Education & Events
Annual Conference - Concurrent Sessions
Continuing Education (Illinois Licenses)
Illinois licensed attorneys will earn 4.00 hours of MCLE credit for attending CLE designated sessions. Public accountants will earn up to 5.00 hours of continuing professional education (CPE) credit for attending concurrent sessions and the Banking Innovations panel.
Monday, June 13
9:30 a.m. - 10:30 a.m.
The Regulators’ Perspective: Navigating the Supervisory Landscape
Moderator: Bruce Jay Baker, Executive Vice President and General Counsel, IBA
Richard C. Brunskill, Assistant Vice President, Supervision and Regulation, FRB Chicago; Kerri A. Doll, Acting Director, Division of Banking, IDFPR; M. Anthony Lowe, Regional Director, FDIC; Orlando Orellano, Assistant Regional Director, Midwest Region, CFPB; and Blake Paulson, Deputy Comptroller, Central District, OCC
Anticipating, planning for and complying with evolving regulations and supervisory expectations require significant commitments of time, resources and perseverance from senior management and their directors. A distinguished panel of senior regulators will cover a range of the latest supervisory developments affecting the industry today, with an emphasis on emerging enforcement issues and trends, plus how they see banks reshaping themselves and restructuring their businesses to adapt to new market and regulatory realities.
Succession for Your Bank’s Success
Cheryl Thomas, Director, Strategic Advisory Services, Wipfli LLP
The changing workforce and aging baby boomers are realities leading more financial institutions to seek help in understanding who on their staff is able and willing to fill key roles over the next five years. In addition to key leadership roles, board succession is a growing challenge. Succession planning is not a new concept, yet many struggle with having a robust approach that results in the right people at the right time. Succession management includes a focus on positions critical to an organization’s strategic plan as well as a focus on employees and their development. This session identifies practical approaches and tools to guide effective succession planning.
Tuesday, June 14
11:00 a.m. - 12:00 p.m.
Executive Briefing on Current Issues and Opportunities for Banks
John Freechack, Rob Fleetwood and John Geiringer, Partners, Barack Ferrazzano Financial Institutions Group
Creativity and perseverance are getting tough deals done. Meanwhile, dealings with regulators have taken some interesting turns, and some corporate governance programs can actually add value to your institution. This session features an executive briefing on current legal and regulatory issues and trends affecting financial institutions. The focus will be on practical suggestions and best practices taken from longtime experience in representing a large and diverse banking practice.
ALCO’s Opportunity to Enhance Performance via Pricing
Neil Stanley, Founder and CEO, The CorePoint
Enhance your balance sheet management through best practices that have been proven over decades. Uncover hidden pockets of opportunity that can be easily implemented and provide tangible results. The session shows how to develop effective ALCO level pricing collaboration. Founded on principles of marginal pricing optimization, the system develops ALCO guidance for adjusting price aggressiveness based on the unique position of the balance sheet liquidity and the income statement profitability.
Keeping Your Risk Management Approach Current
Chris Kornatowski, Managing Director-ALM Consulting, Raymond James & Associates
Recent regulatory advisories are changing the way institutions approach balance sheet risk management. Simple maturity gap analysis of assets and liabilities is no longer sufficient as institutions are expected to understand the interrelated impacts of interest rate, liquidity and capital risks. This presentation discusses emerging regulatory issues, modernizing risk policies, developing relevant risk limits, and effective analysis and reporting to meet both regulatory requirements and to support strategic risk management decisions.
Practical Approaches to Improving Branch Performance
Timothy Reimink, Director, Crowe Horwath LLP
Changing customer preferences, technologies, channels and competition are pulling customers away from branches, leading to the key question of what to do with the significant investment of resources in those locations. This session asserts why branches are still relevant, what some banks are doing to effectively transform their branches, how branches fit in a multi-channel world, and several ways key metrics can be used to understand and drive performance.
Tuesday, June 14
2:15 p.m. - 3:15 p.m.
Banking in 2020
Donald J. Musso, President and CEO, FinPro, Inc.
