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| Wednesday, May 11 |
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| 12:45 - 4 p.m. |
CHARITABLE OUTREACH PROGRAM (pre-registration is required)
Limited to 75
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| Thursday, May 12 |
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| 8:45 a.m. - 1 p.m. |
JEEP TOUR - SOLD OUT (pre-registration is required)
Open to first 50 paid registrants |
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| 1 - 3 p.m. |
WELCOME RECEPTION - Grand Ballroom Registration Foyer
"WELCOME TO SCOTTSDALE" |
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| 1 - 4 p.m. |
REGISTRATION -Grand Ballroom Registration |
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| 1:45 - 2:45 p.m. |
CEO PEER EXCHANGE - Ballroom G
Moderators: Matthew Miller and Scott Greenup, FinPro
*Limited to Bank CEOs Only
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| 3 - 5:15 p.m. |
CEO & DIRECTOR SESSION - Ballroom EF |
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| 3 - 4 p.m. |
"Crypto & Banking Reality Check"
Anthony DeSanctis, Cornerstone Advisors
Review of the current state of Crypto and the functionality it provides. Potential disruption to traditional banking services and margins.
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| 4:15 - 5:15 p.m. |
"Investment Banking Panel"
Moderator: Chad Hull, Boenning & Scattergood
France Blanco, III, Piper Sandler
Joseph Moeller, Keefe, Bruyette & Wood, A Stifel Company
Jay Junior, D.A. Davidson Companies
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| 6 - 7:30 p.m. |
CHAIR'S RECEPTION - East & Upper Pool Deck
"Take Me Out to the Ballgame"
Sponsored by: PNC |
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| Friday, May 13 |
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| 7:30 a.m. |
CONTINENTAL BREAKFAST - East Lawn |
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| 8 - 9 a.m. |
CONCURRENT SESSIONS |
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| Concurrent A: |
"Cybersecurity Currents in 2022: What to Expect and How to Prepare" - Ballroom E
Michael Barrack, Accume
If one expected the Pandemic would lessen the incidence and sophistication of cybersecurity incidents, they would have been shocked at the reality on the ground. Now, as the Pandemic appears to abate, geopolitical conflicts increase, and the move to digital is accelerating, how is the cybersecurity landscape shifting, and how should businesses prepare and focus. This session charts the evolving cybersecurity threat landscape, the top technical tools to defend against that threat, changes in the cybersecurity insurance industry and the battle for cyber resources that continues.
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| Concurrent B: |
"Compensation Trends and Best Practices in Today's Banking Environment" - Ballroom F
Matthew Brei, Blanchard Consulting
We explore current trends in total compensation for bank executives and key officers. We focus on the key elements that make up the total compensation package: base salaries, annual incentives, long-term incentives, benefits and perquisites. The session provides an educational overview of various compensation elements, focusing on current trends/best practices within community and regional banks. This presentation also focuses on performance-based compensation approaches that community and regional banks should consider to attract and retain quality officers. We examine the current compensation environment and discuss different performance-based incentive vehicles. We discuss the keys to effective and motivating cash incentive plans and will share what banks are using in respect to equity-based/longer-term incentives. This session incorporates applicable regulatory guidelines and updates surrounding incentive-based pay. Market data from our BCG surveys and databases will be incorporated throughout. As part of this session we will utilize a score sheet that shows how your Bank compares to banking industry best practices regarding executive total compensation.
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| Concurrent C: |
"Is Your Bank Prepared for Rising Interest Rates?" - Ballroom G
Dale Sheller, The Baker Group
Banks are now faced with a strong possibility of multiple rate hikes from the Fed in 2022. Margin compression is likely to continue due to excess liquidity as a result of minimal loan demand combined with steady deposit growth. Utilizing the bond portfolio to deploy excess liquidity and manage interest rate risk is critical given the potential for rising rates and the renewed regulatory focus on interest rate risk. This session will focus on the challenges facing the banking industry in the midst of rising interest rates and a challenging earnings environment. Topics will include the following: - Current banking and balance sheet trends - Best practices for your interest rate risk program and ALCO process - Deploying excess liquidity into the investment portfolio while managing risk.
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| Concurrent D: |
"Ten Steps to Making Tomorrow Better than Today" - Salon & Patio
Dr. Linda Eagle, Global Bankers Institute
In what ways would you like tomorrow to be different from today? Manage the anxiety? Relieve your worry? Experience true joy? Feel more valued? Find inner peace? Create honest relationships? Develop deeper connections? Deliver increased productivity? Eliminate frustration? Add confidence?
