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Event Profile

2019 ICBA Annual Directors Conference

Date(s):
October 6 — 8, 2019
Venue:
JW Marriott Camelback Inn Resort & Spa
5402 E. Lincoln Drive
Scottsdale, AZ 85253 
Description:
2019 ICBA
Annual Directors Conference
 
 
The role of a community bank director is one that is always changing and has never been more critical to the success of your bank. The ICBA Annual Directors Conference is an informative and engaging event that provides you with essential information and the latest in banking industry trends.
 
The Annual Directors Conference is designed to help you gain the tools essential to guide your bank’s growth and profitability and sustain its vision for the future. Leave this event with innovative practices, new strategies, and creative tactics you can bring back to your bank and implement immediately!
 
Agenda
 
SUNDAY, OCTOBER 6
5:30 p.m.-7:00 p.m.
Welcome Reception
 
MONDAY, OCTOBER 7
7:30 a.m. – 8:30 a.m.
Registration & Breakfast
 
8:30 a.m. – 10:00 a.m.
The Evolving Role of the Director: How to Balance Shareholder Expectations, Red Flags, ERM, and Governance
Shareholder and regulatory expectations do not change with the stock market or the M&A environment. Director ideas regarding red flags have also failed to keep up with regulatory changes and industry dynamics. Learn about the role of the modern community bank director and receive practical guidance about how to do the job.
Peter Weinstock, Hunton Andrews Kurth
 
10:00 a.m. – 10:15 a.m.
Break
 
10:15 a.m. – 11:05 a.m.
Cybersecurity, Privacy and Due Diligence
Security, privacy, and due diligence are always top-of-mind concerns for community bank leadership and boards of directors. Learn about board of director responsibilities as a line of defense against cyber risk. We will discuss the key factors a board should consider to enhance their oversight of cyber security. You’ll also learn about cybersecurity issues pertaining to third party vendor due diligence and the reporting directors should review.
Damon Moorer, TCM Bank
 
11:05 a.m. – 11:55 a.m.
BankSafe: AARP, Community Bankers, and a New Era in the Financial Exploitation Fight
One in five older Americans are victims of financial exploitation with each victim losing on average $120,000. ICBA recently teamed with AARP to offer AARP’s innovative employee training platform BankSafe to ICBA members at no cost. Test drive this training resource and learn how your bank can use it to help its staff confidently recognize exploitation red flags and take steps to mitigate this risk to your bank and its customers.
Jilenne Gunther, AARP
 
Noon – 1:00 p.m.
Lunch
 
1:00 p.m. – 1:50 p.m.
10 Critical Compliance Questions (and Answers!) for Bank Directors
Bank boards have a multitude of duties and key performance markers to measure. As a result, tracking compliance management system effectiveness can often get lost in the maze of reporting data. We will pose and provide the best answers to the top 10 compliance management issues that board members should have at their grasp.
David Bequeaith, TIB
 
1:50 p.m. – 2:05 p.m.
Break
 
2:05 p.m. – 2:55 p.m.
Interest Rate Risk and Your Credit Portfolio
As we see a normalization of interest rates following a prolonged low interest rate environment what are issues that you need to consider? Do you fully understand the impact increasing interest rates may have on your credit portfolio’s performance? Receive practical guidance pertaining to stress testing, the evaluation of risk acceptance criteria (RACs) for consumer loans, and underwriting considerations. We will discuss issues unique to specific loan classes. Leave with best practices that will benefit your community bank from origination through monitoring.
John Behringer, RSM US LLP
 
TUESDAY, OCTOBER 8
8:00 a.m. – 8:30 a.m.
Breakfast
 
8:30 a.m. – 9:30 a.m.
Endgame in Sight: Fed Actions and Bond Market’s Reactions
The current tightening phase of the Federal Open Market Committee, begun in 2015, is now much longer in duration than any in the modern era. It also is the most gradual. We’ll discuss recent Federal Reserve Board member statements, analyze why this time is different, and look at the impact on the performance of a community bank balance sheet, both assets and liabilities.
Jim Reber, ICBA Securities
 
9:30 a.m. – 10:30 a.m.
Bolster Your Bank’s Practices to Mitigate Employment Risk
From #MeToo to pay equity issues, employment litigation is on the rise. Learn critical steps every bank director should take to understand its risk portfolio and protect the bank from costly litigation and reputational risks down the road.
 
