Economic Outlook and Risk Management Conference
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1 Economic Outlook and Risk Management Conference
2 Wednesday, November 9 7:45 a.m. 8:50 a.m. Full Breakfast Buffet and Networking 9:00 a.m. 9:10 a.m. Welcome and Opening Remarks Jim Hoskins, KBA Chairman 9:10 a.m. 10:30 a.m. Economic Outlook for 2017 and Beyond Karin Kimbrough, Head of Macro and Economic Policy Merrill Lynch Wealth Management, a Division of Bank of America 10:30 a.m. 10:45 a.m. Refreshment Break. 10:45 a.m. 12:00 p.m. ERM - Implementing a Process That Works Courtney DuFries, Strunk, LLC The topic of improving how our industry assesses and manages risk has been a hot one, particularly with the regulators. To be worthwhile, a comprehensive ERM system can t absorb all of your resources and must be affordable. To be meaningful, frequent risk assessments and board reports must be clear, concise and completed in hours, not weeks. This session is designed to discuss how to efficiently implement a risk assessment tracking and reporting system that exceeds all board mandates and regulatory requirements. 12:00 p.m. 12:45 p.m. Luncheon 12:45 p.m. 1:10 p.m. Washington Update, Chuck Stones 1:15 p.m. 2:15 p.m. Breakout Sessions (choose one) 1. Balance Sheet Management Leaving Money on the Table Dennis Zimmerman, Commerce Bank 2. Model Risk Management: Managing Your ALM Model Assumptions in a Changing Regulatory Environment John McQueen, UMB 3. Preparing for CECL Mark Schmelzle, AGH 2:15 p.m. 2:30 p.m. Refreshment Break 2:30 p.m. 3:30 p.m. Breakout Sessions (choose one) 1. Balance Sheet Management Leaving Money on the Table Dennis Zimmerman, Commerce Bank 2. Model Risk Management: Managing Your ALM Model Assumptions in a Changing Regulatory Environment John McQueen, UMB 3. Top Five Risks to Plan for in 2020 Craig Sanders, Moss Adams
3 3:30 p.m. 3:45 p.m. Refreshment Break 3:45 p.m. 5:00 p.m. Character Counts: Principles for Leadership and Life Steve Dickie, Character Coach, Wichita State Shockers Success and significance in leadership begins with and is ultimately sustained by the ability to understand and manage ourselves. Simply put character counts. Steve s presentation will make you smile, challenge your perspective and inspire you to new ways of doing things. You ll appreciate his keen sense of humor and ability to weave practical insight and his own life experiences into leadership principles that can impact both our workplace and our everyday living. 5:15 p.m. 6:00 p.m. Networking Reception 6:00 p.m. Dinner on your own Thursday, November 10 7:45 a.m. 8:30 a.m. Continental Breakfast 8:30 a.m. 9:30 a.m. Profiting Under (Clinton/Trump): How Smart Business People Will Succeed Under the Next Administration Gene Marks, Columnist, Author and Business Owner Based on how the election goes on November 8, Mr. Marks will be prepared to discuss how the new administration will affect your bank as a business, addressing such topics as the national debt, deficit spending, tax policy, Federal Reserve policy, health care, employee compensation, technology, and much more. These issues affect all of us, making this a must-attend session. 9:30 a.m. 10:45 a.m. Human Capital Risk: Developing and Retaining a High Performance Staff Lynn David, Community Bank Consulting Services The long-term success of any bank is dependent upon hiring, motivating, training and retaining high quality officers and employees. Creating the proper organizational culture, with the millennial generation in mind, and preparing for succession are also key elements. This session will outline an organizational strategy for setting your bank apart from the competition, while minimizing risk. 10:45 a.m. 11:00 a.m. Refreshment Break 11:00 a.m. 12:00 p.m. Cybersecurity From a Risk Management Perspective Alex Hernandez, DefenseStorm Technology is no longer just an IT issue it s a CEO, senior management and board issue. The top leaders in the organization must stay informed and play a critical role in how their bank handles technology matters, even more so when it comes to IT security. This session will identify practical steps CEOs, CFOs and senior managers must take in order to keep their bank secure in today s challenging world of IT security. 12:00 p.m. Adjournment
