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Bank Financial Officers Conference

Bank Financial Officers Conference

 

Program Overview

The role of the bank CFO, Controller, or Cashier is tougher than ever. Interest margins are compressed and competition is intense for deposits and fee income. The accounting, tax, and regulatory environment is ever-changing. Every day you are charged with the task of navigating today’s ever-changing economy.

The MBA Bank Financial Officers Conference can help you by providing the latest updates and strategic insights that you need to lead your bank to success. Stay current on the issues affecting you with specialized professional education opportunities covering the topics you need to hear about from industry experts. This program allows for extensive peer interaction and resource sharing.

 

Make your attendance count towards your continuing professional education credits! The MBA will provide a certificate of attendance that you may submit to the appropriate advisory board.

Agenda:

8:30 AM
Welcome from the MBA and interviews with sponsors
9:00 AM
Balance Sheet Strategy: What Board Members & Senior Management Should Know in Any Environment Scott Hildenbrand with Piper Sandler 
  Facing a flat yield curve and a rapidly evolving competitive landscape, banks must have a firm understanding of all the on- and off-balance sheet tactics that can protect earnings, capital, and franchise value.  Scott will explore ways your institution can identify your exposure to interest rates.  Then, he’ll outline how your institution can remedy this exposure, tacking back to a neutral interest rate position.  The presentation will also touch on the regulatory landscape, recent accounting pronouncements, and capital considerations.  Throughout the presentation, Scott will outline best practices for evaluating and communicating strategies that address all these exposures.

Takeaways: 
  • The U.S. economy is at a crossroads 10+ years into the expansion.  Against this backdrop, it’s back to basics for banks.  This means focusing on earnings quality over quantity (ROA vs. ROE), replenishing on-balance sheet liquidity, pricing and structuring loans conscientiously, and maintaining sufficient capital as a buffer against normalized credit costs.
  • Bankers must be able to identify balance sheet exposures and know all of the on- and off-balance sheet tactics that can remedy them.  This presentation will examine the benefits and considerations embedded in all of these options through the prism of creating durable franchise value.  Specific tactics will be tailored to market conditions, but will most likely include securities portfolio optimizations, leverage and de-leverage strategies, liability restructures, and plain vanilla derivative strategies, which are suitable for community banks thanks to recent changes to hedge accounting. 
  • Proactive communication across the stakeholder spectrum is essential to maximizing return on effort.
10:15 AM Break
10:30 AM
Sponsor Interviews
10:40 AM Growth Challenge: Strategies that Drive Results Sean Payant with Haberfeld
  The old adage, “ if you’re not growing, you’re dying,” continues to be applicable to community financial institutions and our industry as a whole. As the race for core customers relationships, core deposits and talent intensifies, it is imperative to have your financial institution positioned for growth if you want to survive…. And thrive.  During this session, we will explore specific and actionable strategies to: 1. Grow core customers, 2. Increase core deposits, 3. Develop your team and 4. Improve overall financial performance.

Takeaways:
  • Identify strategies to grow core deposits and deepen core customer relationships
  • Understand how organizations create value internally and externally
  • Explore the link between leadership, execution and results 
11:40 AM  Lunch and Networking 
12:00 PM  Next Stage LeadershipStevie Ray 
  Learn what really makes your employees tick so you can inspire them to deliver their best.  
1:00 PM  Sponsor Interviews 
1:15 PM  High Performance Investment Strategies To Maximize Return While Managing RiskRyan Hayhurst with the Baker Group 
  Although the investment portfolio is a small part of many bank balance sheets, some banks find a 
way to consistently outperform no matter if rates are high or low, rising or falling.  How do these 
banks consistently achieve that type of performance?  Are they taking on too much interest rate risk?  Are they buying risky bonds?  This session will examine what the top portfolio managers do to get on top and stay there. We will explore the risks and rewards of various investment options with a focus on performance in both rising and falling rate scenarios. Then we will demonstrate the type of analytics and pre-purchase analysis necessary to ensure we are buying the right bonds and avoiding the bad ones. 
2:15 PM  How Vendor Contracts Affect Your Bottom LineEide Bailly 
  The presentation will provide key points to consider when reviewing and negotiating your Vendor Contracts. What you sign today will have an impact on your bottom line for years to come. 

Takeaways:
  • There are more to contracts than what you get for products and what you pay (monthly or annually)
  • Several points on choosing the term of your next contract(s)
  • Reasons to consider assistance with this process 
 3:00 PM Event Concludes
   Thank you to our sponsor:     
   


Registration Fee (This fee includes materials, lunch, and refreshments)

Member: $295.00

Additional person from same bank or organization: $275.00
 
Qualified non-member bank:
$550.00

Note:  You will be given the option to pay by credit card or to invoice your company during the checkout process.

Dates & Times

September 10, 2020
Check in: 8:00 AM
Program: 8:30 AM - 3:00 PM

Location

Hyatt Regency by Mall of America
3200 East 81st Street
Bloomington MN 55425
952-922-1234
Click here for directions

Lodging

Lodging arrangements can be made at the Hyatt Regency by Mall of America by going to the Personalized Group Web Page through August 19.

Cancellation Policy

The MBA reserves the right to cancel programs due to insufficient enrollment, instructor illness, or other reasons. Participants wishing to cancel must inform the MBA in writing prior to the event. Send cancellation notices to maryh@minnbankers.com. A cancellation fee of 25% of the program cost will be charged for withdrawing, or you may send a substitute. The full program fee will be charged for withdrawing after the event has taken place or a no-show.

Non-Members

Qualified non-members are encouraged to apply. Please call our office for further information.

Special Needs

If you have a disability that may affect your participation in this program - or any dietary issues - please send a statement regarding any special needs to maryh@minnbankers.com at least two weeks prior to the program. We will contact you to discuss accommodations.
When
9/10/2020
Where
Hyatt Regency 3200 E 81st Street Bloomington, MN 55425

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