Join Dr. Linda Eagle in an interactive, exciting, participatory session as she reveals the ten simple steps that will change your world, one day at a time. Learn to create a reality that matches your deepest personal desires. Learn to make tomorrow better than today! |
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| 9:10 a.m. |
OPENING CEREMONIES - Ballroom ABCD
NATIONAL ANTHEM - Kendall Davis
PRESENTATION OF THE COLORS - Shadow Mountain High School JROTC Color Guard
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| 9:20 - 9:30 a.m. |
GENERAL SESSION - Ballroom ABCD
"Welcome & Remarks"
All Registered Convention Attendees
J. Duncan Campbell, President and CEO, PA Bankers Association
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| 9:30 - 10:15 a.m. |
ANNUAL MEETING - Ballroom ABCD
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| 9:30 - 9:40 a.m. |
50-Year Club Inductions |
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| 9:40 - 10:05 a.m. |
Nominating Report and Board Election |
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| 10:10 - 10:15 a.m. |
Installation of Officers |
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| 10:15 - 10:35 a.m. |
"2021 - 2022 CHAIRS' REMARKS"
Wesley Weymers, The Gratz Bank
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| 10:35 - 11 a.m. |
SNACK BREAK |
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| 11:00 a.m. -12 p.m. |
GENERAL SESSION
"Navigating Change: How to Effectively Manage Stress, Sustain Mental Health and Overcome Disruption"
Dr. Sahar Yousef, Cognitive Neuroscientist & Faculty, UC Berkeley Haas School of Business
Sponsored by: FHLBank Pittsburgh
Over the past 18 months, there has been a dramatic shift in the way teams and organizations work. To combat feeling overcommitted, overworked, and overloaded, we need a new playbook—one that enables each of us to fully leverage the opportunities in front of us and equip ourselves with the knowledge we need to both think more strategically and get more work done when time and resources are limited
In the Navigating Change keynote session, Dr. Sahar Yousef will review the last 2 years of Covid research by her lab around mental health factors, burnout prevention, and frameworks for navigating stressful demands in our lives, (personally and professionally). She'll also deep-dive into how participants can effectively communicate when they are experiencing stressors and how to take a proactive, not reactive approach to continuous change.
In order to get the most out of this session, Dr. Yousef has generously offered for every session participant to take a Biological Chronotype Assessment (5 minutes) prior to the session. The assessment allows a person to receive their individual energy profile and learn how to optimally schedule their day for peak performance (ideal times for focus, collaboration, and creativity). You can complete the assessment HERE with the project code: 'PABANKERS' and you'll receive your individual results via email, as well as recommendations on how to optimally design your day for peak productivity.
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| 12:15 p.m. |
ADJOURNMENT/ AFTERNOON FREE |
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| 1:15 - 4 p.m. |
CRAFT BREWERY TOUR (pre-registration is required)
Open to first 40 paid registrants
*Must be 21 and older
Tour will depart at 1:15 p.m. |
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| 1:15 - 4 p.m. |
WINE TASTING IN OLD TOWN SCOTTSDALE - SOLD OUT (pre-registration is required)
Open to first 40 paid registrants
*Must be 21 and older
Tour will depart at 1:15 p.m. |
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| Saturday, May 14 |
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| 7 a.m. |
REGISTRATION/CONTINENTAL BREAKFAST - East Lawn |
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| 7:15 - 8:15 a.m. |
SUNRISE $AVINGS - The Salon & Patio
"Increase Revenue, Reduce Expenses & Improve the Customer Experience"
Accume, APPI Energy, Bank Health Care Consortium of PA, Cornerstone Advisors, CRA Partners, PWCampbell, The Baker Group
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| 8 - 9 a.m. |
GUEST/SPOUSE SESSION - Yoga - West Lawn |
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| 8:20 - 9:10 a.m. |
CONCURRENT SESSIONS |
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| Concurrent A: |
"Leveraging Fintech Solutions to Expand & Improve Relationship Banking" - Ballroom E
Mary Beth Sullivan, Capital Performance Group
Fintech companies have greatly disrupted traditional banking, but financial technologies have also ushered in an era of new opportunities for expansion and revenue growth. Community and regional banks must envision a future in which geographic borders don't constrain growth; relationship-style banking can be delivered virtually; and consumers and small business owners flock to providers who make banking tasks both easier and more valuable. Many regional and community banks are already developing financial technology capabilities that enable scaled direct-to-consumer/business models; embedded banking solutions; and Banking-as-a-Service capabilities. And many are thriving. In today's financial industry, delivering a relationship banking value proposition more broadly by leveraging technology to increase the value realized by customers and extend market reach is critical. In this session, we will provide case studies of successful relationship banking style fintech solutions and a framework of strategic options every community and regional bank that stakes a claim to relationship banking must now consider as it chooses its fintech path forward.
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| Concurrent B: |
"Reshaping the Future of Work to Retain and Attract Talent" - Ballroom F
Trisha Shearer, Webber Advisors
*This session has been approved for professional development credits from the Society of Human Resource Management (SHRM) for HR professionals.
