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 roundtable format. In addition, we will utilize pre-meeting attendee survey results to focus on the topics of greatest interest to all. This session will: Encourage the free exchange of ideas among bankers …
Main Session – Navigating the Evolving Landscape of Fraud, Scams and Data Breach
Facilitated by Erin Illman, Bradley (CEO Pebble Beach and CEO Jackson Hole meetings)
Nefarious activity by malicious actors has been a threat to financial institutions for decades. Yet, financial crime continues to plague institutions, and criminal intrusions such as data breaches have increased dramatically, despite a concerted effort to address fraud. Combating these attacks requires the coordination and cooperation of various business units, teams, and outside advisors …
Main Session – Navigating Bank Secrecy Act (BSA) and Financial Crime Risk, Compliance, and Enforcement”
Facilitated by Jack Harrington, Bradley (CEO Naples and CEO Frisco meetings)
s the financial crime landscape evolves, banks must stay ahead of shifting regulatory expectations, enforcement priorities, and emerging threats. Whether it is the Trump Administration’s designation of Mexican cartels as foreign terrorist organizations, or the expansion of economic sanctions, foreign policy and national security priorities are driving bank compliance burdens and risk. Meanwhile …
Main Session – Compensation Trends in Community Banking
Facilitated by Robert Flowers, Bradley
This session focuses on a variety of compensation trends we are seeing in community banking, such as equity-based compensation, incentive-based compensation, and golden handcuff payments. We will also discuss the growing trend of including restrictive covenants in compensation arrangements – are they enforceable, what is common, and are they useful …
Main Session – Optimizing Business Outcomes: Real World Use Cases for AI and Strategic Advantages in Contract Negotiations and Vendor Management
Facilitated by Nick Lane and Onker Basu, Cornerstone Advisors
Many executives struggle to understand what AI could be used for. And others may be using AI and not realize it. The first half of this session will explore real-world use cases of AI in community banking. Technology and Processing costs are a bank’s second highest noninterest spend behind people. The second half of this session will discuss contract negotiation …
Breakout Session – Industry and Bank Pricing Trends
Facilitated by John Adams Principal & Head of Investment Banking, Sheshunoff & Co Investment Banking
Deposit costs appear to have peaked and net interest margins are expanding modestly, but economic uncertainty is turning the spotlight toward asset quality. A long-awaited rebound in bank stocks in late 2024 ran up against tariff volatility in 2025 but could still lead to improved bank M&A prices, as well as increased deal volume, reversing the M&A trends seen since 2023 …
Breakout Session – Charting the Future: A Blueprint for Successful CEO and C-Suite Succession
Facilitated by Scott Petty and Julie Bell, Chartwell Partners
Succession planning isn’t just about filling roles—it’s about securing the future. Join us for a strategic, forward-looking conversation on building a sustainable pipeline for your bank’s C-Suite leadership. In this session, we’ll explore how to proactively prepare for executive transitions, minimize disruption, and maintain continuity at the top. You’ll walk away with a practical, actionable blueprint designed to ensure a seamless leadership handoff and long-term organizational resilience.
General Session – Economic Update
Facilitated by Dr. Ed Seifried
It now appears that the Trump administration has completed a U-turn on its highly controversial tariff initiative. The market reaction to the almost daily tariff announcements were unmistakably negative. The markets suffered their worst declines in decades. As the tariffs were suspended or removed, the markets regained most of the lost ground. But, market chaos was not the only casualty of the tariff episode …