Pre-conference networking events Wednesday, May 2
Welcome Reception
Sponsored by 
Golf tournament
Sponsored by 
See the Networking page for details on these and the other group events at the Conference.
Thursday, May 3
Registration opens at 7:30
7:30 a.m. Continental breakfast
8:30 a.m. Welcome remarks
Shawn M. Ryan – Director, SNL Center for Financial Education
J.P. O'Sullivan – Associate Director, Community Banks, SNL Financial
8:45 a.m.
What it takes for success
Joseph Evans – Chairman and CEO, State Bank & Trust
9:30 a.m. Capital and credit concerns
Christopher W. Choate – Senior Vice President, Raymond James
Gregory A. Mitchell – President and CEO, First PacTrust Bancorp
Kevin O'Keefe – Principal, Sandler O'Neill + Partners
Joshua S. Siegel – Managing Principal, StoneCastle Partners
Nathan Stovall (moderator) –Senior Reporter and NY Bureau Chief, SNL Financial
- Asset quality issues, where different geographies are in the credit cycle
- Strategies for managing your problem loans and assets: TDRs, loan and asset sales etc.
- Current debt and equity markets for banks
- TARP, SBLF and TARP repayment
- Capital requirements and the impact of Dodd-Frank and Basel III
- What the elimination of TRUPs as Tier 1 capital will mean for your bank
- Best practices in raising equity capital
- When does a stock repurchase program make sense?
10:45 a.m. Refreshment break
11:15 a.m.
What is my bank worth?
Value drivers in today's environment
Scott R. Anderson – Managing Director and Co-Head of Depository Investment Banking, Keefe, Bruyette and Woods
Martin Friedman – Co-Founder, Managing Member and CIO, FJ Capital Management
Charles R. (Skip) Hageboeck – President and CEO, City Holding Company
Christopher Marinac – Managing Principal and Director of Research, FIG Partners
Nathan Stovall (moderator) Senior Reporter and NY Bureau Chief, SNL Financial
- Creating franchise value from the inside out
- Trends in community bank stock price performance
- Value drivers and strategies for maximizing value to shareholders
- Using peer analysis as a benchmark for value
- Trends in mergers and acquisitions,/
- Best practices for communicating value information to the investment community
12:45 p.m.
The link between key economic indicators and your operating environment
Christopher Low –Member, ABA Economic Advisory Committee / Chief Economist, FTN Financial
2:00 p.m.
Strategies for organic growth and growing core deposits
Geoffrey D. Greenwade – President and CEO, Keefe, Green Bank
Brad Smith – President and CEO, Abound Resources
William J. McGuire – President and CEO, McGuire Performance Solutions
Sean Ryan (moderator) – Equity Research Analyst, Indaba Global Research Contributing Blogger, SNL Financial
- Demographic trends and loan demand
- Revenue diversification
- Increasing fee revenue
- Calculating your cross-sell potential and setting goals to utilizing cross-sell opportunities effectively
- Launching new business lines and segments
- Product maximization: Demand deposits, loan products, mobile banking, payment products and services
3:30 p.m. Refreshment break
3:45 p.m.
Operational optimization and technology
David Becker – Chairman, President and CEO, First Internet Bancorp
Daniel Moloney – Principal and Founder, Swift Knowledge
Barbara J. Perino – Executive Vice President, Operations and Technology, The Washington Trust Company
Jo Preuninger – Director, Diebold Consulting
Michael A. Scott – Principal, Austin Associates
Sudhir Kondisetty (moderator) Principal, Technology Risk Advisory Services, McGladrey & Pullen
- Technology solutions that can increase efficiency and lower costs
- Outsourcing operations: which and when?
- Maximizing the customer experience and understanding what your customers want
- Cost-cutting strategies
5:15 p.m.
Cocktail Reception
6:30 p.m.
SNL Community Bank Awards dinner
7:30 a.m. Continental breakfast
8:00 a.m.
Managing in the regulatory environment
Samuel P. Golden – Managing Director and CEO, Alvarez & Marsal Financial Industry Regulatory Advisory Services
Jennifer C. Kelly – Senior Deputy Director for Community Bank Supervision, Office of the Comptroller of the Currency
Mark J. Menting – Partner, Sullivan & Cromwell LLP
Nathan Stovall (moderator) Senior Reporter and NY Bureau Chief, SNL Financial
- Dodd-Frank and your bank
- What's in the regulatory pipeline
- Assessing the true cost of compliance
- Update on community bank lobbying efforts
- Preparing for your next examination
- Best practices for interacting with regulators
- What are the new capital requirements?
9:15 a.m.
Improving performance through a better understanding of your peers and market
J.P. O'Sullivan – Associate Director, Community Banks, SNL Financial
- Tools for evaluating your peers and measuring your relative performance
- How to monitor your markets and identify opportunities in new geographic areas
10:00 a.m.
Refreshment Break
10:30 a.m.
The Board: Building it and making it a strategic advantage
James J. Brownson – Chairman, QCR Holdings
Leon J. Holschbach Vice Chairman, President and CEO, Midland States Bancorp
Jack Kuntz – President and CEO, CBiG, Inc.
John Geiringer (moderator) – Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP
- How to create and collaborate with the Board to make your bank more strategic, profitable and efficient
- Creating an effective Board evaluation system
- Setting a risk appetite
- Creating the right committees
- Setting appropriate reporting lines
- Best practices in Board compliance and regulatory relations
- Balancing earnings and risk expectations
- Communicating financial and risk date
1:15 p.m.
Bank enterprise risk management
Gerald L. Blanchard – Partner, Bryan Cave LLP
Bob Doby, Jr. – EVP, CIO and CRO, Yadkin Valley Bank
Thomas J. Dujenski – Regional Director, Division of Supervision and Consumer Protection, Atlanta Region, FDIC
David H. Ruffin – Partner and Founder, Credit Risk Management, LLC
Shawn M. Ryan (moderator) – Director, SNL Center for Financial Education
- Integrating risk management into your firm's strategy and value chain
- Managing regulatory relationships and expectations relative to risk management
- Coordinating risk management activities at every level within the organization and across business units
- Incorporating stress testing into your risk assessment
2:30 p.m. Tying It Up: Coordinating the elements for a new profitability model
Nancy Bush – Founder, NAB Research Contributing Editor, SNL Financial
Samuel P. Golden – Managing Director and CEO, Alvarez & Marsal Financial Industry Regulatory Advisory Services
Program concludes at approximately 3:30 p.m.
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