4 Who Should Attend This program is designed for CEOs, CFOs, COOs, Presidents, Investment Managers, Bank Directors, and anyone involved in managing risk for the bank. Recommended 11.5 hours CPE credit. Attire The suggested attire is business casual. Meeting room temperatures and personal comfort zones vary widely. It is recommended that you bring a sweater or jacket to the sessions. Hotel Accommodations Kansas Bankers Association has reserved a block of sleeping rooms at the Topeka Capitol Plaza Hotel, 1717 SW Topeka Blvd, for the nights of November 8 & 9 at a flat rate of $92 (single or double). Reservations can be made online at Click on Reservations and you will be redirected to reservations page. Select Group Code and enter code OUTLOOK for the discounted rate. Once the code is entered, you will be able to select the dates and book your reservation. OR, call the hotel directly at (800) (please mention you are part of KBA Economic Outlook and Risk Management Conference or group code KBAE). HOTEL RESERVATIONS MUST BE RECEIVED BY OCTOBER 4. After this date, reservations will be accepted only on a space-availability basis and may be subject to higher rates. The Manual The KBA Bank Management Committee has made an effort to transition to a green conference by offering the 2016 conference manual in an electronic format as opposed to a paper or hard copy manual. Registrants opting for the electronic manual will be able to take advantage of a discounted registration fee. (See registration form). Participants opting for the green version will receive an approximately three days prior to the conference indicating how to retrieve the conference materials (only paid registrants will be notified). Please provide your address on the registration form if you choose to receive the materials by this method. Green participants will not have access to printed speakers slides or handouts for use during the conference other than what may be projected on the screen. However, please feel free to print off or download to your mobile device what you need from the secured link for use during the conference Bank Management Committee Steve Hill, Chairman CornerBank, Winfield Mike Cearley, Vice Chair Centera Bank, Sublette Scott Bird KansasLand Bank, Quinter David Carr Impact Bank, Wellington Mike Day Denison State Bank, Holton Shawn Lancelot Bank of America, Wichita Jeff Laudermilk First Bank, Sterling Janet Lowell Central National Bank, Concordia Ryan McLaughlin Central States Capital Markets, Prairie Village Roger McWherter Argentine Federal Savings, Overland Park Scott Nelson Carson Bank, Mulvane Brandon Nordhus Community National Bank, Seneca Mike Pritchett - First National Bank of Hutchinson, Hutchinson Travis Thompson Farmers Bank & Trust, Larned Beverly Tipton First National Bank, Fredonia Jessie Wiebe Hillsboro State Bank, Hillsboro Officers Jim Hoskins, Chairman Baxter State Bank, Baxter Springs Ron Johnson, Chairman Elect Community National Bank, Seneca Lynn Mayer, Treasurer Citizens State Bank, Marysville Robert Leftwich, Past Chairman Impact Bank, Wellington KBA Staff Chuck Stones, President Becky Tongish, Senior Vice President Becky Milne, Vice President Mary Taylor, Vice President Nicole Ortiz, Education Assistant
5 2016 Economic Outlook & Risk Management Conference SPONSORS Speaker Lynn David Conference Promotion Speaker Steve Dickie Thursday Breakfast Refreshments Charging Station Refreshments Refreshments Wednesday Breakfast
6 2016 Economic Outlook & Risk Management Conference Presenters Lynn David, Community Bank Consulting Services Lynn has 45 years of experience in working with financial institutions. He has consulted with large, medium, and small size organizations throughout the United States. Prior to founding his own consulting firm in 1995, he was employed by KPMG Peat Marwick LLP as the Midwest Area Director of its Financial Institutions Management Consulting Practice for eight years, the Federal Reserve Bank of St. Louis in various management capacities for over 13 years and in the lending, operations, and correspondent banking area of commercial banks for three years. Steve Dickie, Character Coach, Wichita State Shockers Steve Dickie works with Nation of Coaches, a national organization that helps college basketball programs teach character. Steve is the Character Development Coach for the Wichita State Shockers men s basketball team, having served under Gregg Marshall s program for six years. He has been featured on ESPN and written about in Sports Illustrated and many other publications. Steve is passionate about creative leadership, discovering the simple in the abstract, exploring new ways to do old things, empowering the extraordinary out of the ordinary, and helping people align their abilities and talents with a bigger purpose. He is the author of six books and numerous periodicals and is a popular speaker at schools and universities, community and business groups, and churches. Courtney DuFries, Strunk, LLC Courtney Dufries, Senior Vice President over Compliance and Product Development at Strunk, LLC, has more than 30 years experience in the industry. He is a former experienced regulator and commissioned examiner with a safety and soundness background, having worked for 