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AGENDA

Pre-conference networking events
Wednesday, May 2

Welcome Reception
Sponsored by Bryan Cave
Golf tournament
Sponsored by Raymond James


See the Networking page for details on these and the other group events at the Conference.

Register Now

Thursday, May 3
Registration opens at 7:30

7:30 a.m. Continental breakfast
Sponsored by CEIS Review Inc
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
Sponsored by Dogwood Research

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
12:30 p.m. Luncheon
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
Sponsored by Registrar and Transfer Company

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

Friday, May 4

7:30 a.m. Continental breakfast
Sponsored by Brookline Bank Services
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
Sponsored by Credit Risk Management
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
12:00 p.m. Luncheon
Sponsored by Crowe Horwath

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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