December 7 & 8, 2017

View the 2016 Agenda Below!

We are busy putting together the 2017 conference. Please contact us if you are interested in presenting a session.

Presented by:




Event Partner:

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Schedule at a Glance:

December 1, 2016
5:30 p.m. – 6:30 p.m. Welcome Reception
6:30 p.m. – 8:30 p.m. New Leaders Awards Dinner (separate ticketed event)

December 2, 2016
8:00 a.m. Exhibit Hall Opens
8:00 a.m. – 8:45 a.m. Breakfast, Networking & Exhibits
9:00 a.m. – 9:45 a.m. Concurrent Breakout Sessions
10:15 – 11:00 a.m. Concurrent Breakout Sessions
11:30 – 12:15 p.m. Concurrent Breakout Sessions
12:30 – 1:15 p.m. Buffet Lunch
1:15 p.m. – 2:00 p.m. General Session
2:15 p.m. Raffle Prizes
2:30 p.m. Conclusion






8:00 a.m. Registration Opens, Continental Breakfast

9:00 a.m. – 9:45 a.m
. Concurrent Sessions

Improving Network Security… For Free
Presented by: Nathaniel C. Gravel, Vice President of Information Security and Technology, and Michael Kannan Senior Security Consultant, GraVoc Associates, Inc.

According to some studies, the average time it takes for organizations to discover a breach is almost 150 days. Fortunately, there are many ways to improve your organization’s ability to detect and respond to breach attempts. And some of them are free. This session will demonstrate how your organization can leverage built-in tools from Microsoft to protect, detect, and respond to cyberattacks and insider threats. In particular, we will show how to use a combination of Microsoft’s Windows Event Forwarding (WEF), Enhanced Mitigation Experience Toolkit (EMET), PowerShell, Local Administration Password Solution (LAPS), and Group Policy Objects (GPOs) to defend against and contain malicious activity on your organization’s local area network.
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Unsettling Trends on the Horizon: Why Properly Targeted M&A is the Magic Bullet
Presented by: Kamal Mustafa, Chairman & CEO, Invictus Consulting Group

Unsettling trends that may not be obvious now – but are vivid when quantified with the right analytics – indicate more trouble ahead for the balance sheet. If community and regional banks are concerned about their existing CRE concentration issues, capital adequacy requirements and ROI, they haven’t seen anything yet. These existing issues will only be aggravated in the future. Survival, from a shareholder value perspective, will require a radical new approach to M&A. This session explores why and how bankers need to view M&A with a different lens and different analytics. Once they do that, it will become obvious that M&A is the unexpected magic bullet that will provide solutions to give banks a competitive edge.

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Welcome to the Digital Branch
Presented by: Charles Graham, Founder/ Creative Director, Volum8 Creative Inc.

Charlie-LGAt the intersection of your bank’s physical and digital experiences lies a branch that receives more visitors than all of your physical branches combined. It is the foundation for your marketing strategies and a true champion for your story, culture and customer experience. It is your number one brand ambassador; arguably the most important destination you have to service existing customers and attract new ones. Yet too often, it is the most undervalued branch, responsible for losing more customers than it brings in. Discover what is at the core of the digital branch, how you can use it to strengthen your bank, and most importantly, why it is imperative to do so.

10:15 a.m. – 11:00 a.m. Concurrent Sessions
Recent Regulatory Developments in Lending
Presented by: Robert Jaworski, Partner, Reed Smith
For banks that rely heavily on consumer business, compliance with the ever-increasing volume of regulations coming out of Washington over the last several years has imposed a major burden. That burden has yet to show signs of diminishing, particularly with multiple regulatory initiatives being unveiled by the Consumer Financial Protection Bureau during the past year. This session will provide attendees with highlights of some of the most significant of these CFPB initiatives, including the CFPB’s new mortgage servicing rules, the recently proposed changes to the CFPB’s KBYO/TRID rule, the new HMDA rule, and more. In addition, we will also address the PHH v. CFPB decision recently issued by the D.C. Circuit Court of Appeals – what the court decided, what will happen next, and the implications of this decision for the future.

How Will New Accounting Rules Change the Way Community Banks Operate?
Presented by: Martin Caine, CPA & Alan Lloyd, Senior Audit Manager, Wolf & Company

Historically, new accounting rules have impacted the financial statements and the way certain transactions are accounted for.  In recent years, the accounting standards are getting more complex and will begin to impact operational decisions within community financial institutions.  In this session, we will guide you through some significant new accounting rules and how their implementation will impact the operations of the bank.  From human resources to facilities to ALCO strategies, are you prepared for the new rules?

Attendees of this presentation will receive:
* High level overview of significant new accounting rules, including revenue recognition, leases, financial instruments and allowance for loan losses
* Better understanding of how the rules will impact your institution outside of the accounting area
* Key operational issues to think about as you prepare to implement the new rules
* How you should be preparing for the new rules

MartinCaine_WOLF      Lloyd



Navigating the Cybersecurity Landscape
Presented by: Kevin Hamel, First Vice President, Chief Information Security Officer

With the digital age here to stay, the financial services industry is now experiencing a myriad of cyber threats.  Mr. Hamel will discuss the cyber threat landscape of today’s always-connected world, and share actions that institutions can and should take to protect themselves.  This will be a non-technical executive-level discussion aimed at helping institutions craft a plan to safeguard their operations.


11:30 a.m. – 12:15 p.m. Concurrent Sessions

CECL- What You Need To Know About The New Standard On Credit Losses
Presented by: Faye Miller, Partner, RSM

Miller, Faye HeadshotSummary of what attendees will learn from presentation – The new accounting standard on credit losses is likely the most significant accounting change banks have had to deal with and will likely necessitate significant increases to the allowance for credit losses as well as significant time and resources to implement.  This session will provide a high level overview to aid in your understanding of the new standard and how to go about implementing it

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Incident Response Plan – Are you and your commercial clients prepared?
Presented by: Doug Gerth, Sales Director, Security Management Partners

With the constantly changing threat landscape – is your organization and your business clients prepared with an Incident Response Plan that will work?

Security Management Partners (SMP) will speak about past experiences with breach and forensic investigations (for example – Ransomware).  The question is not if, but when an incident will occur.  Is your organization and your business clients properly prepared with an Incident Response Plan to handle the situation?


12:30 p.m. Buffet Lunch
1:15 p.m. – 2:00 p.m. General Session

Presented by: Jeff Helm, Director, Account Services, Race Data Jeff Deppen, Senior Vice President & CIO, Orrstown Bank

In response to the decline of high-touch personal banking relationships, data-driven marketing (i.e., using data to identify and act on customer engagement opportunities) can enable Community Banks to again differentiate their customer experience from larger regional and national banks. Small banks, however, generally lack the expertise, resources, budget, and scale needed to build comprehensive solutions themselves. This session will present a strategy for Community Banks to get in the game and start generating value from their customer data, including a case study of the initial implementation with Orrstown Bank and a path to grow into more sophisticated banking customer analytics.

2:15 p.m. Raffle Prizes
2:30 p.m. Conclusion
Continue to check back as more details become available. Curious to see what went on last year? Check out our 2015 conference agenda for details.