BankNext 2015 Agenda

Robert Weinhold
Robert Weinhold, Jr.



7:30 a.m. – 8:45 a.m.

C-Level Breakfast (by invitation only)

The Art of Crisis Leadership
Presented by: Robert Weinhold, Jr., Principal, Fallston Group LLC

After several decades of private and public sector leadership service, Crisis Leadership Expert Rob Weinhold continued his career mission of helping organizations during critical times by launching Fallston Group in 2009. A Baltimore-based crisis management and communications firms, Fallston Group helps organizations prepare for, navigate through and recover from issues of adversity and crisis. Throughout his distinguished career, Rob has worked on the core executive team at all three levels of government and privately on Cal Ripken, Jr.’s core executive team. Rob maintains extensive experience in the areas of executive leadership, organizational strategy, crisis management and communications, reputation management, media relations, marketing communications, public affairs, business management and operations. Click to read Robert’s full bio.

The Art of Crisis Leadership will help you and your executive team:
• Understand the importance of reputational risk, crisis and issue management, leadership, communications, planning and preparedness.
• Apply the presented tools and expertise to the development and implementation of assessments, crisis plans and training within their respective organizations.
• Effectively respond to and navigate through issues of sensitivity, adversity and crisis.

8:00 a.m.
Exhibit Hall Opens, Complimentary Continental Breakfast

8:30 a.m. – 10:00 a.m.
MBA Next Generation Steering Committee Meeting

Christian Tomooka headshot
Christian Tomooka

Silvia_Maggio heashot
Silvia Garcia Maggio

9:00 a.m. – 9:45 a.m. Concurrent Sessions
Choose from one of two breakout sessions

Omni Channel Banking – How Consumer Preferences Shape Banking Technology Trends
Presented by – Christian Tomooka, AVP Solutions Engineering, VSoft Corporation

The Googles, Facebooks and Apples of the world are making comprehensive, innovative platforms a necessity in the banking industry. Today’s customers, retail or commercial, tend to diminish the distinction between payment types and focus more on the end result – quickly and securely moving funds from one place to another through a user experience consistent to what one would find on e-commerce and social media sites. With Millennials – the largest generation in history – rapidly making up the majority of account holders and the population segment most likely to switch financial institution, transforming the user experience is critical. During this session, Puneet Malhotra will discuss this trend and how an omni-channel banking approach streamlines all channels and back-end systems under one consistent platform, taking the once fragmented system to give both the employees and account holders a seamless, more user-friendly experience.

Learn More About Compliance Alliance
Presented by – Silvia Garcia Maggio, Associate General Counsel, Compliance Alliance

Learn more how Compliance Alliance, which serves as a compliance advisor to nearly 400 banks across the nation and is owned in part by the Maryland Bankers Association, can help complement your bank’s current compliance solutions. Compliance Alliance serves as a compliance advisor to nearly 400 banks across the nation, receiving on average more than 1,600 hotline calls per month, will help keep your staff abreast of regulatory changes and requirements, provides easy-to-understand analysis of new and amended federal rules and regulations and offers expert review of advertising, policies and procedures, documentation and much more.

Debbie Davis
Debby Davis

10:00 a.m. – 11:30 a.m.

Council of Professional Women in Banking and Finance Quarterly Networking Meeting

How To Be A REAL Success
Presented by: Debby Davis, Business Development Director, Computer Services, Inc. (CSI)

Based on the John C. Maxwell’s REAL Leadership, to become a REAL success it is imperative to Relate to others better as you understand relational rules; Equip others with the proper skills sets; improve your Attitude through daily practices; and Lead others successfully to where you have gone and beyond.

With over 25 years experience in banking and technology, Debby Davis has studied and personally implemented the philosophies behind personal development and the role emotions and vision play in leadership. She uses candor, humor, insight, and passion with the intent to help organizations and individuals solve problems and execute on strategies that produce a measurable impact on their long term sustainability. How To Be A REAL Success will make a lasting impression on helping you continue to grow as a leader, and much more.



Aaron Silva

10:15 a.m. – 11:00 a.m. Concurrent Sessions
Choose from one of two breakout sessions.

10 Secrets for Negotiating “Win-Win” Deals with Core & IT Vendors
Presented by: Aaron Silva, President, Paladin fs, LLC

The opportunity to negotiate and renew multi-million dollar, multi-year contract relationship(s) with Core & IT Vendors occurs only once every 5-7 years. Making even the smallest error or oversight in pricing and business terms can be catastrophic. Vendors have stacked the deck as just three (3) firms control 85% of the market. Regional providers’ days may be numbered as vendor consolidation continues. Expenses related to Account & Item Processing, Internet Banking, Bill Payment and EFT/ATM are higher than ever before because of this unfair advantage enjoyed by vendors.

