Tuesday, May 6
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8:00 - 8:30 a.m.
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Check-in /Tradeshow - Located in the Gull Lake Center
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8:30 a.m.
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Welcome
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8:45 a.m.
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Reporting Critical Information Security Areas Upstream
Chad Knudson - SBS
Join us for this essential session about enhancing communication within your Information Security Program (ISP). Effective education of executives and boards is critical for building a strong security culture. Discover what key information to share to help leadership understand cyber risks, ask better questions, and make informed decisions. Don’t miss this opportunity to elevate your organization’s security strategy!
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9:45 a.m.
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Break /Tradeshow
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| 10:00 a.m. |
Unmasking Fraud: Trends, Collaboration, and Mitigation
John McCullough
Noted fraud prevention expert John McCullough leads an engaging session on combating today’s evolving fraud threats. Learn about the latest tactics employed by fraudsters and how collaboration between financial institutions, law enforcement, and government agencies is key to staying ahead. Through real-world Midwest case studies, John will highlight the impact of teamwork in tracking criminals and mitigating risks.
You’ll take away actionable strategies to elevate your institution’s fraud prevention efforts as well as cutting-edge technologies to empower frontline staff, strengthen your defenses and disrupt criminal activity.
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11:00 a.m.
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Round Table Topics
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12:00 p.m.
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Lunch
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1:00 p.m.
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Breakout Presentations
TECH – Top 10 Audit Recommendations
Chad Knudson - SBS
A strong Information Security Program (ISP) goes beyond documentation—it relies on implementing and testing effective controls. IT audits play a crucial role in identifying gaps and driving cybersecurity improvements.
In this session, we’ll reveal the 10 most common IT audit findings from the past year and provide actionable insights to help you strengthen your ISP. Learn how to address these findings proactively and position your organization for success in your next IT audit. You’ll leave ready to enhance your cybersecurity resilience.
OPS – NACHA Rule Changes
UMACHA
Stay ahead of upcoming changes to the Nacha Operating Rules designed to combat fraud, including Business Email Compromise (BEC) targeting credit-push payments. Starting in 2026, these revisions introduce new ACH payment monitoring requirements, including a defined role for receiving financial institutions (RDFIs).
We’ll explore the key updates, their potential impact on your organization, and practical steps to prepare for implementation. We’ll also address frequently asked questions to ensure your institution is ready to meet these new standards. Don’t miss this essential update on ACH fraud prevention!
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1:45 p.m.
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Break/Tradeshow
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| 2:05 p.m. |
Breakout Presentations
TECH - Tales of the Trenches: Insights from the Frontlines
Todd Sorg, Chief Operations Officer & Chief Information Security Officer, CIT
This session will reflect the unique challenges faced by the financial sector. Attendees will hear real-world stories and case studies that highlight the importance of robust cybersecurity measures. The presentation will offer practical advice and lessons learned from the trenches, providing valuable insights that bankers can apply to their own organizations.
OPS - A Survey of Competition in Deposits and Payments
Trent Fleming
Consumers and businesses increasingly demand convenient and secure payment technologies, driving both established and new companies to innovate. While traditional players have long utilized banking channels like ACH and debit/credit rails, emerging companies are now pursuing bank charters to access payment systems and funding sources directly.
This session explores current and future competitive trends, cutting-edge technologies, and strategies to meet evolving customer demands. Gain valuable insights to stay ahead in the rapidly changing payments landscape.
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| 3:00 p.m. |
Leading for the Future: Artificial Intelligence in Banking
Tim Shangle, A Banker at Choice One
While banking has long been technology-dependent and data-intensive, new data-enabled AI technology has the capability to drive business outcomes further and faster than ever before. This session will help you better understand the evolving landscape of opportunities and how to strategically deploy and leverage technology reach resources to remain relevant.
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| 4:15 - 5:30 p.m. |
Social Hour - Sponsored by SDN Communications and Computer Integration Technologies (CIT).
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Wednesday, May 7
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| 8:00 - 8:30 a.m. |
Tradeshow
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8:30 a.m.
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Generative AI Options for Your Bank: Practical Considerations to Drive Efficiencies and Remain Secure
Tim Dively & Alex White, Ph.D – CLA
Discover how generative AI is transforming the banking industry in this insightful session and how tools like Copilot for Microsoft365 can boost productivity by automating routine tasks while ensuring strong security measures.
Plus, we’ll dive into practical strategies for integrating AI into your bank’s operations, enhancing both service delivery and customer experience, with real-world examples and actionable insights that will help you harness the power of AI effectively and securely.
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| 9:20 a.m. |
Envisioning Your Next Core Banking Solution
Trent Fleming
There is a lot of discussion these days about next generation core software. This session will take a look at the key components of the "core of the future" and discuss how your bank can get there. Surprisingly, it will likely involve your current vendor!
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10:00 a.m.
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Break/Giveaways |
10:25 a.m.
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Employee Engagement
April Lewis, A Lewis Academy
Employees who are engaged are 87% less likely to leave an organization, according to Gallup survey data. It’s no secret that employee engagement is necessary and equally as challenging to impact and sustain. There are several drivers of employee engagement that include managerial style, workload, and personal alignment with the mission. During this interactive session, participants learn proven strategies to improve employee engagement at their organization.
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| 12:00 p.m. |
Event Concludes |