| 8:30 a.m. |
Registration/Continental Breakfast/Trade Show
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| 9 a.m. |
Welcome & General Session
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Economic Update
Chris Kuehl, Ph.D., Managing Director | Armada Corporate Intelligence
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| 10:15 a.m. |
Refreshment Break
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| 10:30 a.m. |
Breakout Sessions
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Lending & Credit
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What’s Wrong with My Lending Culture? Adapting to CFPB 1071 Reporting Requirements
Rob Newberry, Senior Consultant | Abrigo
One of the most important operating committees of a financial institution is the asset/liability management committee , which is responsible for the oversight of balance sheet risk management. ALM can get very complicated, and effective oversight requires the board to rely on the ALCO to produce sound strategies based on ALM outputs. Take a deeper dive into the current challenges of effective ALCO management and learn new ways to restructure your meetings to ensure your balance sheet is approximately positioned for the coming financial landscape. This session will focus on strategic ALCOs and the content that makes them successful.
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Finance & Accounting
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ALCO Best Practices: Strategic Focus and Effective Decision-Making Framework
Nick Trentman, Director of Advisory Services | ALM First
One of the most important operating committees of a financial institution is the asset/liability management committee, which is responsible for the oversight of balance sheet risk management. ALM can get very complicated, and effective oversight requires the board to rely on the ALCO to produce sound strategies based on ALM outputs. This session takes a deeper dive into the current challenges of effective ALCO management and examines new ways to structure meetings to ensure your balance sheet is approximately positioned for the coming financial landscape. This session will focus on strategic ALCOs and the content that makes them successful. |
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| 11:30 a.m. |
Lunch |
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| 12:15 p.m. |
Breakout Sessions
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Lending & Credit
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No More Fast-Food Banking: Leading the Focus on Deposit Growth
Jack Kasel, Sales Development Expert | Anthony Cole Training Group
According to BAI Banking Outlook: 2024 Trends, the No. 1 business challenge for bankers in 2025 continues to be growing deposits, followed closely by customer acquisition. With the interest rate environment, inflation and intense competition, most banks are struggling with a flat or declining deposit forecast. How are your current bank’s deposit eff orts working? Are your branch personnel consistent in their approach to having transformative discovery conversations and maximizing in-branch opportunities? Or are they just taking care of the transaction at hand without probing further? There has never been a more critical time for setting the strategy, implementing a plan and leading the charge for deposit growth. Discover how your bank can achieve success implementing and leading specific deposit strategies. |
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Finance & Accounting
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Navigating the Financial Horizon: Bank Tax Update
Brian Mall, CPA, Partner | Forvis Mazars
Ethan Rollins, CPA, Tax Manager | Forvis Mazars
Stay ahead in the financial landscape with our comprehensive tax update session. Explore the 2024 election results and the impact to upcoming changes to tax rates. This will help navigate the considerations between S or C corporations. In this session, financial professionals will delve into the latest tax developments, providing a strategic understanding of key updates that can impact your bank’s financial planning and taxation strategies. Don’t miss this opportunity to ensure your institution is well-informed and prepared for the evolving tax landscape. |
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| 1:15 p.m. |
Refreshment Break
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| 1:30 p.m. |
Breakout Sessions
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Lending & Credit
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Introduction to Technology for Lenders
Trent Fleming, Founder | Trent Fleming Consulting
Technology continues to transform banking. Traditionally, lending has remained paper intensive and, in some ways, has lagged behind other areas of the bank in implementing technology. Yet, solutions are available to provide a productivity and customer service boost to lending activities. This session explores ways that lenders can leverage technology to improve service, reduce costs and compete effectively at both the consumer and commercial levels. Gain solid ideas for selecting, implementing and managing such technology. |
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Finance & Accounting
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Interest Rate Risk, Liquidity and Investment Strategies for 2025 and Beyond
Dale Sheller, Managing Director & Director of Financial Strategies Group | The Baker Group
Nearly three years ago, the Federal Reserve embarked on an aggressive tightening cycle to rein in inflation following the global pandemic. As we start 2025, the economy and the banking industry face renewed uncertainties, fueled by the recent election and more anticipated rate cuts by the Fed during the year. Senior management continues to navigate an environment marked by elevated interest rates and the looming threat of an economic downturn. This session will focus on strategies for investing in today’s market, as well as a discussion on today’s best practices for interest rate risk and liquidity risk management. Attendees will be given valuable bank-specific data and analysis, including peer group comparisons, nonmaturity deposit analysis and surge balance studies. |
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| 2:30 p.m. |
Refreshment Break
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| 2:45 p.m. |
General Session
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Bank Leadership Strategies to Attract & Retain the Best Employees
Robert Flowers, Partner | Bradley
Although certain community banking trends are common to all community banks, many are very regional specific. This presentation covers community banking trends around the country, as well as how Missouri and the major Missouri metropolitan statistical areas are different from other regions around the country. |
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| 3:45-5:30 p.m. |
Peer Group Discussion & Reception
Dinner on Your Own
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