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AGENDA

As of 4/23/2023

​Schedule is tentative and subject to change.  Please check back for updates.

Sunday, September 24, 2023

Start Time

End Time

Name

Description

Location

2:00 PM ET

5:00 PM ET

Registration

Ballroom Foyer

3:00 PM ET

6:00 PM ET

Troeg's Brewery Visit

Sponsored by The Kafafian Group

Troeg's Brewery - Transportation to be provided

7:30 PM ET

9:30 PM ET

Dessert Welcome Reception

TBD

Monday, September 25, 2023

Start Time

End Time

Name

Description

Location

7:00 AM ET

8:00 AM ET

Breakfast

TBD

8:00 AM ET

8:10 AM ET

Welcome Address

TBD

8:10 AM ET

8:40 AM ET

Update From Washington

Allison Karakis, FHLB Pittsburgh

An Update on key policy issues impacting FHLBank Members

TBD

8:40 AM ET

9:30 AM ET

Solving The Liquidity Challenge

Mark Haberland and Eric Poulin, Darling Consulting Group

Deposits are down, cash levels are shrinking, and wholesale funding is on the rise. Furthermore, deposit competition is intensifying as the Fed continues to raise rates during this historic tightening cycle. Undeniably, liquidity is coming under pressure and risk managers and regulators are taking notice. This session will address liquidity challenges in our industry, and what every institution should be doing to develop a "best practice" approach to liquidity management. We will share recent regulatory feedback and provide action items to enhance liquidity reporting including dynamic forecasting, stress testing, early warning indicators and effective policy development. Additionally, the session will include case studies which highlight deposit strategies to manage the rising cost of liquidity most effectively during this tightening cycle.

TBD

9:30 AM ET

9:50 AM ET

Break

TBD

9:50 AM ET

10:40 AM ET

Digital Transformation Strategies and Competitive Advantages

Louis Musto, RSM

New and innovative technologies that can remove obstacles impacting your bank's bottom line are being developed and rolled out faster than we've ever seen. But where do you start? Does your organization use manual processes that are inefficient, prone to error or drain valuable resource hours that can be deployed more effectively elsewhere? Join this session to learn how banks can leverage digital transformation and automation to streamline internal processes, improve customer experience and identify key opportunities to propel your bank forward.

TBD

10:40 AM ET

11:30 PM ET

Interest Rate Swaps: Avoid Being Exposed When the Tide Goes Out

Bob Newman, Chatham Financial

With the 2020 liquidity wave receding, inflation and a vigilant Fed have led to interest rate volatility and uncertainty not seen since the early 1980's. This session provides examples of banks utilizing hedging tools to confidently navigate rising funding costs, AOCI losses and the potential for a downward pivot; thereby avoiding "swimming unprepared"

TBD

11:30 AM ET

12:20 PM ET

C-Suite Roadmap to Designing a Fintech Strategy

Aaron Silva, Paladin fs

Senior Execs struggle with how to pick the best alternative fintech suppliers while simultaneously de-handcuffing from one-side legacy core relationships. Which neo-cores are ready? What fintech suppliers are mature enough to partner? How does the bank structure a greenfield deal with a new market entrant and manage risk? This session will provide an unbiased, no BS summary for non-technical C-levels ready to lead their franchise in the new fintech era.

TBD

12:20 PM ET

1:20 PM ET

Lunch

Lunch

TBD

1:20 PM ET

2:10 PM ET

Consumer Compliance: The "Alphabet Soup" of Fair Lending

Barry Pelagatti, RKL

Compliance with Fair Lending Regulation continues to be a regulatory focus, and requires; a strong understanding of the laws comprising Fair Lending, as well as the various types of discrimination. This session will provide an in-depth overview, as well as a walk-through of real life examples, as well as an overview of recent regulatory actions as a result of discrimination and unfair, deceptive, abusive acts or practices (UDAAPs)

TBD

2:10 PM ET

3:00 PM ET

The Evolving Payments Landscape and Implications For Community Financial Institutions

Bill Booth, ACBB

This session will provide context for the rapidly evolving payments environment and how this dynamic space can and will continue to challenge community financial institutions. The session will focus on the newly evolving "faster payments" categories and how these networks can benefit FIs by virtue of the ability to attract balances, appeal to emerging important demographics, and drive business use-cases. We will discuss considerations around adoption, comparisons between the available networks, and the consequences of not participating. In addition, the session will discuss other technology driven trends impacting the treasury and payments space overall. We will review the importance of non-interest income sources for community FIs overall and in consideration of the macro factors impacting income statements. Finally, we will touch on some of the new trends in technology that are increasingly forcing community FIs to consider their role with sometimes controversial products/services.

