Presented by:




Event Partner:

CFT Logo 2012

Schedule at a Glance:

December 7, 2017
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 8, 2017
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
11:00am-2:00pm Beer Tasting with Beer Haus Brewery
11:30 – 12:15 p.m. Concurrent Breakout Sessions
12:15-1:15 Book Signing w/Holly Hoffman
12:30 – 1:15 p.m. Buffet Lunch
1:15 p.m. – 2:00 p.m. Concurrent Breakout Sessions
2:15 p.m. Raffle Prizes
2:30 p.m. Conclusion


Meet & greet on the show floor with Holly Hoffman!

Survivor: Nicaragua (Season 21)


9:00 a.m. – 9:45 a.m. Concurrent Sessions (choose from one of three)

Beyond Duration Risk: Managing Liquidity and Earnings Risk Through the Rate Cycle
Presented by Steve Hawk, Co-Founder and Co-CEO, Derivative Path and Scott Hildenbrand, Principal/Chief Balance Sheet Strategist, Sandler O’Neill and Partners, L.P.

Between the flattening yield curve and tightening credit spreads, banks are facing an extremely challenging rate environment. Meanwhile, valuation multiples have expanded, demonstrating a disconnect between this harsh reality and investor optimism.  In today’s world, interest rate risk is more than just the negative mark-to-market on a bond portfolio.  It is also the impact of additional rate hikes into a flattening yield curve on margin compression and deposit competition.  Join us for a discussion on the challenges presenting banks todays and potential strategies to address them.

Email for Copy of Presentation


An Update on Recent Payment Trends and an Update on the Federal Reserve’s Faster Payments Task Force initiatives.

Presented by Thomas Goodman, Senior Account Executive, Federal Reserve Bank of New York

This session will highlight key findings/trend analysis from the Federal Reserve’s Payments Study. This session will also recap the work from the Faster Payments Task Force and the Federal Reserve’s next steps in the journey to improve the U.S. payment system.



Cyber Risk for Bankers: What You Should Know & What You Should Do
Presented by Robert Rosenzweig, VP, National Cyber Risk Practice Leader, Risk Strategy Companies

An  overview of current threats to the financial services sector, an update on the regulatory environment, an overview of the Cyber Insurance marketplace, and a real life war game exercise.

View Session Handouts

10:15 a.m. – 11:00 a.m. Concurrent Sessions (choose from one of three)

If You Think Cybersecurity is About Compliance, You’re On Your Way Over the Falls
Presented William Nowik, CISA, CISSP, QSA, PCIP, Principal, Wolf & Company, P.C.
It’s been a little over six months since the NYSDFS Cybersecurity Regulation went into effect.  In 2017 the FDIC continued to roll out their InTREx risk-based IT exam approach and the OCC made enhancements to the cybersecurity assessment tool used in the IT exam process. In the wake of the Equifax breach, what regulatory requirements lie around the corner and how are the threats of today leading to the regulations of tomorrow.  Learn what you should be considering in the development of your cybersecurity program to ensure you meet emerging regulatory requirements and most importantly maintain customer trust.


Build Loyalty with Customer Intelligence

Presented by Tim Meell, Regional Sales Director

Are your bankers aware of their customers’ key financial events and their out-of-the-ordinary transactions? Can they quickly access personalized recommendations for every customer they engage? Great banker/customer interactions foster trust, loyalty, and lasting relationships. Come learn how BankSight Machine Learning is changing how banks and credit unions leverage their data to connect with their customers in more meaningful ways.

View Session Handouts

The “Art” of the Branch

Presented by Jeff Winter, Senior Vice President Business Development, NewGround and Brian Porter, Vice President, Professional Services, Americas, Glory Global Solutions. Sponsored by Glory

While in-branch customer satisfaction is increasing, customer engagement (likelihood to buy) is often not keeping pace. The complex inter-play between people, processes and technology, combined with the differences between branches across your network, means a “one size fits all” approach may not deliver your business objectives. When it comes to branch transformation, it is a combination of art and science. In this session, you’ll learn who the customers are who still come to your branch, gain a deeper understanding of research data associated with customer behavior, develop a structural model for assessing key elements of branch transformation projects, understand what a customer-facing Universal Banker still set looks like, and look at your customer’s perspective of wants and needs.

Contact Glory for Copies of Their Presentation

11:30 a.m. – 12:15 p.m. Concurrent Sessions (choose from one of three)

Secure by Default: Optimizing Active Directory’s Group Policy
Presented by Michael Kannan and Brian Brunelle, Senior Security Consultants, GraVoc

There is no shortage of network security solutions in today’s marketplace.  However, we find that most organizations are not fully leveraging what they have already purchased through Microsoft: Active Directory.  This session will illustrate how your organization can leverage Active Directory settings and configurations to protect, detect, and respond to cyberattacks and insider threats.  In particular, we will demonstrate how hardening and optimizing the use of Group Policy Objects (GPOs) can help defend against and contain malicious activity like ransomware and other forms of malware on your organization’s local area network.

View Session Handouts

Surviving Workplace and Market Changes in Banking Today
Presented by Carolyn Rivera, Chief Learning Officer, ath Power Consulting
Carolyn is has spent her career rooted in the corporate world, working with leaders in banking industry to increase their results by better engaging their workforce. A former “Survivor” finalist, leadership is her passion, Carolyn will help you define the workplace trends that are disrupting banks today, outline the talent gap and what is needed to bridge the gap, and identify how Millennials are requiring changes in banking.
Keys to Successful Deployment of Branch Automation
Lou Lagonia, Senior Vice President and Brian Schimming, Phoenix Diversified Group

Get an in-depth view into Teller Cash Recycler connectivity options, pros and cons of each;  and best practices for  successful deployment of deposit automation at the ATM.


12:30 – 1:15 p.m. Buffet Lunch

1:15 p.m. – 2:00 p.m. Concurrent Sessions

Hiding in Plain Sight
Presented by Ben Hayden, IT & Risk Consultant, SHAZAM Risk Services
Skimming and card cloning is a growing problem across the country. When you understand the fine details of skimming and cloning cards, everyone stays safe. This session will help put perspective on skimming and cloning fraud as it compares to overall fraud trends.  We’ll prepare you to identify internal and external skimmers at the ATM, POS and gas pump.  We’ll show you the cameras that capture PINs and photos of actual skimming devices so you know exactly what to look for.  Videos highlight how thieves set up these devices and steal from your accountholders or merchants. A live demonstration will emphasize just how quick and easy it is to clone a card and make an immediate transaction.  
Manage Third-Party Risk Before Auditors Come Knocking
Marc Riccio, Founder and President, Specialized Data Systems
With regulators insisting banks assess and mitigate risks from third party providers, vendor management has become a major concern and poses unique challenges for community banks. The session explores best practices for evaluating and managing vendor relationships for compliance, risk management and best practices.

2:15 p.m. Raffle Prizes

2:30 p.m. Conclusion