18 years with the Federal Reserve Bank of Atlanta. He led their Community Affairs program in six states, addressing compliance and community development issues. Alex Hernandez, DefenseStorm Alex Hernandez brings more than 20 years of experience in providing security solutions and expertise to some of the largest companies in the world. He has spoken regularly at both regional and national IT and security conferences as well as cybersecurity associations around the country. Alex has worked with several leading security solutions providers, including Barracuda Networks, Purewire, Secure Computing, CipherTrust, S1 and SecureWare. Karin Kimbrough, Head of Macro and Economic Policy, Merrill Lynch Wealth Management, a Division of Bank of America Karin is a managing director and head of the macro and economic policy effort for Merrill Lynch Wealth Management within Global Wealth & Investment Management (GWIM) division of Bank of America. In this role, she is responsible for providing economic and financial insight, as well as strategic analysis, to enhance and shape the team s market views and deliver the best investment insights to advisors. She brings a wide range of experience in monetary policy, financial markets, and macroeconomics. More on reverse
7 community. Gene Marks, Columnist, Author and Business Owner Gene is a columnist, author, and small business owner. He writes daily for The New York Times and weekly for Forbes, The Huffington Post, Inc. Magazine, Entrepreneur.com, FOX Business, and Philadelphia Magazine. Gene has written five books on business management, specifically geared towards small and medium sized companies. His most recent is The Manufacturer s Book of Lists (Create Space, 2013). Nationally, he appears on MSNBC, FOX News, FOX Business, Bloomberg, and CNBC discussing matters affecting the business John McQueen, UMB John joined UMB s Investment Banking Division in As Senior Financial Analyst for the Financial Services Group, Mr. McQueen is responsible for advising clients with regards to Asset / Liability Management (ALM) strategies, interest rate risk management and fixed-income portfolio strategies. He has been advising community banks since Craig Sanders, Moss Adams Craig has been providing audit and IT security services since He works with clients in the financial services industry to implement core business systems, Internet banking and cash management platforms, business continuity and disaster recovery planning and programs, GLBA compliance, and telecommunications and security systems. Prior to joining Moss Adams, Craig was the president and CEO of a financial services consulting firm that provided IT security, regulatory compliance, and internal audit services to financial services organizations Mark Schmelzle, AGH Mark leads the firm s financial services industry team for Allen, Gibbs & Houlik and oversees all services performed to the industry by the firm including assurance, tax, internal audit, compliance, strategic planning, executive coaching, family business services, IT services and HR consulting. His experience includes managing audits, bank directors examinations, fraud investigations, due diligence and other attest services. Dennis Zimmerman, Commerce Bank Mr. Zimmerman offers a comprehensive understanding of finance treasury, fixed income, complex financial analysis as well as regulatory and operational awareness as related to the community banking environment.
8 REGISTRATION INFORMATION GO GREEN Electronic Fee Paper Manual Fee Member Non-Member Member Non-Member $285 $385 $310 $410 Add $25 per registrant if registering after October 28, Please see back page of brochure for explanation of green package. *Fee includes instruction, refreshments, two breakfasts, lunch, reception and handout materials. *Cancellations must be received 5 business days in advance to be refunded. *If you have special dietary needs, please contact the KBA office. *If you have a disability and request special accommodations, please contact the KBA office. REGISTRATION FORM 2016 Economic Outlook and Risk Management Conference November 9-10 Topeka, Capitol Plaza Hotel Registrant Name I want my manual electronic paper Bank Location address Registrant Name I want my manual electronic paper Bank Location address Registrant Name I want my manual electronic paper Bank Location address Bank PO Box Total Attending Amount Enclosed City, State, Zip Three ways to register: 1. Complete and mail registration form with payment. 2. Fax registration form, followed by mailing of payment. Please use this form as your invoice. 3. Register online using a credit Kansas Bankers Association Phone: Educational Resources FAX: PO Box 4407 Website: Topeka, KS 66604
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