Bank Directors' Symposium Online Access

Bank Directors' Symposium Online Access

Welcome to the IBA's Bank Directors' Symposium Online Access! We trust you'll enjoy this event, unlocking a wealth of knowledge and strategic insights tailored for banking leaders.

To help you navigate your experience, please review the information below to help you locate the proper resources.

1. OnDemand Access: View the recorded program - Available through October 1, 2024.
2. Agenda: Explore the day's schedule and plan your sessions.
3. Resources: Access presentation materials and survey links.
4. Session Descriptions: Delve into session details, access handouts, and provide feedback via surveys.
5. Speakers: View the lineup of industry leaders sharing invaluable insights and expertise.
6. Sponsors: Meet the amazing sponsors who support this event.

Enjoy seamless navigation and make the most of your time at the IBA's Bank Directors' Symposium!

 

For assistance navigating the site, contact our team via email, education@illinois.bank, for support!

OnDemand Access Agenda  Resources Session Descriptions Speakers Sponsors

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Event Feed

OnDemand Access

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Agenda

8:55 a.m. – 9:00 a.m.
Welcome & Opening Remarks
Callan Stapleton, CAE, EVP & President of Business & Education Services, Illinois Bankers Association

9:00 a.m. – 9:30 a.m.
Industry Overview
Karl Nelson, Founder & CEO, KPN Consulting
Presentation Materials

9:35 a.m. – 10:25 a.m.
Bank Leadership Strategies to Attract and Retain the Best Employees
Chris Scaffidi, Senior Director, The Pacific Institute
Presentation Materials

10:30 a.m. – 11:20 a.m.
Depository Resilience: Strategies for a Shifting Interest Rate Environment
Katie Hopkins, Director-Advisory Services, ALM First
Presentation Materials

11:25 a.m. – 12:15 p.m.
The Board’s Role in Overseeing Credit Risk
David Ruffin, Principal, Intellicredit, a QwickRate company 
Presentation Materials

12:15 p.m. – 12:45 p.m.
Lunch Break

12:50 p.m. – 1:40 p.m.
Maximizing Margin Expansion in a Dynamic Rate Environment
Tim Keith, CEO, Infusion Marketing Group 
Presentation Materials

1:45 p.m. – 2:35 p.m.
The Art of Communicating to the Board: IT Edition
Nick Podhradsky, Executive Vice President at SBS CyberSecurity 
Presentation Materials

2:35 p.m. – 2:45 p.m.
Concluding Remarks & Adjourn
Karl Nelson, Founder & CEO, KPN Consulting

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Resources

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Session Descriptions

Bank Leadership Strategies to Attract and Retain the Best Employees
Chris Scaffidi, Senior Director, The Pacific Institute

Millions of workers are leaving their jobs - and not just entry-level workers. Resignations are highest among mid-career employees. Their departure can be devastating to your bank, wiping out stability, forcing an expensive hiring process, and leaving your team short-staffed. Learn about “collective intelligence” and what successful banks are doing to keep their most valuable employees.

Depository Resilience: Strategies for a Shifting Interest Rate Environment
Katie Hopkins, Director-Advisory Services, ALM First

Following significant rate movements in a short period of time and significant consumer behavior shifts, depositories everywhere must proactively manage their interest rate risk exposure and balance sheet dynamics. In this session, we will review critical balance sheet management principles, including hedging and funding strategies. Through real-life examples highlighting traits that separate high-performing depository institutions from the rest of the industry, learn practical strategies and insights that can help your own institution navigate these challenges effectively.

The Board’s Role in Overseeing Credit Risk
David Ruffin, Principal, Intellicredit, a QwickRate company

This session will explore the complementary but distinct roles of the board and management and practical suggestions on how those roles can be successfully managed. Regulatory expectations will be addressed as well as meeting fiduciary duties and strategic imperatives. We will also discuss stress testing limits and techniques and strategies to manage and control CRE and other asset-liability concentrations will be emphasized.

Maximizing Margin Expansion in a Dynamic Rate Environment
Tim Keith, CEO, Infusion Marketing Group

The elevated interest rate environment and uncertainty of the future path portends an opportunity for expansion of Net Interest Margin (NIM). However, NIM expansion is not a given, and the range of impact from one financial institution to another will be significant. Data analytics that reveal the intersection of portfolio and customer relationship factors is fundamental to developing a strategy that produces the most positive impact on NIM. Any strategy that does not fully integrate marketing communication will be suboptimal. What is the best way to approach this unique historical challenge? This talk seeks to answer that question with data.

The Art of Communicating to the Board: IT Edition
Nick Podhradsky, Executive Vice President at SBS CyberSecurity

How can Information Technology and Information Security Management and staff communicate more effectively with the Board? How do we understand the personality and the risk appetite of the Board? What must be reported to the Board, and what can help the Board better understand the cybersecurity risk footprint? This session discusses the appropriate cadence of reporting, simplifying complex topics, and how to leverage Board education opportunities.

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Speakers

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Sponsors

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OnDemand Access Agenda  Resources Session Description Speakers Sponsors