Convention Sessions & Speakers

IBA Annual Convention

 

 

 

Keynotes

The Coddled Mind and the New Work Ethic: Leaders Beware!
Juli Lynch

From the Quiet Quitters to the "what are you going to do for me to make me want to stay working here?, leaders and managers are struggling to understand what has happened to the "old work ethic." This session will take a look at a number of social and cultural trends that are now impacting the workplace in terms of how "work" is viewed - not just by the younger generation but across the age groups. The research is compelling and somewhat alarming given that it will require major shifts in beliefs and practices about "work."

 

Lee Wetherington

Looking Ahead: Forces Shaping Banking over the Next Decade
Lee Wetherington, Jack Henry & Associates

Strategy is best done from the future backwards. What will banking (and banks) look like 10 years from now? Will the value of your charter increase or diminish over the short-, mid-, and long term? Will ongoing shifts in the nature of money be good or bad for banks and accountholders? How will regulation, compliance and exams change? Join Lee Wetherington for a long view on the future of banking and what opportunities and threats that future presents now, soon and later.

 

 

 

Industry Leaders Session

Rebeca Romero Rainey, President & CEO, Independent Community Bankers of America

Rob Nichols, President and CEO, American Bankers Association

Amber Van Til, IBA President & CEO

General Sessions

Solving the Liquidity Crisis

Matthew Miller, Finpro

The banking industry has been rocked by high inflation, rapid rising rates, market risk, and liquidity failures.  All of these events have caused significant regulatory concern.  As a result, Banks must adopt more detailed liquidity analytics, focus on dynamic ALM, and conduct detailed risk assessments.  This session will discuss: the new times sequenced liquidity, maximizing borrowing capacity, collateral optimization, deposit loyalty analysis, and detailed risk management assessments.  Now is the time to protect your Bank and preserve long-term value.

Finance Function’s Critical Role in Digital Sales and Marketing Success

Claude A. Hanley, Jr., Capital Performance Group LLC

Investment in digital marketing programs to acquire attractive consumer and small business households (and their loan and deposit business) is a strategic priority for many community banks. Digital selling has gained significant traction and has emerged as the preferred channel for most consumers and small businesses.  Finance has an important role to play in both the formulation of marketing offers and sales strategies and monitoring of program performance. This session will explain the role we see evolving for finance in these digital selling efforts, discuss financial KPIs that are critical to success including lifetime customer value and cost of customer acquisition, and provide case studies demonstrating the role of the Finance team in digital sales and marketing program success.

Leveraging AI for Banking Success

Kendra Ramirez, KR Digital

AI’s transformative impact has been profound since its advent, changing how businesses, including those in the banking and finance sector, operate and deliver services to customers. This session will provide an overview of AI, its impact on business and the various use cases and pitfalls. We will cover different applications of AI in a business setting, and how these can help your financial institution drive innovation, increase efficiency, and drive growth. Attendees will also have the opportunity to engage in interactive discussions and gain insights on how to incorporate AI into your business strategy.

Now What? A Mid-Year Review of a Confused Economy

Chris Kuehl, Armada Corporate Intelligence

The survey commissioned by the WEF says it all. 45% asserted a serious recession was imminent and 45% though there would be no recession at all (apparently 10% didn't understand the question). There is data to support either conclusion - high rates of inflation and high interest rates at the same time that jobless rates are low, capital spending is near record levels and major industrial sectors still boom. Let's review what we know and what we don't know.

Mini Sessions

Running your Bank from the Cloud

Milton Bartley, ImageQuest

As banking customers demand increased digital access to their accounts and services, banks face pressure to move operations to the Cloud. But what does this involve? And what is the regulators' take? This session will provide a case study on how a banking client eliminated on-site servers and moved its operations to the Cloud. He will also explain how to provide effective governance over cloud service providers and what responsibilities remain with the bank once the transition is complete.

What's Your Fintech Strategy: How to Compete in a New World

Amanda Stark, Upgrade Inc

How can machine-learning credit research models and digital customer acquisition help banks in the current macro environment manage balance sheet diversification, liquidity, and NIM pressure? This session will discuss practical application and summarize key takeaways about partnering with Fintech to complement existing ALCO strategies through enhanced credit research, online consumer lending best practices, and due diligence on potential partners.

Changing Your Risk Management Mindset from No to Yes

Stephanie White, Crowe LLP

The market is pushing for organizational change at an accelerated pace, which requires the level of innovation and specialization to evolve quickly. Is your organization able to build confidence and trust in its ability to adapt to changing circumstances? How does the risk management function pivot from saying no to new ideas to a mindset of saying yes?