Main Session – High Performance Idea Exchange

Facilitated by Neil Stanley, CEO & Founder, The CorePoint

The High Performance Idea Exchange provides CEOs with a unique opportunity to discover best practices and to learn from the bankers who are implementing these ideas. Attendees will share their innovative thoughts and ideas in a…

Main Session- Managing the Balance Sheet in Uncertain Times

Facilitated by Dale Sheller, Associate Partner, The Baker Group

It has been nearly two years since the Federal Reserve started their most aggressive tightening campaign since the early 1980s. The interest rate movements have been both quick and great in magnitude. Banks saw their margins expand in 2022 and then start to contract in 2023 as balance sheets eventually felt the full impacts of the rapid rate movements …

Main Session – You Got What It Takes.  Use It.

Facilitated by Jim Pannos, President & Founder, Pannos Marketing Group

With over 4,500 community banks and over 27,000 branches in the United States alone, as a leader, keeping your FI relevant is a daily challenge.  As a community banker, your heart and mind are certainly in the right place. Today’s financial market and the unpredicted shifts in the economy mean winning the battle, might just require using your strengths differently …

Breakout Session –  Industry and Bank Pricing Trends

Facilitated by John Adams Principal & Head of Investment Banking, Sheshunoff & Co Investment Banking

The banking industry continues to deal with deposit cost pressure but as interest rates stabilize and possibly fall in 2024, net interest margin expansion is a possibility.  This could lead to a rebound in bank stocks and bank M&A prices, as well as increased deal volume, reversing the trends seen in 2023 which began with the bank failures in March …

Breakout Session –  Do You Have a Depth Chart You Believe In

Facilitated by Scott Petty and Dr. Julie Bell, Chartwell Partners

With CEO retirement and talent volatility at an all-time high, is your bank proactively seeking leaders with the abilities required for long-term success? In this session, we discuss key skill sets needed in the C-Suite to ensure a high performing culture and creating bench strength. This session will include …

General Session – Economic Update

Facilitated by Dr. Ed Seifried

As the calendar rolls into 2024, the US economy continues to baffle experts.  The Fed is now into the second year of its battle against inflation which began in the spring of 2022.  The FOMC has implemented one of its most powerful anti-inflationary policy regimes in decades.  The fed policy rate currently stands at its highest level in over 20 some years …