Keep your bank's leaders up-to-date on industry trends, key issues

Click the date/location of your choice below to register online!

May 29 | Stevens Point
May 30 | Eau Claire

Do you work in bank management? Then you, as a leader, know you need to be kept up-to-date on key issues regarding leadership and management of community banks! The WBA 2019 Directors Summit is a one-day program recommended for bank management teams, directors, CEOs, executive officers, and bank general counsel. Join us in Stevens Point on May 29 at the Holiday Inn & Convention Center or in Eau Claire on May 30 at the Holiday Inn Eau Claire South.

The summit will kick off with Jeff Cardone's session, Corporate Governance Hot Buttons in Today's Regulatory Environment. His presentation will focus on current corporate governance issues, best practices, and the overall role and responsibilities for boards and senior management. Cardone represents financial institutions in various corporate, regulatory, executive compensation, and securities matters, as well as transactional matters such as mergers and acquisitions. 

Next, David Ruffin, who has over thirty years of experience providing credit risk management services to financial institutions, will present The Board's Role in Overseeing Credit Risk. This session will explore the complementary but distinct roles of the board and management with practical suggestions on how those roles can be successfully managed. Regulatory expectations, strategic imperatives, and techniques for managing CRE will also be discussed. 

The final session of the morning will be Addressing Three Succession Issues: Management, Board, and Shareholder Succession with Heather Archer Eastep, who specializes in bank regulatory and securities compliance matters. Archer Eastep will focus on strategies for management and board succession, as well as ownership options to promote flexibility in maintaining an independent community bank.

Get Team Pricing!
The registration fee for the first attendee you send to the summit is $225. Each additional attendee will receive the discounted price of $175. In order to receive team pricing, all attendees must be registered for the same location.

After lunch, we will be joined by BOK Financial Institutional Advisors Vice President Mark Gall for his session, Balance Sheet Strategies for a Flat Yield Curve – What the Board Needs to Know About ALM. Gall will answer questions such as: to what degree will rates rise and over what time period? What about the slope of the curve? He will also offer solutions for developing a game plan for managing the latest trends in liquidity and interest rate risk management. 

The summit will close with a presentation by Ben Hayden, who currently works in information technology, security, and BSA/ACH compliance. This session will cover skimming, scammers, and security, and will explain how skimming happens and what to do when it does occur. You'll learn how data is collected through real world examples and gain an understanding of how data is collected and how easy it is to clone a card from collected data. Hayden will also discuss how to mitigate the risk once a card is compromised. You will leave this session with knowledge about current fraud trends and how to fight back.

Click the date/location of your choice below to register online!

May 29 | Stevens Point
May 30 | Eau Claire