As the COVID-19 Pandemic ranges on so too does the labor shortages. As organizations continue to navigate the changing landscape of our workplaces, it's critical as employers to understand the needs of our varying workforce. By embracing the new normal, employers can be an integral part of reshaping the future of work in order to retain and attract talent.
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| Concurrent C: |
"ESG Roadmap and Opportunities for Community Banks" - Ballroom G
Matt Resch & Evan Matzen, PNC FIG Advisory | PNC Capital Markets
With the growing focus around ESG from investors, clients, regulators, communities, and employees, having an ESG policy and raising the awareness about current ESG activities is becoming more critical to a bank's success. We will discuss the key aspects of developing an ESG road map while highlighting opportunities and recommendations to navigate the ESG landscape and benefit your business and your bottom line.
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| 9:20 - 10:10 a.m. |
CONCURRENT SESSIONS |
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| Concurrent A: |
"The Great Resignation" - Ballroom E
Chris Stratton, Paylocity
What Is the Great Resignation? Employees are leaving jobs in record numbers The Great Resignation is an informal name for the widespread trend of a significant number of workers leaving their jobs during the COVID-19 pandemic. Quitting has risen particularly sharply in industries that are mostly made up of in-person service jobs, such as restaurants, hotels, and retail, and factories where people work in close proximity. This “Great Resignation,” as the global trend is called, is catching the attention of business leaders. In a recent survey of 117 CEOs conducted by Fortune and Deloitte, 73% said a labor/skills shortage is the most likely external issue to disrupt their business in the next 12 months. In that same survey, 51% of CEOs said one of their biggest challenges is retaining talent. One of the top reasons these employees are leaving is due to being disengaged in the workplace. This has resulted in uncertainty at many companies, which need to alter their methods for maintaining and engaging employees As leaders of an organization, people are watching them and how they communicate with employees. In the frantic need to hire more people, the group we often forget to attend to are the folks who stay. Four steps leaders can take now to best navigate the Great Resignation 1. Be aware of your impact 2. Focus on potential and possibility 3. Make it ok to leave 4. Give your employees the respect and appreciation they deserve ~Re-recruit existing employees ~ Reward them ~ Engage them How to use tools to counter balance the effect of the Great Resignation…
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| Concurrent B: |
"Tone at the Top: Culture’s Role in Risk For Financial Institutions" - Ballroom F
Rafael DeLeon, Ncontracts
Culture is a critical component of a bank’s operations that influences decisions made and actions taken in response to the challenges and opportunities a bank faces. Many of the recent enforcement actions on banks demonstrate the impact that culture can have on risk and compliance for a financial institution. When senior leaders exhibit behaviors such as putting profits ahead of governance or consumers or rolling out misaligned incentive programs, it results in higher risk for their organizations. It's all about the "tone at the top." What elements should banks consider as they build, communicate, or adapt their culture to succeed in this new environment? In this webinar, we will review enforcement actions that refer to culture, identify the behaviors that create and control risk, and talk about how to maintain a strong positive culture so you can develop a strategy to avoid reputation risks that can result in financial losses and position your FI for long-term success.
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| Concurrent C: |
"Insights on Digital Transformation in Banking" - Ballroom G
Thomas W. Grottke, Crowe LLP
Making effective investments in technology is critical to success for financial institutions. The ability to compete effectively in the new digital first market, and to operate efficiently depends heavily on the technology being used. Financial institutions must make sound and strategic decisions related to core systems, cloud-based services, FinTech collaborations, digital banking, cybersecurity and more.
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| Concurrent D: |
Mixology Class - Salon & Patio |
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| 10:10 - 10:25 a.m. |
COOKIE BREAK - South Foyer |
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| 10:25 a.m. |
GENERAL SESSION - Ballroom ABCD
Wesley M. Weymers, The Gratz Bank, 2021-2022 PA Bankers Chair
Mark Ritter, The Northumberland National Bank, 2022-2023 PA Bankers Chair |
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| 10:45 - 11:30 a.m. |
PA Bankers DEI Roadmap Briefing/CEO Discussion
Moderators: Michelle Staton, MBA, PA Bankers Association and Dr. Linda Eagle, Global Bankers Institute
Panelists: James V. Dionise, Mars Bank, Timothy Henry, F&M Trust and a representative from First National Bank of Newtown
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| 11:30 a.m. - 12:30 p.m. |
"ADAPT": Overcoming Adversity
Jim Abbott
Famed One-Handed Major League Baseball Pitcher
Co-Sponsored by: Webber Advisors and The Benecon Group |
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| 12:45 p.m. |
ADJOURNMENT |
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| 1:30 p.m. |
PA Bankers Open - The Phoenician Golf Club
Scramble Format (pre-registration is required) |
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| 6:30 - 8:30 p.m. |
CLOSING PARTY - Jokake Inn
"Wild Wild Wes"
Sponsored by: PA Bankers Services Corporation
Co-Sponsored by: Griffin Financial Group and Stevens & Lee |
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