Attendees of this banker-only, fact-driven session will be educated with actual market intelligence, pricing data and inside knowledge on how to complete research and approach these negotiations powerfully. If you have less than 30 months remaining on any of these Core IT agreements – this session is for you.

With a track record of his ground-breaking research providing institutions over $100,000,000 in cost reduction nationwide; Aaron Silva will open the Paladin Blue Book and outline at least 10 tactical and strategic actions you can take to the negotiating table so that crafting a ‘win-win’ contract between bank and vendor is possible. Session will include practical examples of real-life negotiations, deal outcomes and risk mitigation techniques.


Panel Discussion: Strategic Drivers: Innovations and Protections
Presented by: Dixon Hughes Goodman

CPA firm Dixon Hughes Goodman has a deep bench of talent for community bankers. Partner Lisa Cines will moderate this discussion of recent innovations and developments to help drive your bank forward. The session will touch on conflicting priority for investments; stickiness as it relates to retention and cross-sell; data analytics; and keeping your data secure.

• Moderator: Lisa Cines, Partner, Dixon Hughes Goodman
• Dave Hartman, President, Hartman Executive Advisors
• Wade Baker, VP Strategy & Risk Analytics, ThreatConnect
• Robert (Bob) DeAlmeida, CEO, Hamilton Bank

11:00 a.m. – 11:30 a.m.
Exhibits, Networking

11:00 a.m. – 12:30 p.m.
MBA Regulatory Affairs Committee Meeting


Patrick Whelan
Patrick Whelan



Todd Shill
Todd J. Shill, Esq.

11:30 a.m. – 12:15 p.m. Concurrent Sessions
Choose from one of two breakout sessions.

The Emergence of the ISO in Community Banks
Presented by Patrick Whelan CISA IT, Security and Compliance Consultant, All Covered

With issues as complex as regulatory compliance, oversight and cybersecurity, financial institutions cannot afford to take half measures. IT security issues represent a continuous threat to the integrity of an institution’s data, while the amount of information examiners demand regarding your policies, procedures and safeguards continues to grow. Recent regulatory guidance is requiring community banks to address the role of Information Security Officer (ISO). Join us in an informative session to learn how to effectively employ the ISO to stay ahead of cyber threats and meet regulations.


Tweet, Follow, or Get Out of the Way: What Every Employer Needs to Know About Social Media in the Workplace
Presented by Todd J. Shill, Esq., Rhoads & Sinon LLP

While Facebook and Twitter (the current darlings of the Web 2.0 movement) may one day fade from the spotlight in order to make way for newer competitors such as Instagram, it is safe to assume that social media is going to be around for quite a while. As a result, it is no longer an option for Banks to simply ignore their employees’ use of social media. At the same time, taking a “heavy-handed” approach to employees’ use of social media can get an employer in just as much trouble as ignoring the problem entirely. What was a “minor” issue only a few short years ago has exploded into a minefield of potential liability due to the ever-expanding reach of social media. This presentation will provide an overview of the myriad employment law issues implicated by an employee’s use of social media, and a Bank’s response (or failure to respond) to such use.

• Overview/primer of the various social
media sites/apps including cutting edge “Web 3.0 concepts”
• Recent guidance/opinions from the National
Labor Relations Board regarding social media discipline and termination issues
• Monitoring activity and Bank access to employee social media
•Avoiding negligence claims related to social media access
• Use of social media when recruiting/hiring and background checks
• Social media as evidence in harassment and discrimination cases

12:15 p.m.

Next Leaders in Banking Awards Luncheon (separately ticketed event)

Next Leaders Logo


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12:30 p.m.
Complimentary Attendee/Vendor Buffet Lunch in Exhibit Hall

12:45 p.m. – 1:45 p.m.Mini Presentations
Short educational presentations in Exhibit Hall

Hear from:
Dan Elder, Mid-Atlantic Regional Director, Promontory Interfinancial Network
Brad Dyksen, Managing Director, Meyer Chatfield

12:45 p.m. – 1:45 p.m.
MBA Security Committee Meeting

1:00 p.m. – 1:45 p.m.
Exhibits and Networking

Meredith Deen

1:45 p.m. – 2:45 p.m. General Session

Marketing to Millennials: What You Need to Know
Presented by: Meredith Deen, Chief Operating Officer, FMSI

As a younger generation comprised of nearly 80 million, millennials currently represent the largest potential lifetime value of all the consumer segments. Most banks recognize the importance of properly reaching this generation of customers, but scratch their heads when trying to figure out just how to effectively communicate with them–especially given their unique relationship with technology. This presentation will cover best practices on marketing to millennials in the branch and out, and will specifically cover how to provide the right balance between high-tech interactions and personalized service. Click to read Meredith’s full bio.


2:45 p.m.
Raffle Winner Announcements

2:45 p.m.
Exhibit Hall Closes