Banking is experiencing wholesale change. From a demographic shift toward Millennials, to digital banking replacing brick and mortar, to focusing on customer segments over products, bankers need to re-think their approach to banking. To avoid becoming obsolete, like Blockbuster video, bankers need to plan for the future by embracing change if they expect to build value for their shareholders. This session focuses on emerging issues that bankers need to be prepared for to capitalize on the coming change.
Community Bank Performance and Value Trends
John Adams, Managing Director of M&A, Sheshunoff & Co. Investment Banking
This presentation offers a data-rich review of topics, including performance trends of regional banks compared to community banks, impact of the shrinking number of banks and publicly-traded bank valuations with a focus on Illinois banks. It also will cover the rationale and limitations of bank acquirers, the dramatic performance/valuation differences of banks with varying levels of loans to deposits and recent local and national merger activity and prices, while sharing the current and future implications for community bank performance and value.
What’s Your Regulatory Risk Score? It’s Time to Find Out!
Bart Smith, Managing Director, Performance Trust Capital Partners, LLC
In today’s regulatory climate, management must be able to fully understand and articulate its enterprise-wide risk positions on an ongoing basis. When they can’t, the regulators and others will attempt to force risk curtailment, which weakens performance and ultimately undermines enterprise value. This session provides detailed insights on how the regulators assess risk beyond the basic CAMELS ratings. Using a single score, participants will be shown how to analyze and defend their overall risk positions and how to take advantage of profitable opportunities without the risk of regulatory drag.
Almost Naked Leadership: Replacing Insecurity with Authenticity
Tim Jipping, CPA, CGMA, Associate, Plante Moran
With roughly 7 out of 10 people in the U.S. workforce considered disengaged in their jobs, it’s no wonder productivity levels are not where they could be. And with an increasingly competitive business landscape, organizations are grasping for any advantage they can find in order to maintain an edge – or at least they should be. Strong leadership that can maintain a culture of positivity, optimism and security will reap an environment of improved engagement.
Wednesday, June 15
9:00 a.m. - 10:00 a.m.
Asset/Liability Management Hot Topics
Joel Updegraff, Managing Director-ALM, SunTrust Robinson Humphrey
This presentation evaluates key industry trends, tips and best practices for risk/return optimization. It also reviews regulatory hot topics and beneficial preparation techniques. Ultimately, the session leverages the benefits of shared experiences regarding proven methods for effective asset/liability management.
Let’s Go Back to the Start: How Should Buyers and Sellers Kick Off the M&A Process?
Joseph B. Hemker, Jude M. Sullivan and Mark B. Ryerson, Partners, Howard & Howard Attorneys PLLC
Contemplating becoming a buyer or a seller? Already a seasoned veteran but want to explore best practices to ensure that your next acquisition or divestiture goes as smoothly as possible? This session helps participants better understand the roles that directors, senior management, investment bankers, accountants and attorneys should be playing, and how to efficiently and successfully manage the different strategic steps and milestones from the onset of the M&A process.
Cybersecurity: Risks, Realities and Real-World Strategies
Steve Sanders, CISA, CRISC, CRMA, CTGA, Vice President of Internal Audit, Computer Services, Inc.
Bankers are trying diligently to fend off sophisticated attackers and keep up with regulatory guidance. And while most are doing an adequate job, the reality is that mitigating cybersecurity risks is only getting harder. It’s time for bankers to better understand what they’re up against – and develop real-world strategies to defend their systems, protect their customers and stay ahead of cybercriminals. This presentation examines the current cyber risks and effective cybersecurity strategies.
How to Attract and Retain the Next Generation of Emerging Leaders
Mark Angott, President, and Tom Blackwell, Managing Director, Angott Search Group
Attracting candidates to your organization, let alone retaining the next generation of leaders, can be a challenge. A lot of energy and resources are put into hiring the precise talent at the right time for your organization. In this ever changing digital world, candidate needs are changing. This session focuses on key timing methods and how to fully understand a variety of candidate needs to help get the right candidate on board. We will go over the key concerns of counteroffers, falloffs, turn downs and compensation. Real-life examples and solutions to these tough issues also will be shared.