. Participants will leave not only better equipped to face future challenges but also able to coach people on their team, thereby improving overall culture and performance.
Maximizing ALCO Performance, ICBA Securities
ALCO’s play a critical role in the operating results of a financial institution. A good ALCO utilizes robust IRR modeling results, rate/economic expectations, and competitive information. However, a great ALCO goes a step further and becomes a resource management committee – directing bank product, pricing and risk management decisions to their most efficient uses. They consider current business opportunities, and evaluate ways to move forward using the most efficient/profitable solutions. We will discuss specific ideas top performing ALCO’s use to make decisions, drive performance and measure results.
1:15 – 1:50 p.m. | Session 2
M&A in a Post-Pandemic Environment, CLA
M&A activity is back with a flurry. This session will cover the current state of the market and what we’ve learned from various transactions as we come out of the COVID-19 Pandemic. With the M&A activity back in full swing, this session will take a deeper dive into the current market of bank M&A activity over the last 24 months. In addition, this session will cover tips in how to strategically evaluate targets for your institution, financial considerations and modeling when considering an acquisition, due diligence tips and tricks, and the do’s and don’ts of integration after an acquisition.
Hot Topics in Compliance, Wipfli LLP
Complying with rapidly evolving regulations requires perseverance plus significant commitments of time and resources. The landscape that has emerged will continue to present challenges for years to come. This presentation examines changes to various laws and regulations and covers numerous hot topics. At the same time, you cannot lose sight of the pitfalls and troublesome areas of regulations that haven’t changed. You will be provided with practical solutions to help deal with those matters as well.
Cybersecurity: Three Things Your Bank Should be Implementing Now, Ironcore
Cyberattack growth accelerates every year impacting the technology needs placed on banks to stay compliant and secure. However, with attacks growing so rapidly, banks need to ensure their technology landscape not only fully addresses the requirements of today, but is able to withstand the demands of the future. In this presentation we discuss three things your bank should be implementing today for proactive cybersecurity.
Friday, August 5th
10:55 – 11:30 a.m. | Session 3
Recruiting and Retention in a New Work World, Abdo
Change is inevitable but the events of 2020 and 2021 have both accelerated and upended how employees, both current and prospective, see the workplace and what they expect from their employers. Join us to discuss what has changed, where we're at today, and what employers can do to ensure they have the staff and talent to meet the needs of tomorrow.
Engaging Your Employees' Networks to Drive Referrals on Social Media, North American Banking Company
In this session, we’ll explore the impact of employee engagement on LinkedIn and how it can create referral opportunities for your bank. We’ll focus on increasing the reach of your posts by leveraging engaged employee networks so that your bank can remain top of mind for the moment when a satisfied customer is in a position to refer someone in their network to your bank.
ThinkTECH All-Star Demonstrations
Join the All-Stars to learn more on what products and services they offer.
+ Accrue by Core10 enables digital transformation for community banks, with digital lending, digital account opening for consumers and businesses, as well as integration-as-a-service for cores and other fintechs.
+ Beauceron Security reduces risk for organizations by moving individuals and teams from cybersecurity awareness into demonstrated behavior change.
+ Chimney is re-imaging financial guidance for the digital age. Chimney helps people make smarter financial decisions and get connected with the right products online, directly from their banks.
+ KlariVis provides an easy-to-understand picture of a community bank’s daily business to for more informed decision making.. The system helps declutter data to boost productivity, performance, and profitability.
+ Lemonade LXP is a digital adoption and learning experience platform that helps financial institutions and fintechs drive digital adoption, fluency and transformation.