Education Sessions

The New Breed of Community Bank Management – What It Now Takes To Succeed

Rich Weissman

President & CEO, DMA 

With rapid market changes, the responsibilities of bank management are evolving, and new and cutting-edge management competencies are now needed to effectively compete for bank growth.  At the C-level and down, new kinds of management team roles and skills are becoming increasingly vital.  The ground-breaking presentation will outline the changes unfolding in the industry that require new ways of managing(demographic, generational, economic, technology, media, communication, delivery, pricing), and what the specific profile of successful bank management teams will be in the upcoming decade, covering finance, risk management, marketing, sales, operations, and human resources.  The audience will be challenged to think differently about the composition of and roles within bank management teams, and how the changing environment requires a more relevant management approach.

 

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​M&A Simulation​
Kate Lynch
Director - Investment Banking, Houlihan Lokey​

The presenter will use a case study format to review the acquisition process and M&A trends while giving the audience the opportunity to participate in a hypothetical transaction.  The presenter will walk participants through a step-by-step methodology for developing a price range for bidding on a hypothetical bank target and will demonstrate various negotiating techniques used by investment bankers selling a company.  Audience members will be invited to participate as hypothetical bidders on the transaction.  The “winning” bid will be determined at the end of the session, with a review of key non-financial factors that influence bidding behavior. 

The session will increase the skill-set and confidence of bank executives as they evaluate acquisition opportunities and will help them understand some of the negotiating techniques used by investment bankers to induce them to pay a higher price.





Winning the Uphill Battle:  Capital Raising Alternatives for Community Banks

​Josh Siegel
Managing Partner & CEO, StoneCastle Partners, LLC

Thanks to Dodd-Frank, Basel III, the commercial real estate bubble and a lackluster economy—community banks had to raise capital to cover charge-offs, build reserves, enable organic growth and acquire weaker banks . This discussion will explore the continuing challenges of capital raising and alternatives that can help community banks overcome them.





Corporate Account Takeover

Ryan Elmer
Director - Sales & Marketing, Total Networx, Inc.

Corporate Account Takeover (CATO) holds the #1 spot on the FDIC fraud threat list and cost U.S. organizations over $400MM in 2012. To help banks combat CATO, this session will provide a comprehensive outline on Corporate Account Takeover – how fraud is committed, an overview of security measures and also provide insight as to whether the account holder or bank is ultimately responsible for losses.  Through the course of the presentation, attendees will learn the Key Questions to ask your team and leave with a list of easily implementable action items to: protect their accounts, comply with federal guidance and indemnify their bank from losses.





Trends & Opportunities in Payments

Frank McGonagle
Vice President - Business Development, ICBA Bancard, Inc. & TCM Bank, N.A.

 

In today’s ever-changing dynamics in the marketplace, it is important that Bankers be aware of the multiple opportunities that exist in the payment space. In this session, the presenter will address the top payment trends to watch in 2013, what is currently happening with debit and credit card products , and finally what to look forward to in the not too distant future with Mobile Payments, EMV Chip Products and V.me.