X Day of Education • Monday, September 9, 2024
8:00am - 5:00pm | Borgata Central Conference Center
8:00 AM: Banker’s Breakfast
Begin the day with breakfast among your peers, partners, and presenters.
9:00 AM: Sessions Begin
Please be seated by 9:00am as the founders of this event take a few minutes to welcome guests, sponsors and speakers.
9:05 AM: Talent Management Monopoly
Join Compensation experts in a lively session on the lifeblood of every bank…its people. Recruiting, Topics will include retention, succession and compensation, followed by a Q+A.
Panelists:
Flynt Gallagher, President, Compensation Advisors, Newcleus
Brian Love, Head of Banking and FinTech, Travillian
Keith Daly, Principal, Travillian
Moderator:
Paul Davis, Founder, The Bank Slate
10:00 AM: All-In on Tech Efficiencies
Bankers reflect on how embracing technology can lead to efficiencies and increased revenue, followed by a Q+A.
Panelists:
Jesse Honigberg, EVP, Products and Platforms, Customers Bank
Barb MacLean, SVP, Head of Technology Operations & Implementation, Coastal Community Bank
Courtney Sacchetti, EVP, Chief Financial Officer, Bankwell Financial Group, Inc
Moderators:
Kim Snyder, Founder & CEO, KlariVis
Phil Goldfeder, CEO , American Fintech Council
10:50 AM: 10-Minute Break
Take advantage of a brief morning break to stretch your legs, say hello to a friend or introduce yourself to a new face.
11:00 AM: Running with the High-Rollers – Investment Session
Hearing from notable public and private bank investors in the space will help banks understand how to best story tell and develop strategies that are relevant and proven, followed by a Q+A.
Panelists:
Joe Fenech, Founder and CIO, GenOpp Capital Management
Sundeep Rana, Managing Principal, Castle Creek Capital
David Honold, Principal, Patriot Financial Partners
Moderator:
Mike Perito, Head of Bank Strategy, Travillian
11:50 AM: Bank Empire: M&A and Capital Pursuits
Perspectives from industry experts on M&A and Capital considerations for banks and credit unions.
Panelists:
Frank Sorrentino, Managing Director of Investment Banking, Stephens, Inc.
Jeff Cardone, Partner, Luse Gorman
Jake Dalaya, Chief Strategy Officer, Capital Bank
12:45 PM: Lunch
Join us for an hour long lunch break.
1:45 PM: Go Back Three Spaces – Reflecting on the State of Embedded Finance
A discussion covering the risks, rewards and current opportunities for community banks pursuing an embedded finance strategy, followed by a Q+A.
Panelists:
Robert Keil, Chief Fintech Officer, FinWise Bank
Stanley Orszula, Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP
Emily Reisig, SVP, Emprise Embedded Strategic Relationship Leader, Emprise Bank
Moderators:
Jeff Nowicki, Chief Banking Officer, Treasury Prime
Keith Daly, Principal, Travillian
2:35 PM: Double Down on Your Balance Sheet Strategy
Two of the foremost experts in community bank balance sheet management reveal their perspectives and strategies for navigating risk and staying financially sound in today's volatile market.
Panelists:
Scott Hildenbrand, Head of Depository Fixed Income, Piper Sandler
Brian Leibfried, Head of Bank Insights, Performance Trust Capital Partners
Moderators:
Mike Perito, Head of Bank Strategy, Travillian
Isaac Wheeler - Managing Director, Head of Balance Sheet Strategy, Derivative Path
3:20 PM: 10-Minute Break
Take advantage of a brief afternoon break to stretch your legs, say hello to a friend or introduce yourself to a new face.
3:30 PM: Shhh…Talking Politics in a Speakeasy
Tip a glass to the upcoming election, and gain invaluable insights about how the banking industry should prepare for either outcome.
Panelists:
Trey Maust, Executive Chairman, Lewis & Clark Bancorp
Pat Ryan, President & Chief Executive Officer, First Bank
Mary Kissel, EVP and Senior Policy Advisor, Stephens, Inc
Moderator:
Mike Perito, Head of Bank Strategy, Travillian
4:15 PM: Headliner: Johnny Allison, Chairman, CEO & Co-Founder of Home Bancshares Inc
The always colorful, passionate and genuine Johnny talks about the interesting journey of Home Bancshares, provides market commentary and shares stories that shaped his career and life.
Speaker:
Johnny Allison - Chairman/CEO/Co-Founder, Home Bancshares, Inc.
Moderators:
Joe Fenech, Founder and CIO, GenOpp Capital Management
Brian Love, Head of Banking & Fintech, Travillian
5:00 PM: Sessions End
Our Day of Education will come to a close at 5:00pm.
8:00 PM – 10:00 PM: Closing
Join us at the Borgata Premier Lounge later this evening to wrap up the day with a relaxing evening of music, light bites and cocktails.