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 – What’s Debt Got To Do With It?  Driving Performance Through Debt Cycles

Facilitated by Omar Hinojosa and Will Craycraft, CFA, CPA , HUB | Taylor Advisors

Love it or hate it debt cycles drive balance sheet management so what separates high performing from low performing banks? It’s all about the Net Interest Margin! The median community bank’s dependence on net interest income to drive total income is 89% and re-imagining your ALCO process to promote creative ideas from your team will lead to outperformance …

Main Session – AI in Banking: Harnessing Innovation While Mitigating Risk

Facilitated by Marco Maggio, VP U.S. IT Services Sales, Michael J. Postorino, National Practice Director, Finance and David Mauro, National Business Development Director, Finance Practice, All Covered

This session will explore the dual nature of Artificial Intelligence (AI) in the banking sector. While AI offers tremendous potential for efficiency, security, and innovation, it also presents significant threats that banks need to be aware of.   It will include a discussion on the future of AI in banking, emphasizing the need for ongoing collaboration between banks, technology providers, and regulators. …

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 maintains hope that interest rates have stabilized and will possibly fall in late 2024, which could result in net interest margin expansion.  This could lead to a long-awaited rebound in bank stocks and bank M&A prices …

Breakout Session – High Performance Benchmarking in Banking

Facilitated by Nick Lane, Cornerstone Advisors

As we are on the tail-end of the most aggressive rate tightening cycle in decades, community banks continue to be challenged with high cost of funds, low deposit growth, pressure on noninterest income streams such as interchange and NSF/OD income, unlocking hidden opportunities in revenues, expenses, and staffing has never been this critical. In this session …

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 …