Main Session – High Performance Idea Exchange

Facilitated by John E. Tranter, Managing Partner, JETstream Capital, LLC

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 – Upside Down Thinking on Efficiency: Changing Priorities to Drive Results

Facilitated by Sean C. Payant, Ph.D., Chief Consulting Officer, Haberfeld

Financial institution executives spend considerable time thinking about strategies to improve efficiency in order to improve overall profitability. Often, this includes a focus on expense reductions. Once a financial institution can no longer materially improve…

Main Session – Leading Your Bank by Leveraging Technology:  Placing the Right Bets on Tech, Payments, and Cybersecurity

Facilitated by Jimmy Sawyers, Chairman & Co-Founder, Sawyers & Jacobs, LLC

“I’m not a tech person, but…” is an introductory phrase that every bank CEO should stop using now. Leading a bank doesn’t require a computer science degree, nor does it require one person to have all the answers regarding technology. However, leadership does require…

Breakout Session – Balance Sheet Optimization: Driving Bank Performance

Facilitated by Todd Taylor, Founder & President, Taylor Advisors, Inc.

In 2019, banks nationally were 87% dependent on net interest income.  With the lion’s share of earnings coming from Net Interest Margin (NIM), implementing a disciplined approach around NIM management to capitalize on opportunities and avoid mistakes will make the difference…

Breakout Session – Capital Markets and M&A Update

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

The pandemic brought many changes to our economic landscape and has altered the path forward for many community banks.  Banks of all sizes and types across the country are reevaluating their strategic options as they assess the changes…

General Session – Economic Update

Facilitated by Dr. Ed Seifried, Chairman, Seifried & Brew West

The current economic decline, precipitated by the lockdowns designed to slow the spread of the COVID-19 pandemic, has had a scope and velocity unlike any other downturn in recent history. The 1st quarter GDP of 2020 fell by 4.8%, and predictions…