| Time |
Session |
| |
|
| Wednesday, May 14 |
|
|
|
| 12 - 4 p.m. |
CHARITABLE OUTREACH OPPORTUNITY - St. Matthews House (pre-registration is required)
Transportation will be provided by PA Bankers
Limited to first 40 registrants.
|
| |
|
| 6:30 - 9 p.m. |
BOARD, PAST CHAIRS & STAFF RECEPTION & DINNER
Sponsored by: Pillar+Aught |
| |
|
| Thursday, May 15 |
|
| |
|
| 8:30 a.m. - 1 p.m. |
OPTIONAL TOUR - Everglades Tour (see Tours tab for registration information) |
| |
|
| 1 - 4 p.m. |
REGISTRATION |
| |
|
| 1 - 3 p.m. |
AFTERNOON "WELCOME TO MARCO" RECEPTION |
| |
|
| 1:45 - 2:45 p.m. |
Bank CEO Peer Exchange (pre-registration is required)
Limited to Bank CEOs Only
Moderator: Jack Salvetti, S.R. Snodgrass, P.C. |
| |
|
| 3 - 5:30 p.m. |
CEO & DIRECTOR SESSION |
| |
|
|
3 - 4 p.m.
|
Risk Volatility and Practical Solutions
Don Musso, FinPro
|
| |
|
|
4:15 - 5:30 p.m.
|
Investment Banking Panel
|
| |
|
| 6 - 7:30 p.m. |
CHAIR'S RECEPTION
Sponsored by: PNC Bank
|
| |
|
| Friday, May 16 |
|
| |
|
| 7 a.m. |
CONTINENTAL BREAKFAST |
| |
|
| 7 - 8 a.m. |
SUNRISE $AVINGS SESSION
Increase Revenue, Reduce Expenses & Improve the Customer Experience
Hartman Executive Advisors
ODP
KeyTax Inc.
Grudi Associates, LLC
DARKDEFEND
KlariVis
|
| |
|
| 8 - 8:50 a.m. |
CONCURRENT & GUEST SESSIONS |
| |
|
|
Concurrent A:
Director Focused
|
Succession Planning Topic
Alan Kaplan, Kaplan Partners |
| |
|
|
Concurrent B:
|
Strategic Alternatives Analysis - Everyone Should Do It
Jeff Marsico, The Kafafian Group, Inc.
|
| |
|
|
Concurrent C:
|
Future of Payments
Tony DeSanctis, Cornerstone Advisors |
| |
|
|
Concurrent D:
Guest/Spouse Session
|
GUEST/SPOUSE SESSION - TBD
|
| |
|
| 9 a.m. |
OPENING CEREMONIES
PRESENTATION OF COLORS
NATIONAL ANTHEM |
| |
|
| 9:10 - 10:15 a.m. |
GENERAL SESSION/ANNUAL MEETING
All Registered Convention Attendees
|
| |
|
|
"WELCOME & REMARKS"
|
|
9:10 - 9:15 a.m.
|
Welcome & Remarks - Duncan Campbell
|
|
9:15 - 9:30 a.m.
|
Recognition of Past Chairs & Sponsors |
|
9:30 - 9:40 a.m.
|
50-Year Club Inductions |
|
9:40 - 9:55 a.m.
|
Nominating Report & Board Election |
|
9:55 - 10 a.m.
|
Installation of Officers |
| |
|
| 10 - 10:20 a.m. |
"2024-2025 CHAIR'S REMARKS"
Randy Black, First Citizens Community Bank |
| |
|
| 10:20 - 10:40 a.m. |
SNACK BREAK
|
| |
|
| 10:40 a.m. - 12:25 p.m. |
GENERAL SESSION RESUMES
|
| |
|
|
10:40 - 11:30 a.m.
|
Washington Update
Kirsten Sutton, American Bankers Association (ABA)
Fireside Chat
Moderator: Duncan Campbell, President & CEO, PA Bankers Association
Panelists:
Kirsten Sutton, American Bankers Association (ABA)
Kathy Kraninger, President & CEO, Florida Bankers Association |
| |
|
|
11:30 a.m. - 12:25 p.m.
|
Future of Banking
Don Musso, FinPro |
| |
|
| 12:30 p.m. |
ADJOURNMENT |
| |
|
| 2 - 4 p.m. |
OPTIONAL TOUR - Calusa Spirit Charter (see Tours tab for registration information) |
| |
|
| Saturday, May 17 |
|
| |
|
| 7 a.m. |
REGISTRATION/CONTINENTAL BREAKFAST
|
| |
|
| 7:45 - 8:45 a.m. |
CONCURRENT SESSIONS |
| |
|
|
Concurrent A:
Director Focused
|
Compensation Trends in Today's Banking Environment
Matt Brei, Blanchard Consulting Group |
| |
|
|
Concurrent B:
|
What's Important Now: Separate Signal Noise and Build a Nimble Balance Sheet
Mark Fischer, PNC Bank |
| |
|
|
Concurrent C:
|
Checking In: Check Fraud, The Dark Web and Elder Compliance
Chuck Diulus, DARKDEFEND |
| |
|
| 9 - 10 a.m. |
GUEST/SPOUSE SESSION - TBD |
| |
|
8:55 - 9:55 a.m.
|
CONCURRENT SESSIONS |
| |
|
|
Concurrent A:
Director Focused
|
Current Views on the Role and Responsibilities of Bank Directors
Ken Rollins, Esquire, Pillar+Aught
Kate Sallie, Esquire, Pillar+Aught
|
|
|
|
Concurrent B:
|
From Strategy to Success: Unlocking Technology's Potential in Community Banking
Wade Barnes, Hartman Executive Advisors
Shea Gabrielleschi, Hartman Executive Advisors |
| |
|
|
Concurrent C:
|
Connecting With Tomorrow: The Future of Customer Engagement
Virginia Heyburn, engage fi |
| |
|
| 10 - 10:15 a.m. |
COOKIE BREAK
|
| |
|
| 10:15 a.m. |
GENERAL SESSION
Randy Black, First Citizens Community Bank, 2024-2025 Chair
Bill Kuzo, UNB Bank, 2025-2026 Chair |
| |
|
| 10:30 a.m. |
GENERAL SESSION
TBD
Ron Plesco, Jr., Partner, DLA Piper |
| |
|
| 11:40 a.m. - 12:15 p.m. |
CLOSING GENERAL SESSION - TBD
|
| |
|
| 12:30 p.m. |
ADJOURNMENT |
| |
|
| 1 p.m. |
SHUTTLE TO GOLF COURSE - PA Bankers Open (pre-registration is required)
The Rookery at Marco
1:30 p.m. - Scramble format
|
| |
|
| 6:30 - 8:30 p.m. |
CLOSING PARTY
|
| |
|
| *schedule subject to change |
|