TBD

3:00 PM ET

3:20 PM ET

Break

Break

TBD

3:20 PM ET

4:10 PM ET

AML/Combating the Financing of Terroists (CFT) Risk Assessment Methodology

Dominic Hulick, Mercadien

A well-structured AML/CFT risk assessment is the cornerstone to your institution's BSA/AML compliance program. As new risks emerge, learn how you can adapt your risk assessment methodology while maintaining the continuity that executive management expects. Attendees will also learn best practices for determining what key risk indicators should be included in your risk assessment process.

TBD

4:10 PM ET

5:00 PM ET

The Future Of Banking-Make Your Own Future

Jeff Marsico, The Kafafian Group

Where is the industry going? What do your markets offer? Who are your most valuable customers in ample supply in your markets? Set your strategy. Align your motivators and accountabilities. Determine your risk appetite. Develop your talent. Empower them. Make maximum use of your tech spend. Be meaningful to your stakeholders. Banks that do this, will be here the next time this conference comes to Hershey!

TBD

7:00 PM ET

10:00 PM ET

Networking Dinner

Enjoy an open bar and delicious food while catching up with old friends and making new ones.

TBD

Tuesday, September 26, 2023

Start Time

End Time

Name

Description

Location

7:00 AM ET

8:00 AM ET

Breakfast

TBD

8:00 AM ET

8:50 AM ET

Current State of the Economic Landscape

Chris Low, FHN Financial

An economic update from Chris Low of FHN Financial

TBD

8:50 AM ET

9:40 AM ET

Economic Demographics in the Boardroom

Jamie Sumner, Velligan Blaxall Consultants, LLC

A timely update on economics and demographics in the boardroom. What should you be looking at, how do you effectively communicate the impact of an ever-changing economic environment, and how do you think about demographic profiling of your market?

TBD

9:40 AM ET

10:00 AM ET

Break

Break

TBD

10:00 AM ET

10:50 AM ET

Rise of Human-Operated Ransomware

William Nowik, Wolf & Company, P.C.

Capitalizing on the initial pandemic panic and widespread uncertainty, malicious actors ramped up their efforts to attack systems. Unfortunately, the shift to working from home negatively impacted employee behavior towards cybersecurity, and many employees let their guard down when navigating potential threats. Ransomware has plagued organizations for years, preying on weaknesses in security designs to steal data and compromise systems. According to BlackFog, ransomware attacks increased by 40% to 199.7 million cases globally in the third quarter of 2020, and the United States alone witnessed a 139% increase in these attacks. These incidents left institutions either scrambling to remediate breaches or generate new procedures to prevent them.During this presentation, we'll discuss the latest trends in ransomware looking at where it is now, where it's going, and steps your employees can take to ensure their security while working remotely. From detection and prevention strategies to effective response procedures, we'll detail what you can do to secure your systems before attacks happen, and what you need to do during an attack to contain and mitigate damage.

TBD

10:50 AM ET

11:40 AM ET

The C-Suite's Most Important Job: Capital Allocation Frameworks and Process

Umrai Gil, Performance Trust Capital Partners, LLC

The past year has challenged management teams and boards in ways most have not experienced before. The confluence of dramatic interest rate moves, rapidly changing liquidity conditions and credit cracks emerging is creating existential conditions for many. Moreover, changing strategy is complex and traditional methods of capital allocation are typically backward looking, inflexible and a result of single-scenario planning. In this talk we examine how forward thinking management teams are creating competitive advantage, during upheaval, through excellence in capital allocation frameworks and process.

TBD

11:40 AM ET

12:30 PM ET

2023 Tax Update For Financial Institutions

Chuck Marston, Snodgrass

An update focusing on taxes for financial institutions. This update will include an understanding of recently passed tax laws and the specific impact financial institutions can expect, discussion and analysis of some of the proposed changes that may occur in the near future, and the impact on taxes as they relate to current hot-button issues in the banking industry.

TBD

12:30 PM ET

1:30 PM ET

Lunch

TBD

Credit Hours

Earn up to 13.5 hours of CPE credit.

  • Level: Basic - Intermediate

  • Prerequisites: None

  • Advance preparation: None

  • Field of Study: TBD

  • Instructional Method: Group Live

  • Length: 680 minutes

 

For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Have a Question?

Reach out to Jon Sundberg (jsundberg@chathamfinancial.com).

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