Topics discussed include: recent employment litigation trends and where banks frequently fall short; how developing an effective training strategy can reduce the bank’s litigation exposure and ultimate liability; the current state of enforceability of arbitration agreements in employment contracts and settlement agreements and other limitations in certain settlement agreements; and the specific challenges involved in avoiding retaliations claims, and what to do about it.
Jennifer Nodes, Jackson Lewis
 
10:30 a.m. – 10:45 a.m.
Break
 
10:45 a.m.-11:45 a.m.
The Board’s Role in Overseeing Credit Risk
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.
David H. Ruffin, QwickRate
 
11:45 a.m. – 1:00 p.m.
Lunch
 
1:00 p.m. – 1:50 p.m.
How Innovation and Fintech will Shape the Future of Banking
How are community banks changing their business models to account for and embrace digital transformation? In this interactive session, the conversation will touch on cultural shifts in the workplace, personnel needs and challenges, the strategic role of innovation, and the requirement for new solutions and external assistance. Be prepared to participate in a discussion with your peers as we share strategies, best practices, and observations related to these topics and talk about where we personally see banking innovation heading.
Kevin Tweddle, ICBA Services Network and ICBA
 
1:50 p.m. – 2:05 p.m.
Break
 
2:05 p.m. – 2:55 p.m.
Cannabis Banking: Banking High Risk Customers
A growing number of states are legalizing the sale and possession of cannabis, but because the sale, distribution, and possession of cannabis remains illegal at the federal level the cannabis industry struggles with an inability to access banking services. Even so, because of the increase in marijuana sales and product, bankers who never intended to bank cannabis are now doing so—knowingly and unknowingly. This session covers the cannabis landscape in 2019, including state and federal law enforcement and regulators, as well as the systems and procedures needed to consider banking this industry from a risk management perspective.
Heather Archer Eastep, Hunton Andrews Kurth
 
3:00 p.m. – 3:55 p.m.
Roundtable Discussions
 
4:00 p.m. – 5:00 p.m.
Closing Reception
 
Schedule is subject to change
 
Who Should Attend: Directors, Presidents, CEOs, Chairmen and Outside Counsel
 
 
Registration Rates ICBA Member BDP Participant Member* Non-ICBA-Member BDP Participant* Non-ICBA-Member
First Director $995
$795
$1,495 $1,295
Additional Directors $795 $595 $1,195 $995
Guest** $349 $349 $349 $349
 
 
*BDP Participants are banks enrolled in the Bank Director Program. Not enrolled in the Bank Director Program? Learn more about the benefits

**A guest is a spouse, significant other or friend who is not in a financial occupation. Paid spouse/guests/friends are invited to the Sunday evening reception, Monday and Tuesday lunches with directors and the Tuesday reception.

Register for the Annual Directors Conference by fax or mail. 

 
Hotel Information

  • Online: JW Marriott Camelback Inn
  • Phone: 800-582-2169 (Reference ICBA 2019 Annual Directors Conference)
  • Hotel: $269 per night (plus state and local taxes and an additional $15 per night resort service charge)
  • Reservation Deadline: Sept. 6, 2019

The group rate of $269 is available until 9/6/2019 or when the block of rooms for ICBA are filled, whichever comes first, so make your reservations now! The room rate cannot be guaranteed once the ICBA block is filled.

For specific hotel or event questions, contact Cindy Thelen at cindy.thelen@icba.org or 800-422-7285 x7336.
 

For more information, contact Community Banker University at 800-422-7285 or communitybankeruniversity@icba.org.

 

13 CPE credits

Prerequisites: No previous experience or training necessary
Delivery Method: Group-Live
Field of Study: Specialized Knowledge

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Mr. John P Behringer
Organization: RSM

Mr. David Bequeaith, CCBCO
Organization: TIB-Bequeaith Banking Solutions

Ms. Heather Eastep
Organization: Hunton Andrews Kurth LLP

Ms. Jilenne Gunther

Mr. Damon Moorer, CISM
Organization: TCM Bank, National Association

Ms. Jennifer A. Nodes
Organization: Jackson Lewis P.C.

Mr. Shawn O'Brien
Organization: QwickRate

Mr. James L. Reber
Organization: ICBA Securities Corporation

Mr. Kevin M. Tweddle
Organization: ICBA Services Network

Mr. Peter Weinstock
Organization: Hunton Andrews Kurth LLP

Sessions information is not available at this time.

Track information is not available at this time.

Sponsor information is not available at this time.