WBA Directors Summit

October 17
8:30am – 3:00pm
DoubleTree by Hilton Madison East

This one-day WBA Directors Summit will discuss key issues regarding leadership and management of community banks from the director’s perspective. The Summit is recommended for bank management teams, beginning or experienced inside and outside directors, bank CEOs, executive officers, and bank general counsel.

8:00 a.m. Summit Registration and Continental Breakfast

8:30 a.m. Artificial Intelligence in Financial Services: Are You Ready? RSM US LLP

Artificial Intelligence (AI) relates to a range of emerging digital technologies being used across the financial services industry, including big data, open system integration, robotic and intelligent process automation (RPA and IPA). As it continues to evolve, how can AI impact your customer and employee experiences? By attending this session, participants will gain insight into areas within their current processes that could benefit from AI implementation, as well as developing an understanding of the associated risks involved with digital transformation-driven strategies.

9:30 a.m. Break

9:45 a.m. A Top Ten List for Officers & Directors, Kirk Hovde, Hovde Group, LLC

This session provides a high-level overview of the major trends a bank’s board should know about the state of banking right now. In no particular order, they include: (1) investor trends, (2) M&A activity, (3) fintech disruption, (4) the current compliance challenge, (5) the upcoming regulatory change, (6) competitive landscape, (7) where are we in the credit cycle and where we are headed, (8) NIM outlook, (9) market values and (10) a hot topic of the moment.

10:45 a.m. Break

11:00 a.m. Navigating Difficult Board and Officer Strategy Decisions, Anton Moch, Winthrop & Weinstine, P.A.

This session will focus on strategies for decision making both in difficult situations as well as strategic decisions in organizational planning. This presentation will provide an overview of existing roles and responsibilities of directors and officers of the bank, the fiduciary and legal duties associated with those roles and how those should be applied as part of an overall sound decision making process for the bank. Additionally, this presentation will present principals to guide strategic decision making and will then include a roundtable discussion on how those can be applied in real life situations at participant’s organizations.

12:00 p.m. Lunch

12:45 p.m. Cultivating Cyber Resilience: The Role of Leadership in Security, Jeremy Baumruk & Anthony Garofalo, Xamin

In an era where cybersecurity threats loom larger than ever, we are excited to bring our session, “Cultivating Cyber-resilience: The Role of Leadership in Security.” to the Wisconsin Bankers Association. This session is tailored for bank executives who understand that the safety of their institutions hinges on not just technology, but leadership through a security culture. Discover how visionary leadership can become the cornerstone of your bank’s cyber-resilience strategy. Don’t miss out on this opportunity to gain insights from industry leaders and thought experts as we navigate the ever-evolving landscape of cybersecurity together.

1:45 p.m. Break

2:00 p.m. Balance Sheet Management and a Current Market Outlook – Marc Gall, BOK Financial Capitol Markets

3:00 p.m.  Adjournment

Registration Information: The registration fee is $245 for the first attendee. Additional attendees from your bank can register for $200/attendee. During the registration process, you can pay with a credit card or select to be invoiced. *To receive the published discount, you must register everyone at the same time.

Refund Policy: A refund, less a $25 administrative fee, is provided for cancellations requested on or before Friday, October 11, 2024.