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 – Boosting NII & NIM in 2025: A Smarter Approach
Facilitated by Gabe Krajicek and Chris Cohen, Kasasa
Join us for an interactive workshop where we tackle two of the most pressing challenges
facing financial institutions in 2025: growing non-interest income (NII) and expanding
net interest margin (NIM) — without the usual trade-offs. Increasing NII can be as simple as adding fees to accounts, but doing so without eroding customer satisfaction …
Main Session – Unlocking the Secrets of High-Performing Community Banks
Facilitated by Mikelle Brady and Mike Holt, Profit Resources Incorporated
Discover the essential qualities that define high-performing community banks and the strategic approaches that drive their success. In this session, PRI will unveil the attributes of consistently top-performing banks, from visionary leadership to execution on the most important details. You will gain insights into how to align your organization’s strategic objectives …
Breakout Session – Industry and Bank Pricing Trends
Facilitated by John Adams Principal & Head of Investment Banking, Sheshunoff & Co Investment Banking
The banking industry confronts an uncertain year with regards to interest rates and possible regulatory changes post-election. Net interest margin expansion will be paramount as banks work to decrease their deposit costs. A long-awaited rebound in bank stocks in late 2024 lost steam in early 2025 but could still lead to improved bank M&A prices, as well as increased deal volume …
Breakout Session – The Ever-Changing World of Junk Fees – NSFs, Overdrafts and More!
Facilitated by Tracy Bush and Kathy Enbom, Wipfli LLP
As Banks struggle to respond to the regulators growing list of junk fees, this session will assist in navigating this new world. From overdraft fees, non-sufficient funds fees to late fees, this session will discuss the types of fees the CFPB has considered as junk fees, why certain charges are considered junk fees, and ways to review your fee schedule for other fees that may put you at risk. This session will cover where we are as well as where we’re headed in this new world of junk fees.
General Session – Economic Update For 2025
Facilitated by Dr. Ed Seifried
The US economy grew by 1.9% and 2.5% in 2022 and 2023 respectively. The growth continued in 2024 with the most recent third quarter GDP growth rate of 2.8%. Under normal circumstances these growth rates do not seem exceptional, however when one considers that this growth was obtained while the Federal Reserve’s battle against inflation, with its extremely high rates was underway, the growth in the economy seems remarkable. …